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Earnings Miss: Estun Automation Co., Ltd Missed EPS By 31% And Analysts Are Revising Their Forecasts
Earnings Miss: Estun Automation Co., Ltd Missed EPS By 31% And Analysts Are Revising Their Forecasts
The analysts might have been a bit too bullish on Estun Automation Co., Ltd (SZSE:002747), given that the company fell short of expectations when it released its second-quarter results last week. Unfortunately, Estun Automation delivered a serious earnings miss. Revenues of CN¥851m were 18% below expectations, and statutory earnings per share of CN¥0.02 missed estimates by 31%. 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. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Estun Automation after the latest results.
See our latest analysis for Estun Automation
SZSE:002747 Earnings and Revenue Growth September 2nd 2022Following the latest results, Estun Automation's 16 analysts are now forecasting revenues of CN¥3.93b in 2022. This would be a huge 26% improvement in sales compared to the last 12 months. Statutory earnings per share are predicted to bounce 30% to CN¥0.20. In the lead-up to this report, the analysts had been modelling revenues of CN¥4.09b and earnings per share (EPS) of CN¥0.25 in 2022. The analysts seem less optimistic after the recent results, reducing their sales forecasts and making a substantial drop in earnings per share numbers.
The consensus price target fell 5.5% to CN¥24.01, with the weaker earnings outlook clearly leading valuation estimates. 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. There are some variant perceptions on Estun Automation, with the most bullish analyst valuing it at CN¥43.30 and the most bearish at CN¥14.00 per share. So we wouldn't be assigning too much credibility to analyst price targets in this case, because there are clearly some widely different views on what kind of performance this business can generate. As a result it might not be a great idea to make decisions based on the consensus price target, which is after all just an average of this wide range of estimates.
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. It's clear from the latest estimates that Estun Automation's rate of growth is expected to accelerate meaningfully, with the forecast 60% annualised revenue growth to the end of 2022 noticeably faster than its historical growth of 25% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 21% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Estun Automation is expected to grow much faster than its 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. Regrettably, they also downgraded their revenue estimates, but the latest forecasts still imply the business will grow faster than the wider industry. Furthermore, the analysts also cut their price targets, suggesting that the latest news has led to greater pessimism about the intrinsic value of the business.
With that in mind, we wouldn't be too quick to come to a conclusion on Estun Automation. Long-term earnings power is much more important than next year's profits. We have forecasts for Estun Automation going out to 2024, and you can see them free on our platform here.
Don't forget that there may still be risks. For instance, we've identified 2 warning signs for Estun Automation that 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.
分析師們可能有點過於看好埃斯通自動化有限公司(SZSE:002747),鑑於該公司上週發佈第二季度業績時低於預期。不幸的是,Estun Automation的盈利嚴重低於預期。8.51億加元的收入比預期低18%,法定每股收益0.02加元比預期低31%。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。讀者會很高興地知道,我們彙總了最新的法定預測,看看分析師們在最新結果公佈後是否改變了對Estun Automation的看法。
查看我們對Estun Automation的最新分析
深交所:2022年9月2日收益和收入增長002747根據最新的結果,Estun Automation的16名分析師現在預測2022年的收入為39.3億元人民幣。與過去12個月相比,這將使銷售額大幅提高26%。預計每股法定收益將反彈30%,至人民幣0.20元。在本報告發布前,分析師們一直在預測2022年的收入為40.9億加元,每股收益為0.25加元。在最近的財報公佈後,分析師們似乎不那麼樂觀了,他們下調了銷售預期,每股收益數字大幅下降。
共識目標價下跌5.5%,至24.01加元,較弱的盈利前景顯然領先於估值預期。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。對於Estun Automation有一些不同的看法,最樂觀的分析師對其估值為43.30加元,最悲觀的分析師估值為每股14.00加元。因此,在這種情況下,我們不會對分析師的價格目標賦予太多可信度,因為對於這項業務能產生什麼樣的業績,顯然存在一些截然不同的觀點。因此,根據共識價格目標做出決定可能不是一個好主意,畢竟,這只是這個廣泛估計範圍的平均值。
瞭解這些預測的更多背景信息的一種方法是,看看它們與過去的表現如何比較,以及同行業的其他公司的表現如何。從最新的估計中可以清楚地看到,Estun Automation的增長率預計將大幅加快,到2022年底,預計年化收入增長60%,明顯快於歷史上25%的年增長率。在過去的五年裏。相比之下,同行業的其他公司預計每年收入增長21%。考慮到預期的收入加速增長,很明顯,Estun Automation的增長速度預計將遠遠快於其行業。
底線
最重要的是,分析師們下調了他們的每股收益預期,表明業績公佈後,市場人氣明顯下降。遺憾的是,他們也下調了營收預期,但最新的預測仍暗示,該業務的增長速度將快於整個行業。此外,分析師還下調了他們的目標價,這表明最新消息導致人們對該業務的內在價值更加悲觀。
考慮到這一點,我們不會太快得出關於Estun Automation的結論。長期盈利能力比明年的利潤重要得多。我們對Estun Automation到2024年的發展做出了預測,你可以在我們的平臺上免費看到。
別忘了,可能還會有風險。例如,我們已經確定Estun Automation的2個警告標誌這一點你應該知道。
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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