On January 4, Andon Health Co.Ltd(002432) (002432), a 10 times Bull Stock of a shares, announced that it planned to grant 7.37 million stock options to 353 incentive objects, and the exercise price of the stock options granted this time was 6.49 yuan / share. The latest share price of Andon Health Co.Ltd(002432) (51.85 yuan) is 698.9% higher than the exercise price, which is equivalent to a 1.20% discount for “issuing shares”, and the potential floating profit space is huge.
Such a huge potential floating profit is mainly due to the soaring stock price of Andon Health Co.Ltd(002432) . Since November 2021, its share price has increased nearly 10 times. The “fuse” that detonated the share price of Andon Health Co.Ltd(002432) was the epidemic in the United States. The covid-19 virus antigen home self-test OTC kit of its subsidiary was authorized for emergency use and can be sold in the United States during the public health emergency in the United States. At present, the epidemic in the United States is still getting worse, with more than one million new confirmed cases in a single day.
On January 4, an announcement of A-share new energy vehicle giant – Byd Company Limited(002594) was also hotly discussed in the market. Byd Company Limited(002594) the announcement said that Rongjie investment holding group, a shareholder holding more than 5% of the company, plans to lend no more than 6 million shares to China Securities Finance Co., Ltd. for participating in the refinancing securities lending transaction. According to the latest share price of Byd Company Limited(002594) , Rongjie investment holding group will release Byd Company Limited(002594) “short chips” with a market value of more than 1.6 billion yuan.
earn 700%? Ten times Bull Stock big move
Every move of A-share 10 times bull stock is particularly eye-catching. On January 4, an equity incentive announcement of Andon Health Co.Ltd(002432) triggered a heated discussion in the market.
According to the announcement, Andon Health Co.Ltd(002432) the board of directors determined that the authorization date of the company’s stock options was January 4, 2022, and it was planned to grant 7.37 million stock options to 353 incentive objects. The exercise price of the stock options granted this time was 6.49 yuan / share.
It is worth mentioning that as of the closing on January 4, Andon Health Co.Ltd(002432) ‘s latest share price reached 51.85 yuan, 698.9% higher than the exercise price of stock options.
The basis for determining the exercise price of the stock incentive is that the average stock trading price in the 20 trading days before the announcement date of the original draft of the incentive plan (October 29, 2021) is 6.49 yuan per share. However, since November 2021, Andon Health Co.Ltd(002432) share price has soared, with the highest increase of nearly 10 times in just two months, which makes the latest share price significantly higher than the exercise price.
This means that if the stock price remains unchanged on the exercise date, executives participating in stock incentive can earn nearly seven times the profit. After excluding a resigned employee, the scope of the revised equity incentive plan is relatively wide. The number of stock options granted to managers and directors is the largest, reaching 2.825 million, accounting for 38.33%, accounting for 0.5869% of the total share capital of the listed company, followed by backbone employees, core employees and outstanding employees; Among the senior executives, Wang Yong, director and deputy general manager, and Cong Ming, deputy general manager, were awarded 75000 copies respectively; Sun Zhe, chief financial officer, and Wu Tong, Secretary of the board of directors, were granted 25000 shares respectively, and the total proportion of shares granted to the above-mentioned personnel was 1.531%.
From the perspective of performance appraisal objectives, Andon Health Co.Ltd(002432) senior management team may not be very difficult to achieve the incentive objectives. According to the announcement, the assessment objective from 2022 to 2025 is to take the company’s operating revenue in 2019 as the base, and the growth rate of operating revenue in the above years shall not be less than 40%, 70%, 80% and 90% respectively.
According to the annual report, Andon Health Co.Ltd(002432) 2019 revenue is 700 million yuan; In comparison, the company achieved an operating revenue of about 2 billion yuan in 2020, with a year-on-year increase of 1.84 times. It can be predicted that under the low base, it is not difficult to maintain revenue growth from 2022 to 2025.
“anti epidemic” Daniel stock
The stock price of Andon Health Co.Ltd(002432) rose sharply. It is not difficult to find that the “fuse” to detonate the stock price is the Omicron strain that has spread wildly in European and American countries.
From the time axis, the announcement on November 8, 2021 is a driving factor. The announcement on that day showed that the FDA Andon Health Co.Ltd(002432) authorized the New Coronavirus OTC self testing OTC kit for the US subsidiary to obtain emergency use authorization (EUA), which can be sold in the US during the public health emergency and in the US / EUA countries / territories.
With the continuous deterioration of the epidemic in Europe and the United States, Andon Health Co.Ltd(002432) ‘s share price gradually broke away from the bottom consolidation range and began to rise. In less than a month, the share price rose by 231%. During this period, rumors were flying everywhere. There was even news that Andon Health Co.Ltd(002432) had received an order with a total amount of $240 million from a single customer, which was subsequently refuted by Andon Health Co.Ltd(002432) .
