The total market value soared from 3 billion to more than 30 billion, Andon Health Co.Ltd(002432) is continuously creating “surprises” in the capital market.
However, in the eyes of the outside world, there seems to be a push behind the sharp rise, and in addition to the surprise, I’m more worried about “shock” – how long the stock price can last, don’t be a leek.
On February 22, the Shenzhen Stock Exchange issued a supervision letter on Andon Health Co.Ltd(002432) , pointing to the problem of Andon Health Co.Ltd(002432) letter phi, saying that during the continuous stock price changes, the company’s reply on the interactive trading platform and the published record form of investor relations activities were inaccurate and incomplete for many times.
The shell finance reporter of the Beijing News noted that since November last year, Andon Health Co.Ltd(002432) has received four letters of approval and two letters of supervision, among which the letter phi of Andon Health Co.Ltd(002432) has been mentioned many times. Also during this period, Andon Health Co.Ltd(002432) share price rose all the way, with a cumulative increase of 1214.53%.
As of the closing on February 22, Andon Health Co.Ltd(002432) current share price is 69.09 yuan / share, with a one-day decline of 5.49%, and the total market value evaporates about 1.919 billion yuan a day.
information disclosure ” rhythmic “?
On February 22, the Shenzhen Stock Exchange issued a supervision letter on Andon Health Co.Ltd(002432) , and the company’s share price fell. In the post bar, some investors even made a limerick: “look at the sector on duty, Jiu’An will take you up the mountain. Stand on the post with a gun and enjoy the good scenery of the mountain.”
“Some regulatory letters may arrive late, but they will not be absent.” In the view of the outside world, Andon Health Co.Ltd(002432) has been issued with a regulatory letter. For some time, Andon Health Co.Ltd(002432) was almost “more positive” news, in which the contract progress of U.S. subsidiaries was frequently mentioned.
However, among the benefits frequently thrown into the market, there are “horsefeet”.
As early as January 7 this year, Andon Health Co.Ltd(002432) disclosed that the company received the experimental report on the test performance of ihealth covid-19 antigen home self-test OTC kit against Omicron variant virus from the Radx project of the National Institutes of health arranged by the FDA, The report showed that the ihealth kit detected 100% of Omicron active virus samples with a maximum CT value of 21.59 (n = 5).
On January 15, Andon Health Co.Ltd(002432) replied to the concern letter of the exchange that “the positive detection rate of all samples in the experimental group: when the CT value is ≤ 21.59, it can be detected completely, when the CT value is 22.86, it can be detected 60%, and when the CT value is ≥ 23.87, it can not be detected at all”.
The two pieces of information disclosed by the front and back feet, Andon Health Co.Ltd(002432) is not complete and it is not difficult to distinguish the information disclosure of the experimental results.
Such disclosure is not accidental. On December 1, 2021, Andon Health Co.Ltd(002432) said in response to investors’ questions on the interactive easy platform, “up to now, our covid-19 test reagent ranks first in the sales of amazon.com in the United States”.
Less than a month later, Andon Health Co.Ltd(002432) replied to the Shenzhen Stock Exchange, “Amazon America’s sales ranking is a comprehensive ranking based on the combination of daily sales and instantaneous sales, and the ranking will be updated in real time, which does not represent the cumulative sales.”
Frequently transmit messages to the outside world, and the change of individual characters also makes Andon Health Co.Ltd(002432) be labeled as playing word games, and the information “hides water”.
On December 21, 2021, Andon Health Co.Ltd(002432) said in response to investors’ questions on the interactive easy platform that “the sales volume of our kit in Amazon America accounts for a small proportion”, and then corrected it to “although the number of quality feedback problems of this product in Amazon America accounts for a small proportion of sales volume in Amazon America” on December 22, 2021.
In addition, on December 30, 2021, Andon Health Co.Ltd(002432) said in the record of investor relations activities published on the interactive easy platform that ” Andon Health Co.Ltd(002432) holds 80% of the shares of ihealth us, the main body of kit sales”. After the post review and supervision of the exchange, the company corrected it to ” Andon Health Co.Ltd(002432) holds 70.46% of the shares of ihealth us, the main body of kit sales”.
In this regard, the supervision letter said that in December 2021, Andon Health Co.Ltd(002432) share price increased by 161.34% in total, during which it touched the abnormal fluctuation standard of stock trading five times. During the continuous stock price changes, the company’s reply on the interactive trading platform and the record form of investor relations activities published by the company have been inaccurate and incomplete for many times. The exchange hopes that the company and all directors, supervisors and senior managers will learn lessons and make timely rectification to prevent the recurrence of the above problems.
in more than three months gained 3 {3 , executives or sitting income 0 0 more than
Andon Health Co.Ltd(002432) has already become a cross year “demon stock”.
According to the data of choice financial terminal, Andon Health Co.Ltd(002432) share price has taken off since November last year. From November 10, 2021 to January 17, 2022, the total market value of Andon Health Co.Ltd(002432) soared from 3.015 billion yuan to 39.633 billion yuan, with a cumulative increase of about 1214.53%; Then, its share price fell. As of the closing on February 22 this year, Andon Health Co.Ltd(002432) has a total market value of 33.07 billion yuan.
The total market value soared more than 10 times in more than two months, which is only one of the “achievements” of Andon Health Co.Ltd(002432) . From November 10, 2021 to February 22, 2022, Andon Health Co.Ltd(002432) realized the closing limit of 33 trading days.
