The forecast of the annual report is released, and these are the listed companies whose performance is expected to double.
In the middle and late December of 2021, Sichuan Languang Development Co.Ltd(600466) suddenly fell from the trading board after harvesting five trading boards in a row, and the share price fell sharply for three consecutive trading days. The reason why the stock price experienced the general stimulation of “roller coaster” is mainly due to the company’s announcement that the subsidiary of the company plans to sell 100% equity of Chongqing YANGJIU trading company at a transaction consideration of 1 yuan. The transaction is expected to reduce the company’s current profit by about RMB 1.488 billion. Once the announcement was issued, the company received an inquiry letter from the Shanghai Stock Exchange, asking the company to explain the rationality of the transaction consideration of only RMB 1 and other transactions.
On January 4, Sichuan Languang Development Co.Ltd(600466) responded to the inquiry letter of Shanghai Stock Exchange. in its reply, the company said that since the transaction was conducted under the background of guaranteed delivery and reduced liabilities, the company’s liabilities (including operating liabilities) could be reduced by about 9.191 billion yuan while selling assets through debt taking acquisition. therefore, under the above transaction background, the company’s transaction is based on the assessed value, the transaction price is fair and reasonable, and there is no damage to the interests of the listed company.
According to the announcement, before the transfer, Sichuan Languang Development Co.Ltd(600466) will restructure the assets of Chongqing YANGJIU, including Chongqing YANGJIU and its subordinate Chongqing future city 104 Mu project, Chongqing Furong residence project and Tianjin station. The book net assets of Chongqing YANGJIU after the simulated transaction were 1.484 billion yuan, while the price of this transaction was only 1 yuan. Sichuan Languang Development Co.Ltd(600466) said that due to the current debt risk of the company, the 104 Mu project of Chongqing future city, Chongqing Furong residence project and Tianjin small station project are facing the problems of suspension, litigation, seizure and resumption of work, and there are risks of overdue completion and delivery.
8 Cheng’s annual performance forecast
Up to now, 128 listed companies in A-Shares have issued annual report performance forecast. There are 105 companies with expected performance (including pre increase, loss recovery, slight increase and continued profit), accounting for more than 80%.
According to the statistics of securities times · databao, among the 128 companies that have disclosed the annual report performance forecast, Hengguang shares, Wanxiang technology, Shanghai Hile Bio-Technology Co.Ltd(603718) , Chengdu Kanghong Pharmaceutical Group Co.Ltd(002773) , Cofoe Medical Technology Co.Ltd(301087) , Guoguang Electric Co.Ltd.Chengdu(688776) and other 9 performance forecasts, but the specific forecast data have not been disclosed yet.
From the median value of the forecast net profit, among the 96 listed companies that disclosed the specific forecast value, 13 had a net profit of more than 1 billion yuan, namely Focus Media Information Technology Co.Ltd(002027) , Lb Group Co.Ltd(002601) , By-Health Co.Ltd(300146) , Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) , Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , Lier Chemical Co.Ltd(002258) .
By-Health Co.Ltd(300146) yesterday issued a performance forecast. The company’s performance increased slightly, and the predicted net profit was about 1.6 billion yuan ~ 1.905 billion yuan, with a change range of 5% ~ 25%. During the reporting period, the company’s domestic online business revenue achieved rapid growth; The revenue of overseas life space Group Pty Ltd (hereinafter referred to as “LSG”) has increased to a certain extent. The company expects the annual performance to increase to a certain extent compared with the same period last year. In addition, during the reporting period, the company conducted a preliminary impairment test on the goodwill formed by the acquisition of LSG. It is estimated that there is no risk of goodwill impairment in 2021, which is subject to the audit and evaluation of audit institutions and evaluation institutions.
Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) the company’s performance is increased in advance, and the predicted net profit is about 1.188 billion yuan ~ 1.426 billion yuan, with a change range of 150% ~ 200%. During the reporting period, the market of rutile titanium dioxide, the company’s main product, was in a boom cycle, the product supply was in short supply, and the sales price increased significantly year-on-year.
According to the statistics of databao, in terms of the year-on-year growth rate of net profit, 22 listed companies are expected to double the year-on-year growth rate of net profit in 2021, of which Dongxin has the largest growth rate of net profit, the company’s performance is expected to increase, and the predicted net profit is about 225 million yuan ~ 240 million yuan; According to the median, the year-on-year growth rate reached 1090.29%. The net profit is also expected to double Naipu Mining Machinery Co.Ltd(300818) , Eternal Asia Supply Chain Management Ltd(002183) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Baolingbao Biology Co.Ltd(002286) , Jiahe Meikang, Jiangsu Hualan New Pharmaceutical Material Co.Ltd(301093) , Malion New Materials Co.Ltd(300586) .
In terms of stock price performance, the stock prices of these stocks with expected annual report performance have fallen by an average of 2.76% since December. The stock price performance does not fully reflect the annual report market. The stock prices of Zhejiang Jolly Pharmaceutical Co.Ltd(300181) and Naipu Mining Machinery Co.Ltd(300818) have risen by more than 50% since December. The share prices of Yayi technology and joy Zhixing with slightly increased performance are expected to decline by more than 30% since December.
At present, San Yang Ma (Chongqing) Logistics Co.Ltd(001317) has the best share price performance among the 128 listed companies that have released the annual report performance forecast, with a cumulative increase of 270% since December. However, the company’s performance forecast is reduced, and the predicted net profit is about 49 million yuan ~ 53 million yuan, a decrease of 16.70% ~ 22.99%.
(data treasure)
