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Medical network - March 20 entering march, the annual report disclosure peak is coming. Reporter according to flush big data statistics, as of March 8, the Shanghai and shenzhen two city has 249 listed companies released 2016 annual performance report. Among them, the profit of 238, has 11 losses; Net profit year-on-year growth has 182, accounts for more than 73%. From the point of industry, at present the medical biological plate performance. At the same time, the performance is significantly improved since the beginning of the year brokerage business is expected to for repair.
24 pharmaceutical company profit
On March 8, according to statistics, a total of 11 companies released 2016 annual report, including 9 net profit year-on-year growth, two drops. Net profit and revenue growth at the same time the company has more fluoride etc. Eight, a decrease in profits such as lu million tong 2, double earnings growth of the company has three, in which multiple fluorine biggest increase, to 1219.48%.
Reporter by flush data statistics, as of March 8, Shanghai and shenzhen two city has 249 listed companies released 2016 annual performance report. Has revealed 2016 annual report of most industries is biological medicine, to 24. From the published data, medical biological plate performance very grab an eye.
The 24 companies all the profit not only, more with 20 net profit year-on-year growth. The current wide pharmaceutical industry with 577.96% of the net profit year-on-year growth, for the performance of their growth. Followed, rose more than 100% of the garden biological (262.52%), * ST bridge (128.8%), essence pharmaceutical (111.36%).
For profit absolute value, Harbin pharmaceutical shares the most profitable, last year reached 788 million yuan. Changchun high new second, profits of 485 million yuan; Have a heart hall, Hans Christian Andersen, en pharmaceutical co., Shanghai KaiBao 13 companies profit of one hundred million yuan.
In net profit year-on-year decline jianmin group, sanxin medical, WoHua medicine, hokuriku pharmaceutical four companies, the biggest faller is hokuriku pharmaceutical, net income of 16.38 million yuan, down 49% year-on-year.
Medical biological plate performance is strong, also attract attention. According to flush the data statistics, reception last week research number in the top five companies, there are three from the biological medicine industry. To attract as many as 106 institutions research of changchun high-tech, sales income 2.897 billion yuan last year, up 20.62%; Net profit of 485 million yuan, up 26.11% from a year earlier. With hall has 96 institutions research, the company 2016 annual net profit of 353 million yuan, up 2.06% from a year earlier.
Brokerage business valuations repair or meet
In the financial sector, the decline of the 2016 annual report of the brokerage industry also concern. According to agency, so far, a total of 14 listed brokerage issued 2016 earnings forecast, belong to the female net there are 10 beforehand, four uncertainty. The overall net profit is expected to fell nearly fifty percent.
In 2016, according to published results of three listed brokerage, Oriental wealth net profit fell 61.39% year on year, a 41.07% drop in the Pacific securities, guotai junan securities fell by 37.32%. But still remain profitable three brokerages, including guotai junan most profitable, up to 9.841 billion yuan.
From the point of brokerage business data from February, publicly traded brokerage, overall comprehensive income, net profit year-on-year growth of 40.3%, 40.3% respectively. Analysis, comprehensive income rose to clinch a deal amount in February, indexes, two data such as yoy. February monthly year-on-year growth of comprehensive income, in the top five listed brokerages everbright (706.3%), the central plains (544.2%), shanxi (304.2%), essence (247.1%), huatai (229.5%).
Wide hair negotiable securities not silver research team believes that the brokerage business valuations to improve. Its thought, support brokerage sector investment value of positive mainly has two aspects: on the one hand, the industry level, nearly a year, on the premise of "control risk" industry regulatory policy fall to the ground, industry development stage from innovation and development to robust specification. On the other hand, the current large securities firms such as citic, haitong securities in 2016 P/B valuation of 1.35 and 1.57 times respectively.
Specific targets, wide hair negotiable securities Suggestions from the Angle of the margin of safety and long-term layout focus on configuration of brokerage business value. One is proving inconclusive event-driven mark: the yuan securities, sinolink securities; The second is near the margin of safety: low valuation of the target haitong securities, guotai junan, etc. Toward the ultra that can focus on performance good brokers, such as: wide hair negotiable securities, haitong securities and huatai securities; Second new or current market value of smaller brokerages such as safe, large stock of securities; And benefit from the kingdom of equity incentive yuan securities, etc.
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Can focus on performance than expected stocks
For biological medicine industry investment opportunities, aj securities analyst hou jialin said in A research report, given the pharmaceutical industry is relatively a-share valuation premium rate is low, the industry as A whole growth while the short-term may have raised much hard, but still has obvious comparative advantage relative to other industry, long-term, stable growth strong uncertainty. Especially at present when the intensive annual report disclosure and the "two sessions" period, can focus on performance than expected target, at the same time pay attention to the "two sessions" policy benefit such as supplying side structural reform of state-owned enterprises reform, related targets.
Ping an securities analyst toward super pointed out that the brokerage shares still has a configuration value, is mainly due to the current valuation is still low, there is a margin of safety. The stabilised the market rally performance is expected to be bottoming out, and good elasticity. In addition, the brokers also is expected to enjoy expanding the scale of direct financing, such as strengthening the construction of multi-level market and opening to the outside policy dividends. |
