Recently, the reporter noticed that star fund managers appeared in the research list of many listed companies. For example, Fu Pengbo of Ruiyuan fund appeared in the research of two listed companies Luxshare Precision Industry Co.Ltd(002475) and Fibocom Wireless Inc(300638) in a week, which was rare in the past.
In addition, Shi Bo of China Southern Fund and Feng Mingyuan of Cinda Australia Bank conducted research on Iflytek Co.Ltd(002230) . Sun Fang of Morgan, Li Yuanbo of Wells Fargo fund and Wang Keyu of Hongde fund also appeared in the research list of listed companies.
Fu Pengbo investigates two listed companies
According to the recent research records of Fibocom Wireless Inc(300638) , on February 16 and February 18, dozens of institutions participated in the research of the company through Zhongtai Securities Co.Ltd(600918) online strategy meeting and China Securities Co.Ltd(601066) online strategy meeting.
Many fund managers including Yuanxin Yongfeng fan Yan participated in the survey on February 16, and Fu Pengbo of Ruiyuan fund also participated in the survey on February 18.
Statistics show that Fibocom Wireless Inc(300638) is the first enterprise in China to be listed on A-Shares with module business. Its products mainly include 2G, 3G, 4G and 5g cellular communication modules.
According to Fibocom Wireless Inc(300638) previous announcement, the company plans to purchase 34% equity of Ruiling wireless jointly held by Qianhai laterite and Shenzhen Venture Capital by issuing shares, and 17% equity of Ruiling wireless held by Jianhua Kaiyuan by paying cash.
For this acquisition, in the research, Fibocom Wireless Inc(300638) said that the company hopes to complete the consolidation around April this year, but the whole restructuring project still needs to pass the examination of the exchange and the registration of the CSRC, so the specific time of completion cannot be accurately predicted.
For the future planning, Fibocom Wireless Inc(300638) said that the brands of Guangtong Yuanchi and Ruiling wireless are separated. Ruiling wireless focuses on the overseas market, and Guangtong Yuanchi mainly expands Chinese independent brand car enterprises. In the future, after the company fully controls Ruiling wireless, it will first further integrate the supply chain and R & D, but the expansion of the market will maintain the current state.
In addition to participating in the online strategy meeting of Fibocom Wireless Inc(300638) , Fu Pengbo also investigated Luxshare Precision Industry Co.Ltd(002475) through teleconference on February 13. This company is a typical individual stock of Fu Pengbo’s long-term heavy position.
It is worth mentioning that in the teleconference attended by hundreds of people, the number of star fund managers is also the most recently. It also includes Zhu Shaoxing of Wells Fargo fund, Xie Zhiyu of Xingzheng Global Fund, Han Chuang of Dacheng Fund, Feng Mingyuan of Cinda Aoyin, etc; In terms of private placement, there are Lin Peng of harmonious Huiyi, etc.
the research path of many star fund managers was exposed
In addition, Iflytek Co.Ltd(002230) the research record announced on February 20 shows that a number of fund managers such as China Southern Fund Shibo and Cinda Aoyin fund Feng Mingyuan conducted research on listed companies.
In the survey, on how to dismantle the target of 100 billion revenue at the end of the 14th five year plan, Iflytek Co.Ltd(002230) said that it is roughly 30 billion in education, 20 billion in medical treatment, 20 billion in consumer intelligent hardware and open platforms, and 10 billion in automobile business, operators and smart city. Among them, the endogenous growth of the company’s business accounts for 80%, that is, 80 billion, and the other 20 billion is generated through ecological M & A and cooperation.
Among the 30 billion in education, Iflytek Co.Ltd(002230) further said that the education business can be disassembled into learning machines, which is expected to contribute 10 billion, teaching students according to their aptitude, personalized learning manuals and English listening, speaking and language learning.
In the planning of medical business, Iflytek Co.Ltd(002230) divides it into three parts. First, the target of to G is 5 billion, including 4 billion intelligent medical assistants and 1 billion traditional government informatization such as national health information platform for Disease Control and prevention. Second, the target of to B is 5 billion, including voice products for hospitals, image cloud / medical insurance fee control, etc. Third, the target of to C is 10 billion, and urban insurance is expected to generate 5 billion ~ 6 billion water and 1 billion income; There are 5 billion medical hardware (sphygmomanometers, blood glucose meters, hearing aid headphones, etc.), plus 4 billion health management services (personal chronic diseases, post diagnosis management, etc.).
In addition to these star fund managers, sun Fang of Shanghai Investment Morgan, Li Yuanbo of Wells Fargo fund and Wang Keyu of Hongde fund also appeared in the research of listed companies recently. Among them, sun Fang investigated Tibet Mineral Development Co.Ltd(000762) on February 18; Li Yuanbo investigated Leyard Optoelectronic Co.Ltd(300296) on February 18; Wang Keyu investigated Beijing Shiji Information Technology Co.Ltd(002153) on February 10.
