On January 11, Aier Eye Hospital Group Co.Ltd(300015) announced that secretary Wu Shijun planned to increase the number of shares of the company by no less than 500000 shares within 6 months, and the increase price was no more than 50 yuan / share.
Reading the announcement, it is found that Wu Shijun and other executives of the company have made frequent “bottom reading” actions recently, and the background of the increase is that the company’s share price has nearly halved since the historical high, and the market value has evaporated about 180 billion yuan compared with last July.
There have been some negative public opinions in the company recently, but as a white horse stock with “thick eyebrows and big eyes”, the company’s operation level does not seem to be disturbed by too much public opinion, but continues to make efforts in M & A, continuously acquiring the equity of multiple hospitals to provide power for its long-term growth. Many securities companies are also quite optimistic, and the collective has given a high upward space in the research report.
executives successively increased their holdings, and the organization was divided in the third quarter
On January 11, Aier Eye Hospital Group Co.Ltd(300015) known as “eye Mao” announced that Wu Shijun, director, deputy general manager and Secretary of the board of directors of the company, increased the total shares of the company by 10000 shares through the securities trading system of Shenzhen Stock Exchange, accounting for 0.0002% of the total share capital of the company; At the same time, it is proposed to increase the number of shares of the company by no less than 500000 shares within 6 months after the announcement date, and the increase price shall not be higher than RMB 50 / share.
For the reasons for the increase, Wu Shijun said that based on the confidence in the future development prospect of the company and the reasonable judgment of the current internal value of the company, the increase was implemented.
Only on January 6, five days ago, Aier Eye Hospital Group Co.Ltd(300015) announced that Liu Yuanyuan, deputy general manager and chief financial officer of the company, had increased his holdings of 102800 shares, accounting for 0.002% of the total share capital of the company; At the same time, Wu Shijun also increased his holdings of 50000 shares. The background of executives’ recent frequent increase is the company’s depressed share price: on January 11, Aier Eye Hospital Group Co.Ltd(300015) closed down 2.71% to 36.28 yuan / share, and the intraday share price hit a new low of 36.2 yuan / share. Compared with the historical high set in July last year, it has been nearly halved, and the market value has evaporated about 180 billion yuan.
According to the financial data, the revenue of Aier Eye Hospital Group Co.Ltd(300015) in the first three quarters of 2021 was RMB 11.596 billion and the net profit was RMB 2.003 billion. But in the third quarter, Aier Eye Hospital Group Co.Ltd(300015) revenue fell 3.48% to 4.248 billion yuan.
It is worth noting that there are differences in the position strategy of the organization: Hillhouse capital with a position of 82 million shares in the second quarter almost cleared its position Aier Eye Hospital Group Co.Ltd(300015) in the third quarter, and e fund blue chip managed by Zhang Kun also withdrew from the previous ninth largest shareholder, and it is difficult for the top ten shareholders to find its figure.
However, a number of public offerings are firmly optimistic about their future market. The China EU medical and health mixed securities investment fund managed by Glenn has significantly increased its holdings to 109 million shares, and the list of shareholders has jumped to third. In addition, GF healthcare equity securities investment fund managed by Wu Xingwu and ICBC Credit Suisse Frontier Medical equity securities investment fund managed by Zhao Bei held 23.4212 million shares and 22.0107 million shares respectively, ranking the eighth and ninth largest circulating shareholders after the increase.
securities companies sing more collectively
At a time when the stock price has fallen one after another, unlike the public offering and private placement where there are differences in trading, securities companies are optimistic about the company and are optimistic about its future market.
According to the research report, without exception, all securities companies have given ratings such as “buy”, “overweight” or “recommend”, and the target price ranges from 55 to 70 yuan, which has considerable room to rise compared with the current stock price.
On December 30, 2021, Nanjing Securities Co.Ltd(601990) research report said that on the whole, the company had a good recovery and growth in the first three quarters of 21 years on the basis of 2020. Affected by the epidemic in the first half of 2020, the demand for ophthalmic treatment in that year was delayed, so the performance broke out in the third quarter of 2020. In the third quarter of 21, affected by the epidemic situation in various places, the company’s performance was poor on the basis of a higher base in the third quarter of 20.
The company has recently accelerated its pace in mergers and acquisitions. In the third quarter, it announced that it would conduct consolidated acquisitions of five hospitals: 55% equity of Rizhao Aier, 51% equity of Weihai Aier, 75% equity of Heyuan Aier, 65.1% equity of Jiangmen Xinhui Aier and 70% equity of Zaoyang Aier. In October, it announced the acquisition of another five hospitals: 55% of Anshan Aier, 51% of Cangzhou Aier, 51% of Fuyang Aier, 72.73% of Langfang Aier and 80% of Qinhuangdao Aier.
In this regard, China stock market news Securities believes that Aier Eye Hospital Group Co.Ltd(300015) in terms of M & A, improve the hospital hierarchical chain system and realize steady expansion. The company established and improved the vertical hierarchical chain network system in various provinces and regions, formed the layout of “horizontal and vertical network” in multiple provinces and regions, and further improved the efficiency of resource allocation and sharing in the region. With the continuous improvement of medical network, the advantages of hierarchical chain and scale effect will be further highlighted. Nanjing Securities Co.Ltd(601990) believes that the company’s model of cultivating ophthalmic hospitals in vitro and injecting them into listed companies provides a continuous driving force for the company’s long-term growth.
“It is estimated that from 2021 to 2023, the company will achieve operating revenue of RMB 15.142 billion, 19.072 billion and 23.918 billion, with growth rates of 27.11%, 25.96% and 25.41% respectively; the net profit attributable to the parent company will reach RMB 2.338 billion, 3.079 billion and 4.009 billion, with growth rates of 35.63%, 31.68% and 30.23% respectively; the PE valuation corresponding to the current stock price is 99 / 75 / 58 times, and the company will be rated as” recommended ” Nanjing Securities Co.Ltd(601990) is indicated in the research report.
