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Need To Know: Analysts Are Much More Bullish On Shenghe Resources Holding Co., Ltd (SHSE:600392)

Need To Know: Analysts Are Much More Bullish On Shenghe Resources Holding Co., Ltd (SHSE:600392)

須知:分析師更加看好盛和資源控股有限公司(上海證券交易所代碼:600392)
Simply Wall St ·  04/30 20:13

Shenghe Resources Holding Co., Ltd (SHSE:600392) shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year's statutory forecasts. The consensus statutory numbers for both revenue and earnings per share (EPS) increased, with their view clearly much more bullish on the company's business prospects.

盛和資源控股有限公司(SHSE: 600392)的股東今天將有理由微笑,分析師對今年的法定預測進行了大幅上調。收入和每股收益(EPS)的法定共識數字均有所增加,他們的看法顯然更加看好公司的業務前景。

Following the upgrade, the most recent consensus for Shenghe Resources Holding from its three analysts is for revenues of CN¥20b in 2024 which, if met, would be a major 26% increase on its sales over the past 12 months. Per-share earnings are expected to bounce 2,015% to CN¥0.48. Prior to this update, the analysts had been forecasting revenues of CN¥17b and earnings per share (EPS) of CN¥0.41 in 2024. So we can see there's been a pretty clear increase in analyst sentiment in recent times, with both revenues and earnings per share receiving a decent lift in the latest estimates.

上調後,三位分析師對盛和資源控股的最新共識是,2024年的收入爲200億元人民幣,如果實現這一目標,其銷售額將在過去12個月中大幅增長26%。預計每股收益將反彈2,015%,至0.48元人民幣。在本次更新之前,分析師一直預測2024年的收入爲170億元人民幣,每股收益(EPS)爲0.41元人民幣。因此,我們可以看到,近來分析師的情緒明顯上升,最新估計的收入和每股收益都得到了不錯的提高。

earnings-and-revenue-growth
SHSE:600392 Earnings and Revenue Growth May 1st 2024
SHSE: 600392 2024 年 5 月 1 日收益和收入增長

Although the analysts have upgraded their earnings estimates, there was no change to the consensus price target of CN¥13.48, suggesting that the forecast performance does not have a long term impact on the company's valuation.

儘管分析師上調了收益預期,但13.48元人民幣的共識目標股價沒有變化,這表明預測的業績不會對公司的估值產生長期影響。

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The period to the end of 2024 brings more of the same, according to the analysts, with revenue forecast to display 26% growth on an annualised basis. That is in line with its 24% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 10% per year. So it's pretty clear that Shenghe Resources Holding is forecast to grow substantially faster than its industry.

現在從大局來看,我們理解這些預測的方法之一是了解它們與過去的業績和行業增長估計相比如何。分析師表示,截至2024年底將帶來更多相同的情況,收入按年計算預計將增長26%。這與其在過去五年中24%的年增長率一致。相比之下,我們的數據表明,預計類似行業的其他公司(有分析師報道)的收入每年將增長10%。因此,很明顯,預計盛和資源控股的增長速度將大大快於其行業。

The Bottom Line

底線

The biggest takeaway for us from these new estimates is that analysts upgraded their earnings per share estimates, with improved earnings power expected for this year. Fortunately, analysts also upgraded their revenue estimates, and our data indicates sales are expected to perform better than the wider market. The lack of change in the price target is puzzling, but with a serious upgrade to this year's earnings expectations, it might be time to take another look at Shenghe Resources Holding.

這些新估計給我們帶來的最大收穫是,分析師上調了每股收益預期,預計今年的盈利能力將有所提高。幸運的是,分析師還上調了收入預期,我們的數據顯示,預計銷售表現將好於整個市場。目標股價沒有變化令人費解,但隨着今年的收益預期大幅上調,可能是時候重新審視盛和資源控股了。

Even so, the longer term trajectory of the business is much more important for the value creation of shareholders. At Simply Wall St, we have a full range of analyst estimates for Shenghe Resources Holding going out to 2026, and you can see them free on our platform here..

即便如此,業務的長期發展軌跡對於股東的價值創造更爲重要。在Simply Wall St,我們有分析師對盛和資源控股公司到2026年的全方位估計,你可以在我們的平台上免費看到這些估計。

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.

尋找可能達到轉折點的有趣公司的另一種方法是使用內部人士收購的成長型公司的免費清單,跟蹤管理層是買入還是賣出。

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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