On the evening of February 22, "Youmao" Yihai Kerry Arawana Holdings Co.Ltd(300999) released a performance express, saying that the annual net profit in 2021 decreased by 31.1% year-on-year. Many investors believe that the profit of 4 billion yuan may not be able to support the market value of Yihai Kerry Arawana Holdings Co.Ltd(300999) 300 billion yuan, and the company's share price may continue to fall.
It is worth noting that the products of 10 billion private placement Linyuan entered the list of the company's top ten tradable shares in the first quarter of 2021, and the stock price was at a high level at that time. If Lin Yuan buys at a high level, it may cover more than 50% of the quilt now. Even if it buys at the lowest point in the first quarter of 2021, the quilt cover range is nearly 25%.
Interestingly, the East is not bright and the west is bright. Recently, the "counting from the east to the west" has become a hot spot in the market, and the Jiali convertible bonds "bet" in the early stage of Linyuan soared by more than 60% in the short term. On February 22, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) announced that Linyuan investment sold 55349 pieces of Jiali convertible bonds held by it through the Shanghai Stock Exchange System on February 22, with a total amount of 55.349 million yuan. Linyuan investment began to buy Jiali convertible bonds from March 3 to June 29 last year.
the performance of "Youmao" declined, and the forest garden or quilt
"Youmao" Yihai Kerry Arawana Holdings Co.Ltd(300999) has been sought after by many investors after its listing, and Lin Yuan, a private placement boss of value investment school, is also one of them.
In a roadshow at the end of 2020, Linyuan made it clear that it was optimistic about some just needed industries, including grain, oil and food. He said that compared with the global grain and oil industry, we are in the "juvenile stage". Later, at an Investment Summit in 2021, Lin Yuan again stressed that people are nothing but eating and drinking. For enterprises related to mouth, their accounts are easier to calculate, and we still prefer such companies.
According to the data of the third quarterly report of Yihai Kerry Arawana Holdings Co.Ltd(300999) 2021, four private products of 10 billion private forest park investment entered the top ten circulating shareholders of Yihai Kerry Arawana Holdings Co.Ltd(300999) and held about 4.46 million shares in total. Among them, the private securities investment fund No. 166 of Linyuan investment holds 1352100 shares, the private securities investment fund No. 158 of Linyuan investment holds 1208000 shares, the private securities investment fund No. 158 of Linyuan investment holds Yihai Kerry Arawana Holdings Co.Ltd(300999) 999600 shares, and the private securities investment fund No. 130 of Linyuan investment holds 909200 shares.
The share price of Yihai Kerry Arawana Holdings Co.Ltd(300999) began to bear slowly after reaching the high of 145.51 yuan in early 2021. As of February 22, 2022, Yihai Kerry Arawana Holdings Co.Ltd(300999) closed at 56.89 yuan, down more than 60% from the high. According to the data, the private equity funds No. 12 and No. 158 of Linyuan investment under Linyuan investment have entered the list of the top ten tradable shares of the company in the fourth quarter of 2020. Among them, the private equity funds No. 158 of Linyuan investment also increased their positions in the first and second quarters of last year. It can be seen that private placement boss Lin Yuan has a high probability of being covered in Yihai Kerry Arawana Holdings Co.Ltd(300999) .
It is worth noting that on the evening of February 22, Yihai Kerry Arawana Holdings Co.Ltd(300999) released the performance express. The annual net profit in 2021 was 4.132 billion yuan, a year-on-year decrease of 31.1%. The net profit of Yihai Kerry Arawana Holdings Co.Ltd(300999) in the first three quarters was 3.681 billion yuan, which means that the net profit of Yihai Kerry Arawana Holdings Co.Ltd(300999) in the fourth quarter of last year plunged to 451 million yuan. According to the analysis, the company's total cost and profit increased by 30.9% year-on-year, which was mainly due to the increase of raw materials.
