晨星发表报告指，将护城河较窄的华润啤酒的公允价值估值下调3%至37.5港元，同时将2025-2029年的 盈利预测下调4-5%。该行仍认为该股估值被低估，2025年4.4%的股息率也支撑这一观点。该行将华润 啤酒的白酒业务五年销售的复合年增长率预测，从7%下调至3%，反映行业需求前景疲软。同时预计该 公司旗下公司"金沙酒业"品牌组合在高端白酒市场的表现将落后于其他品牌。此外，由于低端啤酒价格 承压，该行将2026年的价格增长预期下调2个百分点。喜力啤酒的渠道扩张仍是啤酒业务销量增长的主 要驱动力。 ...

公司研究 资产减值导致业绩下滑，静待 FPSO 合同放量 ——博迈科（603727.SH）跟踪报告 要点 资产减值导致前三季度业绩下滑，毛利率有所改善。 2025 年前三季度，公司实 现营业总收入 13.2 亿元，同比-24.8%，实现归母净利润 2341 万元，同比-75.2%， 实现扣非归母净利润 926 万元，同比-91.5%。2025 年前三季度，公司毛利率为 15.11%，同比+0.16pct，ROE 为 0.73%，同比-2.21pct。截至 2025 年 9 月末， 公司归母净资产为 32 亿元，同比-1.3%，资产负债率为 28.6%，同比-5.65pct。 2025 年前三季度，公司计提资产减值损失 8063 万元，上年同期计提 2070 万元， 对公司盈利能力造成一定影响。 2025 年 12 月 24 日 投资建议：受资产减值影响，前三季度公司业绩承压，考虑到公司 LNG 项目资 产减值压力仍存，我们下调公司 25-26 年盈利预测，新增 27 年盈利预测，预计 公司 25-27 年归母净利润分别为 0.49（下调 81%）、1.59（下调 59%）、3.29 亿元，对应的 EPS 分别 ...

[Table_Page] 公告点评|煤炭开采 证券研究报告 [Table_Title] 中国神华(601088.SH/01088.HK) 收购资产方案落地，资源大幅增长，优势进一步凸显 [Table_Summary] 核心观点： 盈利预测： | [Table_ 单位 Finance] :人民币百万元 | | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | --- | | 营业收入 | | 343,074 | 338,375 | 310,460 | 327,292 | 338,435 | | 增长率（ ） | % | -0.4% | -1.4% | -8.2% | 5.4% | 3.4% | | EBITDA | | 116,805 | 108,630 | 97,963 | 102,898 | 107,101 | | 归母净利润 | | 59,694 | 58,671 | 52,293 | 54,759 | 57,498 | | 增长率（ ） | % | -14.3% | -1.7% | -10.9% | ...

智通财经APP获悉，摩根士丹利发布研报称，根据中国银行(03988)2025年第三季度业绩，修订对该行的 盈利预测。将2025至2027年度净息差预测下调，而手续费收入预测则上调，因2025年第三季手续费收入 增长超出预期。因此，该行将中国银行2025年、2026年及2027年度净利润预测分别上调0.9%、1.4%及 1.1%，将中行目标价由5.9港元升至6.3港元，评级增持。 ...

Wall Street analysts expect KB Home (KBH) to post quarterly earnings of $1.79 per share in its upcoming report, which indicates a year-over-year decline of 29%. Revenues are expected to be $1.65 billion, down 17.6% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's earnings release, it is of utmost i ...

Wall Street analysts forecast that Scholastic (SCHL) will report quarterly earnings of $2.07 per share in its upcoming release, pointing to a year-over-year increase of 13.7%. It is anticipated that revenues will amount to $556.73 million, exhibiting an increase of 2.2% compared to the year-ago quarter.Over the last 30 days, there has been a downward revision of 7.8% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration ...

In its upcoming report, FedEx (FDX) is predicted by Wall Street analysts to post quarterly earnings of $4.05 per share, reflecting no change compared to the same period last year. Revenues are forecasted to be $22.88 billion, representing a year-over-year increase of 4.2%.Over the last 30 days, there has been an upward revision of 1.1% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecasts over ...

In its upcoming report, Vail Resorts (MTN) is predicted by Wall Street analysts to post quarterly loss of -$5.23 per share, reflecting a decline of 13.5% compared to the same period last year. Revenues are forecasted to be $271.27 million, representing a year-over-year increase of 4.2%.The consensus EPS estimate for the quarter has been revised 0.1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during ...

Core Insights - Analysts project Nordson (NDSN) will report quarterly earnings of $2.93 per share, a 5.4% increase year over year, with revenues expected to reach $769 million, reflecting a 3.3% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1][2] Revenue Projections - 'Net Sales- Industrial Precision Solutions' is projected to be $360.05 million, showing a year-over-year decline of 8.2% [4] - 'Net Sales- Advanced Technology Solutions' is expected to reach $180.73 million, indicating a year-over-year increase of 18.8% [4] - 'Net Sales- Medical and Fluid Solutions' is forecasted at $228.03 million, reflecting a 13.9% increase from the prior-year quarter [5] Operating Profit Estimates - 'Operating profit (loss)- Advanced Technology Solutions' is estimated at $39.78 million, up from $33.46 million reported in the same quarter last year [5] - 'Operating profit (loss)- Medical and Fluid Solutions' is projected to be $69.98 million, compared to $44.26 million in the same quarter last year [6] - 'Operating profit (loss)- Industrial Precision Solutions' is estimated at $118.84 million, down from $126.25 million reported in the same quarter of the previous year [6] Stock Performance - Over the past month, Nordson shares have returned +3.4%, outperforming the Zacks S&P 500 composite's +1.3% change [7] - Nordson holds a Zacks Rank 3 (Hold), suggesting its performance will likely align with the overall market in the upcoming period [7]

A month has gone by since the last earnings report for Henry Schein (HSIC) . Shares have added about 1.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Henry Schein due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Henry Schein, Inc. before we dive into how investors and analysts have reacted as of late.HSIC Q3 Earnings and Rev ...