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“Clearance” dividends? Marketing-driven performance problem unsolved Baiya Co., Ltd. plans to split 99% of the year's net profit|Annual Report Interpretation
① Net profit returned to growth in 2023, and Baiya shares vigorously paid dividends; ② The company plans to distribute a cash dividend of 236 million yuan, which will almost completely split the net profit for the whole year; ③ Despite the increase in performance, the company's profitability index did not rise but fell due to the surge in marketing costs.
Can restructuring “change lives”? The pre-profit growth of Red Cotton Co., Ltd. attracted attention
① Red Cotton Co., Ltd. revealed its 2023 results tonight. It is expected to turn a year-on-year loss into a profit. This is also the first annual report card of Guangzhou Langqi after going through asset restructuring and name change. ② The capital market is very concerned about the future growth of its food and beverage business.
Net profit fell nearly 40% in the first three quarters, can Zhongshun Jierou's profit return to positive growth for the full year of 2023? |Interpretation of financial reports
① Zhongshun Jierou did not increase revenue and profit in the first three quarters of this year, with net profit falling nearly 40% year on year; ② According to estimates, if the company wants to achieve positive profit growth throughout 2023, it will need to complete a net profit of at least 185 million yuan in the Q4 quarter; there is still a gap of 3.177 billion yuan from achieving the revenue target of 10 billion yuan in 2023. ③ The company said it will catch up with goals such as comprehensively fighting the online Double 11 war and starting the Spring Festival takeover campaign ahead of schedule.
Relying on asset disposal to support a high performance base, steady medical care deducted non-net profit fell by more than 40% in the first three quarters|Interpretation of financial reports
① Under the influence of the high base brought about by infection protection products in the same period last year, Robust Medical's revenue for the first three quarters of this year fell by more than 20% year on year, but net profit increased due to increased asset disposal income; ② Regarding the decline in non-net profit after deducting Q3, the company said that it was mainly due to a decrease in sales revenue from infection protection products in the medical sector and a decline in gross margin due to changes in the medical product structure.
The explosion of e-commerce channels is difficult to conceal, cost concerns, and it is difficult for Baiya Co., Ltd. to increase revenue and profit in Q3 | Interpretation of financial reports
① The Q3 revenue of Baiya Co., Ltd. remained high, but net profit from the parent company shrunk markedly; ② The difficulty in increasing revenue and profit was related to the high increase in marketing expenses brought about by the company's e-commerce efforts; ③ In offline channels, the revenue growth rate of provinces outside the core region increased markedly.
Pioneering Securities: optimistic about the investment opportunities in the textile and clothing industry, the leader is expected to strengthen the leading edge in the recovery phase.
Zhitong Financial APP learned that the first Securities released a research report saying that the recovery after the epidemic, the leading Nuggets. Looking forward to the second half of the year, the bank is still optimistic about the investment opportunities in the textile and clothing industry, the continued impact of the epidemic will further promote the differentiation of the competition pattern in the industry, and the subdivision leader is expected to strengthen its leading edge in the post-epidemic recovery phase. it is suggested to grasp two main lines of investment: one is to continue to be optimistic about the scale growth and pattern concentration of the sports outdoor and children's wear industry, focusing on recommending brands upward & actively optimizing and changing the subdivision track leader. Recommend brand upgrade & ANTA Sports Products (02020) with global business, Senma with the top market share of children's wear
24 shares were increased by senior executives and Huitian Xincai got the largest amount of increase.
In the past 10 trading days (December 8 to December 21), a total of 24 listed companies' shares were increased by senior executives. From the perspective of the amount of increase, the largest amount of increase in the past 10 days was Huitian Xincai, with a cumulative increase of 8.0786 million shares, totaling 124 million yuan, followed by Tonghe Pharmaceutical, with an increase of 1.1301 million shares, with an increase of 20.6544 million yuan. In terms of the number of increasing holdings, the House actually increased its holdings most frequently, with a total of 14 records in the past 10 days, followed by Jiangshan shares and the Bank of Zhengzhou, with 12 and 9 records respectively in the past 10 days. Dofuoduo, Yuanli science and technology, Haoyue nursing
Inventory of the top ten “strange” A-shares in 2021
Some companies made huge profits in 2021, while others made people lose money. However, there are also some listed companies that make people “unable to cry and laugh.” Today I'm going to take stock of the top ten “strange” A-share listed companies of the year.
Double Jiajie: shareholder Yangzhou unexpectedly and Yangzhou Hecheng plan to reduce their holdings of no more than 2.5% of the company's shares.
Double Jiajie announcement, shareholders Yangzhou unexpectedly and Yangzhou Hecheng proposed to reduce their holdings of no more than 2.5% of the company's shares.
Shanxi Securities: 1.76% loss of gold stock portfolio in November the list of recommended stocks was released in December.
