Since the second half of 2021, the share price of “Yamao” Topchoice Medical Co.Inc(600763) which once had unlimited scenery has been falling endlessly, which has been “halved” compared with the high point in 2021.
Among the top ten circulating shareholders announced in Topchoice Medical Co.Inc(600763) 2021’s third quarterly report, there were well-known fund managers such as Ge Lan and GUI Kai. Ge Lan, the “goddess of medicine”, increased its holdings of 4.4117 million shares in the third quarter of 2021, while Zhang Kun and GUI Kai reduced their holdings of the shares in the third quarter of 2021.
However, some analysts said that the 2021 annual report of listed companies and the four seasons report of funds are about to be disclosed, and the fund managers may have changed positions and shares in the fourth quarter of 2021.
share price halved
On the morning of January 12, “Yamao” Topchoice Medical Co.Inc(600763) opened high and walked high, rebounding. As of noon closing, the share price rose 2.84% to 181.39 yuan / share, with a market value of 58.16 billion yuan.
As the first listed company in China with oral medicine chain operation as the main business model, Topchoice Medical Co.Inc(600763) since March 19, 2020, the share price has risen all the way from 93.75 yuan / share to the highest point of 421.99 yuan / share on June 25, 2021.
From June 28, 2021, Topchoice Medical Co.Inc(600763) started the decline mode, and the share price fell all the way from the highest point to 176.38 yuan / share at the closing on January 11, 2022, a decrease of 57.8%.
Insiders said that the decline of Topchoice Medical Co.Inc(600763) share price may be related to the decline of its performance growth.
According to the third quarterly report, Topchoice Medical Co.Inc(600763) in the third quarter of 2021, the operating revenue, net profit attributable to the parent and net profit deducted from non attributable to the parent were 819 million yuan, 269 million yuan and 266 million yuan respectively, with a year-on-year growth rate of 12.44%, 5.88% and 7.75% respectively. Compared with the second quarter, the revenue growth rate decreased, and the profit growth rate was lower than the revenue growth rate.
According to the Research Report of Northeast Securities Co.Ltd(000686) , Topchoice Medical Co.Inc(600763) has the development logic of “simultaneous rise of volume and price”, and continues to be optimistic about its long-term development opportunities. First of all, the centralized collection of implants is good for private specialized hospitals in the long run; Secondly, the third quarter is expected to be a short-term fluctuation of the industry, and the long-term performance is expected to grow steadily; Third, dandelion hospital is expected to bring incremental performance.
are Glen and GUI Kai still there?
According to the third quarterly report of Topchoice Medical Co.Inc(600763) 2021, China Europe Fund Ge Lan, Guangfa fund Wu Xingwu and Yinhua Fund Jiao Wei all increased their holdings of Topchoice Medical Co.Inc(600763) in the third quarter. China Europe health care and Yinhua wealth theme increased their holdings of Topchoice Medical Co.Inc(600763) 4411700 shares and 70200 shares respectively in the third quarter. Guangfa health care entered the top ten circulating shareholders of Topchoice Medical Co.Inc(600763) in the third quarter.
Topchoice Medical Co.Inc(600763) top ten circulating shareholders in the third quarter of 2021
However, e fund’s high-quality selection managed by Zhang Kun of e fund reduced its holdings of Topchoice Medical Co.Inc(600763) in the third quarter of 2021 and withdrew from its top ten circulating shareholders. At the end of the second quarter of 2021, e fund’s high-quality selection held Topchoice Medical Co.Inc(600763) 5.8 million shares. Harvest emerging industry stocks reduced their holdings by Topchoice Medical Co.Inc(600763) in the third quarter of 2021, but they are still among its top ten circulating shareholders.
However, some analysts said that these fund managers are likely to have changed positions and shares in the fourth quarter of 2021, and did not catch up with the sharp decline of Topchoice Medical Co.Inc(600763) share price.
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