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23 companies receive overweight rating-updating

Time: January 08, 2020 21:25:36 China Finance
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[21:22 San'an Optoelectronics (600703): The fire of Xinxin is gaining momentum in Ebara]

On January 8th, Sanan Optoelectronics (600703) was given an overweight rating.

Investment advice and profit forecast risk tips: 1) LED continues to deteriorate; 2) Mini LED is less than expected; 3) Compound semiconductors are less than expected;
The stock has received 30 buy ratings, 19 overweight ratings, 3 neutral ratings, 1 recommended rating, and 1 outperform rating in the last 6 months.


[16:57 Shangpin Home Delivery (300616): The first phase of the employee shareholding plan is deeply tied to the core management]

On January 8th, Shangpin Home Delivery (300616) was given an overweight rating.

Investment suggestion: The company is the earliest company in the industry to engage in whole-house customization. The whole-house integration capabilities and experience are ahead of competitors. In recent years, the correctness of many innovative business logics has been verified in performance. It is estimated that the company's net profit attributable to the parent company in 2019-2021 will be 544 million, 631 million and 731 million yuan, an increase of 14.0%, 16.0%, and 15.9% year-on-year, corresponding to an EPS of 2.74 / 3.18 / 3.68 yuan and a PE of 27.76 / 23.93 / 20.65 times. , Maintain "overweight" rating.

The stock has received 47 buy ratings, 23 overweight ratings, 6 highly recommended A ratings, 4 strong push ratings, 4 recommended ratings, 2 prudent overweight ratings, and 1 buy in the past 6 months. -B rating, 1 strong recommendation rating, and 1 outperform rating.


[16:09 Seagull Living Labor (002084): The renovation of the sanitary wares and the next city's full renovation policy and order driven usher in an inflection point]

On January 8th, Seagull Living (002084) was given an overweight rating.

Investment suggestion: It is estimated that the company's net profit attributable to the parent company in 2019-2021 will be 127, 156, and 203 million yuan, a year-on-year increase of 201.45%, 23.57%, and 29.65%, corresponding to EPS of 0.25 / 0.31 / 0.40 yuan and PE of 26.35 / 21.33 /16.45 times, the first coverage is given an "overweight" rating.

The stock has received 8 buy ratings, 1 recommended rating, and 1 overweight rating from the institution in the last 6 months.


[15:29 Xinbao Shares (002705): Domestic brand Mofei has emerged as a rising influence in the Internet economy to help counterattacks]

On January 8th, Xinbao shares (002705) were given an overweight rating.

Risk reminder: the decline in international market demand, exchange rate fluctuations, and risk of domestic market development. The stock has received 22 buy ratings, 20 overweight ratings, 11 strong push ratings, 3 neutral ratings, 3 times in the past 6 months. Buy-A rating, 2 highly recommended rating, 2 highly recommended -A rating, 2 prudent overweight rating, 2 recommended rating.


[15:29 Jiujiu Liquor (000799): Innovation based on truth]

On January 8th, Jiujiu Jiu (000799) was given an overweight rating.

Risk warning: quality doubt continues to ferment; alcoholic wine brand promotion effect is less than expected.

The stock has received 10 buy ratings, 7 prudent overweight ratings, 7 overweight ratings, 6 prudent recommendation-A ratings, 1 neutral rating, 1 outperforming industry rating, and 1 over the past 6 months. Highly recommended rating.


[14:59 Zhongheng Electric (002364) company comment: 5G power advantages verify HVDC faucet flexibility can be expected]

On Jan. 8, Zhongheng Electric (002364) was given an overweight rating.

Investment suggestion: The company is a domestic HVDC leader and has obvious advantages in the field of communication base station power and IDC power supply solutions. In the future, it will fully benefit from 5G commercial acceleration and data scale expansion; Zhongheng Borui has been deeply involved in power informatization for many years and possesses ubiquitous overall solution capabilities. It is expected to fully support the ubiquitous and comprehensive advancement. The agency predicts that the company's net profit attributable to its mothers will reach 1.09 / 1.84 / 2.49 billion yuan in 2019-2021, and the EPS will be 0.19 / 0.33 / 0.44 yuan, corresponding to the closing prices of PE on January 7, 2020, which will be 63.6 / 37.6 / 27.7. Times, maintain Overweight rating.

