The latest A-share market agency rating is released!
Philips shares at a premium B-Soft Co.Ltd(300451) , which attracted intensive attention from institutions
According to the statistics of securities times · databao, from May 13 to 19, 57 institutions in the A-share market conducted 572 ratings in total, and 443 listed companies received “buy” ratings (buy, increase, push and recommend).
During the period, a total of 20 shares were rated by three or more institutions B-Soft Co.Ltd(300451) ranks first in the number of ratings , reaching 8 times Sunstone Development Co.Ltd(603612) , Tongwei Co.Ltd(600438) , China State Construction Engineering Corporation Limited(601668) , Semiconductor Manufacturing International Corporation(688981) tied for the second place with five ratings.
Recently, Philips’s premium stake in B-Soft Co.Ltd(300451) attracted institutional attention. On May 12, Philips transferred the company’s shares at 7.9 yuan / share, which was 16.52% higher than the closing price on the announcement day. After the completion of the transaction, Philips will hold 155 million shares of the company, accounting for 10% of the total share capital, and become the second largest controlling shareholder. Minsheng Securities believes that as the head enterprise of medical it, the premium stake of global electrical appliance giant Philips is of great significance, which will help the company connect with the world’s top enterprises in the field of digital medicine.
In terms of performance in the first quarter, the net profit of Tongwei Co.Ltd(600438) , Suzhou Nanomicro Technology Co.Ltd(688690) , Semiconductor Manufacturing International Corporation(688981) 3 shares doubled year-on-year. Among them, Tongwei Co.Ltd(600438) performance increased by 513%, mainly due to the expansion of the company’s business scale, the increase of sales volume and the year-on-year increase in the price of high-purity crystalline silicon Suzhou Nanomicro Technology Co.Ltd(688690) , Semiconductor Manufacturing International Corporation(688981) also increased by more than 175% Jiangxi Black Cat Carbon Black Inc.Ltd(002068) and Muyuan Foods Co.Ltd(002714) performance declined significantly by more than 100%.
the winning rate of the organization exceeded 60% this week
11 shares have more than 30% room to rise
Divided by shenwanyi industry, among the 443 institutional rating stocks, mechanical equipment, medicine, biology and electronics sectors are the majority, with more than 40; There are also 33 in the chemical sector. The institutional attention of non bank finance, leisure services and comprehensive sectors is low, and there are less than 5 stocks on the list.
From May 13 to 19, the Shanghai Composite Index rose and fell, closing up 1.37%; The trend of Shenzhen composite index was similar, closing up 1.4%. During this period, the performance of agency rating stocks was excellent, and the winning rate reached 60.27%. In terms of market, 443 shares have risen by an average of 2.26% since their respective recommendation days, exceeding the performance of the market. The highest increase was Sunstone Development Co.Ltd(603612) after the resumption of trading on the 17th, with a cumulative increase of 33% Great Wall Motor Company Limited(601633) also performed well recently, up 33% on the 5th.
According to the statistics of data treasure, among the 20 stocks rated by three or more institutions, 11 stocks have a rising potential of more than 30% in the future. Among them, Topsec Technologies Group Inc(002212) the potential rising space of the latest price compared with the institutional target price is the first, up to 78.56% Semiconductor Manufacturing International Corporation(688981) , Muyuan Foods Co.Ltd(002714) , B-Soft Co.Ltd(300451) , China State Construction Engineering Corporation Limited(601668) the latest price also has a large gap compared with the target price of the organization, with a range of 50% – 65%.
In terms of rating trends, Fujian Yongfu Power Engineering Co.Ltd(300712) , China Coal Energy Company Limited(601898) , Shanghai Pudong Construction Co.Ltd(600284) , Shenzhen United Winners Laser Co.Ltd(688518) 4 shares were upgraded by the agency, and their ratings were adjusted from “overweight” in the previous period to the latest “buy”. The performance of individual stocks generally improved in the first quarter, and the increase of Fujian Yongfu Power Engineering Co.Ltd(300712) , China Coal Energy Company Limited(601898) net profit was more than 90% Fujian Yongfu Power Engineering Co.Ltd(300712) explained that the company increased its efforts in the new energy market and its business scale increased, driving the growth of gross profit China Coal Energy Company Limited(601898) benefited from the high price of coal market, and the net profit of the company increased accordingly.
In terms of market conditions, since May, the market has bottomed out and rebounded, and most stocks recorded gains Fujian Yongfu Power Engineering Co.Ltd(300712) cumulative increase reached 23.53%; Since then, Shanghai Pudong Construction Co.Ltd(600284) , Shenzhen United Winners Laser Co.Ltd(688518) both rose by more than 16%. From the perspective of valuation, the latest rolling P / E ratios of China Coal Energy Company Limited(601898) and Shanghai Pudong Construction Co.Ltd(600284) are lower, both below 15 times.
In addition, Anhui Gujing Distillery Company Limited(000596) and Kidswant Children Products Co.Ltd(301078) were downgraded by Northeast Securities Co.Ltd(000686) , Gf Securities Co.Ltd(000776) respectively, and their ratings were adjusted from “buy” in the previous period to the latest “overweight”.
