Following the public offering “top flow” Zhang kunhao’s heavy position of nearly 4 billion yuan into Inner Mongolia Yili Industrial Group Co.Ltd(600887) , recently, a number of institutions flocked to compete for their fixed increase shares.
On December 9, Inner Mongolia Yili Industrial Group Co.Ltd(600887) released the report on the issuance of non-public A shares. Well known private placements such as Jinglin assets, Gaoyi assets and lilen investment under hilling, public offerings such as Ruiyuan fund, e fund and Wells Fargo fund, and foreign giants such as Barclays Bank, Allianz global investment and UBS gathered to participate in the subscription. Finally, Barclays Bank, Goldman Sachs, Allianz global investment, Gaoyi assets, e fund, lilen investment and other institutions “returned to beauty”.
Inner Mongolia Yili Industrial Group Co.Ltd(600887) constant heating
The fixed increase of Inner Mongolia Yili Industrial Group Co.Ltd(600887) is quite hot. Public and private placement and foreign giants all want to take a share.
from the final allocation, Barclays Bank received the highest number of shares, nearly 40 million shares, with an amount of 1.488 billion yuan; Goldman Sachs, China Merchants Securities Co.Ltd(600999) and Allianz global investment also received more than 20 million shares. In addition, the Gaoyi Xiaofeng No. 2 letter fund managed by Deng Xiaofeng was allocated 10.5569 million shares, with an amount of about 400 million yuan; The two funds of lilen investment were allocated 9.2373 million shares, with a total amount of nearly 700 million yuan. It is worth mentioning that e fund was also allocated 9805800 shares in this fixed increase.
The Inner Mongolia Yili Industrial Group Co.Ltd(600887) fixed issuance price is 37.89 yuan, and the total amount of funds raised is 12.047 billion yuan. Compared with the closing price of 41.41 yuan on December 9, the institution has a certain floating profit in hand. Inner Mongolia Yili Industrial Group Co.Ltd(600887) said that the raised funds were mainly used for liquid milk production base construction projects, 5g + industrial Internet infant formula intelligent manufacturing demonstration projects, etc.
It is worth noting that in the third quarter, Zhang Kun has entered Inner Mongolia Yili Industrial Group Co.Ltd(600887) . By the end of the third quarter, e fund blue chip under his management had become the top ten new shareholders of Inner Mongolia Yili Industrial Group Co.Ltd(600887) with a shareholding of 106 million shares and a position of nearly 4 billion yuan. At the same time, Abu Dhabi Investment Authority has also become the top ten new shareholders of Inner Mongolia Yili Industrial Group Co.Ltd(600887) with a shareholding of 45118100 shares by the end of the third quarter. However, in the third quarter, Dongfang hongruixi managed by Wang Yanfei and Zhang Weifeng slightly reduced its position by 866500 shares.
After the fixed increase of new shares was registered, the number of selected holdings of e fund blue chip remained unchanged.
From the stock price performance, the stock price of Inner Mongolia Yili Industrial Group Co.Ltd(600887) has corrected after rising since the fourth quarter. As of December 9, the stock price has increased by nearly 10%.
Can the food and beverage rebound last?
The long silent food and beverage sector has finally rebounded recently. Can this rebound last?
Xiao Chaohu, manager of Xiangcai Changxing fund, said that after a substantial adjustment in the consumer sector, the valuation has basically entered a reasonable range, and the medium and long-term allocation value will gradually highlight. At present, it is optimistic about investment opportunities in games, Baijiu, food, travel related and home appliances. After the high-end and second high-end Baijiu market, whether from the valuation or industry boom, regional Baijiu may usher in the “double liter” opportunity of valuation and performance. From the perspective of seasoning, snack food and other segments, when the price increase becomes the norm, the performance of relevant enterprises will also usher in repair.
In the view of Li Xiaoxing, Yinhua star fund manager, the consumption opportunities next year are certainly better than this year. “In terms of sales data, policy environment and valuation quantile, it is now better than that at the beginning of this year. We still believe that the consumer sector is a track with thick snow on Changpo, but it may not be so eye-catching in the short term.”
Han Guangzhe, manager of Jinying national emerging fund, which has led this year’s performance, is a little cautious. He believes that some mandatory consumer goods in the consumer sector may have phased configuration value, but the alpha attribute is not strong in the long run.
(Shanghai Securities News)
