A number of bank stocks that predict the full year performance of 2021 have been rated by institutions in recent one week.
From January 7 to 13, the banking sector bucked the market, and the index rose by 3.44%. White horse stocks such as Industrial Bank Co.Ltd(601166) , Bank Of Jiangsu Co.Ltd(600919) predict the annual performance, attracting agencies to rate one after another. at the same time, with the consumption season approaching, following the previous Wuliangye Yibin Co.Ltd(000858) , Kweichow Moutai Co.Ltd(600519) , Luzhou Laojiao Co.Ltd(000568) and other Baijiu shares have been recommended by institutions, recently, a number of rating agencies concerned about Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) .
According to the statistics of securities times · data treasure, in recent one week, a total of 26 shares were rated as “buy type” by 5 or more institutions (including buy, overweight, strong recommendation and recommendation). Baijiu Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) ranks the highest in number, with 17. Industrial Bank Co.Ltd(601166) , Haier Smart Home Co.Ltd(600690) , China Jushi Co.Ltd(600176) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Huizhou Desay Sv Automotive Co.Ltd(002920) followed, with 15, 14, 13, 12 and 12 institutions participating in the company’s rating respectively. It is worth noting that the banking sector has recently received widespread attention from agencies, Bank Of Jiangsu Co.Ltd(600919) , Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) rating agencies have 11 and 5 respectively. In addition, Beijiao beiteri also received ratings from three agencies.
The annual performance forecast was released on Jiangsu King’S Luck Brewery Joint-Stock Co.Ltd(603369) 11. The company expects to achieve a revenue of 6.3 billion yuan to 6.5 billion yuan in 2021, with a year-on-year increase of 23% to 27%; The net profit attributable to the parent company was 1.9 billion yuan to 2.1 billion yuan, with a year-on-year increase of 21% to 34%; The pre increase in performance is mainly due to the steady growth of the company’s product sales and the further optimization of product structure. Citic Securities Company Limited(600030) believes that the company’s performance is in line with expectations. In 2021, the operation will be completed successfully and the foundation for high-quality development will be consolidated. The new development stage of the 14th five year plan is expected to maintain rapid growth. In terms of market performance, the stock has been falling all the way since mid December, and the latest price is less than 50 yuan / share, with a cumulative decline of 18.13%.
Industrial Bank Co.Ltd(601166) performance is also good. In 2021, the company’s scale, efficiency and quality will develop harmoniously and healthily, and it is expected to realize a net profit attributable to the parent company of 82.68 billion yuan, a year-on-year increase of 24.1%; Meanwhile, the balance of non-performing loans and non-performing loan ratio decreased. Galaxy Securities said that the company has diversified business licenses, outstanding comprehensive financial service ability and the profitability ranks in the forefront of the industry. In addition, the remaining three bank stocks have also predicted their annual performance, and the net profit in Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) 2021 increased by 21.13% year-on-year; Bank Of Jiangsu Co.Ltd(600919) net profit increased by 30.72% year-on-year; Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) net profit increased by 20.72% year-on-year.
According to data treasure statistics, among the above 26 stocks, as many as 21 institutions unanimously predict a rise of more than 20%. Tongwei Co.Ltd(600438) took the lead, accounting for 78.06%; The rising space of Guangzhou Automobile Group Co.Ltd(601238) , Great Wall Motor Company Limited(601633) , China Jushi Co.Ltd(600176) was 67.94%, 61.81% and 61.14% respectively; Several bank stocks also have considerable potential, Bank Of Jiangsu Co.Ltd(600919) , Industrial Bank Co.Ltd(601166) rising space is 45.07% and 38.78% respectively; Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) and Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) are 26.37% and 25.48% respectively.
13 institutional recommended stocks rose more than 10%
6 shares upgraded to buy
From January 7 to 13, the Shanghai Composite Index rose and fell, with a cumulative decline of 0.86%. Affected by the preheating of the pre increase market in the annual report, the agency rating is slightly large. According to data treasure statistics, in the past week, 54 institutions conducted 581 ratings, and 290 shares were rated as “buy type”.
Divided by Shenwan industry, chemical industry, medicine and biology, electronics, food and beverage have 36 shares, 29 shares, 24 shares and 20 shares respectively, accounting for 37.59% of the total; Agriculture, forestry, animal husbandry and fishery, non bank finance and comprehensive institutions paid low attention, and only one or two stocks were rated by institutions.
Under repeated market shocks, 290 shares have fallen by an average of 0.29% since the recommendation day. Among them, 46.9% rose, and 13 shares rose more than 10%. Excluding the newly listed new shares, Zhejiang Orient Gene Biotech Co.Ltd(688298) performed best, and the stock price rose by 33.02% in total; In addition, Phichem Corporation(300398) , Shandong Weifang Rainbow Chemical Co.Ltd(301035) increased by more than 15%.
In terms of rating trends, six stocks were upgraded to buy by the agency, Shandong Weifang Rainbow Chemical Co.Ltd(301035) , Bank Of Jiangsu Co.Ltd(600919) , Hangzhou Huawang New Material Technology Co.Ltd(605377) rose by more than 10% in the past week. Shandong Weifang Rainbow Chemical Co.Ltd(301035) the net profit attributable to the parent company is expected to increase by 59.95% to 94.23% year-on-year. Tianfeng Securities Co.Ltd(601162) said that the overseas epidemic continued to repeatedly bring global food security concerns, the bulk demand for Shenzhen Agricultural Products Group Co.Ltd(000061) was strong, the prices of most pesticide products in China rose rapidly, and the industry boom further rose. Hangzhou Huawang New Material Technology Co.Ltd(605377) was also recommended by Shenwan Hongyuan Group Co.Ltd(000166) because its performance exceeded expectations. The company expects the net profit attributable to the parent company to increase by 65.39% to 80.77% year-on-year, which is mainly due to the full release of the company’s new capacity, the high capacity utilization and production and marketing rate, and the further improvement of the product market share. The organization said that the industry pattern of the company was optimized and its profitability continued to be strong.
