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37 shares have latest buy rating: Zhongke Chuangda

Time: January 08, 2020 20:20:10 Zhongcai
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[20:17 Zhongke Chuangda (300496): The performance basically meets the expectations of the rapid growth of the intelligent connected car business]

On January 8th, Zhongke Chuangda (300496) was given a BUY rating.

Earnings forecasts and investment advice. The company is an open intelligent operating system product and technology provider in China, providing upstream and downstream customers in the industrial chain with intelligent operating system technology as the core and artificial intelligence key technology-enabled operating system platform products. The company's 19-year performance has grown rapidly. The agency estimates that the company's net profit attributable to the parent in 2019-2021 will be 240 million yuan, 328 million yuan, and 450 million yuan, the EPS will be 0.60 yuan, 0.81 yuan, and 1.12 yuan, and the corresponding PE will be 82 times, 60 times, and 44 times. Times. Maintain “Buy” rating.

risk warning. R & D and technology risks, the risk of the system software business growing less than expected, and the risk of increased competition within the industry.

The stock has received 38 buy ratings, 12 overweight ratings, 5 buy-A ratings, 2 highly recommended ratings, and 2 recommended ratings in the last 6 months.


[16:57 Zhongke Chuangda (300496): Performance meets expected benefits 5G + AI technology bonus]

On January 8th, Zhongke Chuangda (300496) was given a Buy-A rating.

Investment suggestion: 5G + AI sets off a new wave of technological innovation. The company's forward-looking layout of two smart terminal industries, smart cars and IOT, will fully benefit from another wave of innovation dividends after the smartphone. Different from the traditional smart phone business, the company's smart car and IOT business will gradually upgrade from project development fees to Loyalty fees and other models. The agency is optimistic about the company's industrial card position and core capabilities, and the prosperity of the smart car and IOT industries The development is expected to create another Chuangda. It is estimated that the EPS for 2019-2020 will be 0.59 and 0.8 yuan respectively. Maintain the Buy-A rating and 6-month target price of 60 yuan.

Risk Warning: Intensified trade frictions, IOT and auto business development are worse than expected.

The stock has received 38 buy ratings, 12 overweight ratings, 5 buy-A ratings, 2 highly recommended ratings, and 2 recommended ratings in the last 6 months.


[16:57 Huiding Technology (603160): ready to expand the channel]

On January 8th, Huiding Technology (603160) was given a BUY rating.

Risk warning: industry cycle impact; intensified competition with subdivided industries; new product research and development is less than expected.

The stock has received 61 buy ratings, 5 recommended ratings, 4 outperforming industry ratings, 2 prudent recommendation-A ratings, 1 buy-A rating, and 1 overweight rating in the past 6 months.


[16:57 City Development Environment (000885): A Rising Star in Waste-to-energy]

On January 8th, Urban Development Environment (000885) was given a BUY rating.

Risk reminders: the risk of lowering the electricity price of waste-to-energy, the project progress is less than expected, and the project operation risk.

The stock has received two buy-A ratings, two recommended ratings, and one buy rating in the last six months.


[16:57 Changan Automobile (000625): Self-sustained high-growth Ford new car power]

On January 8th, Changan Automobile (000625) was given a BUY rating.

Risk warning: Domestic passenger car sales are not up to expectations, new model sales are not up to expectations, government subsidies are not up to expectations, and hybrid improvements are not up to expectations.

The stock has received 103 buy ratings, 27 overweight ratings, 11 outperforming industry ratings, 11 strong push ratings, 6 prudent overweight ratings, 3 recommended ratings, and 3 hold ratings in the last 6 months. , 2 outperforms the market rating, 2 prudent recommendation-A ratings, 1 OUTPERFORM rating, 1 buy-A rating, and 1 neutral rating.


[16:04 Gemdale Group (600383): Equally exciting beyond the 200 billion yuan mark]

On January 8th, Gemdale Group (600383) was given a BUY rating.

