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Growth Investors: Industry Analysts Just Upgraded Their Guangzhou Automobile Group Co., Ltd. (HKG:2238) Revenue Forecasts By 11%
Growth Investors: Industry Analysts Just Upgraded Their Guangzhou Automobile Group Co., Ltd. (HKG:2238) Revenue Forecasts By 11%
Shareholders in Guangzhou Automobile Group Co., Ltd. (HKG:2238) may be thrilled to learn that the analysts have just delivered a major upgrade to their near-term forecasts. The analysts have sharply increased their revenue numbers, with a view that Guangzhou Automobile Group will make substantially more sales than they'd previously expected.
Following the upgrade, the current consensus from Guangzhou Automobile Group's 20 analysts is for revenues of CN¥98b in 2022 which - if met - would reflect a meaningful 9.6% increase on its sales over the past 12 months. Statutory earnings per share are presumed to swell 15% to CN¥0.96. Prior to this update, the analysts had been forecasting revenues of CN¥89b and earnings per share (EPS) of CN¥0.90 in 2022. The most recent forecasts are noticeably more optimistic, with a nice gain to revenue estimates and a lift to earnings per share as well.
Check out our latest analysis for Guangzhou Automobile Group
SEHK:2238 Earnings and Revenue Growth September 6th 2022Although the analysts have upgraded their earnings estimates, there was no change to the consensus price target of CN¥8.61, suggesting that the forecast performance does not have a long term impact on the company's valuation. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Guangzhou Automobile Group, with the most bullish analyst valuing it at CN¥12.71 and the most bearish at CN¥5.71 per share. This is a fairly broad spread of estimates, suggesting that the analysts are forecasting a wide range of possible outcomes for the business.
Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. It's clear from the latest estimates that Guangzhou Automobile Group's rate of growth is expected to accelerate meaningfully, with the forecast 20% annualised revenue growth to the end of 2022 noticeably faster than its historical growth of 2.6% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 22% annually. Guangzhou Automobile Group is expected to grow at about the same rate as its industry, so it's not clear that we can draw any conclusions from its growth relative to competitors.
The Bottom Line
The most important thing to take away from this upgrade is that analysts upgraded their earnings per share estimates for this year, expecting improving business conditions. They also upgraded their revenue forecasts, although the latest estimates suggest that Guangzhou Automobile Group will grow in line with the overall market. Seeing the dramatic upgrade to this year's forecasts, it might be time to take another look at Guangzhou Automobile Group.
These earnings upgrades look like a sterling endorsement, but before diving in - you should know that we've spotted 2 potential warning sign with Guangzhou Automobile Group, including concerns around earnings quality. For more information, you can click through to our platform to learn more about this and the 1 other warning sign we've identified .
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are upgrading their estimates. So you may also wish to search this free list of stocks that insiders are buying.
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.
股東在廣汽集團股份有限公司。(HKG:2238)獲悉分析師剛剛對其近期預測作出重大上調,可能會感到興奮。分析師們大幅增加了他們的收入數字,認為廣汽集團的銷售額將大大超過他們之前的預期。
升級後,廣汽集團的20位分析師目前的共識是,2022年的收入將達到人民幣980億元,如果實現這一目標,將比過去12個月的銷售額大幅增長9.6%。法定每股收益預計將增長15%,至0.96加元。在此次更新之前,分析師一直預測2022年收入為890億加元,每股收益為0.90加元。最新的預測明顯更為樂觀,營收預期大幅增長,每股收益也有所提升。
看看我們對廣汽集團的最新分析
聯交所:2238盈利及收入增長2022年9月6日儘管分析師上調了盈利預期,但CN元8.61元的一致目標價沒有變化,這表明預測業績不會對該公司的估值產生長期影響。共識價格目標只是個別分析師目標的平均值,因此-看看基礎估計的範圍有多大可能很方便。外界對廣汽集團的看法不一,最樂觀的分析師認為其估值為12.71元人民幣,最悲觀的分析師認為其每股估值為5.71元人民幣。這是一個相當廣泛的估計價差,表明分析師們預測了該業務可能出現的各種結果。
我們看待這些估計的另一種方式是放在更大的背景下,比如預測與過去的表現如何比較,以及預測相對於行業內的其他公司是更樂觀還是更樂觀。從最新的估計中可以清楚地看出,廣汽集團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20%,明顯快於其歷史上2.6%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22%。廣汽集團預計將以與其行業大致相同的速度增長,因此我們無法從其相對於競爭對手的增長中得出任何結論。
底線
此次上調最重要的一點是,分析師上調了對今年每股收益的預期,預計商業狀況會有所改善。他們還上調了營收預期,儘管最新的估計表明,廣汽集團的增長將與整體市場一致。看到今年預測的戲劇性升級,可能是時候重新看看廣汽集團了。
這些盈利上調看起來像是對廣汽集團的絕對認可,但在開始討論之前-你應該知道,我們已經發現了廣汽集團的兩個潛在警告信號,包括對盈利質量的擔憂。欲瞭解更多信息,您可以點擊我們的平臺,瞭解更多關於這一點和我們確定的其他1個警告信號的信息。
當然,看到公司管理層投資大筆資金投資一隻股票,就像知道分析師是否在上調他們的預期一樣有用。所以你可能也想搜索一下這個免費內部人士正在買入的股票清單。
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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