Month: March 2020

Valin Iron & Steel (000932) in-depth research report: Shoude Yunkai sees Yueming, high ROE, low estimate, only to be windyValin Iron & Steel (000932) in-depth research report: Shoude Yunkai sees Yueming, high ROE, low estimate, only to be windy

Valin Iron & Steel (000932) in-depth research report: Shoude Yunkai sees Yueming, high ROE, low estimate, only to be windy The capital expenditure cycle has been staggered for several years, and the leading role of reform on the load side is renewed. Since the establishment of the company, the investment scale has exceeded 65 billion […]

Experts put economic indicators on the capital market and gradually promote the upgrading of the financial systemExperts put economic indicators on the capital market and gradually promote the upgrading of the financial system

Experts put economic indicators on the capital market and gradually promote the upgrading of the financial system Zhang Yanfen, Sun Yue ○, editor 深圳桑拿网 Huang Lei The national economy has shifted from a high-speed growth stage to a gradual development stage. In this process, how the financial system keeps up with the upgrade cycle is […]

China Re-Investment Center (600217): Leading Renewable Resources Leader in New FieldChina Re-Investment Center (600217): Leading Renewable Resources Leader in New Field

China Re-Investment Center (600217): Leading Renewable Resources Leader in New Field 1. The event company released the 2019 third quarter report, and the first three quarters achieved operating income of 24. 31 ppm, an increase of 4 per year. 14%; net profit attributable to mothers3. 21 ppm, an increase of 34 in ten years. 07%; […]

Shennan Circuit (002916): Net Profit Exceeds Market Expectations, Communication PCB Demand Maintains FieryShennan Circuit (002916): Net Profit Exceeds Market Expectations, Communication PCB Demand Maintains Fiery

Shennan Circuit (002916): Net Profit Exceeds Market Expectations, Communication PCB Demand Maintains Fiery Investment Highlights Event: The company released the forecast of the first three quarters of 2019 on October 10, 2019. It is expected that the first three quarters will achieve net profit attributable to shareholders of listed companies. 8-8. 700 million, 65% -85% […]

Jiantou Energy (000600): Significant improvement in cost performanceJiantou Energy (000600): Significant improvement in cost performance

Jiantou Energy (000600): Significant improvement in cost performance Event: On August 24, the company released its 2019 Interim Report, with revenue of 28 in Q2 2019. 9.6 billion, down 1 year. 32%, net profit attributable to mother 0. 79 trillion, a turnaround from the same period last year; revenue for 2019H1 was 69. 66 ppm, […]

Shanda Huate (000915): a small and beautiful company focusing on children’s medicinesShanda Huate (000915): a small and beautiful company focusing on children’s medicines

Shanda Huate (000915): a small and beautiful company focusing on children’s medicines Key points of investment: Long-term space: Yi Kexin is a nationally scarce brand for children’s medicine. We believe that the core value of the company comes from the core brand value of Yi Kexin: 1. Absolutely ordinary OTC products: Yi Kexin does not […]

Water Skin: Black swan flies grey rhino and returns to new normal in macro viewWater Skin: Black swan flies grey rhino and returns to new normal in macro view

Water Skin: Black swan flies grey rhino and returns to new normal in macro view The figures for the first quarter are really good.   GDP is 6. 4%, the previous 南宁桑拿 value was 6. 4%, expected to be 6. 3% should be more than expected, combined with CPI2. 3%, PPI0. 4%, PMI50 5% and M2 […]

Minsheng Bank (600016) 2018 Annual Report Comments: Solving the Problem of Bad SubstitutionMinsheng Bank (600016) 2018 Annual Report Comments: Solving the Problem of Bad Substitution

Minsheng Bank (600016) 2018 Annual Report Comments: Solving the Problem of Bad Substitution Minsheng Bank disclosed in its 2018 report that Minsheng Bank realized a net profit attributable to its mother of 50.3 billion in 2018, an increase of 1. 0%.   ROA decreased and expanded the scale of expansion. ROE fell by ROE12 in 2018. […]