Go further. According to the 2019 list of the top 100 real estate companies released by Kerer, the company ranked 14th in the full caliber sales list, an increase of two places compared to 2018, and has maintained a good environment in the sales differentiation of leading real estate companies. Growth; the average annual sales price in 2019 was RMB 19,518 per square meter, an increase of about 5.5 percentage points from the average price in 2018. In 2019, the company added a total of 11.9 million square meters of new land storage planning area and a cumulative investment of 72.9 billion yuan. Although the investment intensity is weaker than 2018, it still maintains a reasonable position. The investment intensity of the amount caliber is 34.6%, while the investment intensity of the area caliber is It is 110%; the newly added land storage cost per square meter is 6,126 yuan / square meter, and the land-to-cargo ratio is 31.41%, which is healthy. The company's stable investment strategy has brought it ample saleable value. In January and February this year, the company plans to add a total of 22 projects, an increase of 2 projects compared with the same period last year.

Risk warning: The completed area is less than expected; the purchase restriction policy in key cities is tightened more than expected.

In the past 6 months, the stock has received 72 buy ratings, 34 overweight ratings, 20 outperform industry ratings, 9 strong push ratings, 6 strong recommendation ratings, 4 strong recommendation-A ratings, and 4 recommendations. Rating, 2 times better than the market rating.


[15:34 Ruiming Technology (002970): Global Car Monitor Leader Takes 5G New Journey]

On January 8, Ruiming Technology (002970) was given a BUY rating.

Profit forecast and investment advice:
Risk reminders: 1. Intensified industry competition; 2. Global trade friction risks.

The stock has received an institutional buy-A rating in the last 6 months.


[15:34 Li Anlong (300596): Endogenous and Extensional Powers Achieve High Growth Forecast]

On January 8th, Lianlong (300596) was given a BUY rating.

Risk Warning: 1. The company's capacity construction progress is lower than expected;
The stock has received 21 buy ratings, 18 overweight ratings, 6 highly recommended-A ratings, 4 highly recommended ratings, 2 recommended ratings, 2 buy-A ratings, and 1 excellent rating in the last 6 months. Rating on the market.


[15:10 China Science and Technology Co., Ltd. (300496): The performance exceeded expectations. The three major businesses benefited from the 5G landing driver]

On January 8th, Zhongke Chuangda (300496) was given a BUY rating.

Risk warning: R & D investment effect is less than expected; the risk of higher customer concentration; the risk of higher accounts receivable; the risk of cross-border acquisition of business integration; downstream industry development is less than expected.

The stock has received 36 buy ratings, 12 overweight ratings, 5 buy-A ratings, 2 highly recommended ratings, and 2 recommended ratings in the last 6 months.


[15:09 Zhongke Chuangda (300496) announcement comments: profit growth slightly faster than expected Three major business lines have clear growth logic]

On January 8th, Zhongke Chuangda (300496) was given a BUY rating.

risk warning. The acceleration of some smart vehicle landings is obvious, but the proportion still needs to be improved; the rapid growth of IOT business may cause large changes in cash flow.

The stock has received 36 buy ratings, 12 overweight ratings, 5 buy-A ratings, 2 highly recommended ratings, and 2 recommended ratings in the last 6 months.


[15:09 Shuanghui Development (000895): The future of the strong Hengqiang can be expected]

On January 8th, Shuanghui Development (000895) was given a BUY rating.

Risk warning: food safety risks; deterioration of the African swine fever epidemic; policy advancement is less than expected; slow progress in meat product reform.

The stock has received 26 buy ratings, 9 recommended ratings, 9 overweight ratings, 5 strongly recommended ratings, 5 prudent overweight ratings, 4 strongly recommended-A ratings, and 4 cautious recommendations in the past 6 months. Rating, 3 outperform industry ratings, 2 prudently recommended-A ratings, and 1 buy-A rating.


[15:09 Guoxuan Environmental Protection (300388): Adhering to the M & A / Construction + Operation Model and Joining the Three Gorges to Break Through the Limits of Original Growth]

On January 8th, Guoyan Environmental Protection (300388) was given a BUY rating.

Risks suggest that the number of orders on the Yangtze River is lower than expected; the increase in short-term financial expenses will affect the company's performance.

