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Investors More Bullish on Red Avenue New Materials Group (SHSE:603650) This Week as Stock Increases 3.4%, Despite Earnings Trending Downwards Over Past Three Years
Investors More Bullish on Red Avenue New Materials Group (SHSE:603650) This Week as Stock Increases 3.4%, Despite Earnings Trending Downwards Over Past Three Years
Red Avenue New Materials Group Co., Ltd. (SHSE:603650) shareholders might be concerned after seeing the share price drop 17% in the last month. But that doesn't change the fact that the returns over the last three years have been pleasing. After all, the share price is up a market-beating 54% in that time.
After a strong gain in the past week, it's worth seeing if longer term returns have been driven by improving fundamentals.
View our latest analysis for Red Avenue New Materials Group
To quote Buffett, 'Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace...' One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS).
During the three years of share price growth, Red Avenue New Materials Group actually saw its earnings per share (EPS) drop 14% per year.
This means it's unlikely the market is judging the company based on earnings growth. Therefore, we think it's worth considering other metrics as well.
Languishing at just 0.3%, we doubt the dividend is doing much to prop up the share price. We severely doubt anyone is particularly impressed with the modest 2.5% three-year revenue growth rate. So truth be told we can't see an easy explanation for the share price action, but perhaps you can...
You can see below how earnings and revenue have changed over time (discover the exact values by clicking on the image).
SHSE:603650 Earnings and Revenue Growth September 6th 2022We're pleased to report that the CEO is remunerated more modestly than most CEOs at similarly capitalized companies. It's always worth keeping an eye on CEO pay, but a more important question is whether the company will grow earnings throughout the years. If you are thinking of buying or selling Red Avenue New Materials Group stock, you should check out this free report showing analyst profit forecasts.
What About Dividends?
When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. Whereas the share price return only reflects the change in the share price, the TSR includes the value of dividends (assuming they were reinvested) and the benefit of any discounted capital raising or spin-off. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. In the case of Red Avenue New Materials Group, it has a TSR of 58% for the last 3 years. That exceeds its share price return that we previously mentioned. This is largely a result of its dividend payments!
A Different Perspective
Red Avenue New Materials Group shareholders are down 44% for the year (even including dividends), falling short of the market return. Meanwhile, the broader market slid about 14%, likely weighing on the stock. Investors are up over three years, booking 16% per year, much better than the more recent returns. Sometimes when a good quality long term winner has a weak period, it's turns out to be an opportunity, but you really need to be sure that the quality is there. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. Like risks, for instance. Every company has them, and we've spotted 3 warning signs for Red Avenue New Materials Group (of which 1 shouldn't be ignored!) you should know about.
If you are like me, then you will not want to miss this free list of growing companies that insiders are buying.
Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on CN exchanges.
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.
紅大道新材料集團有限公司。(上海證券交易所:603650)上個月股價下跌17%後,股東們可能會感到擔憂。但這並不能改變過去三年回報一直令人滿意的事實。畢竟,在這段時間裏,該公司股價上漲了54%,漲幅超過了市場。
在過去一週的強勁上漲之後,長期回報是否受到基本面改善的推動值得關注。
查看我們對紅大道新材料集團的最新分析
用巴菲特的話説,“船隻將在世界各地航行,但平坦的地球協會將蓬勃發展。市場上的價格和價值之間將繼續存在巨大的差異……”考察市場情緒如何隨時間變化的一種方法是觀察一家公司的股價和每股收益(EPS)之間的相互作用。
在股價增長的三年中,紅大道新材料集團的每股收益(EPS)實際上每年下降14%。
這意味着市場不太可能根據盈利增長來評判該公司。因此,我們認為其他指標也值得考慮。
股息僅為0.3%,我們懷疑股息對支撐股價起到了多大作用。我們嚴重懷疑,有誰會對這一温和的2.5%的三年營收增長率印象特別深刻。因此,説實話,我們看不到對股價走勢的簡單解釋,但也許你可以……
你可以在下面看到收入和收入是如何隨着時間的推移而變化的(點擊圖片可以發現確切的價值)。
上海證交所:603650收益和收入增長2022年9月6日我們很高興地報告,這位首席執行官的薪酬比類似資本公司的大多數首席執行官都要低。關注首席執行官的薪酬總是值得的,但更重要的問題是,該公司是否會在未來幾年實現盈利增長。如果你正在考慮買賣Red Avenue新材料集團的股票,你應該看看這個免費顯示分析師利潤預測的報告。
那股息呢?
在考察投資回報時,重要的是要考慮到股東總回報(TSR)和股價回報。雖然股價回報只反映股價的變動,但TSR包括股息的價值(假設股息再投資),以及任何折價集資或分拆所帶來的利益。因此,對於支付豐厚股息的公司來説,TSR往往比股價回報高得多。以紅大道新材料集團為例,它在過去3年的TSR為58%。這超過了我們之前提到的它的股價回報。這在很大程度上是其股息支付的結果!
不同的視角
紅大道新材料集團股東全年下跌44%(即使包括股息),低於市場回報。與此同時,大盤下跌約14%,可能令該股承壓。投資者在三年多的時間裏上漲了16%,比最近的回報率好得多。有時候,當一個高質量的長期贏家有一個疲軟的時期,它被證明是一個機會,但你真的需要確保質量在那裏。我發現,把股價作為衡量企業業績的長期指標是非常有趣的。但為了真正獲得洞察力,我們還需要考慮其他信息。比如風險。每家公司都有它們,我們已經發現紅大道新材料集團的3個警告標誌(其中1個不應該被忽視!)你應該知道。
如果你像我一樣,你會的不想懷念這一切嗎?免費內部人士正在收購的成長型公司名單。
請注意,本文引用的市場回報反映了目前在CN交易所交易的股票的市場加權平均回報。
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 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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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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