In December, the gold stocks recommended by Shanxi Securities are: Zhifei Biology, China Shenhua Energy, Yindu shares, Hisense Video, Zhongshun Jierou, Longji shares, Dangsheng Technology, China Ding shares, and Divine Materials. [gold stocks Review] in November this year, the gold stock portfolio recommended by Shanxi Securities lost 1.76%, ranking 26th among 26 brokerages. The three stocks with the highest returns were Zhi Chun Technology, China Merchants Shekou and Perfect World, with monthly increases of 13.39%, 9.78% and 8.4%, respectively. For details of the report, see "the record of brokerage gold stock portfolio in November": Dongxing Securities won 12.16% of the title and Hua'an was the worst.
Zhongshun Jierou: decided to terminate the third phase of the employee stock ownership plan
Zhongshun Jierou announcement, in view of the current changes in relevant financing policies and market reasons, it is difficult to continue to promote the employee stock ownership plan. After careful consideration, the company decided to terminate the employee stock ownership plan.
24 shares have gained more than 20% from mainland shares. Green Power has the largest increase.
Securities Times Network News, Wind statistics show that as of November 26, a total of 596 stocks have been increased positions. Among them, a total of 24 shares increased by more than 20% month-on-month, and Green Power had the biggest month-on-month increase. Lu Shitong recently held 1.6322 million shares, with a month-on-month increase of 168.8%. There are also stocks such as Xiexin Energy Co., Ltd., Antai Technology, Guangzhou Airlines, Haoyue Care, New Natural Gas and so on.
News flash: Shanghai, Zhejiang and other places have introduced measures to extend maternity leave. Three-child concept stocks changed in late trading.
November 25 news, three-child concept stocks changed in late trading. As of press time, Meibang clothing, Jinhong Group rose the limit, Mubang Hi-Tech previously closed the board, Haoyue Care, Zhongyin Fashion and so on led the increase. According to the news, Zhejiang extended maternity leave, giving birth to a total of 158 days for one child, 188 days for the second child and 188 days for the third child. From now on, the maternity leave in Shanghai has been increased from 30 days to 60 days.
24 shares, such as Shenzhen Saige, gained more than 30% of mainland shares.
Securities Times Network News, Wind statistics show that as of November 24, a total of 755 stocks land shares increased positions. Among them, a total of 24 shares increased by more than 30% month-on-month, and the biggest increase was Haoyue Nursing. Lu Shitong recently held 537900 shares, with a month-on-month increase of 108.9%. There are also Shenzhen Seg, Electro shares, Kangtai Medical, Deli shares, Karen shares and other stocks with greater month-on-month growth.
Haoyue Nursing: the futures business of the subsidiary has made a cumulative loss of 45.83 million yuan in 2021.
Haoyue Nursing notice, as of November 22, 2021 futures settlement, the company has taken the initiative to close all the futures contracts held. According to the preliminary calculation of the company's financial department, the company invested a total of 153.1 million yuan in futures investment in 2021, accounting for 5.49% of the company's audited net assets in 2020, and a cumulative loss of 45.8335 million yuan, accounting for 7.61% of the company's audited net profit in 2020. Jiangsu Haoyue is already going through the formalities related to the cancellation of the futures account, and the company will stop carrying out futures investment and related plans, and will still devote its main energy to the main business in the future.
The clothing industry fell by zero in October compared with the previous month, and continued to be optimistic about clothing and contract manufacturing leaders.
This week (2021.11.15-2021.11.19, the same below) key recommended targets: sports and leisure leader combination: ANTA Sports Products, Li Ning Co. Ltd., Bosideng International, Hailan House, Sima clothing, Taiping Bird; contract leading inflection point combination: Huali Group, Shenzhou International Group, Kairun shares; other sub-plate combinations: robust medical care. 1. The decline in clothing social zero data is mainly due to the crowding-out effect of double 11, which narrowed month-on-month on November 15, and the National Bureau of Statistics released the October social zero data. Retail sales of clothing, shoes, hats, knitwear and textiles in October totaled 122.7 billion yuan, down 3.3% from the same period last year.
17 shares won important shareholders to increase their holdings of Laureate Electric Power Co., Ltd., the largest amount of increase.
Securities Times Network News, Databao based on equity changes as the basis for statistics, nearly 5 trading days (November 8 to November 12) a total of 17 listed companies' shares were increased by important shareholders. From the perspective of the amount of increase, there are five companies with an increase of more than 50 million yuan in the past 5 days, and the largest increase is Laureate Electric Power, with a cumulative increase of 78.8238 million shares during the period, totaling 436 million yuan, followed by Haier Smart Home, with an increase of 4.8913 million shares, with an increase of 125 million yuan. In terms of the number of increased holdings, he won important shares in the past 5 days.
*ST Langqi: Court Rules Approval of Reorganization Plan
*ST Langqi announced that the Guangzhou Intermediate People's Court ruled to approve the “Guangzhou Langqi Industrial Co., Ltd. Reorganization Plan” and terminated the company's restructuring procedure.
Express News | * ST Langqi: received advance notice of administrative penalty and market ban from Guangdong Securities Regulatory Bureau.
* ST Langchi: draft restructuring plan approved to resume trading tomorrow
* ST Langqi announcement, according to the manager, all the voting groups of the company have adopted the draft restructuring Plan. The company's shares will resume trading on Wednesday, November 10.