Today (March 8), the main contents of the daily report of A-share listed companies are as follows: Maotai rarely publishes monthly results Yunnan Yuntianhua Co.Ltd(600096) last year, net profit soared 12 times Bank Of Nanjing Co.Ltd(601009) will become the largest shareholder of Suning Xiaojin; Stained with covid-19 drugs, China Meheco Group Co.Ltd(600056) even pull 4 limit boards, etc
hot company trends:
Maotai rare monthly results announced Citigroup maintains Maotai buy rating target price 2685 yuan yuan
On March 7, Kweichow Moutai Co.Ltd(600519) released the main business data from January to February 2022, which is the first time in its history. The announcement shows that during the Spring Festival in 2022, the sales momentum of Kweichow Moutai Co.Ltd(600519) products is good, the market shows a strong sales trend, and the "good start" is realized smoothly. According to the preliminary accounting of the company, from January to February 2022, the company achieved a total operating revenue of about 20.2 billion yuan, an increase of about 20% year-on-year; The net profit was about 10.2 billion yuan, a year-on-year increase of about 20%.
The ups and downs of Baijiu sector are not uncommon. Due to the consumption attributes of industries, the moat effect is superimposed. Baijiu shares often play the role of evergreen A shares, and the agencies are not stint at its favor. Statistics show that as of the end of last year, 19 Baijiu stocks have gained 4191 positions in the fund, with an average of 221 shares per stock, which is 18.3 times the average of A shares.
Citigroup pointed out in its report on Kweichow Moutai Co.Ltd(600519) that the company's performance in the first two months was stronger than expected due to strong market demand. Compared with the second half of 2020 and the first half of 2021, investors are expected to make more defensive choices in China's consumption sector this year, paying more attention to the certainty of balance sheet, cash flow and profit. Maintain Kweichow Moutai Co.Ltd(600519) buy rating, target price 2685 yuan. Compared with the latest closing price, the rising space reached 57.29%.
phosphorus chemical industry has made a lot of money Yunnan Yuntianhua Co.Ltd(600096) last year's net profit soared by 12 times the company's performance also "burst"
6 Huadong Medicine Co.Ltd(000963) released the performance express on March 7, and the operating revenue in 2021 was 64.067 billion yuan, with a year-on-year increase of 22.94%; The net profit was 3.637 billion yuan, a year-on-year increase of 123679%; The basic earnings per share is 1.98 yuan. The Hubei Xingfa Chemicals Group Co.Ltd(600141) performance of another phosphorus chemical enterprise also "burst". In 2021, the company achieved a net profit of about 4.2 billion yuan, a year-on-year increase of nearly 6 times, which has set the highest profit record in the company's history.
another bank shot! Acquire with a large sum of money and take the controlling stake in this consumer finance company
Spend 388 million yuan to win the controlling stake, Bank Of Nanjing Co.Ltd(601009) will become the largest shareholder of Suning Xiaojin. On March 7, Bank Of Nanjing Co.Ltd(601009) announced that it planned to acquire 41% equity of Suning Consumer Finance Co., Ltd. for 388 million yuan. So far, Bank Of Nanjing Co.Ltd(601009) the acquisition of Suning Xiaojin has finally ushered in new progress.
stained with covid-19 drugs Lianla 4 limit sectors! Purchase of well-known hot money
Recent market news pointed out that the object of China Meheco Group Co.Ltd(600056) negotiation and cooperation is Pfizer covid-19 oral drug paxlovid Although China Meheco Group Co.Ltd(600056) announced that the above cooperation is still uncertain, the wording of the matter under communication and negotiation also proves the cooperation intention of both sides and seems to give a shot in the arm to the market.
Although China Meheco Group Co.Ltd(600056) has already issued a risk warning announcement, it is still difficult to stop the enthusiasm of funds. On March 7, China Meheco Group Co.Ltd(600056) opened the trading limit, 619000 hand sealed boards, realizing four connected boards. In addition, with an increase of 20% in three trading days, China Meheco Group Co.Ltd(600056) was listed on the dragon and tiger list, and the "three swordsmen in East Asia" held a group of 125 million China Meheco Group Co.Ltd(600056) . Data show that in the past three trading days, the Shenzhen, Shanghai and Beijing branches of Shanghai securities bought 125 million yuan in total, and one institution sold 18.85 million yuan.
