Since the beginning of this week, in the context of the total transaction volume of the Shanghai and Shenzhen stock exchanges on Tuesday and Wednesday, the two trading days have shown a short-term correction. The market performance has been closely watched by investors. Analysts say that in the context of emphasizing value investing,PerformanceThe stock market with continued growth expectation has the potential to open the cattle road. With the disclosure of the listed company's 2018 annual report, the forecast for the first quarter of 2019 has gradually surfaced. According to statistics, the Securities Research Center of the Securities Daily found that as of yesterday's close, 96 listed companies in the Shanghai and Shenzhen stock exchanges disclosed the results of the 2019 first quarter report. Among them, the number of performance pre-history companies reached 73, accounting for 76.04%. .
In terms of the type of performance forecast, among the 73 listed companies, 34 companies had a pre-increased performance, 33 companies had slightly increased their performance, 4 companies had turned losses, and 2 companies continued to make profits.
among them,Minhe shares,Guangdong Media,Hongxin Electronics,Total electroacousticThe performance of the four companies in the report period is expected to achieve a turnaround. Analysts generally believe that according to historical market conditions, the announcement of the loss-making forecast often brings positive incentives to the company's valuation and stock price, and can focus on the related opportunities of the company.
Forecast from a quarterly reportNet profitThe largest year-on-year increase,Yisheng shares(3107.97%), Minhe shares (1891.12%), Guangdong Media (1134.66%) and other three companies are expected to achieve a net profit increase of more than 10 times during the reporting period, in addition, includingFirst spirit information,Guanghetong,Weihua,Edil,Haixiang Pharmaceutical,Midland New Materials,Wuyang parking, Hongxin Electronics,Satellite petrochemical,Sega TechnologyAll 24 companies are expected to double their net profit during the reporting period.
For Yisheng shares, the company is expected to belong to listed companies from January to March 2019.shareholderThe net profit was: 320 million yuan to 340 million yuan, compared with the same period of last year, the range of change was: 2919.27% to 3107.97%. Reasons for changes in performance: In recent years, the introduction of Baiyu broiler chickens in China's ancestors continued to be insufficient. The phenomenon of tight supply in the first quarter of 2019 continued. As a result, the price of the company's main products for parents, broiler chickens and commercial broilers was higher than last year. The sharp rise in the same period.
Through combing, it is found that the net profit of the above-mentioned quarterly report is expected to achieve 27 stocks that doubled year-on-year. A total of 14 stocks have outperformed the same period this week.Shanghai indexDuring the period, the cumulative increase was 0.70%, accounting for 51.85%.Youbo News(36.00%),Double one technology(12.65%) The performance of the two individual stocks was relatively good, with a cumulative increase of more than 10% during the period. Guangdong Media (7.39%), Guanghetong (7.23%), Haixiang Pharmaceutical (6.91%) and Weihua (6.18) %),China Resources Sanjiu(5.69%), Yisheng shares (5.59%),Shandong Heda(5.38%) and other 7 stocks have risen more than 5% this week.
BrokerGiving optimistic ratings to stocks provides a certain reference for investors to choose the target. Statistics show that the net profit of the above quarterly report is expected to double the 27 stocks, satellite petrochemical (17), Yisheng shares (9), Shandong Heda (8), Minhe shares (7),Lan Xiao Technology(5) and other 5 stocks have received optimistic ratings such as “buy” or “overweight” in 5 or more institutions in the past 30 days. The performance of the market is closely tracked.
For satellite petrochemicals,Huatai SecuritiesSaid that the companyLianyungangThe construction of the 3.2 million tons/young hydrocarbon cracking project has progressed steadily. The current progress of the project includes: A series of agreements such as project design, patent technology licensing, and long-term equipment procurement were formally signed; The use of the dock shoreline has been reviewed; The ethane storage tank is piling, and the subsequent construction will enter the civil construction; The main equipment site will have piling conditions, and the first phase of the 1.25 million tons ethylene production company is expected to be put into operation in the third quarter of 2020; The company has recently ordered 6 ethane vessels from Hyundai Heavy Industries Co., Ltd., which will be delivered in the second half of 2020. It will import 3 million tons of ethane per year, with a total trade volume of nearly 100 billion yuan. Give the company 11 times to 13 times price-earnings ratio in 2019, corresponding to the target price of 14.96 yuan to 17.68 yuan, maintaining the "overweight" rating.
(Article source: Securities Daily)