Tianjin Tianbao Infrastructure Co.Ltd(000965) opened for half an hour and raised the sealing board (14 boards in 18 days), and then sealed it back after a short opening in the afternoon. After that, the board was fried again at 14:41. After that, it “fell thousands of miles”, reaching the limit in 19 minutes until the closing, with a full day turnover of 3.77 billion yuan.
It is worth noting that Tianjin Tianbao Infrastructure Co.Ltd(000965) is one of the first stocks launched in the real estate sector, which can be described as the leader of high popularity the stock has increased by 260.77% year to date, still ranking first in the sector
high-end stocks in the real estate sector concentrated in the ebb today, and Yango Group Co.Ltd(000671) , Cccg Real Estate Corporation Limited(000736) , Cinda Real Estate Co.Ltd(600657) and Everbright Jiabao Co.Ltd(600622) all recorded a limit decline. Analysts believe that this may be related to the capital crowding out effect under the stock game in the afternoon, there was a rising tide in the tourism, retail, port and other sectors, resulting in the “blood loss” of the original main real estate sector .
What funds are behind “smashing” Tianjin Tianbao Infrastructure Co.Ltd(000965) after hours, the data of the one-day list showed that the funds of the dragon and tiger list sold a net of 310101 million yuan well known hot money Shenzhen Gang sold one seat, with a net sales of 645157 million yuan; Another well-known hot money party, Xinxia, ranked second, with a net sales of 640848 million yuan
Public information shows that Tianjin Tianbao Infrastructure Co.Ltd(000965) is mainly engaged in real estate development, property leasing, property management and other businesses. By industry, 2021 real estate sales revenue in the first half of the year was 560189 million yuan, accounting for 53.47% of the annual revenue
Tianjin Tianbao Infrastructure Co.Ltd(000965) issued a stock price change announcement yesterday. As of the closing on April 11, 2022, company’s P / E ratio (static) was 121.36 and P / B ratio was 2.18 ; K real estate industry to which the company belongs has the latest static P / E ratio of 8.46 and P / B ratio of 1.12 , and the valuation is significantly higher than that of Listed Companies in the same industry. In this regard, remind the majority of investors to pay attention to the transaction risk of the secondary market, make prudent decisions and improve risk awareness.
In terms of performance, the company suffered losses in the first and second quarters of 2021, turned losses into profits in the third quarter, and realized a net profit of 266966 million yuan.
According to the previously released performance forecast, company’s net profit in 2021 is 40-60 million yuan, a decrease of 37% – 58% over the same period of last year (before adjustment) deduct non net profit loss of 51.5 million yuan – 71.5 million yuan
Guosen Securities Co.Ltd(002736) Ren He and other analysts said in the research report released on April 12, although the real estate policy side has made efforts, the current industry fundamentals have not warmed up. The sales data is still at the worst level in history , and the Q1 sales of top 100 real estate enterprises decreased by 47.1% year-on-year; The cumulative sales area of houses in 300 cities decreased by 45.5% year-on-year. The enterprises with the top added value in Q1 are mainly state-owned and central enterprises, with obvious land acquisition advantages. The overall financing is still not optimistic. The total bond financing amount in Q1 decreased by 44% year-on-year.
from the game perspective, the core condition is that the land market will not warm again, the land is not hot and the market is not cold low Pb small market value state-owned central enterprises and private enterprises with marginal improvement are the best choices. This is expected to be the main perspective in the second quarter
from the perspective of value, has more space, but there are a little more assumptions, so we need to wait. In the “slow era”, the change of business model is more important than the change of short-term market share. After the valuation difference within the sector is narrowed, the slow week transformation real estate enterprises with the willingness and ability to increase leverage are expected to usher in valuation remodeling
China International Capital Corporation Limited(601995) released the research report, which said that the leading logic of short-term real estate stocks is still policy game, it is suggested that investors continue to embrace “all good” high-quality developers before observing the launch of key policy measures.
