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Everest Medicines Limited (HKG:1952) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Everest Medicines Limited (HKG:1952) Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

珠穆朗玛峰药业有限公司(HKG: 1952)年度业绩刚刚公布:以下是分析师对今年的预测
Simply Wall St ·  03/30 20:09

Everest Medicines Limited (HKG:1952) shareholders are probably feeling a little disappointed, since its shares fell 3.7% to HK$23.50 in the week after its latest full-year results. Revenue greatly exceeded expectations at CN¥126m, some 25% ahead of analyst forecasts. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

珠穆朗玛峰药业有限公司(HKG: 1952)的股东可能会感到有些失望,因为其股价在公布最新全年业绩后的一周内下跌了3.7%,至23.50港元。收入大大超出预期,为1.26亿元人民币,比分析师的预测高出约25%。根据结果,分析师更新了他们的盈利模式,很高兴知道他们是否认为公司的前景发生了巨大变化,或者业务是否照旧。考虑到这一点,我们收集了最新的法定预测,以了解分析师对明年的预期。

earnings-and-revenue-growth
SEHK:1952 Earnings and Revenue Growth March 31st 2024
SEHK: 1952 年收益和收入增长 2024 年 3 月 31 日

After the latest results, the six analysts covering Everest Medicines are now predicting revenues of CN¥716.1m in 2024. If met, this would reflect a huge 469% improvement in revenue compared to the last 12 months. Before this earnings announcement, the analysts had been modelling revenues of CN¥691.1m and losses of CN¥2.37 per share in 2024. The thing that stands out most is that, while there's been a small increase to revenue estimates, the consensus no longer provides an EPS estimate. This impliesthat revenue is more important following the latest results.

根据最新业绩,涵盖珠峰药业的六位分析师现在预测2024年的收入为7.161亿元人民币。如果得到满足,这将反映出收入与过去12个月相比大幅增长了469%。在此财报公布之前,分析师一直在模拟2024年的收入为6.91亿元人民币,每股亏损为2.37元人民币。最引人注目的是,尽管收入估计略有增加,但共识不再提供每股收益估算。这意味着根据最新业绩,收入更为重要。

We'd also point out that thatthe analysts have made no major changes to their price target of HK$27.08. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on Everest Medicines, with the most bullish analyst valuing it at HK$39.98 and the most bearish at HK$23.25 per share. 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.

我们还要指出,分析师没有对27.08港元的目标股价做出重大调整。但是,这并不是我们可以从这些数据中得出的唯一结论,因为一些投资者在评估分析师目标股价时也喜欢考虑估计值的差异。对珠穆朗玛峰药业的看法有所不同,最看涨的分析师将其估值为39.98港元,最看跌的为每股23.25港元。注意到分析师目标股价的巨大差距了吗?对我们来说,这意味着基础业务存在相当广泛的可能情景。

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 analysts are definitely expecting Everest Medicines' growth to accelerate, with the forecast 5x annualised growth to the end of 2024 ranking favourably alongside historical growth of 92% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 25% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Everest Medicines is expected to grow much faster than its industry.

现在从大局来看,我们理解这些预测的方法之一是了解它们与过去的业绩和行业增长估计相比如何。分析师肯定预计,珠穆朗玛峰医药的增长将加速,预计到2024年底的5倍年化增长将保持在有利地位,而过去五年的历史年增长率为92%。相比之下,我们的数据表明,预计类似行业的其他公司(有分析师报道)的收入将以每年25%的速度增长。考虑到收入增长的预测,很明显,珠穆朗玛峰药业的增长速度预计将比其行业快得多。

The Bottom Line

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The most important thing to take away is that the analysts upgraded their revenue estimates for next year. Pleasantly, they also upgraded their revenue estimates, and their forecasts suggest the business is expected to grow faster than the wider industry. The consensus price target held steady at HK$27.08, with the latest estimates not enough to have an impact on their price targets.

要了解的最重要的一点是,分析师上调了明年的收入预期。令人高兴的是,他们还上调了收入预期,他们的预测表明,该业务的增长速度预计将快于整个行业。共识目标股价稳定在27.08港元,最新估计不足以对其目标股价产生影响。

At least one of Everest Medicines' six analysts has provided estimates out to 2026, which can be seen for free on our platform here.

Everest Medicines的六位分析师中至少有一位提供了到2026年的估计,可以在我们的平台上免费查看。

However, before you get too enthused, we've discovered 2 warning signs for Everest Medicines that you should be aware of.

但是,在你变得过于热情之前,我们已经发现了珠穆朗玛峰药物的两个警告信号,你应该注意这一点。

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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的这篇文章本质上是笼统的。我们仅使用公正的方法根据历史数据和分析师的预测提供评论,我们的文章无意作为财务建议。它不构成买入或卖出任何股票的建议,也没有考虑到您的目标或财务状况。我们的目标是为您提供由基本数据驱动的长期重点分析。请注意,我们的分析可能不考虑最新的价格敏感型公司公告或定性材料。简而言之,华尔街没有持有任何上述股票的头寸。

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