Month: March 2020

Foreign buying ideas in the third quarter： favor technology stocks and optimistic about emerging market bonds

admin 31/03/2020 0 Comments
Foreign buying ideas in the third quarter: favor technology stocks and optimistic about emerging market bonds 周楠　　 　　外资“买买买”成为上半年A股市场和债市的突出特征之一. Wind资讯数据显示，6月北向资金合计净买入426亿元，为历史第5大月度净买入额. At the same time, the scale of bond holdings by overseas institutions has also reached...

Liugang Iron & Steel Co., Ltd. (601003) 2019 First Quarterly Report Review： The Company’s Steady Operating Balance Sheet Has Been Optimized

admin 30/03/2020 0 Comments
Liugang Iron & Steel Co., Ltd. (601003) 2019 First Quarterly Report Review: The Company's Steady Operating Balance Sheet Has Been Optimized Investment Highlights: Maintain "Overweight" rating. The company achieved operating income of 102 in Q1 2019. 61 ppm, an increase of 9 in ten years. 60%; net profit attributable to mother 3. 8.4 billion, down 63 every year. 31%, the company's performance was...

Agricultural Bank of China (601288) Annual Report 2018 Review： Revenue Optimistic Net Statement Converges

admin 29/03/2020 0 Comments
Agricultural Bank of China (601288) Annual Report 2018 Review: Revenue Optimistic Net Statement Converges Core point of view ABC's stable operation and obvious retail advantages. The net statement plan promotes the short-term supplement of asset quality. After the issuance of 100 billion perpetual bonds / 120 billion secondary capital bonds in 2019, the capital adequacy ratio is also expected to...

Jerry Stock (002353)： Performance expected to be revised to meet China’s shale gas revolution

admin 28/03/2020 0 Comments
Jerry Stock (002353): Performance expected to be revised to meet China's shale gas revolution Introduction to this report: The performance of the first quarter report was slightly higher than expected. PetroChina's exploration and expansion plan goes beyond history, the supply and demand of conventional shale gas drilling and completion equipment, and the company's competitive advantage expands...

Shandong Gold (600547)： Q1 gold price surged and performance increased significantly

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Shandong Gold (600547): Q1 gold price surged and performance increased significantly Company 19Q1 achieved 3. 6.6 billion zero net profit, an increase of 5 per year. 47% of companies achieved 106 revenue in the first quarter of 2019. 21 ppm, a decrease of 25 per year. 03%, 39% lower than the previous month. 40%; net profit attributable to mothers3. 66 ppm, an increase of 5 per year. 47%, an...

Beijing New Building Materials (000786)： Accelerated internationalization at the bottom

admin 26/03/2020 0 Comments
Beijing New Building Materials (000786): Accelerated internationalization at the bottom This report reads: The company announced the third quarter report for 2019. After deducting non-performance, the performance is basically flat, and the bottom of the performance is now. We are optimistic about the company's internationalization acceleration, and maintain the "overweight" rating. Investment...

Haige Communications (002465)： Accumulated large amount of subscription contracts North 3 + 5G opens growth

admin 25/03/2020 0 Comments
Haige Communications (002465): Accumulated large amount of subscription contracts North 3 + 5G opens growth The company recently announced that it has signed contracts with customers of special institutions with a total amount of about 7. USD 1.7 billion. The contract supply is mainly for wireless 杭州桑拿 communications (including satellite communications), Beidou navigation products and...

Sinoma International (600970) 2018 Annual Report Comments： New Gross Margin High Exchange Rate, Impairment and Redistribution for Common Thickening Results

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Sinoma International (600970) 2018 Annual Report Comments: New Gross Margin High Exchange Rate, Impairment and Redistribution for Common Thickening Results Benefiting from the net exchange gains and impaired rebates, the company's internal synergy and fine-grained management have made significant progress, and the gross profit margin of the main business has reached a new high, resulting in a...

Dongyi Risheng (002713) 19Q2 revenues, profits have fallen rapidly, US revenues have increased significantly but have expanded

admin 23/03/2020 0 Comments
Dongyi Risheng (002713) 19Q2 revenues, profits have fallen rapidly, US revenues have increased significantly but have expanded Event: The company's revenue in the first half of 2019 was 18. 65 trillion, the same increase of 3. 02%, net profit attributable to mother is -0. 6.2 billion, down 663. 34%. 19Q2 revenue and net profit attributable to mothers decreased significantly. From a single...

Industrial Fulian (601138)： Big Man Has Big Wisdom

admin 22/03/2020 0 Comments
Industrial Fulian (601138): Big Man Has Big Wisdom Electronic manufacturing giant landed on A-share industrial Fulian is a leading manufacturing company focusing on the design, research and development, manufacturing and sales of electronic equipment products and relying on the Industrial Internet to provide intelligent manufacturing and technology service solutions to well-known customers...