how much is the business ticket of Evergrande worth? This a stock gives the answer
At the end of last year, no one asked for a 30% discount on Evergrande's business ticket. Companies such as Beijing Jiayu Door Window And Curtain Wall Joint-Stock Co.Ltd(300117) , Suzhou Gold Mantis Construction Decoration Co.Ltd(002081) and others almost fully accrued impairment losses. Now, a A-share company tells you that it is still worth 50% discount! On the evening of March 7, Shenzhen Grandland Group Co.Ltd(002482) announced that it planned to transfer a total of 1.28 billion yuan of the creditor's rights of commercial acceptance bills issued by Evergrande group and its affiliated companies, which are expected to be paid and not due, held by the company, to Guangtian holding, the controlling shareholder, to offset the principal and corresponding interest of 640 million yuan borrowed by the company from Guangtian holding
45 shares received institutional buy in rating Thunder Software Technology Co.Ltd(300496) shares received the highest attention
Statistics show that 45 stocks received institutional buy rating on March 7. Among them, Thunder Software Technology Co.Ltd(300496) has the highest attention and has won four institutional buy in rating records By-Health Co.Ltd(300146) , Btg Hotels (Group) Co.Ltd(600258) , Huali Industrial Group Company Limited(300979) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Zhejiang Supor Co.Ltd(002032) and other stocks have obtained three, three, two, one and one institutional buy rating records respectively. From the perspective of agency rating changes, 11 rating records of agency buy in rating records are the first concern of the agency, involving Dehua Tb New Decoration Material Co.Ltd(002043) , Gansu Shangfeng Cement Co.Ltd(000672) , Tianrun Industry Technology Co.Ltd(002283) and other stocks.
five day dragon tiger list tracking institutions rush to raise 25 shares
In the context of the net outflow of main funds, the institutional funds of longhubang have been sold in the past five days. According to the statistics of securities times · databao, among the dragon and tiger lists in the past five trading days, 85 stocks appeared in the figure of institutions, of which 25 stock presentation institutions bought net and 60 stock presentation institutions sold net. In the past five days, the top three institutions' net purchases were New Hope Liuhe Co.Ltd(000876) , Huakang medical and Hainan Drinda Automotive Trim Co.Ltd(002865) , with net institutional capital inflows of 165 million yuan, 95 million yuan and 43 million yuan respectively. In addition, the top stocks sold by institutions were Hengli Petrochemical Co.Ltd(600346) , Rongsheng Petro Chemical Co.Ltd(002493) , Thunder Software Technology Co.Ltd(300496) etc. the net outflow of institutional funds was 664 million yuan, 458 million yuan and 245 million yuan respectively.
in the past month, 600 more than listed companies have received institutional research
According to the data, in the month from February 7 to March 7, when the reporter issued the press release, 612 listed companies in the A-share market were investigated by institutions 989 times. The pharmaceutical, biological, mechanical equipment and electronic industries were generally favored by institutional investors, especially some listed companies in the pharmaceutical industry were investigated by institutions.
From the perspective of specific companies, in the past month, 60 listed companies have been investigated by more than 100 institutions, and 20 companies including Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Thunder Software Technology Co.Ltd(300496) , Shanghai Junshi Biosciences Co.Ltd(688180) and others have been investigated by more than 200 institutions. Among them, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) received two surveys, and a total of 750 institutions participated, becoming the most favored company. The issues concerned by the institutions mainly include the company's business layout planning, the impact of medical insurance policies, the confidence of the company's future performance objectives, etc. In addition, Thunder Software Technology Co.Ltd(300496) and Foryou Corporation(002906) ranked second and third with 522 and 487 respectively. In terms of the number of investigations, 15 companies including China National Gold Group Gold Jewellery Co.Ltd(600916) , ad shares and Shanghai Hanbell Precise Machinery Co.Ltd(002158) have been investigated by institutions for more than five times, and China National Gold Group Gold Jewellery Co.Ltd(600916) has been investigated by institutions for 11 times.
bank performance is good, stock price still falls securities companies maintain "optimistic" rating
Since the performance of bank stocks is generally expected to be happy, is this year's bank stocks worth paying attention to Orient Securities Company Limited(600958) research shows that considering the pressure of the current economic environment outside China, it can be predicted that more stable growth policies are expected to continue to work this year to help improve economic expectations. At present, the static Pb valuation level of the sector is only 0.63x, which is still at a historical low. Under the background of the sustained development of the steady growth policy, we are optimistic about the opportunity to repair the valuation of the sector. At the same time, when the economy expands gradually under the condition of steady growth, the non-performing rate of banks will slowly decrease and continue to maintain the "optimistic" rating of the industry.
In addition, market analysts believe that the financial data of many banks in the past two years have been affected by the recession of the real estate industry, and I believe this data will be greatly improved in the next year. With the relaxation of financing for real estate enterprises, this may not be good news for banks.
