NOAH Earnings Prediction
The chart below shows how NOAH performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NOAH sees a +5.20% change in stock price 10 days leading up to the earnings, and a +6.26% change 10 days following the report. On the earnings day itself, the stock moves by -2.80%. This data can give you a slight idea of what to expect for the next quarter's release.
NOAH Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
683.69M
-8.84%
11.01%
Gross Margin
--
--
--
Operating Margin
35.22%
6.12%
61.86%
Net Margin
20.15%
-34.87%
19.66%
EPS
0.38
-94.35%
35.71%
No Data Available
NOAH Earnings Analysis
Noah Holdings Limited American Depositary Shares (each representing five (5) Ordinary shares) Corporation (NOAH.N) Earnings Conference Call
Positive
Revenue Performance Analysis: Total revenues reached RMB 684 million, reflecting an 11% increase sequentially despite an 8.8% year-over-year decrease.
Overseas Revenue Increase: Overseas net revenues reached RMB 377 million, marking a 28.9% year-over-year increase and accounting for 55.1% of total revenue.
International Revenue Growth: Net revenues from overseas increased by 35.3% sequentially, demonstrating strong growth in international markets.
Overseas Client Growth: The number of overseas registered clients rose to 17,200, representing a 20.9% year-over-year increase, indicating robust client acquisition efforts.
Consistent Operating Profit: Operating profit for the quarter remained consistent compared to the same period last year, with a notable sequential recovery of 80% to RMB 241 million.
Negative
Revenue Decline Analysis: Total revenues were RMB 689 million, a decrease of 8.8% year-on-year and a decrease of 32.6% year-on-year in revenues from mainland China.
China Revenue Decline: Net revenues from mainland China contributed RMB 312 million, a decrease of 32.6% year-on-year and 8.8% sequentially, primarily due to limited new business activities and decreases in recurring service fees.
Operating Costs Decrease: Total operating costs and expenses for the quarter were RMB 443 million, a decrease of 11.6% year-on-year and an 8.1% decrease sequentially.
Compensation Benefits Decline: Compensation benefits decreased by 22.7% year-on-year as we further improved human capital efficiency by reducing overhead costs.
Revenue Decline Analysis: Total revenue from Glory Insurance Brokerage was RMB 9 million, a decline of 89.9% year-on-year.
