When the 14 times demon stock Andon Health Co.Ltd(002432) was booming, some investors “floated” after making a lot of money and said they wanted to donate to the company. As a result, the stock price was corrected for two consecutive days, and the per capita donated 14%, more than 30000 yuan.
At this time, on the evening of January 19, Andon Health Co.Ltd(002432) suddenly released a “big move” to release the performance forecast for 2021: the attributable net profit realized in 2021 was RMB 900 million to RMB 1.2 billion, with a year-on-year increase of 271.4% to 395.19%. The net profit of the company in the first three quarters of last year was only 50 million yuan. If the median value of the forecast is taken, it means that the company earned almost 1 billion yuan in a single quarter in the fourth quarter of last year. Mr. fund calculated that Andon Health Co.Ltd(002432) made much more money in the fourth quarter of last year than the sum of the past 15 years.
As soon as the performance forecast came out, the stock bar directly fried the pot, with thousands of comments in less than an hour. Netizens have their own opinions. Those who are bullish think that the demon stock will make a comeback, and 88.88 yuan is not the end point. Those who are bearish think that it is “high-level development and good”, the performance is fulfilled, and the top is determined.
household kits are popular in the United States
earn about 1 billion in a quarter
On January 19, Andon Health Co.Ltd(002432) disclosed that the performance forecast for 2021 showed that the attributable net profit of the company is expected to reach RMB 900 million to RMB 1.2 billion in 2021, with a year-on-year increase of 271.4% – 395.19%, and the deduction of non net profit is also RMB 850 million to RMB 1.15 billion, a significant increase of 243% – 365%.
The announcement said that the financial data related to the performance forecast had not been pre audited by an accounting firm. Whether to confirm the authenticity or otherwise, the company specially emphasizes that “the employment performance forecast has been pre communicated with the annual audit accounting firm, and there is no difference between the two sides”.
The reason for the surge in performance is that the company continued to suffer from the global COVID-19 epidemic in 2021. The sales performance of New Coronavirus’s (SARS-CoV-2) antigen self testing OTC kit product in the US market has increased significantly, prompting a significant increase in the performance in 2021.
At the same time, the company reminds that the company’s operating performance in 2021 mainly depends on covid-19 testing reagent. There are major uncertainties whether the future performance can continue to maintain rapid growth, which mainly depends on the progress of covid-19 epidemic prevention and control in the United States, the selection of covid-19 testing products in the United States, the market competitiveness of the company’s products and channel sales ability, And the future development of conventional business, please pay attention to the investment risk.
Fund Jun noted that according to the third quarterly report of last year, Andon Health Co.Ltd(002432) the net profit attributable to the parent company in the first three quarters of 2021 was 50.128 million yuan. Based on this calculation, the net profit of the company in the fourth quarter of 2021 is expected to reach 849 million yuan – 1.149 billion yuan, taking the predicted median value of about 1 billion yuan, creating the history of the company since its listing.
The fund gentleman pulled the past data. In fact, the company’s net profit in this single quarter has exceeded its total net profit in the past 15 years several times. From 2006 to 2020, Andon Health Co.Ltd(002432) made losses and profits. Generally, it made tens of millions of net profits in the year. The 242 million yuan in 2020 was the highest since it was listed, but it was a small thing in front of the fourth quarter of last year.
fierce long and short differences
a hidden worry appears!
As soon as the performance forecast announcement of 14 times demon stock was issued, the stock bar directly fried the pot, and more than 1000 comments were made in less than an hour.
On the whole, most investors believe that the performance exceeds expectations, and the stock price is expected to continue to be sudden. Some investors remind them to pay attention to the peak performance.
Many parties said that “this company is good and knows how to maintain the stock price”, “there were so many last year. This year’s 8 billion orders have not been counted, which is too profitable”, “one person buys one hand, and Jiuan rises to 99”.
The empty side said that “the stock price is hyped in advance, the performance is cashed, and the top is determined”, “88.88 yuan is the highest point in the next few years. Come out quickly tomorrow while taking advantage of the rebound”, “the epidemic is short-term, after the epidemic, a chicken feather” and “a person wants to run at a high level”.
Looking back on the history of this big demon stock, from the lowest 5.8 yuan on October 29 last year to the highest 88.88 yuan on January 18 this year, the cumulative increase in two and a half months exceeded 14 times. During this period, I experienced three waves of rising. The first wave was from November 15 to December 1 last year, and received 12 boards for 13 days, the second wave was from December 13 to December 30, and received 11 boards for 14 days, and the third wave was from January 11 to 17 after the opening of the new year.
Under such a rising tide, many investors made a lot of money. On January 17, some investors posted a post after making a lot of money, saying “I want to donate to the company”. In the past two days, this wish has also been realized. The daily limit of Andon Health Co.Ltd(002432) fell by 5% and the cumulative correction was 14%. Based on the latest number of shareholders of Andon Health Co.Ltd(002432) of 179000, the per capita “contribution” was 32600 yuan.
On the 18th, according to the list of dragons and tigers after the trading limit, retail investors bravely entered the torrent and made rivals with institutions and top hot money “Fang Xinxia”.
An alarming situation is that from the end of the third quarter to the end of the fourth quarter of last year, the number of shareholders of Andon Health Co.Ltd(002432) increased from more than 60000 to 179000, a sharp increase of almost twice in a quarter. Considering the rising trend this year, the probability of the number of shareholders continues to rise.
The high-level release is good. We will wait and see whether Thursday is “Hu Hansan killed again” or “fellow villagers don’t run”.
