Along with the current favorable policies and the enthusiasm of major research institutions to optimistic about the 20-year A-share market, market confidence has recovered significantly compared to 2018, but the overall mood has become more rational, and “certainty” has become the key word for A-shares in the gold mining layout. Analysts said that the 2018 annual reportPerformanceIt has been revealed that after the Spring Festival, investors have higher expectations for the market, and a number of high-quality varieties with good performance and growth, low valuation, or a wave of rebound.
The "Securities Daily" Market Research Center based on the Shanghai and Shenzhen 2018 annual report appointment disclosure schedule shows that the month includesJinniu Chemical,Far East Transmission,Longxing Chemical,Hengrui Medicine,Great wisdom,Crystal Technology,Haixiang Pharmaceutical,Essence pharmaceutical,Guanghao shares,*ST ship,Shed wine industry63 listed companies including the company will disclose the results of the 2018 annual report.
The insiders pointed out that by observing the annual report of the listed company, the company's texture can be recognized, and the company's good and bad is no longer a cloud, but the result of its own real research and analysis, and a clear understanding of the company's growth and profitability. The decline in profitability is no longer a foggy one. Investors carefully read and analyze the information disclosed in the annual report, which is conducive to capturing the major clues and information contained, and exploring the investment opportunities implied in the annual report information of listed companies.
Among the above-mentioned 63 listed companies, from the aspect of the annual report performance forecast, a total of 46 companies in the 2018 annual report performance pre-happiness, accounting for 73.02%. among them,Qingsong shares,Feikai material,Shang Wei shares,Minhe shares,Yisheng shares, Longxing Chemical, Shed Wine,Qunxing toy, Guangsheng shares,Chinese porcelain material,Wasi shares,Gold laser, *ST ship,Xinlai Yingcai,Evergreen Group,Sega TechnologyWaiting for 16 companies during the reporting periodNet profitIt is expected to double the year-on-year, and the performance of the market is worthy of attention.
For the annual growth of the annual report, the company’s net profit is the highest. The company expects to belong to the listed company from January to December 2018.shareholderThe net profit was: 1967.46 million to 41.746 million yuan. Compared with the same period of last year, the change range was 318.75% to 339.86%. Reasons for changes in performance: 1. The sales price of the company's products has increased sharply compared with the same period of last year, and the sales revenue has increased significantly.interest rateIncrease, thus achieving a substantial increase in net profit. 2. During the reporting period, the impact of the company's non-recurring gains and losses on net profit was around -457 million yuan.
It is worth mentioning that the stock price of the above 63 stocks performed well on the last trading day before the Spring Festival. A total of 60 stocks rose, accounting for 95.24%. among them,New Hongtai(8.66%),Donghong shares(8.41%),AVIC Heavy Machinery(6.93%),Tomson Bianjian(6.78%),Maicheng(6.27%), Guangsheng Shares (5.35%), Qunxing Toys (5.14%),Xinquan shares(5.01%) and other 8 stocks rose more than 5%.
Good market performance is inseparable from the pursuit of large single funds in the market, Hengrui Medicine (15421.72 million yuan),Enhua Pharmaceutical(428.609 million yuan),Yili(10,266,800 yuan), China National Materials (100.779 million yuan) and other 4 stocks on the last trading day before the Spring Festival have received more than 10 million yuan of large single fund layout. Analysts said that before the Spring Festival, the market sentiment sentiment was relatively low, and the number of people holding the currency was too high. At this time, the stocks that were sought after by the big single funds had a trading opportunity after the Spring Festival.
In terms of institutional rating, Yili shares,Lear Chemical, Feikai Materials, Hengrui Medicine,Jiejie Microelectronics,Lan Xiao TechnologyAfter the 6 stocks have been optimistic about the “buy” or “overweight” of 5 or more institutions in the past 30 days, the performance of the market is worth closely tracking.
For Yili, which has the most rated ratings,Northeast SecuritiesIt said that in the future, the company will continue to deepen the innovation and upgrading of existing key products, and continue to lead the product structural upgrade through new product development. At the same time, the company vigorously expands its international business. The products are displayed in the Indonesian market and are favored by local consumers. The innovative and international two-wheel drive model provides a strong guarantee for the company's continued growth. The growth rate of the liquid milk industry will slow down from 2019 to 2020, and the company will continue to sink and upgrade its products.Operating incomeAnd the market share is expected to increase steadily, gradually moving towards the goal of 100 billion yuan. The company's earnings per share for the period from 2018 to 2020 are expected to be 1.05 yuan, 1.16 yuan and 1.33 yuan, respectively, and the price-earnings ratio is 20 times, 18 times and 16 times, respectively, maintaining a "buy" rating.
(Article source: Securities Daily)