The Consensus EPS Estimates For Changzhou Almaden Co., Ltd. (SZSE:002623) Just Fell Dramatically
The Consensus EPS Estimates For Changzhou Almaden Co., Ltd. (SZSE:002623) Just Fell Dramatically
One thing we could say about the analysts on Changzhou Almaden Co., Ltd. (SZSE:002623) - they aren't optimistic, having just made a major negative revision to their near-term (statutory) forecasts for the organization. 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.
关于常州亚玛登有限公司(SZSE:002623)的分析师,我们可以说一句话——他们并不乐观,因为他们刚刚对该组织的短期(法定)预测进行了重大负面修正。由于分析师将最新的业务前景考虑在内,得出结论,他们此前过于乐观,因此收入和每股收益(EPS)的预期均大幅下调。
After the downgrade, the three analysts covering Changzhou Almaden are now predicting revenues of CN¥4.0b in 2024. If met, this would reflect a notable 8.7% improvement in sales compared to the last 12 months. Per-share earnings are expected to leap 55% to CN¥0.64. Before this latest update, the analysts had been forecasting revenues of CN¥4.7b and earnings per share (EPS) of CN¥0.99 in 2024. Indeed, we can see that the analysts are a lot more bearish about Changzhou Almaden's prospects, administering a substantial drop in revenue estimates and slashing their EPS estimates to boot.
降级后,报道常州奥玛登的三位分析师现在预测2024年的收入为40亿元人民币。如果得到满足,这将反映出与过去12个月相比销售额的显著增长8.7%。每股收益预计将增长55%,至0.64元人民币。在最新更新之前,分析师一直预测2024年的收入为47亿元人民币,每股收益(EPS)为0.99元人民币。事实上,我们可以看到,分析师对常州阿玛登的前景更加悲观,他们推测的收入大幅下降,并下调了每股收益预期。
The consensus price target fell 20% to CN¥24.52, with the weaker earnings outlook clearly leading analyst valuation estimates.
共识目标股价下跌20%,至24.52元人民币,疲软的盈利前景显然领先于分析师的估值预期。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Changzhou Almaden's past performance and to peers in the same industry. It's pretty clear that there is an expectation that Changzhou Almaden's revenue growth will slow down substantially, with revenues to the end of 2024 expected to display 8.7% growth on an annualised basis. This is compared to a historical growth rate of 25% 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 23% 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 Changzhou Almaden.
这些估计很有趣,但是在查看预测与常州阿尔玛登过去的表现以及与同行业同行的比较时,可以更粗略地描述一些细节。很明显,预计常州奥玛登的收入增长将大幅放缓,预计到2024年底的收入按年计算将增长8.7%。相比之下,过去五年的历史增长率为25%。相比之下,该行业中其他有分析师报道的公司的收入预计将以每年23%的速度增长。因此,很明显,尽管收入增长预计将放缓,但整个行业的增长速度预计也将超过常州亚玛登。
The Bottom Line
底线
The most important thing to take away is that analysts cut their earnings per share estimates, expecting a clear decline in business conditions. Unfortunately analysts also downgraded their revenue estimates, and industry data suggests that Changzhou Almaden'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.
要了解的最重要的一点是,分析师下调了每股收益预期,预计业务状况将明显下降。不幸的是,分析师也下调了收入预期,行业数据表明,预计常州奥玛登的收入增长将低于整个市场。考虑到下调评级的范围,看到市场对该业务变得更加警惕也就不足为奇了。
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 Changzhou Almaden going out to 2026, and you can see them free on our platform here.
话虽如此,公司收益的长期轨迹比明年重要得多。在Simply Wall St,我们有分析师对常州阿尔玛登到2026年的全方位估计,你可以在我们的平台上免费看到这些估计。
Of course, seeing company management invest large sums of money in a stock can be just as useful as knowing whether analysts are downgrading their estimates. So you may also wish to search this free list of stocks that insiders are buying.
当然,看到公司管理层将大量资金投资于股票与了解分析师是否在下调预期一样有用。因此,您可能还希望搜索这份内部人士正在购买的免费股票清单。
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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。