The quarterly market is expected to start.
Today, the major indexes made a collective correction. The gem index closed down 1.38%, the Shenzhen composite index fell 0.5%, and the Shanghai Composite Index fell slightly by 0.05%.
On the disk, coal, agriculture, forestry, animal husbandry and fishery, petroleum and petrochemical and other sectors led the increase, while beauty care, electronics, medicine and biology and other sectors fell by more than 1%. During the disclosure period of quarterly forecast, some performance rose sharply to good stocks.
Zhejiang Jindun Fans Co.Ltd(300411) “20cm” limit. Yesterday, the company issued a quarterly forecast, and the net profit was expected to increase by 12-14 times Nantong Haixing Electronics Co.Ltd(603115) limit, the first quarter forecast was disclosed yesterday, and the net profit in the first quarter was expected to increase by 106% to 112%. The quarterly report market is expected to start. You might as well pay more attention to the stocks with substantial pre increase in quarterly report performance.
net profit of 176 shares doubled
According to the statistics of securities times and databao, as of April 19, more than 530 companies have announced the performance forecast of the first quarter. The type of performance forecast shows that there are 350 companies with pre increase and 32 companies with pre profit, and the proportion of companies reporting good news in total is 71.80%; There are 66 and 59 companies with pre reduced performance and pre loss respectively.
Among the performance prediction companies, according to the median increase of expected net profit, 176 companies have a net profit increase of more than 100%; There are 109 companies whose net profit increases between 50% and 100%.
Specific to individual stocks, Andon Health Co.Ltd(002432) is expected to have the highest increase in net profit. The company expects the median growth rate of net profit in the first quarter to be 3933653%, and the pre increase limit is close to 420 times Youngy Co.Ltd(002192) , Zhejiang Damon Technology Co.Ltd(688360) estimated median year-on-year increase in net profit was 1377194% and 413125% respectively, ranking second and third in the increase.
By industry, the performance growth in the first quarter is expected to double, and the stocks are mainly concentrated in basic chemical industry, non-ferrous metals, medicine and biology, with 36, 20 and 18 stocks on the list respectively; In terms of the sectors to which they belong, among the stocks whose performance is expected to double, there are 116, 42 and 18 on the main board, gem and sci-tech innovation board respectively.
According to the statistics of data treasure, the performance is expected to double, and the shares have fallen by an average of 3.23% this year, outperforming the Shanghai index.
In terms of individual stocks, the biggest increase since this year is Pingdingshan Tianan Coal Mining Co.Ltd(601666) , with a cumulative increase of 95.94%; Shuanghuan technology and Zhongnongfa Seed Industry Group Co.Ltd(600313) rose 86.65% and 85.98% respectively, followed by.
Among the stocks whose share prices fell, Beijing Tianyishangjia New Material Corp.Ltd(688033) fell the most, with a cumulative decline of 45.96%, and Leaguer (Shenzhen) Microelectronics Corp(688589) , Hunan Yujing Machinery Co.Ltd(002943) , with a cumulative decline of 45.19% and 44.66% respectively.
the P / E ratio of these stocks dropped to single digits
With the gradual acceleration of performance disclosure in the first quarter, undervalued stocks with high performance growth may be favored by the market.
According to the latest price and the median net profit of the first quarter report and notice, there are a number of stocks with low valuation among the stocks whose performance is expected to double. Among them, Andon Health Co.Ltd(002432) converted P / E ratio of 0.65 times is the lowest in the list. In addition, the earnings ratios of Hangzhou Alltest Biotech Co.Ltd(688606) Wuhan Easy Diagnosis Biomedicine Co.Ltd(002932) .
In addition, some stocks with “high” P / E ratios may enter the blue chip stock index or low P / E index.
According to the statistics of data treasure, according to the calculation of the median value of the first quarterly report or forecast net profit, the dynamic P / E ratio of 19 stocks “fell” to less than 10 times (the latest dynamic P / E ratio is converted according to the performance of the first quarterly report), and the P / E ratio converted according to last year’s annual report / Express / forecast is more than 20 times.
From the perspective of the “decline” of P / E ratio, Andon Health Co.Ltd(002432) from the over 42 times of P / E calculated in last year’s annual report, the P / E ratio fell to 0.65 times after the first quarter report.
Shenzhen Yhlo Biotech Co.Ltd(688575) fell second, from more than 74 times to 4.75 times. The company expects the net profit in the first quarter to be 450 million yuan to 500 million yuan, a year-on-year increase of more than 10 times.
Jiangxi Jovo Energy Co.Ltd(605090) , Nantong Jiangshan Agrochemical & Chemicals Co.Ltd(600389) and other stocks have disclosed the first quarterly report. Among them, Nantong Jiangshan Agrochemical & Chemicals Co.Ltd(600389) today’s limit, which disclosed the first quarterly report yesterday.
In terms of other stocks, Sichuan Yahua Industrial Group Co.Ltd(002497) will disclose the quarterly report on April 23, and most of the quarterly reports of individual stocks will be disclosed next week.
It is worth mentioning that the market performance of such stocks is not good, with an average decline of more than 5% during the year.
Some companies with high attention of institutions also ranked at the top of the decline list. Specifically, Perfect World Co.Ltd(002624) has 38 agency ratings, and its share price has fallen by more than 39% this year. In addition, photovoltaic leader Tongwei Co.Ltd(600438) has 25 agency ratings, and its share price fell by more than 11%.
