The Shanghai Composite Index continued to adjust its position yesterday and the closing index fell below 2800 points, continuing its new low in nearly two years. On May 23, the Shanghai Composite Index fell 1.41%. The index fell below the 60-day line and has since been oscillating down. The cumulative decline in the Shanghai Composite Index reached 13.3%. The market performance is sluggish and shareholders of listed companies remain active in the secondary market. Securities Times data Bao statistics show that since the broader market adjustment on May 23, 415 stocks have been increased by major shareholders, totaling 13.45 billion yuan in market value.
33 shares holding over 100 million yuan
Judging from the increase in market capitalization, 33 shares have gained more than 100 million yuan from important shareholders. Sanchi has achieved the largest market value of its holdings. Since May 23rd, it has gained 761 million yuan from shareholders, and has increased its shareholder to Hu Yuhang, a natural person shareholder.
Northeast Pharmaceutical Co., Ltd. gained 525 million yuan from shareholders' holdings. Based on the company's confidence in the company's future development prospects and its recognition of the company's investment value, Liaoning Fangda Group Industrial Co., Ltd. has increased its holdings of the company's shares twice and added a total of 45.77 million shares. Northeast Pharmaceutical announced on June 13 that after the increase in holdings, Liaoning Fangda held a total share capital of 21.02%. The company's largest shareholder has been changed to Liaoning Fangda Group Industrial Co., Ltd. Major market holdings include Youngor, Sanan Optoelectronics, Hengyi Petrochemical, Hongte Technology, and Wanfeng Aowei.
From the perspective of increase in holdings, the proportion of shares held by the shareholders of the 14 shares accounted for more than 3% of the outstanding shares. The highest percentage of holdings was held by Sanmu Group. Fujian Sunshine Group Shanghai Industrial Co., Ltd., the increase-holding party, has increased the holdings of the stock in the secondary market twice, accumulatively increased its holdings by 46.65 million shares, and increased its share holdings to 10% of the outstanding shares. Northeast Pharmaceutical Co., Ltd. gained 8.42% of the outstanding shares in the company, and 5.22% of the shares in Shandong Jintai Group. The higher share of the holdings was Suisse Technology, Zhengyu Industry, San Aifu, Sanqi Amusement and Zhejiang. Furun et al.
In terms of sub-sectors, machinery, chemicals, pharmaceutical biology, electrical equipment, electronics and other industries are relatively widely distributed, of which the machinery and equipment industry is the most widely distributed with 47 stocks.
From the valuation point of view, more than 70% of the rolling stock price-earnings ratio is below 50 times, of which 18 rolling price-earnings ratio is less than 10 times. The lowest rolling P/E ratio is Ping An Bank, which is only 6.5 times. The Livzon Group's rolling P/E ratio is 6.55, the Hisense Kelon rolling P/E ratio is 6.76, and the Changan Automobile's rolling P/E ratio is 6.93. The lower rolling price-earnings ratios are Linggang, Panhai Holdings, Wolong Real Estate, Financial Street, and China Fortune. It is worth mentioning that among the 18 rolling stocks with P/E below 10 times, since May 23, Linggang’s share price has risen against the market, with a cumulative increase of 5.15% during the period. The smaller declines were Weichai Power, Lianfa and Hangzhou Bank.
Shareholders against the market increased holding confidence
Judging from the market performance of the stocks that have been increased, the major shareholder of the listed company has increased its holdings and has a clear intention of maintaining the stock. Data shows that excluding stocks listed this year, 186 stocks have fallen more than 20% since May 23.
The biggest drop was *ST Tianye, with a cumulative drop of 68.35%. * ST Tianye announced on June 15th that it received a notice from Jinan Gaoxin City Construction Development Co., Ltd., a shareholder of the company, based on its confidence in the company's future development prospects and recognition of the company's long-term investment value, and at the same time, in order to increase investor confidence, it will effectively protect minority shareholders. The interest and capital markets were stable. From June 6 to June 15, they added a total of 21 million shares, which accounted for 2.37% of the company's total share capital. The cumulative decline of more than 40% is also the Great Wall Television, Sino-Portuguese shares, Tibet Development, China Science and Technology, Heme Group.
A few stocks performed defensively. Hongyu New Materials achieved a strong market performance with a cumulative increase of 80.75%. Since the resumption of trading on June 13th, Hongyu New Materials has continuously risen, becoming the focus of attention in the market. The surge in share prices has not been unrelated to the announced changes in the actual controllers. According to the announcement, the shareholders Zhu Hongyu, Zhu Mingchu and Zhu Hong specially planned to transfer 88.3 million shares (20% of the shares) of the Hongyu Xincai shares held by the shareholders to Huarong Guoxin. The actual controller of Huarong Guoxin is the Center for Strategic Research on Public Opinion.
During the period, the cumulative increase in Yuanwang Valley, Northeast Pharmaceutical, *ST Coconut Island, Shunxin Agriculture, and Jitai Shares.
In terms of performance, among the 160 stocks that have disclosed half-year performance forecast, the net profit of over 100 shares is expected to achieve year-on-year growth, of which the median increase in 23 shares is expected to be more than 100%.
