In the past week, the organization has paid more attention to the track leader and the concept of covid-19 oral medicine.
covid-19 oral drug fever boosted, and industry leading stocks received high attention from institutions
Covid-19 oral drug benefit concept and industry leader in large market value have become the focus of agency rating in recent week. According to the statistics of securities times · databao, from February 11 to 17, 55 institutions conducted a total of 466 ratings, and 294 shares were rated as “buy type”.
Divided by Shenwan level industry, the number of individual chemical stocks ranks first, with a total of 34 shares on the list; The number of electronics, mechanical equipment, food and beverage, medicine and biology ranks first. Steel, comprehensive and commercial trade received less attention, and only one or two shares were present.
In terms of individual stocks, 19 shares were rated as “buy in” by 4 or more institutions. The number of Gemdale Corporation(600383) , Great Wall Motor Company Limited(601633) , Porton Pharma Solutions Ltd(300363) rating agencies ranked among the top three, with 13, 11 and 10 respectively. The Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) in the pharmaceutical and biological sector, the Chongqing Changan Automobile Company Limited(000625) , Saic Motor Corporation Limited(600104) in the automotive sector and Poly Developments And Holdings Group Co.Ltd(600048) in the real estate sector are rated by many institutions.
On February 16, Gemdale Corporation(600383) released the annual performance express. The company expects to achieve a year-on-year increase of 18.16% in revenue in 2021, but the net profit attributable to the parent company decreased by 8.99% year-on-year. Huatai Securities Co.Ltd(601688) said that the company achieved the annual sales target of 280 billion yuan, with the highest sales growth rate, stable finance, abundant soil reserves and positive turnover strategy. With the continuous fermentation of the financing relaxation policy, it is expected to open the future growth space of the company.
the annual performance of several institutional rating stocks is stable
According to the statistics of databao, calculated by the median value of the express data / forecast growth range, among the 19 stocks with the highest number of “buy in” ratings, the annual net profit of Contemporary Amperex Technology Co.Limited(300750) , Semiconductor Manufacturing International Corporation(688981) doubled, the net profit of China stock market news, Wuxi Apptec Co.Ltd(603259) , Porton Pharma Solutions Ltd(300363) increased by more than 50%, and the net profit of Great Wall Motor Company Limited(601633) increased by 26.47% year-on-year. The performance of Montage Technology Co.Ltd(688008) and Muyuan Foods Co.Ltd(002714) is the largest decline, with a year-on-year decrease of 24.88% and 73.59% respectively.
According to the statistics of data treasure, among the above 19 shares, the difference between the latest price of 13 shares and the target price of the institution exceeds 25%. Two auto stocks oversold, Great Wall Motor Company Limited(601633) , Saic Motor Corporation Limited(600104) rising space was 85.76% and 55.8% respectively; The continuous decline of Contemporary Amperex Technology Co.Limited(300750) in the early stage was also favored by institutions, with an increase space of 56.35%; Pharmaceutical stocks Wuxi Apptec Co.Ltd(603259) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) also have a rising potential of 48.27% and 38.21%.
institutional rating stocks outperformed the market, with 31 shares up more than 10%
From February 11 to 17, the Shanghai Composite Index fell first and then rose, with a cumulative slight decline of 0.51%. 294 agency rated stocks rose by an average of 1.68% during the period, outperforming the broader market over the same period. Among them, 160 shares rose, and 31 shares rose more than 10%. Excluding the newly listed shares, Pfizer covid-19 oral drug news Porton Pharma Solutions Ltd(300363) performed best, up 31.86% since the recommendation date. Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) , Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) , Bethel Automotive Safety Systems Co.Ltd(603596) , Ningbo Deye Technology Co.Ltd(605117) , Ningbo Orient Wires & Cables Co.Ltd(603606) rose by more than 17%. Previously, the Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) Bing dwen dwen’s first stock has been falling in recent days, and the retracement rate has reached 15.3%.
In terms of rating trends, four stocks were upgraded by the agency, of which the annual net profit of Semiconductor Manufacturing International Corporation(688981) with the highest market value increased by 147.75% year-on-year. Zhuhai Enpower Electric Co.Ltd(300681) and Suzhou Hengmingda Electronic Technology Co.Ltd(002947) have also issued annual performance forecasts, and the net profit is expected to increase by 287.63% and decrease by 70.96% year-on-year respectively. (data treasure Zhang Zhibo)
