Listed companies with strong annual report data / monthly operating data have received high attention from institutions.
high performance share increase has attracted the attention of many institutions
Recently, the market correction has been obvious, and Kweichow Moutai Co.Ltd(600519) and Thunder Software Technology Co.Ltd(300496) , Imeik Technology Development Co.Ltd(300896) and other stocks that disclose monthly operation data for the first time have received the most institutional attention in recent week.
On March 8, Kweichow Moutai Co.Ltd(600519) released the main business data from January to February 2022, which was the first time in history and quickly attracted market attention. The company’s business income increased by about 20.2 billion yuan year-on-year; The net profit attributable to the parent company was about 10.2 billion yuan, a year-on-year increase of about 20% Citic Securities Company Limited(600030) believes that the non-standard price increase mainly contributed to the growth rate, followed by the simultaneous rise in the volume and price of a series of alcohol, and the performance was higher than the market expectation. The company’s channel structure is more balanced, the management is more scientific and effective, and the performance in the next five years has high certainty.
On March 4, Thunder Software Technology Co.Ltd(300496) released the annual report for 2021. The company realized a net profit attributable to the parent company of 647 million yuan, an increase of 45.96% year-on-year. On the same day, the fixed growth plan was released, and it is planned to raise 3.1 billion yuan to overweight the layout of smart connected vehicles and IOT boom segments Northeast Securities Co.Ltd(000686) optimistic about the continuous increase in the proportion of software in the smart car industry, the company shares the rapid development dividends of smart cars and aiot with its technical advantages, and further increases its long-term competitiveness with the expansion of new businesses such as edge computing.
It is worth noting that Kweichow Moutai Co.Ltd(600519) disclosed monthly operating data for the first time and Thunder Software Technology Co.Ltd(300496) 3 announced the shareholding increase plan of the company’s directors and executives with a total of no less than 15 million yuan on March 9, so that the two shares gained a lot of attention and were rated by 23 agencies. In the case of market turbulence, the strong monthly data can be regarded as a reassurance, and the shareholding increase plan undoubtedly shows the listed companies’ confidence in future development and recognition of long-term investment value.
“Women’s Maotai” Imeik Technology Development Co.Ltd(300896) reaped 21 agency ratings. The company released its annual report on the day of International Women’s day. In 2021, the net profit attributable to the parent company was 958 million yuan, a year-on-year increase of 117.81%.
According to the statistics of securities times · databao, there are more than 5 rating agencies with 30 shares. In addition to the above three shares, there are more than 10 rating agencies including Btg Hotels (Group) Co.Ltd(600258) , Zte Corporation(000063) , Shanghai M&G Stationery Inc(603899) , Byd Company Limited(002594) .
institutional rating stocks outperformed the market
multiple stocks with high growth potential
According to data treasure statistics, from March 4 to 10, 58 institutions conducted a total of 764 ratings, and a total of 364 shares were rated as “buy in”. Divided by shenwanyi industry, the number of individual shares on the list of chemical, electronic, electrical equipment and mechanical equipment ranks first, with more than 30 shares; Medicine, biology, food and beverage are more than 20 shares. Individual stocks of the Beijing stock exchange also received considerable attention from institutions, with a total of 8 stocks on the list.
From March 4 to 10, the overall market fell unilaterally, and the Shanghai Composite Index fell by 5.31%. Since the recommendation day, 364 institutional rating stocks have fallen by an average of 2.34%, and only 8 stocks have risen by more than 10%. Among them, Yunnan Energy Investment Co.Ltd(002053) , Guangzhou Great Power Energy&Technology Co.Ltd(300438) performed best, with increases of 46.45% and 20.07% respectively; 36 shares fell by more than 10%, and Thunder Software Technology Co.Ltd(300496) callback range was the highest, 23.4%.
Affected by the continuous decline of the market, the latest price of many stocks has fallen out of the gap compared with the target price of the institution. According to the statistics of data treasure, among the 30 shares of more than 5 rating agencies, as many as 23 shares have a growth potential of more than 20% Ping An Bank Co.Ltd(000001) , Tongwei Co.Ltd(600438) , Byd Company Limited(002594) Zte Corporation(000063) , Thunder Software Technology Co.Ltd(300496) , Shanghai M&G Stationery Inc(603899) , Great Wall Motor Company Limited(601633) , Huali Industrial Group Company Limited(300979) rising space exceeded 50%; Kweichow Moutai Co.Ltd(600519) and Imeik Technology Development Co.Ltd(300896) have 36.7% and 19.87% respectively.
In terms of rating trends, 7 shares were upgraded by the agency, and the latest ratings were buy. In terms of annual performance, in terms of annual performance, the lower limit of the fast data / notice interval is the lower limit of the lower limit of the fast data / notice interval, the \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ Tangshan Jidong Cement Co.Ltd(000401) one share fell year-on-year.
In addition, Sichuan Guoguang Agrochemical Co.Ltd(002749) , Btg Hotels (Group) Co.Ltd(600258) , Inner Mongolia Eerduosi Resources Co.Ltd(600295) , Jiangsu Hengli Hydraulic Co.Ltd(601100) 4 shares were downgraded by the agency, and the latest ratings of the four shares were overweight.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
