This year, the complexity and uncertainty of the economic environment have increased, and stabilizing growth, employment and prices are facing new challenges. On the one hand, it is the impact of the epidemic. On the other hand, under the conflict between Russia and Ukraine, the international crude oil price soared, superimposing the impact of the Fed's interest rate hike.
However, from a medium and long-term perspective, with the gradual repair of production capacity and the improvement of prosperity in some industries, coupled with the weakening of inflationary pressure, the profitability of a number of listed companies is expected to improve.
institutional forecast 25 shares
growth is expected to reverse
According to the rating of institutions in the past month, databao combs the listed companies whose growth is expected to reverse according to the following two conditions: the number of institutions predicting net profit in the past month is more than 3; It is unanimously predicted that this year's net profit will increase negatively, and the growth rate will exceed 20% in the next two years.
The statistical results show that 25 growth stocks are expected to reverse, and 6 stocks from the pharmaceutical and biological industry are the most. In addition, there are more than three stocks in the two industries of basic chemical industry and power equipment.
Affected by the epidemic, the net profit of some stocks in the transportation industry may decline sharply this year. Among them, in the past month, the institutions have unanimously predicted that the net profit of Shenzhen Airport Co.Ltd(000089) this year will decrease by more than 11 times year-on-year and Spring Airlines Co.Ltd(601021) by nearly 4 times Spring Airlines Co.Ltd(601021) a quarterly report shows that the company achieved a passenger turnover of 7.157 billion passenger kilometers in the first quarter, down 3.34% month on month, and the passenger seat rate fell 7.17% month on month.
Some stocks in the chemical industry are affected by oil prices Xinfengming Group Co.Ltd(603225) in the first quarter, the net profit was 290 million yuan, down 42.8% year-on-year and 10.9% month on month Citic Securities Company Limited(600030) believes that the high oil price and epidemic situation have repeatedly dragged down the short-term performance of Xinfengming Group Co.Ltd(603225) .
In terms of share price performance, the share prices of most individual stocks fell significantly, Cansino Biologics Inc(688185) , Yong'an futures and other stocks fell by more than 50% during the year, and 5 stocks such as Haili wind power, Sanyuan biology and Zhuhai Cosmx Battery Co.Ltd(688772) fell by more than 40%. Whether such stocks fall out of the gold pit remains to be seen. Four stocks rose against the market, namely Shanghai Junshi Biosciences Co.Ltd(688180) , Inner Mongoliayuan Xing Energy Company Limited(000683) , Jiangxi Black Cat Carbon Black Inc.Ltd(002068) , Huangshan Tourism Development Co.Ltd(600054) . Among them, Shanghai Junshi Biosciences Co.Ltd(688180) rose by more than 71% during the year, taking the lead.
11 share institutions forecast next year
net profit increased by more than 50%
Among the 25 stocks with inflection point characteristics in net profit growth next year, 11 were unanimously predicted by institutions that the net profit growth next year will exceed 50%.
Specifically, in the past month, 14 institutions have unanimously predicted that the net profit growth rate of Spring Airlines Co.Ltd(601021) next year will exceed 17 times, mainly due to the low expected net profit base this year. In addition, Huangshan Tourism Development Co.Ltd(600054) , Shanghai Allist Pharmaceuticals Co.Ltd(688578) , Shenzhen Airport Co.Ltd(000089) and other stock institutions are expected to double their net profit growth next year.
On the whole, Spring Airlines Co.Ltd(601021) , Xinfengming Group Co.Ltd(603225) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Pharmablock Sciences (Nanjing) Inc(300725) , Lancy Co.Ltd(002612) and other stocks have been predicted by more than 10 institutions in the past month.
