Greenland Holdings: The net profit of 20 18 increased by 26% year-on-year, and it is planned to send 3 yuan to 10.
Nanjing Securities: Net profit increased by over 90% in the first quarter. The annual report is proposed to be 10 to 2 schools, 1 yuan.
Hansen Pharmaceutical: The net profit of 20 18 increased by 35.6% year-on-year, and it is planned to change from 10 to 7.
Fujian Cement: In 2065438+2008, it turned losses into profits of 337 million yuan.
Tasly: 20 18 net profit increased 12% year-on-year. 10 to be sent to 3 yuan.
Beiqi Blue Valley: The net profit in 2065,438+08 increased by 65,438+0.6 times.
Huayi Group: The net profit of 20 18 increased by more than 2 times year-on-year, and the benefit was the best in history.
Mido Energy: The loss in 20 18 years is nearly110 million.
Guizhou gas: the net profit of 20 18 increased by 25% year-on-year, and it is planned to transfer 10 to 4 factions of 0.64 yuan.
Zhongnan Media: 20 18 net profit decreased 18% year-on-year. It is planned to send 6. 1 yuan to 10.
Harbin Pharmaceutical Co., Ltd.: The sales of high-margin varieties declined, with a loss of 654.38+45 million yuan in the first quarter.
Xiantan shares: the net profit in the first quarter increased by more than 4 times year-on-year. The controlling shareholder intends to increase its shareholding.
Skyworth figures: the net profit in the first quarter increased by 78. 13% year-on-year.
important event
Renhe Pharmaceutical: It is planned to jointly build an industrialization demonstration project for comprehensive utilization of industrial hemp.
Dafu technology: divesting inefficient assets and focusing on 5G industrial chain
Great Wall Animation: It was advertised by mainland entertainment, and its shareholding ratio reached 10%.
Chifeng Gold: It is planned to acquire the abundant zinc, lead, copper and molybdenum resources of Hanfeng Mining for RMB 5,654,380+0,000.
Gorgeous family: The recent surge shows that the graphene industry continues to lose money.
Changchun Yidong: Terminate the acquisition of Dahua Machinery and Xiang Peng Automobile.
Zheng Zhi Co., Ltd.: Terminate the acquisition of new materials of Netcom.
Khyron: At present, there is no income from products related to hydrogen energy.
Hongda Industrial Co., Ltd.: Signed a cooperation intention agreement with Xiongchuan Hydrogen Energy for hydrogen energy projects.
*ST Huangtai: The listing of the company's shares will be suspended soon.
The performance report shows that the company expects the net profit of 20 18 to be negative 86.7528 million yuan. The company is expected to disclose the 20 18 annual report on April 25th, and the company's shares will be suspended from the date of disclosure of the 20 18 annual report. After the company's shares are suspended from listing, it will face the risk of termination of listing.
Increase or decrease of repurchase
Sunshine lighting: it is planned to buy back shares from 654.38 billion yuan to 200 million yuan.
Yili shares: Sunshine Property & Casualty reduced its holdings by 100 shares, and plans to continue to reduce its holdings.
Xiantan shares: the controlling shareholder intends to increase its shareholding.
Huachuang Yangan: Shanrong Industrial intends to reduce its holdings by no more than 3%.
Longsheng Technology: Ling Feng Venture Capital intends to reduce its holdings by no more than 2.4 1%.
initial public offering (IPO)
Youyou food
Purchase code: 732697 Purchase price: 7.87 yuan.
TF Securities: The air transport industry looks for the expected difference from the consistent expectation.
Investment background:
The 20 18 annual report of China's three major airlines has been disclosed, and the market has also revised its profit forecast for the next two years. TF Securities believes that the current market expectation for the annual freight rate trend of civil aviation is not high, among which the expectations for Air China and China Southern Airlines are basically the same, and the expected increase for China Eastern Airlines is only slightly higher than 1%. Looking back at the beginning of 20 18, the market expectation is very high under the expectation of tightening supply from the software level and superimposing fare reform. Based on the assumption of $70 oil price, the market generally assumes that the freight rate in the profit forecast will increase by about 5 percentage points. It can be seen that the current market expectation is far from the stage of excitement.
Investment strategy:
The grounding and delayed delivery of the B737MAX have brought about a supply gap, the demand will continue to grow, and the fare reform is still gradually advancing. Civil aviation has really ushered in the supply gap at the hardware level. We believe that, as expected, the market may still underestimate the freight elasticity brought by the B737MAX incident. As of April 9, 2065438/kloc-0, the share prices of A shares of Air China, China Southern Airlines and China Eastern Airlines were1.00 yuan, 8.88 yuan and 7.75 yuan, respectively, and the PE valuations corresponding to the unanimous expected profit forecast after the release of the annual report were 13.8X and/kloc, respectively. Considering the lower valuation caused by the higher than expected freight rate, the PE valuation will be lower.
Continue to recommend Air China, China Southern Airlines, China Eastern Airlines, Chunqiu Airlines and Jixiang Airlines.
Risk warning: macroeconomic downturn, sharp rise in oil prices, sharp fluctuations in exchange rates, and safety accidents.
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Does not constitute investment advice to anyone.
The U.S. stock market fluctuated throughout the day on Monday, with a slight change in price. At the close, the three major stock indexes were mixed, with the Dow Jones Industrial Average falling by 0. 18%, the Standard & Poor's 500 Index and the Nasdaq Composite Index rising by 0. 10% and 0.22% respectively. In terms of sectors, energy stocks continued to lead the gains, while real estate and raw materials stocks led the declines. In terms of economic data, the United States released the second-hand housing sales data in March on Monday, down 4.9% from the previous month, which also dragged down the performance of the entire real estate sector. Trading volume was relatively light on Monday, and the market was waiting for more financial reports and economic data updates from some large enterprises later this week.
20 19 On April 22nd, the RMB index was 1 17.2603, down 0.0938 points or 0.08% from the previous trading day. The RMB index has risen by 2.56% this year.
Blue-chip white horse stocks led the decline
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Production in this issue: Yansong Li