Risk warning: 5G base station construction is less than expected, IDC construction is less than expected, and ubiquitous power IoT construction is less than expected. The stock has received 7 institutional overweight ratings and 3 outperformed industry ratings in the past 6 months.


[14:54 Research report of China Merchants Securities (600999): self-operated business flexibly releases science and technology board to increase investment bank performance]

On January 8, China Merchants Securities (600999) was given an overweight rating.

Investment suggestion: The company's various businesses should be developed in a balanced manner, with no obvious business shortcomings, strong institutional service capabilities, and a leading edge in subdivided fields such as custody outsourcing and asset securitization. Steady operation is the background of the company, coupled with strong shareholder strength, optimistic about the company's long-term development. The company's 2019-2021 EPS is expected to be 0.98 \ 1.07 \ 1.20, the BPS will be 13.00 \ 13.74 \ 13.83, corresponding to the company's closing price on December 31 at 18.29 yuan, and the 2019-2021 PB will be 1.41 \ 1.33 \ 1.32. Maintain "Overweight" rating.

In the last 6 months, the stock has received 33 overweight ratings, 12 buy ratings, 9 recommended ratings, 3 outperform ratings, 3 outperform industry ratings, 1 prudent overweight rating, and 1 cautious rating. Recommended rating.


[14:54 Jiahua Energy (600273): cyclic integration, multiple businesses, and long-term development]

Jiahua Energy (600273) was given an overweight rating on January 8.

Investment suggestion: The company's net profit attributable to the parent from 2019 to 2021 is estimated to be 1.271 billion yuan, 1.318 billion yuan, and 1.648 billion yuan, and the EPS is 0.89 yuan, 0.92 yuan, and 1.15 yuan, respectively. The segment valuation method is used to give 2020 The company's overall PE is 14 times, corresponding to a target price of 12.88 yuan, and given an "overweight" rating.

Risk reminders: New projects fail to meet expected risks; risks of sulphonated pharmaceutical demand growth slowing down; risks related to hydrogen energy policies; risks of price fluctuations in chemical products such as caustic soda and sulfuric acid; risks of equity pledge and lifting of embargoes.

The stock has received 6 buy ratings and 2 overweight ratings from the institution in the last 6 months.


[14:54 Gemdale Group (600383) 2019 sales data review: the company's prospects are good but the target price space is insufficient]

On January 8th, Gemdale (600383) was given an overweight rating.

Risk factors: the risk of the company taking land to low-tier cities; the risk of the company's equity ratio falling.

In the past 6 months, the stock has received 72 buy ratings, 33 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.


[14:49 Makihara Co. (002714) First Coverage: Self-proliferation and self-support integration leading both inside and outside and rapid growth]

On January 8th, Makihara (002714) was given an overweight rating.

Risk reminder: the risk of spread of the epidemic, the pig price rises less than expected risk, and the volume is less than expected risk. The stock has received 53 institutional buy ratings, 6 outperformed industry ratings, 5 highly recommended -A ratings, 5 times in the past 6 months. Overweight rating, 3 recommended ratings, 1 strongly recommended rating, and 1 cautious recommended rating.


[14:49 Pritt (002324): Modified plastic business gradually improves 5G new materials for deep cultivation]

On January 8th, Pulit (002324) was given an overweight rating.

Earnings forecast and investment suggestion Risk warning: demand for modified plastics declines; the performance of the proposed acquisition target is less than expected; LCP R & D is less than expected The stock has received 13 outperform industry ratings, 4 overweight ratings, and 2 buys in the last 6 months Rating, 2 times recommended rating, 1 time highly recommended rating.


[14:39 Yuxin Technology (300674) significant event review: Baidu's proposed strategic investment to highlight the company's leading position]

On January 8th, Yuxin Technology (300674) was given an overweight rating.

Risk factors: the company's cooperation with Baidu is less than expected; the domestic bank's informatization budget fluctuates greatly; financial supervision is tightened; innovative business promotion falls short of expectations; business expansion in the Southeast Asian market falls short of expectations; the company's personnel management efficiency declines under personnel expansion Risk, etc.

Investment suggestion: Maintain the EPS forecast for 2019-2021 to 0.65 / 0.80 / 1.00 yuan. The current stock price corresponds to PE46 / 38 / 31x. We look forward to further expansion of innovative business and overseas business, and maintain the "overweight" rating.