The stock has received 33 buy ratings, 17 overweight ratings, 5 recommended ratings, 4 cautious recommended ratings, 3 strongly recommended ratings, 2 strongly recommended -A ratings, 2 buy- A rating, 2 neutral ratings, 1 strong push rating.


[15:09 Changan Automobile (000625) December sales review: Ford turned positive year-on-year, independent trend upwards]

On January 8th, Changan Automobile (000625) was given a BUY rating.

Investment suggestion: With the gradual implementation of the automobile consumption stimulus policy, the industry will start a cyclical recovery. The company's strategy focuses on two core assets. Changan independently achieved positive sales growth in the leading industries in 2019Q4 and 2020Q1 Changan Ford's product cycle. At the same time, Changan New Energy National The mixed reform plan and Changan PSA's equity sale project are progressing smoothly, the company's asset structure is optimized, the core asset profitability will increase in 2020, and financial burden reduction is expected, and the performance is expected to be repaired quarter by quarter.

Profit forecast remains unchanged: It is expected that the company's net profit attributable to the parent in 2019-2021 will be 3.4 / 35.5 / 60.7 billion yuan, a year-on-year decrease of 49.7% / an increase of 938.5% / an increase of 70.7%; the EPS will be 0.07 / 0.74 / 1.26 yuan, corresponding to PE150 .18 / 14.46 / 8.47 times; net assets per share were 9.65 / 10.39 / 11.65 yuan, corresponding to 1.04 / 0.97 / 0.86 times of PB. We give the company 16 times PE target in 2020, maintain target price at RMB 11.84, and maintain “Buy” rating.

Risk warning: downside risks in the auto market; sales of old models fail to meet expectations; new models are not listed on the market; cost reduction and cost control of the company fail to meet expectations; Changan Ford's strategic adjustment fails to meet expectations.

The stock has received 99 buy ratings, 27 overweight ratings, 11 outperforming industry ratings, 10 strong push ratings, 6 prudent overweight ratings, 2 recommended ratings, and 2 outperformers in the last 6 months. City rating, 2 prudent recommendation-A rating, 2 holding rating, 1 OUTPERFORM rating, 1 buying-A rating, and 1 neutral rating.


[14:59 Zhongzhuang Construction (002822) company comment: Signing a cooperation agreement with Agricultural Bank of China Blockchain takes the first step in commercial realization]

China National Construction (002822) was given a BUY rating on January 8.

Investment suggestion: It is recommended to pay attention to the company's vigorous expansion in the field of technology such as blockchain. The fast-growing main industry is expected to provide a better valuation margin, and the expansion of the technology and property sectors is expected to bring upward valuation flexibility. The institution maintains the company's net profit forecasts of 267 million, 335 million and 403 million in 2019-2021. Taking into account changes in convertible debt to equity, the corresponding EPS are 0.39, 0.49, and 0.59 yuan / share, respectively. Maintain target price of RMB 12.5 and maintain “Buy” rating.

Risk Warning: The progress of the blockchain business is lower than expected, and the integration of the property sector is lower than expected. The stock has received 5 buy ratings and 1 prudent overweight rating from the institution in the past 6 months.


[14:59 Peng Ding Holdings (002938): The new machine's stocking cycle will start in the first quarter and growth is expected]

On January 8th, Pingding Holdings (002938) was given a BUY rating.

Earnings forecasts and investment advice. In 2020, 5G mobile phones and consumer electronics will resonate, and the company's products will usher in volume and price. The agency estimates that the company's net profit attributable to its parent in 2019-2021 will be 2.89 billion, 3.94 billion, and 5.49 billion, with corresponding valuations of 42x, 31x, and 22x, and maintain a "buy" rating.

Risk warning: the risk of falling sales of Apple mobile phones; the risk of rising raw material prices; the risk of high customer concentration; the risk of new technology progressing less than expected; the risk of exchange rate fluctuations.

The stock has received 53 buy ratings, 6 overweight ratings, 3 highly recommended ratings, 3 highly recommended ratings, 2 strongly recommended-A ratings, and 1 cautious recommended rating in the past 6 months.


[14:59 Changan Automobile (000625): Blue Whale Platform Brings Independent Brands to Continue High Prosperity]

On January 8th, Changan Automobile (000625) was given a BUY rating.

