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Earnings Beat: Weaver Network Technology Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Earnings Beat: Weaver Network Technology Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

盈利快報:Weaver 網絡科技有限公司剛剛超過了分析師的預期,分析師一直在更新他們的模型
Simply Wall St ·  03/30 20:23

Weaver Network Technology Co., Ltd. (SHSE:603039) shareholders are probably feeling a little disappointed, since its shares fell 9.0% to CN¥39.59 in the week after its latest full-year results. It looks to have been a decent result overall - while revenue fell marginally short of analyst estimates at CN¥2.4b, statutory earnings beat expectations by a notable 29%, coming in at CN¥0.69 per share. 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.

威弗網絡技術有限公司(SHSE: 603039)的股東可能會感到有些失望,因爲其股價在公佈最新全年業績後的一週內下跌了9.0%,至39.59元人民幣。總體而言,這似乎是一個不錯的業績——雖然收入略低於分析師預期的24億元人民幣,但法定收益明顯超出預期的29%,爲每股0.69元人民幣。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
SHSE:603039 Earnings and Revenue Growth March 31st 2024
SHSE: 603039 2024 年 3 月 31 日收益和收入增長

Taking into account the latest results, the consensus forecast from Weaver Network Technology's six analysts is for revenues of CN¥2.69b in 2024. This reflects a notable 12% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to jump 36% to CN¥0.94. In the lead-up to this report, the analysts had been modelling revenues of CN¥3.14b and earnings per share (EPS) of CN¥1.02 in 2024. Indeed, we can see that sentiment has declined measurably after results came out, with a substantial drop in revenue estimates and a small dip in EPS estimates to boot.

考慮到最新業績,Weaver Network Technology的六位分析師的共識預測是,2024年的收入爲26.9億元人民幣。這反映了與過去12個月相比,收入顯著增長了12%。預計每股法定收益將增長36%,至0.94元人民幣。在本報告發布之前,分析師一直在模擬2024年的收入爲31.4億元人民幣,每股收益(EPS)爲1.02元人民幣。事實上,我們可以看到,業績公佈後,市場情緒已顯著下降,收入預期大幅下降,每股收益估計值略有下降。

It'll come as no surprise then, to learn that the analysts have cut their price target 15% to CN¥41.05. 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. There are some variant perceptions on Weaver Network Technology, with the most bullish analyst valuing it at CN¥54.51 and the most bearish at CN¥20.70 per share. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

因此,得知分析師已將目標股價下調15%至41.05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。對Weaver Network Technology的看法有所不同,最看漲的分析師將其估值爲54.51元人民幣,最看跌的爲每股20.70元人民幣。這是相當廣泛的估計,表明分析師正在預測該業務的各種可能結果。

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. It's pretty clear that there is an expectation that Weaver Network Technology's revenue growth will slow down substantially, with revenues to the end of 2024 expected to display 12% growth on an annualised basis. This is compared to a historical growth rate of 19% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 22% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Weaver Network Technology.

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。很明顯,預計Weaver Network Technology的收入增長將大幅放緩,預計到2024年底的收入將按年計算增長12%。相比之下,過去五年的歷史增長率爲19%。相比之下,該行業中其他有分析師報道的公司的收入預計將以每年22%的速度增長。因此,很明顯,儘管收入增長預計將放緩,但整個行業的增長速度預計也將超過Weaver Network Technology。

The Bottom Line

底線

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Unfortunately, they also downgraded their revenue estimates, and our data indicates underperformance compared to the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. The consensus price target fell measurably, with the analysts seemingly not reassured by the latest results, leading to a lower estimate of Weaver Network Technology's future valuation.

要了解的最重要的一點是,分析師下調了每股收益的預期,這表明公佈這些業績後,市場情緒明顯下降。不幸的是,他們還下調了收入預期,我們的數據顯示,與整個行業相比,表現不佳。即便如此,每股收益對業務的內在價值更爲重要。共識目標股價大幅下降,最新業績似乎並未讓分析師放心,這導致對Weaver Network Technology未來估值的估計降低。

Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. At Simply Wall St, we have a full range of analyst estimates for Weaver Network Technology going out to 2026, and you can see them free on our platform here..

根據這種思路,我們認爲該業務的長期前景比明年的收益重要得多。在Simply Wall St,我們有分析師對Weaver Network Technology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。

You still need to take note of risks, for example - Weaver Network Technology has 1 warning sign we think you should be aware of.

例如,你仍然需要注意風險——Weaver Network Technology有1個我們認爲你應該注意的警告信號。

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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