The stock has received an institutional buy-A rating and an overweight rating in the past 6 months.


[14:29 Mango Super Media (300413): Variety show leader to create an Internet video platform for the entire industry chain]

On January 8th, Mango Super Media (300413) was given an overweight rating.

Investment suggestion: The agency estimates that the company's EPS for 2019-2021 will be 0.681, 0.849 and 1.018 yuan respectively, and the corresponding P / E will be 51.01, 40.92 and 34.13 times. At present, the latest price-earnings ratio (TTM, holistic method, excluding negative values) of the Internet information service industry is 51.89 times. Considering that the company, as a leader in variety shows, continues to create high-quality multiple excellent IPs, the number of paying users has maintained rapid growth. The agency believes that there is still room for the company's valuation to increase, so for the first time, it has been given an Overweight rating.

Risk reminders: industry competition risks; membership growth rate is lower than expected risks; copyright defects and infringement and piracy risks; works fail the review risk, etc.

In the past 6 months, the stock has received 91 buy ratings, 11 recommended ratings, 10 overweight ratings, 8 strongly recommended-A ratings, 6 prudent overweight ratings, 4 strongly recommended ratings, and 1 outperform rating. .


[14:29 Haite Biological (300683): Jinlujie's clinical sale of pressure-resistant multiple myeloma is nearing completion]

On January 8th, Hite Biotech (300683) was given an overweight rating.

Investment suggestion: The agency estimates that the company's net profit for 2019-2021 will be 8,740 / 6,904 / 72.26 million yuan, EPS will be 0.85 / 0.67 / 0.70 yuan, and the current stock price corresponding to P / E will be 35/44/42 times. At present, the median P / E (TTM) of the biological products industry is 40 times. Considering that the company has entered the fields of in vitro diagnostics, CRO, and oncology, the CPT phase III clinical trial is nearing completion, and it can enjoy a certain valuation premium. "Overweight" investment rating.

Risk warning: Jinlujie's sales volume fell more than expected due to the impact of medical insurance policies; in vitro diagnostics and CRO business performance fell short of expectations; CPT project registration application progress was slow or not approved.



[13:19 Chenguang Stationery (603899) In-depth Report: Product and Channel Strength Escort Klip is on a Rapid Growth Track]

On January 8, Chenguang Stationery (603899) was given an Overweight rating.

Profit forecast, valuation analysis and investment advice:
Risk reminders: macroeconomic downside risks; real estate control policy risks; product homogeneity risks; high-quality cultural and creative promotion falls short of expectations; rising raw material prices; increased market competition; risks of changes in industry policies.

The stock has received 47 buy ratings, 25 overweight ratings, 13 outperforming industry ratings, 6 recommended ratings, 4 highly recommended-A ratings, 3 strong push ratings, and 2 prudent increases in the past 6 months. Holding rating, 2 times better than the market rating, 2 times strongly recommended rating, 2 times buy-A rating, and 1 time increase-A rating.


[13:09 Eastern Airlines (600115): World Tastes Oriental Charm]

On January 8th, China Eastern Airlines (600115) was given an overweight rating.

Earnings forecasts and investment advice. China Eastern Airlines seized the opportunity invested by Daxing Airport and Pudong S1 Satellite Hall, and the Beijing hub and Shanghai hub responded synergistically to form a route network layout of “Double Dragons Going to Sea”. The agency believes that the aviation sector is at the bottom of the industry. With the marketization of fares, the improvement of the supply and demand structure, and the stabilization of the oil price exchange rate, the profit of aviation stocks will improve significantly. The agency estimates that the net profit attributable to mothers in 2019-2021 will be 4.560 billion yuan, 7.340 billion yuan and 8.618 billion yuan, an increase of 68.3%, 61.0%, 17.4% year-on-year, and EPS will be 0.28, 0.45, and 0.53, respectively. The current stock price corresponds to 2019- PE in 2021 will be 20.9X, 13.0X and 11.0X. At present, the company's PB is 1.4 times that of the current year. The agency proposes to give the company a valuation of 1.5 times PB, and the corresponding target price in 2020 is 6.23 yuan.

Risk reminders: Macroeconomic downside risks; Explosion risks of jet fuel prices; Exchange rate fluctuation risks.