The highest increase in net profit is expected from Hongte Technology. The company expects net profit for the first half of the year to be 415 million to 428 million yuan, an increase of 803% from the same period last year to 832%. Jiai Technology expects net profit for the first half of the year to be between 182 million and 190 million yuan, an increase of 497% from the same period last year to 523%. Higher net profit is expected to increase Shenzhen Hui Cheng, San Fu outdoor, Ji Hong shares, three-dimensional communications, Linzhou heavy machinery.
Do you think that Niu Zhudong is not holding 100 million yuan? Therefore, a substantial increase in shareholder is not necessarily a good thing. Good stocks, institutional retailers are looting! How to maintain stability? Therefore, small scattered people have to keep their eyes open! ! !
(planned to increase holdings by 4%-4.99% for three months)
Nothing to worry about, money to buy on the line, want to want to not be so weak in the market, there will be 2.5 yuan price?
"600807: Response from ST Tianye's Inquiry on the Annual Report of the Shanghai Stock Exchange" Notice date: 2018-05-10
"600807:*ST Tianye's Response to the Shanghai Stock Exchange Inquiry Letter" Announcement Date: 2018-05-16
The response to the two inquiry letters was very clear.
The first one is an acquisition.
Tianye Group, the controlling shareholder of the company, and Jinan Gaoxin City Construction and Development Co., Ltd. (abbreviated as “High-tech Urban Construction”) signed the “Strategic Cooperation Agreement”. Gaoxin Urban Construction will become the strategic cooperation partner between Tianye Group and the company and will first complete the acquisition of Mr. Liu Lianjun.. .
High-tech urban construction has been substantially involved. The focus is on the time points, June 30, July 31, and September 30. However, it is postponed at the most, because the construction of Gaoxin Urban Construction has actually involved in increasing the holding price and buying Liu Lianjun’s Tianye Group. , The announcement has been used to purchase 21 million shares of 64.88 million shares, accounting for 2.37% of the total share capital, but also to continue to increase holdings to 4.99%, and combined with high-tech urban construction has acquired Tianye Group 10.2% of the shares, according to this ratio is also indirect Holding 2.945% of the company's shares, it is actually holding 5% of 600837 shares.
Posted on 2018-06-29 10:57:07
There is no fool on the market. Who makes money? Even if it is reversed, Gaoxin Urban Construction has indirectly held a 10.2% stake in 29.45% of Tianyi Group, the major shareholder of 600807. Similarly, Gaoxin Urban Construction also has to bear 10.2% of its debt (one of the other). Jinan Gaoxin City Construction and Development Co., Ltd. is Fool? Also spent 64.68 million yuan to buy 21 million shares of 600807 shares (this second), reflected in the stock price just because it is a bear market, capital shortages, the dealer has no money to speculation, can only be a pressure plate to do T chips.
I gave you a company that is indebted to 100 million yuan. I gave you 10 million, and I replaced your legal representative with your name. Will you accept it? If you are willing to answer, it means that you are emboldened and you have a way to solve this problem of one billion debt.
Hemei Group (002356) announced on the evening of May 21st that, as of the announcement disclosure date, Qi Qiao Fashion Transfer Fangquanxing Commercial had purchased 11.39 million shares of the company with a transaction value of 300 million yuan. Right Star Commercial has completed the stock purchase plan as stipulated in the "Equity Acquisition Agreement", holding a total of 3.67% shares. Note: Prior to this, the company’s wholly-owned subsidiary acquired Qu Chia’s fashion equity. The equity purchase agreement stipulated that Qiqiao’s fashion transfer party Fangquanxing Commercial would receive a rights issue within six months after receiving the first equity transfer price of 300 million yuan. The designated entity should purchase the Heme Group shares whose market value is not less than RMB 300 million through the secondary market.
China Securities Network News Helmut Company announced on the morning of the 15th that the company signed the Strategic Investment Cooperation Framework Agreement with Haoyun Capital Group Co., Ltd. (hereinafter referred to as “Huiyun Capital”) on May 14, 2018. Yanyun Capital is optimistic about the development prospects of the company's high-end consumer goods industry chain business. It plans to acquire the company within five months after the signing of this agreement by including, but not limited to, bulk trading, secondary market purchase, and agreement transfer. % of the shares, and no reduction in any way within 12 months after the completion of the acquisition; at the same time, Sui Yun Capital will also conduct in-depth cooperation with the company in various aspects.
Three month deadline is about to expire
Spent 64.48 million yuan to buy 21 million shares of 600807 shares, today definitely voted in favor
Mainly, the company’s main business was not affected, and debts were basically large shareholders. The company’s receivables amounted to several billions, plus two billion yuan’s 360 equity, far higher than the current total market value, and much better than other ST companies. For example, 002188, 600289, etc. are all major shareholders using the company’s name to secure loans, etc., which directly led to the company’s involvement in the lawsuit. The actual controllers of these companies also played missing and disqualified, and 600807 and their nature are different. People and large shareholders and high-tech cities build "Strategic Cooperation Agreement." They are the grasshoppers that are trapped together. No one will be so stupid and spend money to look for crimes. The construction of high-tech cities must be clearly investigated.
Gold Seed Liquor (600199) Mixed Debt Ratio 26.29% Funds Adequate No Pledge Risk
Super good, indicating that the company recognizes this stock price