On February 14, the A-share tourism and hotel sector performed actively, and the tourism and hotel sector of China stock market news rose 3.89% as a whole. However, today, individual stocks in the sector collectively staged a high platform diving.
On February 15, Caissa Tosun Development Co.Ltd(000796) (000796, SZ) opened slightly lower in the morning and quickly dived to kill the fall, closed the limit only six minutes after leaving the market, there were occasional large orders pouring into the rocker, but they were still hit by the limit. The investors who chased for higher purchases are now restless. As of the close, Caissa Tosun Development Co.Ltd(000796) fell by 9.97% and sold more than 110000 sealed orders, with the latest market value of 8.552 billion yuan.
It is worth mentioning that Caissa Tosun Development Co.Ltd(000796) has achieved the daily limit for three consecutive trading days. Yesterday, the daily limit was strongly closed. From about 7.6 yuan on January 28 to now, it has soared by more than 50% in six trading days.
On the news side, Caissa Tosun Development Co.Ltd(000796) announced the change of share price after hours on February 14. The announcement shows that at present, China’s tourism market is repeatedly affected by the epidemic in many places, and the outbound tourism market has yet to be opened. However, with the universal vaccination of covid-19 vaccine and the smooth launch of specific drugs, the tourism market is expected to usher in more positive changes in 2022. The company is gradually preparing for industry changes and market opportunities in the post epidemic era. In addition, the company’s aviation and railway catering businesses have been restored one after another, and the company is also actively exploring innovative businesses such as destination and new retail, so as to further enhance its profitability. The announcement said that after inquiry, Hainan Caesar excellence enterprise management partnership (limited partnership), the concerted action of the company’s controlling shareholders, sold 3225505 shares of the company’s shares through centralized bidding trading during the period of abnormal stock fluctuations.
Caissa Tosun Development Co.Ltd(000796) known as the leader of “outbound tourism”, its main business includes tourism business, air food, railway catering business and new retail business.
Caissa Tosun Development Co.Ltd(000796) it was originally a HNA company. In October 2019, with the continuous reduction of the original HNA shareholders, the second shareholder, Caesar Sega, gained control. In addition, the company announced to move its headquarters from Baoji, Shaanxi to Sanya, Hainan since April 2020, and officially completed the relocation of Sanya in March 2021, nearly a year later.
Under the impact of the epidemic, Chinese tourism enterprises suffered a heavy blow and Caissa Tosun Development Co.Ltd(000796) fell into the mire of loss. After the net loss of nearly 700 million yuan in 2020, the performance loss of Caissa Tosun Development Co.Ltd(000796) in 2021 continues.
The company’s annual revenue is expected to be 1.6 billion yuan in the same period of last year, which is expected to be 1.5 billion yuan in the same period of last year; The net loss was 480 million yuan to 580 million yuan, compared with 698 million yuan in the same period of last year; The net profit attributable to the shareholders of the listed company was RMB 500 million to RMB 610 million, with a net loss of RMB 762 million in the same period of last year.
it is worth mentioning that although the limit of Caissa Tosun Development Co.Ltd(000796) rose on February 14, the Dragon Tiger list of the stock was heavily sold, with a net sales of 221 million yuan, accounting for 30.52% of the total turnover.
On February 14, the Dragon Tiger list data showed that many main players appeared in Caissa Tosun Development Co.Ltd(000796) trading seats. In terms of purchase, Guotai Junan Securities Co.Ltd(601211) Shanghai Jiangsu Road Xinjin Caissa Tosun Development Co.Ltd(000796) bought a seat, with a net purchase of 17.7327 million yuan. The seat is considered to be the leader of the hot money chapter in the industry; Second, Huaxin Securities Co., Ltd. Shanghai Branch bought a net of 2.4664 million yuan; The net purchase of seats of Zhongtai Securities Co.Ltd(600918) Shenzhen branch with three seats was 16.5719 million yuan; Huaxin securities, which bought four seats, bought 13.4319 million yuan in Shenzhen Yitian road; Dongguan securities Xiamen Branch, which bought five seats, bought a net of 11.8312 million yuan. It was sold for 221 million yuan on the same day.
In addition, Dongguan Securities said that the proportion of short distance travel in the spring festival tourism market was further increased, the passenger flow of Spring Festival transportation increased significantly, and the impact of the epidemic was gradually reduced. Guided by the 14th five year plan, 2022 is expected to be the year of tourism recovery. It is suggested to pay careful attention to the leading outbound tourists Caissa Tosun Development Co.Ltd(000796) , Utour Group Co.Ltd(002707) benefiting from the recovery of inbound and outbound tourism; Recommended franchisees account for a relatively high proportion of chain hotel leaders Shanghai Jin Jiang International Hotels Co.Ltd(600754) , Btg Hotels (Group) Co.Ltd(600258) with stable performance, and artificial scenic spot leaders Songcheng Performance Development Co.Ltd(300144) with large performance flexibility. They are expected to benefit from Changbai Mountain Tourism Co.Ltd(603099) of the Winter Olympic effect in the short term.