In the past 6 months, the stock has received 13 institutional overweight ratings, 9 buy ratings, 8 outperforming industry ratings, 7 strong push ratings, 3 recommended ratings, 2 prudent overweight ratings, and 2 buy- A rating, 1 BUY rating.


[12:59 Chaotu Software (300036) 2019 performance forecast review-performance in line with expectations US export ban or benefit the company's long-term development]

On January 8th, SuperMap Software (300036) was given an overweight rating.

Risk factors: The establishment of the department is less than expected; the scale of the third land survey is less than expected.

Investment suggestion: According to the performance forecast data, the agency lowered its company's EPS forecast for 2019-2021 to 0.47 / 0.62 / 0.83 yuan (the original forecast was 0.51 / 0.64 / 0.85 yuan), corresponding to PE of 52/39 / 29X, maintaining "overweight" "Rating.

In the past 6 months, the stock has received 20 buy ratings, 14 overweight ratings, 7 outperform industry ratings, 4 highly recommended-A ratings, 4 strong push ratings, 3 buy-A ratings, 1 Highly recommended rating, 1 prudent recommended rating, 1 prudent overweight rating, 1 recommended rating, and 1 outperform rating.


[12:49 Huiding Technology (603160): Keep the leading fingerprint under the screen to create a new growth pole for IOT]

On January 8th, Huiding Technology (603160) was given an overweight rating.

Investment Advice. Covered for the first time, giving "overweight" rating. The agency predicts that the company's revenue for 2019-2021 will be 66.70, 8.924, and 10.518 billion yuan, with net profit of 2.314, 2.905, and 3.355 billion yuan, corresponding to EPS of 5.08, 6.38, and 7.36 yuan, and corresponding 2019-2021 price-earnings ratios of 40, 32 , 28 times. The average PE of a comparable company in 2020 is 65.52 times. Considering the growth of the company in the next two years, the agency believes that the company's reasonable valuation level is 35-40 times corresponding to 2020 and the corresponding target price is 223.13-255.01 yuan. "Rating.

Risk warning: the risk of increased competition; new product development is less than expected; downstream demand is less than expected.

The stock has received 60 buy ratings, 5 recommended ratings, 4 outperforming industry ratings, 2 prudent recommendation-A ratings, and 1 buy-A rating in the past 6 months.


[11:34 Jerry Shares (002353): Towards a global leader in high-end oil clothing]

On January 8th, Jerry shares (002353) were given an overweight rating.

Profit forecast and valuation: It is estimated that the company's net profit attributable to the parent in 2019-2021 will be RMB 14.15, 19.10, and 2.401 billion, respectively, and the corresponding PE will be 26.72, 19.80, and 15.76 times. Covered for the first time, giving "overweight" rating.

Risk warning: domestic shale gas and other unconventional oil and gas production progress is less than expected; industry competition is intensified; North American market expansion is less than expected; the calculations in this article are based on certain premise assumptions, and there may be deviations from actual conditions.

In the past 6 months, the stock has received 68 buy ratings from the institution, 7 outperformed industry ratings, 6 highly recommended-A ratings, 6 recommended ratings, 5 highly recommended ratings, 5 overweight ratings, and 3 better than Market rating, 2 prudent overweight ratings, 2 buy-A ratings, and 1 overweight-A rating.


[11:19 Taoli Bread (603866): Expenses increase, profits slightly pressure, medium and long-term growth path is clear]

On January 8th Taoli Bread (603866) was given an overweight rating.

Investment suggestion: Maintain "overweight" rating. Taoli has many years of accumulation in the short-term insurance bread industry, and is optimistic about its competition barriers and growth space. The short-term company's profit may be under pressure, and the EPS for 2019-2021 will be slightly reduced from 1.16 / 1.40 / 1.70 to 1.12 / 1.26 / 1.48, corresponding to 38.5 / 34.0 / 29.1 times the corresponding PE, maintaining the "overweight" rating;
Risk reminders: New market expansion is less than expected; increased competition leads to a significant increase in expense ratios; food safety issues.

The stock has received 20 overweight ratings, 15 buy ratings, 14 recommended ratings, 6 highly recommended-A ratings, 5 prudent overweight ratings, 3 outperformed industry ratings, and 2 strong ratings in the last 6 months. Recommended rating.



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