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UOL Group Limited Just Beat Revenue Estimates By 28%
UOL Group Limited Just Beat Revenue Estimates By 28%
As you might know, UOL Group Limited (SGX:U14) recently reported its half-yearly numbers. Revenue of S$1.5b beat expectations by an impressive 28%, while statutory earnings per share (EPS) were S$0.36, in line with estimates. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.
Check out our latest analysis for UOL Group
SGX:U14 Earnings and Revenue Growth August 16th 2022Following the recent earnings report, the consensus from nine analysts covering UOL Group is for revenues of S$2.60b in 2022, implying a considerable 14% decline in sales compared to the last 12 months. Statutory earnings per share are forecast to nosedive 42% to S$0.40 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of S$2.44b and earnings per share (EPS) of S$0.46 in 2022. So it's pretty clear the analysts have mixed opinions on UOL Group after the latest results; even though they upped their revenue numbers, it came at the cost of a real cut to per-share earnings expectations.
There's been no major changes to the price target of S$8.41, suggesting that the impact of higher forecast sales and lower earnings won't result in a meaningful change to the business' valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on UOL Group, with the most bullish analyst valuing it at S$9.27 and the most bearish at S$7.20 per share. With such a narrow range of valuations, the analysts apparently share similar views on what they think the business is worth.
One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. These estimates imply that sales are expected to slow, with a forecast annualised revenue decline of 26% by the end of 2022. This indicates a significant reduction from annual growth of 4.4% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 5.3% annually for the foreseeable future. So although its revenues are forecast to shrink, this cloud does not come with a silver lining - UOL Group is expected to lag the wider industry.
The Bottom Line
The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. They also upgraded their revenue estimates for next year, even though sales are expected to grow slower than the wider industry. The consensus price target held steady at S$8.41, with the latest estimates not enough to have an impact on their price targets.
Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for UOL Group going out to 2024, and you can see them free on our platform here..
That said, it's still necessary to consider the ever-present spectre of investment risk. We've identified 2 warning signs with UOL Group (at least 1 which doesn't sit too well with us) , and understanding them should be part of your investment process.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
如你所知, UOL 集團有限公司 (SGX: U14) 最近公佈了其半年度數字。收入爲15億新元,超出預期的28%,而法定每股收益(EPS)爲0.36新元,與預期一致。結果公佈後,分析師更新了盈利模型,很高興知道他們是否認爲公司的前景發生了強勁的變化,或者一切照舊。我們認爲讀者會發現看到分析師對明年最新(法定)財報後預測很有趣。
查看我們對 UOL 集團的最新分析
新加坡交易所:U14 收益和收入增長 2022 年 8 月 16 日繼最近的財報發佈後,涵蓋UOL集團的九位分析師的共識是,2022年收入爲26.0億新元,這意味着與過去12個月相比,銷售額大幅下降了14%。預計同期法定每股收益將暴跌42%,至0.40新元。然而,在最新財報公佈之前,分析師曾預計2022年收入爲24.4億新元,每股收益(EPS)爲0.46新元。因此,很明顯,在最新業績公佈後,分析師對UOL Group的看法不一;儘管他們提高了收入數字,但這是以實際下調每股收益預期爲代價的。
8.41新元的目標股價沒有重大變化,這表明預測銷售額增加和收益下降的影響不會導致企業估值發生有意義的變化。但是,這並不是我們可以從這些數據中得出的唯一結論,因爲一些投資者在評估分析師目標價格時也喜歡考慮估算價差。對UOL集團有一些不同的看法,最看漲的分析師將其估值爲9.27新元,最看跌的分析師將其估值爲每股7.20新元。由於估值範圍如此之窄,分析師顯然對他們認爲該業務的價值有相似的看法。
瞭解這些預測的更多背景信息的一種方法是看看它們與過去的業績相比如何,以及同行業中其他公司的表現。這些估計表明,預計銷售將放緩,預計到2022年底,年化收入將下降26%。這表明比過去五年4.4%的年增長率大幅下降。相比之下,我們的數據表明,在可預見的將來,同一行業的其他公司(有分析師覆蓋範圍)的收入預計將每年增長5.3%。因此,儘管預計其收入將萎縮,但這種雲層並沒有帶來一線希望——預計UOL Group將落後於整個行業。
底線
最重要的一點是,分析師下調了每股收益的預期,這表明業績公佈後,市場情緒明顯下降。他們還上調了明年的收入預期,儘管預計銷售增長將低於整個行業。共識目標價穩定在8.41新元,最新的估計不足以影響其目標價格。
根據這種思路,我們認爲該業務的長期前景比明年的收益重要得多。在Simply Wall St,我們有分析師對UOL Group到2024年的全方位估計,你可以在我們的平臺上免費看到這些估計...
也就是說,仍然有必要考慮永遠存在的投資風險幽靈。 我們已經確定了 2 個警告信號 加入UOL Group(至少有一個對我們來說不太合適),瞭解它們應該是你投資過程的一部分。
對這篇文章有反饋嗎?對內容感到擔憂? 取得聯繫 直接和我們聯繫。 或者,給編輯團隊 (at) simplywallst.com 發送電子郵件。
Simply Wall St 的這篇文章本質上是一般性的。 我們僅使用公正的方法提供基於歷史數據和分析師預測的評論,我們的文章無意提供財務建議。 它不構成買入或賣出任何股票的建議,也沒有考慮您的目標或財務狀況。我們的目標是爲您提供由基本面數據驅動的長期重點分析。請注意,我們的分析可能未將最新的價格敏感型公司公告或定性材料考慮在內。簡而言之,華爾街對上述任何股票都沒有頭寸。
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moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
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