Earnings forecasts and investment advice. It is estimated that the company's net profit attributable to its parent in 19-21 will be -1.46 / 41.2 / 6.87 billion yuan, corresponding to 12.5 / 7.5 times PE in 20-21. Maintain "Buy" rating.

Risk Warning: New car launch speed may be lower than expected. The stock has received 99 buy ratings, 27 overweight ratings, 11 outperforming industry ratings, 10 strong push ratings, 6 prudent overweight ratings, Second recommendation rating, 2 outperform rating, 2 prudent recommendation-A rating, 2 holding rating, 1 OUTPERFORM rating, 1 buy-A rating, and 1 neutral rating.


[14:54 Jinshi Resources (603505) Company Information Update Report: Equity Incentives Reveal Confidence and Optimize the Company's Future Growth]

On January 8, Jinshi Resources (603505) was given a BUY rating.

Earnings forecast and investment rating risk warning: fluorite production safety risks, refrigerant capacity expansion progress is less than expected, etc.

In the last 6 months, the stock has received 23 buy ratings, 5 overweight ratings, 3 recommended ratings, 2 outperform ratings, 2 strongly recommended ratings, 1 prudent overweight rating, and 1 buy -A rating.


[14:54 Yangnong Chemical (600486): Integration of the two industries into an agricultural chemical asset company stands on a higher platform]

On January 8th, Yangnong Chemical (600486) was given a BUY rating.

The company is a domestic double-streptavirin, and the hygienic ester has a domestic market share of about 70%. The capacity of dicamba is the world leader. With the improvement of Sino-US trade relations, the cultivation of genetically modified crops has continued to be liberalized, and the pesticide sector is booming. It is expected to usher in a recovery; at the same time, the company benefits from the integration of the two chemical assets, is expected to participate in Syngenta's operating system based on a higher platform, and maintains the company's 19/20 net profit of 11.16 / 1.35 billion profit forecast, eps3.74 / 4.36, Corresponding to PE17.9 / 15.3 times, maintain "Buy" rating.

Risk warning: trade friction, exchange rate fluctuations, and demand are not as expected The stock has received an institutional buy rating of 54 in the past 6 months, an outperformed industry rating of 14 times, an overweight rating of 7 times, a recommendation rating of 7 times, and a strong recommendation of 5 times- A rating, 4 highly recommended ratings, 1 buy-A rating, 1 Buy rating, and 1 cautious overweight rating.


[14:54 Shanying Paper (600567): The company's sales volume has increased year-on-year under the industry's low prosperity. Leading paper companies' core competitiveness is prominent]

On January 8, Shanying Paper (600567) was given a BUY rating.

Risk reminders: Changes in the imported waste paper policy, a sharp decline in terminal demand, and project construction is less than expected.

In the last 6 months, the stock has received 31 buy ratings, 5 overweight ratings, 2 cautious overweight ratings, 2 outperforming industry ratings, 1 strong recommendation rating, 1 strong recommendation-A rating, 1 time Strongly push rating.


[14:54 Changan Automobile (000625): Year-end sales surged 31%, and the road to counterattack was fully opened]

On January 8th, Changan Automobile (000625) was given a BUY rating.

Investment suggestion: Independent sales continue to grow strongly in December. Ford's first new car, Ruiji, has been launched, and Lincoln Adventure has begun pre-sale. The agency estimates that the revenue for 2019/2020 will be 65.947 billion / 68.387 billion yuan, and the net profit attributable to the mother will be -1.129 billion yuan / 3.804 billion yuan. The current stock price corresponds to about 12 times the dynamic PE in 2020, maintaining the "Buy" rating. .

Risk reminder: The industry recovery is not up to expectations. Changan Ford's new car sales are lower than expected. The stock has received 99 buy ratings, 27 overweight ratings, 11 outperform industry ratings, 10 strong push ratings, 6 times in the past 6 months. Prudent Overweight Rating, 2 Recommended Ratings, 2 Outperform Ratings, 2 Prudent Recommended-A Ratings, 2 Hold Ratings, 1 OUTPERFORM Rating, 1 Buy-A Rating, and 1 Neutral Rating .



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