share_log

Need To Know: Analysts Just Made A Substantial Cut To Their Tellgen Corporation (SZSE:300642) Estimates

Need To Know: Analysts Just Made A Substantial Cut To Their Tellgen Corporation (SZSE:300642) Estimates

須知:分析師剛剛大幅下調了Tellgen Corporation(深交所代碼:300642)的估計
Simply Wall St ·  2023/10/31 18:12

Today is shaping up negative for Tellgen Corporation (SZSE:300642) shareholders, with the analysts delivering a substantial negative revision to next year's forecasts. Both revenue and earnings per share (EPS) estimates were cut sharply as the analysts factored in the latest outlook for the business, concluding that they were too optimistic previously.

今天對我們來說是負面的泰爾根公司(SZSE:300642)股東,分析師對明年的預測進行了大幅負面修訂。營收和每股收益(EPS)預期均大幅下調,因為分析師將最新的業務前景考慮在內,得出結論認為他們之前過於樂觀。

After the downgrade, the dual analysts covering Tellgen are now predicting revenues of CN¥711m in 2024. If met, this would reflect a meaningful 19% improvement in sales compared to the last 12 months. Statutory earnings per share are presumed to shoot up 72% to CN¥0.84. Prior to this update, the analysts had been forecasting revenues of CN¥1.1b and earnings per share (EPS) of CN¥1.27 in 2024. It looks like analyst sentiment has declined substantially, with a sizeable cut to revenue estimates and a pretty serious decline to earnings per share numbers as well.

在評級下調後,負責Tellgen的兩位分析師現在預測,2024年收入將達到7.11億元人民幣。如果得到滿足,這將反映出與過去12個月相比,銷售額有了19%的有意義的改善。法定每股收益預計將飆升72%,至0.84加元。在此次更新之前,分析師一直預測2024年收入為11億加元,每股收益為1.27加元。看起來分析師的信心已經大幅下降,營收預期大幅下調,每股收益數位也出現了相當嚴重的下降。

See our latest analysis for Tellgen

查看我們對Tellgen的最新分析

earnings-and-revenue-growth
SZSE:300642 Earnings and Revenue Growth October 31st 2023
深圳證交所:300642收益和收入增長2023年10月31日

The consensus price target fell 12% to CN¥23.00, with the weaker earnings outlook clearly leading analyst valuation estimates.

共識目標股價下跌12%,至23.00元,較弱的盈利前景顯然領先於分析師的估值預期。

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past performance and industry growth estimates. We can infer from the latest estimates that forecasts expect a continuation of Tellgen'shistorical trends, as the 15% annualised revenue growth to the end of 2024 is roughly in line with the 15% annual revenue growth over the past five years. Compare this with the broader industry (in aggregate), which analyst estimates suggest will see revenues grow 20% annually. So it's pretty clear that Tellgen is expected to grow slower than similar companies in the same industry.

從現在的大局來看,我們能夠理解這些預測的方法之一,是看看它們如何與過去的業績和行業增長預期相比較。從最新的估計中,我們可以推斷,預測預計Tellgen的歷史趨勢將繼續下去,因為截至2024年底的15%的年化收入增長與過去五年15%的年收入增長大致一致。相比之下,分析師估計,整個行業的收入將以每年20%的速度增長。因此,很明顯,Tellgen的增長速度預計將慢於同行業的同類公司。

The Bottom Line

底線

The biggest issue in the new estimates is that analysts have reduced their earnings per share estimates, suggesting business headwinds lay ahead for Tellgen. Unfortunately analysts also downgraded their revenue estimates, and industry data suggests that Tellgen's revenues are expected to grow slower than the wider market. Given the scope of the downgrades, it would not be a surprise to see the market become more wary of the business.

新的預估中最大的問題是,分析師下調了每股收益預估,這表明泰爾根面臨著商業逆風。不幸的是,分析師也下調了他們的營收預期,行業數據顯示,Tellgen的營收增長預計將低於更廣泛的市場。考慮到評級下調的範圍,市場對這項業務變得更加警惕並不令人意外。

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At least one analyst has provided forecasts out to 2025, which can be seen for free on our platform here.

話雖如此,該公司盈利的長期軌跡比明年重要得多。至少有一位分析師提供了對2025年的預測,這可以在我們的平臺上免費看到。

Another way to search for interesting companies that could be reaching an inflection point is to track whether management are buying or selling, with our free list of growing companies that insiders are buying.

蒐索有趣的公司的另一種方式可能是到達拐點是跟蹤管理層是在買入還是在賣出,我們的免費內部人士正在收購的成長型公司名單.

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.

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,地址是暗示Wallst.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.

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
    搶先評論