According to the timetable for the disclosure of the annual report of listed companies in the Shanghai and Shenzhen stock exchanges, the disclosure of the 2018 annual report of listed companies will kick off on the 22nd of this month, but the annual report has already started in advance, and some of them are preemptively disclosed.PerformancePreviewNet profitCompanies that have significantly increased their share have received widespread attention in the market. TakeLanzhou MinbaiFor example, the stock disclosed the annual report performance forecast yesterday. It is estimated that the annual net profit will increase by 1031.75% year-on-year. Due to the positive news, the stock surged 9.11% against the market yesterday.
In this regard, analysts said: the current market trend is still unclear, those companies whose performance is significantly higher than expected, have a high margin of safety, in the time window of the annual report disclosure into the countdown, it is more likely to attract funding attention.
According to statistics, the Securities Research Center of the Securities Daily found that since January, a total of 59 companies have disclosed the 2018 annual report performance forecast. 46 companies expect annual net profit to increase year-on-year, of which 18 companies expect annual net profit. Doubled year-on-year, Lanzhou Minbai (1031.75%),Shengnong Development(385.57%),Junsheng Electronics(266.00%),Shang Wei shares(255.00%),Zhifei Bio(252.00%),Suning Online Market(213.56%) andJidong Cement(204.01%) and other 7 companies expect annual net profit to increase by more than 200%.Xingye Technology,Longhua Technology,evergreen,Youbo News,Huaxin Cement,Jiadian shares,Guanghao shares,Sailing new material,Laimei Pharmaceuticals,Naiwei TechnologywithRed phase sharesThe company expects annual net profit growth to exceed 100%. In addition,Changyuan Power,Dongfangtong,Jinglun Electronicswith*ST HaitouIt is expected that the net profit of the annual report will achieve a year-on-year loss.
The above-mentioned 18 annual report performance is expected to double the overall market performance of the recent year, the overall market performance is more prominent, 13 stocks since 2019 cumulative increase over the same period of the broader market (Shanghai indexDuring the year, it rose by 1.65%), among which Guanghao shares (17.98%), Lanzhou Minbai (13.51%), Xingye Technology (12.65%), Naiwei Technology (11.98%), Yangfan New Materials (9.30%), Suning Tesco ( 8.32%), Shangwei shares (6.59%), and Laimei Pharmaceuticals (6.11%) all accumulated more than 6% during the year.
Among the 18 stocks whose annual report results are expected to double year-on-year, 10 stocks have been given a “buy” or “overweight” rating in the past 30 days, including Suning Tesco (12) and Shengnong Development (10). Home), 6 wins (6), Zhifei Bio (6), Huaxin Cement (3) and Yangfan New Materials (3) were optimistic about the number of rated strategists Among the 3 or above, the remaining 4 stocks that are favored by the institutions are: Jidong Cement, Evergreen, Youboxun and Naiwei Technology.
For the annual report performance forecast, the market performance is outstanding, the organization is optimistic about Suning Tesco,Everbright SecuritiesRemarks: Taking into account the improvement of the company's business in 2018, the company raised its forecast for the company's 2018 fully diluted earnings per share to 1.37 yuan (previously 1.22 yuan), maintaining the "overweight" rating.
In addition, the organization is optimistic about the development of Shengnong is also worth mentioning, the company January 8announcementIt is said that the performance of the annual report is expected to be attributed to the listed company in 2018.shareholderThe net profit is: 150,000 yuan to 1.53 billion yuan, compared with the same period of last year, the change range is: 376.04% to 385.57%. Reasons for changes in performance: On the one hand, due to the shortage of supply in the broiler market, the industry's prosperity continues to rise, and the sales price of the company's products exceeds previous expectations, and its performance has increased significantly. On the other hand, benefiting from the improvement of the company's management efficiency, the company's costs and expenses are effectively controlled, and the overall benefits are significantly improved. In October last year, it estimated that the net profit attributable to shareholders of listed companies in 2018 would be: 1.25 billion yuan to 1.255 million yuan, compared with the same period of last year, the range of change was: 282.42% to 298.29%.
(Article source: Securities Daily)