During the period from November 17, 2021 to February 7, 2022, Andon Health Co.Ltd(002432) issued 12 announcements of abnormal fluctuations in stock trading.
According to the latest announcement on abnormal fluctuations in stock trading (released after the closing on February 6), Andon Health Co.Ltd(002432) reminded investors: “please refer to the information officially released by the company, don’t believe the rumors, and don’t calculate the sales data and profits of the company’s kit products, resulting in miscalculation and investment loss.”
Behind the sharp rise in share prices, shareholders and companies naturally benefit the most. In the meantime, there is a small group of “sudden wealth”.
In October 2021, Andon Health Co.Ltd(002432) issued an equity incentive plan, which plans to grant 7.385 million stock options to the incentive objects, with the exercise price of 6.49 yuan / share, and the total number of incentive objects is 354.
According to the announcement on the completion of the grant registration of the stock option incentive plan issued by Andon Health Co.Ltd(002432) on January 14 this year, the number of grants is 7.37 million, the number of grants is 353, and the exercise price remains unchanged.
According to the list of incentive objects and the granting situation, Wang Yong, the director and deputy general manager, and Cong Ming, the deputy general manager, received the largest number of stock options, all of which were 75000.
Based on the closing price (51.85 yuan / share) on January 4, 2021 (stock option authorization date), 353 people who received stock option incentive had a per capita floating profit of about 947100 yuan, of which Wang Yong and Cong Ming received more than 3.4 million yuan of “bonus” respectively.
regulatory ” cut off ” covid-19 concept stock rub hot spot
Andon Health Co.Ltd(002432) engaged in the electronic medical device industry for 26 years, and gradually expanded to the field of medical services based on the accumulation of software and hardware product technology. From the main business situation, the company vigorously expands the diabetes management business in the Internet plus medical field on the basis of the research, production and sales of medical and health electronic products.
The shell finance reporter of the Beijing News noted that from 2013 to 2019, Andon Health Co.Ltd(002432) the net profit after deducting non recurring profits and losses attributable to the shareholders of listed companies remained negative until 2020.
Also in 2020, Andon Health Co.Ltd(002432) ‘s revenue and net profit increased significantly year-on-year.
This is mainly due to the epidemic situation. After China’s epidemic situation eased, Andon Health Co.Ltd(002432) began to export forehead thermometer and other epidemic prevention products to foreign countries in mid March 2020. In Europe and the United States, Andon Health Co.Ltd(002432) gave full play to the advantages of overseas subsidiaries in Amazon and other online sales platforms and offline channels, significantly increased sales, expanded brand awareness and won the praise of consumers. In addition, the structural adjustment and optimization around the core strategy launched by the company in 2019 produced positive results, and the gross profit margin of products increased.
In 2021, Andon Health Co.Ltd(002432) is still “eating” the “bonus” of epidemic prevention products.
Andon Health Co.Ltd(002432) it is estimated that the net profit attributable to shareholders of Listed Companies in 2021 will be RMB 900 million to RMB 1.2 billion, with a year-on-year increase of 271.40% to 395.19%.
“2021 continued to be affected by the global COVID-19 epidemic. The sales performance of New Coronavirus’s (SARS-CoV-2) antigen self testing OTC kit product has greatly increased in the US market, which has contributed to a substantial increase in operating performance in 2021.” Andon Health Co.Ltd(002432) explain.
At the same time, Andon Health Co.Ltd(002432) said: in 2021, the company’s operating performance mainly depends on covid-19 testing reagent. There are major uncertainties whether the future performance can continue to maintain rapid growth, which mainly depends on the progress of covid-19 epidemic prevention and control in the United States, the selection of covid-19 testing products in the United States, the market competitiveness of the company’s products and channel sales ability, And the future development of conventional business.
However, covid-19 concept stocks, including Andon Health Co.Ltd(002432) , have become the focus of supervision / attention letters. According to incomplete statistics, since the beginning of the year of the tiger alone, many covid-19 concept stocks such as Aba Chemicals Corporation(300261) , Porton Pharma Solutions Ltd(300363) , Chengda pharmaceutical, Hybio Pharmaceutical Co.Ltd(300199) , Honz Pharmaceutical Co.Ltd(300086) , Shanxi C&Y Pharmaceutical Group Co.Ltd(300254) , Nanjing Hicin Pharmaceutical Co.Ltd(300584) have received supervision / attention letters.
In particular, after Pfizer’s covid-19 oral drug was urgently approved by China on February 11, the relevant covid-19 concept stocks changed significantly and were targeted by regulators.
Among them, covid-19 specific drug concept stock Aba Chemicals Corporation(300261) , which has increased slightly less than Andon Health Co.Ltd(002432) in recent three months, has risen continuously since November last year. From November 12, 2021 to February 21, 2022, the total market value of Aba Chemicals Corporation(300261) increased from 5.51 billion yuan to 28.138 billion yuan, with a cumulative increase of about 410.67%.
On February 14, Aba Chemicals Corporation(300261) was sent a letter of concern, and the exchange asked it to explain the reasons why the project name involves palovide API, Caron anhydride intermediate and azabicyclohexamarane in combination with the specific situation of the project, and whether it is related to Pfizer covid-19 oral drug palovide. If so, explain the specific relevance and judgment basis.
