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Analyst Estimates: Here's What Brokers Think Of Suofeiya Home Collection Co., Ltd. (SZSE:002572) After Its Full-Year Report

Analyst Estimates: Here's What Brokers Think Of Suofeiya Home Collection Co., Ltd. (SZSE:002572) After Its Full-Year Report

分析師估計:以下是經紀商在索菲亞家居收藏有限公司(SZSE:002572)發佈全年報告後對索菲亞家居收藏有限公司(SZSE: 002572)的看法
Simply Wall St ·  04/14 21:07

Suofeiya Home Collection Co., Ltd. (SZSE:002572) just released its latest annual report and things are not looking great. Suofeiya Home Collection missed analyst forecasts, with revenues of CN¥12b and statutory earnings per share (EPS) of CN¥1.38, falling short by 2.9% and 4.2% respectively. 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. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

索菲亞家居收藏有限公司(深圳證券交易所:002572)剛剛發佈了最新的年度報告,但情況並不樂觀。索菲亞家居收藏未達到分析師的預期,收入爲120億元人民幣,法定每股收益(EPS)爲1.38元人民幣,分別下降2.9%和4.2%。對於投資者來說,盈利是一個重要時刻,因爲他們可以追蹤公司的業績,查看分析師對明年的預測,看看對公司的情緒是否發生了變化。因此,我們收集了最新的業績後法定共識估計,以了解明年可能會發生什麼。

earnings-and-revenue-growth
SZSE:002572 Earnings and Revenue Growth April 15th 2024
SZSE: 002572 2024 年 4 月 15 日收益和收入增長

Taking into account the latest results, the current consensus from Suofeiya Home Collection's 19 analysts is for revenues of CN¥12.9b in 2024. This would reflect a solid 11% increase on its revenue over the past 12 months. Per-share earnings are expected to step up 15% to CN¥1.51. Before this earnings report, the analysts had been forecasting revenues of CN¥12.8b and earnings per share (EPS) of CN¥1.53 in 2024. 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.

考慮到最新業績,索菲亞家居收藏的19位分析師目前的共識是,2024年的收入爲129億元人民幣。這將反映其在過去12個月中收入穩步增長11%。每股收益預計將增長15%,至1.51元人民幣。在本業績發佈之前,分析師一直預測2024年的收入爲128億元人民幣,每股收益(EPS)爲1.53元人民幣。因此,很明顯,儘管分析師已經更新了估計,但在最新業績公佈後,對該業務的預期沒有重大變化。

It will come as no surprise then, to learn that the consensus price target is largely unchanged at CN¥19.25. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. Currently, the most bullish analyst values Suofeiya Home Collection at CN¥26.27 per share, while the most bearish prices it at CN¥12.88. Note the wide gap in analyst price targets? This implies to us that there is a fairly broad range of possible scenarios for the underlying business.

因此,得知共識目標股價基本維持在19.25元人民幣也就不足爲奇了。但是,固定單一價格目標可能是不明智的,因爲共識目標實際上是分析師目標股價的平均值。因此,一些投資者喜歡查看估計範圍,看看對公司的估值是否有任何分歧。目前,最看漲的分析師估值索菲亞家居系列爲每股26.27元人民幣,而最看跌的分析師估值爲12.88元人民幣。注意到分析師目標股價的巨大差距了嗎?對我們來說,這意味着基礎業務存在相當廣泛的可能情景。

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. We can infer from the latest estimates that forecasts expect a continuation of Suofeiya Home Collection'shistorical trends, as the 11% annualised revenue growth to the end of 2024 is roughly in line with the 11% annual growth over the past five years. Compare this with the broader industry, which analyst estimates (in aggregate) suggest will see revenues grow 9.9% annually. It's clear that while Suofeiya Home Collection's revenue growth is expected to continue on its current trajectory, it's only expected to grow in line with the industry itself.

了解這些預測的更多背景信息的一種方法是研究它們與過去的業績相比如何,以及同一行業中其他公司的表現。我們可以從最新估計中推斷,預測預計索菲亞家居收藏的歷史趨勢將延續,因爲到2024年底的11%的年化收入增長與過去五年11%的年增長率大致一致。相比之下,分析師估計(總計),整個行業的收入每年將增長9.9%。很明顯,儘管Suofeiya Home Collection的收入預計將繼續保持目前的增長軌跡,但預計其增長將與行業本身保持一致。

The Bottom Line

底線

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. The consensus price target held steady at CN¥19.25, with the latest estimates not enough to have an impact on their price targets.

要了解的最重要的一點是,市場情緒沒有重大變化,分析師再次確認該業務的表現與他們先前的每股收益預期一致。他們還重申了收入預期,預計該公司的增長速度將與整個行業大致相同。共識目標股價穩定在19.25元人民幣,最新估計不足以對其目標價格產生影響。

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Suofeiya Home Collection going out to 2026, and you can see them free on our platform here..

話雖如此,公司收益的長期軌跡比明年重要得多。在Simply Wall St,我們有分析師對Suofeiya Home Collection到2026年的全方位估計,你可以在我們的平台上免費查看。

Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Suofeiya Home Collection that you should be aware of.

別忘了可能仍然存在風險。例如,我們已經確定了Suofeiya家居系列的1個警告標誌,你應該注意這一點。

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.

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Simply Wall St的這篇文章本質上是籠統的。我們僅使用公正的方法根據歷史數據和分析師的預測提供評論,我們的文章無意作爲財務建議。它不構成買入或賣出任何股票的建議,也沒有考慮到您的目標或財務狀況。我們的目標是爲您提供由基本數據驅動的長期重點分析。請注意,我們的分析可能不考慮最新的價格敏感型公司公告或定性材料。簡而言之,華爾街沒有持有任何上述股票的頭寸。

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