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Tsingtao Brewery Company Limited Just Recorded A 83% EPS Beat: Here's What Analysts Are Forecasting Next
Tsingtao Brewery Company Limited Just Recorded A 83% EPS Beat: Here's What Analysts Are Forecasting Next
Tsingtao Brewery Company Limited (HKG:168) defied analyst predictions to release its half-yearly results, which were ahead of market expectations. It was overall a positive result, with revenues beating expectations by 2.4% to hit CN¥19b. Tsingtao Brewery also reported a statutory profit of CN¥1.27, which was an impressive 83% above what the analysts had forecast. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.
Check out our latest analysis for Tsingtao Brewery
SEHK:168 Earnings and Revenue Growth August 28th 2022Taking into account the latest results, the consensus forecast from Tsingtao Brewery's 30 analysts is for revenues of CN¥32.4b in 2022, which would reflect an okay 4.0% improvement in sales compared to the last 12 months. Statutory earnings per share are expected to dip 9.6% to CN¥2.38 in the same period. In the lead-up to this report, the analysts had been modelling revenues of CN¥32.0b and earnings per share (EPS) of CN¥2.34 in 2022. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results.
It will come as no surprise then, to learn that the consensus price target is largely unchanged at HK$84.75. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Tsingtao Brewery at HK$105 per share, while the most bearish prices it at HK$64.91. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Tsingtao Brewery's past performance and to peers in the same industry. It's clear from the latest estimates that Tsingtao Brewery's rate of growth is expected to accelerate meaningfully, with the forecast 8.2% annualised revenue growth to the end of 2022 noticeably faster than its historical growth of 3.4% p.a. over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 11% per year. So it's clear that despite the acceleration in growth, Tsingtao Brewery is expected to grow meaningfully slower than the industry average.
The Bottom Line
The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting sales are tracking in line with expectations - although our data does suggest that Tsingtao Brewery's revenues are expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.
With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have estimates - from multiple Tsingtao Brewery analysts - going out to 2024, and you can see them free on our platform here.
You still need to take note of risks, for example - Tsingtao Brewery has 1 warning sign we think you should be aware of.
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.
青島啤酒股份股份有限公司香港上市公司(HKG:168)公佈半年業績,打破分析師預期,高於市場預期。總體來説,這是一個積極的結果,收入超過預期2.4%,達到190億元人民幣。青島啤酒股份還公佈了1.27加元的法定利潤,比分析師預測的高出83%,令人印象深刻。盈利對投資者來説是一個重要的時刻,因為他們可以跟蹤一家公司的表現,看看分析師對明年的預測,以及對該公司的情緒是否發生了變化。我們收集了最新的法定預測,看看分析師是否在這些結果之後改變了他們的盈利模型。
看看我們對青島啤酒股份的最新分析
聯交所:168盈利及收入增長2022年8月28日考慮到最新的業績,青島啤酒股份的30位分析師一致預測,2022年的收入將達到324億元人民幣,這將反映出與過去12個月相比,銷售額還可以提高4.0%。預計同期法定每股收益將下降9.6%,至2.38加元。在本報告發布前,分析師們一直在預測2022年的收入為32億元人民幣,每股收益為2.34元人民幣。因此,很明顯,儘管分析師們更新了他們的估計,但在最新業績公佈後,對該業務的預期並沒有發生重大變化。
屆時,當得知共識目標價基本維持在84.75港元不變時,也就不足為奇了。不過,還有另一種方式來考慮價格目標,那就是看看分析師提出的價格目標的範圍,因為廣泛的估計可能表明,對企業可能出現的結果有不同的看法。目前,最樂觀的分析師對青島啤酒股份的估值為每股105港元,而最悲觀的分析師對其估值為64.91港元。這表明,投資者的估值仍存在一定的差異性,但分析師似乎並不完全對該股持不同看法,好像這可能是一種成功或失敗的局面。
這些估計很有趣,但當看到預測與青島啤酒股份過去的表現以及同行業同行的預測進行比較時,描繪一些更寬泛的筆觸可能會很有用。從最新的估計中可以清楚地看出,青島啤酒股份的增長率預計將大幅加快,預計到2022年底的年化收入增長率為8.2%,明顯快於歷史上3.4%的年增長率。在過去的五年裏。相比之下,我們的數據顯示,類似行業的其他公司(有分析師覆蓋)的收入預計將以每年11%的速度增長。因此,很明顯,儘管增長速度加快,青島啤酒股份的增長速度預計將顯著低於行業平均水平。
底線
最明顯的結論是,近期該公司的業務前景沒有發生重大變化,分析師們的收益預測保持不變,與之前的估計一致。幸運的是,分析師們也再次確認了他們的營收預期,表明銷售額與預期相符--儘管我們的數據確實表明,青島啤酒股份的營收預計將遜於整個行業。共識目標價沒有實際變化,這表明根據最新估計,該業務的內在價值沒有發生任何重大變化。
話雖如此,該公司盈利的長期軌跡比明年重要得多。我們有多位青島啤酒股份分析師對2024年的預測,你可以在我們的平臺上免費看到。
你還是需要注意風險,比如-青島啤酒股份有1個警告標誌我們認為你應該意識到。
對這篇文章有什麼反饋嗎?擔心內容嗎? 保持聯繫直接與我們聯繫。或者,也可以給編輯組發電子郵件,地址是implywallst.com。
本文由Simply Wall St.撰寫,具有概括性。我們僅使用不偏不倚的方法提供基於歷史數據和分析師預測的評論,我們的文章並不打算作為財務建議。它不構成買賣任何股票的建議,也沒有考慮你的目標或你的財務狀況。我們的目標是為您帶來由基本面數據驅動的長期重點分析。請注意,我們的分析可能不會將最新的對價格敏感的公司公告或定性材料考慮在內。Simply Wall St.對上述任何一隻股票都沒有持倉。
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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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