Recently, research stocks of overseas institutions have been released, and the performance of many stocks has increased significantly.
first share layout of online lottery Siasun Robot&Automation Co.Ltd(300024) track
Yesterday, “the first share of online lottery” Hongbo Co.Ltd(002229) received a letter of concern from the Shenzhen Stock Exchange. The Shenzhen Stock Exchange asked the company to supplement whether the effective date of the terms on the payment of deposit and advance payment of 143 million yuan in the equity transfer agreement was different from the resolution of the board of directors of the company. It is required to specify the relevant background and reasons for the occupation of non operating funds by the controlling shareholder of Guangzhou Keyu, and supplement the specific measures to avoid the occupation of funds in the future.
Hongbo Co.Ltd(002229) yesterday, the share price rose by the word “one”, and the trading board was sealed all day. The strong limit of share price is related to the cross-border restructuring issued by the company on the 14th.
On February 14, Hongbo Co.Ltd(002229) announced that the company planned to pay cash to purchase 51% equity of Guangzhou Keyu Siasun Robot&Automation Co.Ltd(300024) Co., Ltd. (hereinafter referred to as “Guangzhou Keyu”) held by Baole shares. The acquisition is expected that the overall valuation of Guangzhou Keyu will not exceed 700 million yuan, and the corresponding 51% equity will not exceed 357 million yuan. The transaction is expected to constitute a major asset restructuring.
Hongbo Co.Ltd(002229) this acquisition is a cross-border acquisition. The main businesses of Hongbo Co.Ltd(002229) are security printing, lottery new channel services, book printing and high-end packaging printing. Hongbo Co.Ltd(002229) said that after the completion of this transaction, the company will add R & D, production and sales of home intelligent cleaning service Siasun Robot&Automation Co.Ltd(300024) ; with the help of the company’s capital, management and other advantages, we will increase the R & D investment in intelligent cleaning services Siasun Robot&Automation Co.Ltd(300024) , accelerate the development of new technologies and products, improve the intelligent level of the company’s products, further improve the company’s profitability, and enhance the ability to resist risks and sustainable development, so as to maximize the interests of all shareholders.
It is noteworthy that although the subject matter of the transaction is in a popular industry, the net profit of Guangzhou Keyu in 2021 was a loss. According to the financial data, in 2020, Guangzhou Keyu achieved an operating revenue of about 535 million yuan and a corresponding net profit of about 29.066 million yuan. In 2021, the operating income of Guangzhou Keyu decreased to 445 million yuan, while the net profit suffered a loss of about 49.9127 million yuan. In the case of net profit loss, the counterparty still makes performance commitments that the net profit from 2022 to 2024 will not be less than 30 million yuan, 50 million yuan and 70 million yuan respectively. In this regard, Hongbo Co.Ltd(002229) explained that the operating revenue of the target company in 2021 decreased by 89.7405 million yuan compared with that in 2020, which was mainly affected by the tight transportation of goods in international trade, the shortage of some upstream raw materials and the fluctuation of the exchange rate between the US dollar and the RMB.
According to the performance forecast of 2021, the attributable net profit is expected to be 6.51 million – 9.76 million yuan, a decrease of 61.66% to 74.43% over the same period of last year.
According to the statistics of securities times and databao, the stock price of Siasun Robot&Automation Co.Ltd(300024) concept stocks has been relatively flat this year. The average stock price of 17 Shenwan concept stocks has fallen by 12.11% this year, and the stock prices of maihe shares, Guangdong Topstar Technology Co.Ltd(300607) , Hangzhou Shenhao Technology Co.Ltd(300853) , Yijiahe Technology Co.Ltd(603666) , Leader Harmonious Drive Systems Co.Ltd(688017) have all fallen by more than 15%.
overseas institutions get together and research units are released
According to the statistics of data treasure, in the past 10 trading days (from January 12 to January 25), 205 listed companies in A-Shares have obtained institutional research. From the perspective of industries, the individual stocks obtained institutional research are mainly concentrated in electronics, computers, mechanical equipment, medicine and biology . Among them, the number of individual stocks in the electronic sector is the largest, and 31 stocks have received institutional attention.
There are more than 100 institutional researchers of 18 shares, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Beijing Supermap Software Co.Ltd(300036) , Qi An Xin Technology Group Inc(688561) – u, Huadong Medicine Co.Ltd(000963) , Luxshare Precision Industry Co.Ltd(002475) and more than 200 institutional researchers. While attracting the attention of institutions, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) and Luxshare Precision Industry Co.Ltd(002475) have also been favored by smart funds recently. In the past 10 days, they have accumulated an increase of 353 million yuan and 785 million yuan respectively. There are more than 100 research institutions such as Lens Technology Co.Ltd(300433) , Iflytek Co.Ltd(002230) , shengmei Shanghai, Farasis Energy (Gan Zhou) Co.Ltd(688567) , Guangzhou Shiyuan Electronic Technology Company Limited(002841) , Tecon Biology Co.Ltd(002100) .
From the recent focus of overseas institutions, overseas institutions have conducted research on 78 listed companies in the past 10 days. Among them, Shenzhen Transsion Holdings Co.Ltd(688036) attracted the most attention and was intensively investigated by 72 overseas institutions; Followed by Qi An Xin Technology Group Inc(688561) , a total of 70 overseas institutions participated in the survey.
In terms of share price performance, the shares of Tangrenshen Group Co.Ltd(002567) , Guangdong Chj Industry Co.Ltd(002345) , Tecon Biology Co.Ltd(002100) , Farasis Energy (Gan Zhou) Co.Ltd(688567) , Nanjing Develop Advanced Manufacturing Co.Ltd(688377) among the stocks surveyed by overseas institutions rose by more than 10%. 11 stocks fell by more than 15%. The biggest decline was Suzhou Harmontronics Automation Technology Co.Ltd(688022) , with a cumulative decline of 21.54%.
In terms of performance, among the stocks that have recently received attention from overseas institutions, 50 have announced the performance of 2021 (including express). According to the median value, the top increases in net profit are Hunan Changyuan Lico Co.Ltd(688779) and Tkd Science And Technology Co.Ltd(603738) . The annual net profit of these two stocks has increased by more than 500% year-on-year. The performance of Wuhan P&S Information Technology Co.Ltd(300184) and xidiwei in 2021 is expected to turn around and double year-on-year growth.