The main strain of the explosion in Europe and America is the drug of the main drug. Its main characteristics are strong infectious, high incidence rate, low hospitalization rate and low mortality rate. The preliminary research conclusions of various countries also show that the Omicron strain is easy to spread, but the toxicity is low. Therefore, the most direct impact is the further increase in the demand for testing and oral drugs, which may be the main motivation for the crazy speculation Andon Health Co.Ltd(002432) of market funds.
On December 29 last year, Andon Health Co.Ltd(002432) said during institutional research that the company currently fully supports the epidemic prevention work of the governments of various states in the United States. As of December 27, U.S. time, the company had received 47.43 million government orders from Massachusetts and other states. At present, 8.82 million people had been shipped, US $62.55 million (including advance payment) had been received, and the amount of outstanding orders was US $174.6 million. The sales collection amount of commercial customers is USD 36.19 million, and the sales amount of the company’s website and Amazon in the United States is USD 68.35 million.
In addition, Andon Health Co.Ltd(002432) said that the company’s current monthly capacity is 100 million people. It is estimated that the capacity will increase to 200 million people per month by the beginning of 2022. The actual capacity expansion progress and production plan will be adjusted in real time according to the actual situation of the market, orders and raw material supply. The upstream supply chain capacity of covid-19 antigen kit in China is relatively stable.
With the soaring share price, Andon Health Co.Ltd(002432) has received continuous inquiries from the exchange. Andon Health Co.Ltd(002432) has also continuously issued risk warning announcements. The demand of the company’s antigen home self-test kit products is directly related to the epidemic situation in the United States. The development of the epidemic situation in the future has strong uncertainty, which may greatly affect the demand for kit products. Investors are invited to pay attention to investment risks and invest rationally.
After the Christmas holiday, the epidemic in the United States intensified. According to Bloomberg news, on January 3 local time, there were more than one million newly confirmed cases of covid-19, up to 1.02 million, and 1695 new deaths.
At present, the United States may have another “nightmare” of medical run. According to the data of the U.S. Department of health and human services, the occupancy rate of hospital intensive care units (ICUs) in the United States has reached 77% in the week before December 30, 2021. The New York Times reported on January 3 that the holiday has increased the lag of data, and the situation may be worse in a few days.
With the “Omicron” raging in the United States, the number of new diagnoses in the United States has surged in a single day recently. According to the statistics of Johns Hopkins University, as of 6:21 on January 4, 2022, the cumulative confirmed cases of covid-19 pneumonia in the United States have reached 55968902 and the cumulative deaths have reached 827312. In the past 24 hours or so, there have been 899555 new confirmed cases and 1306 new deaths in the United States.
Such a fierce epidemic may make the U.S. government have greater demand for anti epidemic products such as covid-19 test kit and last longer.
new energy giants release 1.6 billion short chips
On January 4, an announcement of A-share new energy vehicle giant – Byd Company Limited(002594) was also hotly discussed in the market.
Byd Company Limited(002594) the announcement said that recently, it received a letter from Rongjie investment holding group, the shareholder holding more than 5% of the company’s shares, which plans to lend no more than 6 million A-Shares of the company to China Securities Finance Co., Ltd. for participating in the refinancing securities lending transaction.
According to the latest share price of Byd Company Limited(002594) , the market value of 6 million Byd Company Limited(002594) shares to be lent by Rongjie investment holding group is about RMB 1.626 billion.
Refinancing securities lending business refers to the business in which a securities lender (hereinafter referred to as “the lender”) lends securities to a securities company through China Securities Finance Corporation at a certain rate for it to handle securities lending business, and the borrower returns the borrowed securities, pays securities borrowing expenses and corresponding rights and interests compensation on schedule. This means that Rongjie investment holding group will release Byd Company Limited(002594) “short chips” with a market value of more than 1.6 billion yuan.
Byd Company Limited(002594) it is suggested in the announcement that Rongjie investment holding’s participation in the refinancing securities lending business will not lead to the change of the company’s control and will not have a significant impact on the company’s governance structure and the company’s sustainable operation.
In fact, since 2021, important shareholders of many listed companies have participated in refinancing securities lending business. According to the rough statistics of Chinese journalists of securities companies, since 2021, important shareholders of about 91 listed companies have carried out such business, including blue chips such as Vanke, Shanghai International Airport Co.Ltd(600009) , Shenwan Hongyuan Group Co.Ltd(000166) .
On January 4, Dalian Huarui Heavy Industry Group Co.Ltd(002204) (002204) also announced that the balance of unexpired shares of SDIC group, a shareholder holding more than 5% of the shares, used to carry out refinancing and lending business was 31666000 shares, accounting for 1.64% of the total share capital of the company, and the ownership of these shares was not transferred.
(brokerage China)