After the news came out, some investors said that it was difficult for the profit of Yihai Kerry Arawana Holdings Co.Ltd(300999) 4 billion to support the market value of 300 billion. Sure enough, Yihai Kerry Arawana Holdings Co.Ltd(300999) quickly fell after opening low this morning, and once fell by more than 9%.
after the surge of Jiali convertible bonds, Linyuan reduced its holdings or made a sudden profit of 60%
Recently, the theme of digital economy is popular in Shanghai and Shenzhen stock markets. The yuan universe in the early stage is followed by digital currency. At present, it is the turn of "counting from the east to the west". In this context, a number of listed companies with data center business set off a wave of price limit, among which the "Nanjing kaideyou cloud data center project" invested and constructed by Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) is sought after by the market. As of the afternoon of February 23, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) has been subject to four consecutive trading limits.
On February 22, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) issued an announcement of abnormal fluctuations in stock trading. The company said that after self inspection, the current production and operation activities are normal, the daily operation has not changed significantly, and there are no major events affecting the abnormal fluctuation of the company's stock trading. At the same time, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) controlling shareholders and actual controllers said that there were no major matters such as planning mergers and acquisitions, share issuance, debt restructuring, business restructuring, asset divestiture and asset injection, and there were no other major information that should be disclosed but not disclosed. The announcement shows that the total investment of "Nanjing kaideyouyun data center project" is expected to be about 1.5 billion yuan. The construction period of the project is expected to be 42 months. The project is planned to be implemented in three phases. The first phase of the project has started civil construction on March 1, 2021.
The reporter of "daily economic news" noted that Linyuan investment bought Jiali convertible bonds from March 3 to June 29 last year. Hanzhong Linyuan investment fund management partnership (limited partnership), a person of Linyuan investment and concerted action, bought 60735 pieces of Jiali convertible bonds, accounting for about 20.245% of the total issuance of Jiali convertible bonds. In the context of continuous trading of positive stocks, Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) Jiali convertible bonds are also sought after.
Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) on February 22, it was announced that the company received the notice of Linyuan investment. On February 22, Linyuan investment sold 55349 pieces of Jiali convertible bonds (55.349 million yuan) held by it through the Shanghai stock exchange system, accounting for 18.45% of the total issuance. After the reduction, Linyuan investment held 53860 Jiali convertible bonds, accounting for 1.795% of the total issuance. It is worth noting that Jiali convertible bonds soared 57.62% on February 21 after rising 12.11% on February 18. Jiali convertible bonds rose by nearly 70% in just two days, which also means that Linyuan made more than 60% in the short term through this investment. In this regard, the reporter repeatedly contacted Linyuan investment, but no one answered the phone and wechat did not reply.
In this regard, a private placement said that the convertible bond market performed well in 2021, and the CSI convertible bond index increased by 18.48%, outperforming the market. However, in January 2022, the convertible bond market fell into a short downturn, mainly because the stock market was significantly adjusted by style switching and external news, and the convertible bond market also fell. However, after the Spring Festival, the convertible bond market warmed up, the CSI convertible bond index rose continuously, and the newly listed convertible bonds were also popular with investors.
Hu Po, fund manager of private placement network, told reporters that because convertible bonds have both debt and equity, they have the characteristics of both attack and defense, so they have always been a better configuration variety. Hu po said that when the market is not good, the debt of convertible bonds is stronger, so the anti falling ability will be stronger. Therefore, the convertible bond index is one of the head indexes that performed very well in previous years.
However, at present, convertible bonds are in the state of "three highs". First, the overall premium is high; Second, the absolute price is higher; Third, the valuation of individual shares corresponding to convertible bonds is high. Although convertible bonds have been adjusted recently, they still fall within the scope of "three highs". Therefore, we believe that in the "three high" state, except that individual convertible bonds have a certain investment value, the investment value of the whole convertible bond sector is small. In addition, there have been some changes in convertible bonds recently, but these changes may be relatively unsustainable and more of a kind of fluctuation, which may be more of a risk for individual investors.
"Youmao" collapsed! Performance plummeted, share prices plunged, and private placement bosses were deeply locked up
The price increase failed to cover the rise of raw materials. The grain and oil giant Yihai Kerry Arawana Holdings Co.Ltd(300999) made a net profit of more than 4 billion last year, down 30% year-on-year
