Institutional research in the third quarter of the report outstanding stocks |

Medical Network October 29th With the intensive disclosure of the listed company's third quarterly report, 42 listed companies in A-shares received institutional surveys 747 times last week, and the research activity increased sharply from the previous month. Specifically, the sea with better performance Kangweiwei, Yingtang Zhikong, Changchun Gaoxin and other stocks were obviously concerned by the organization; In addition, five listed companies in the pharmaceutical and biological industry were subject to institutional research, ranking first in the number of surveys.

In terms of individual stocks, Hikvision held the first three quarters of this year's performance briefing last week, becoming the most listed company with the most research.

The data shows that the company achieved operating income of 33.803 billion yuan in the first three quarters of 2018, an increase of 21.90% over the same period of the previous year; net profit attributable to shareholders of listed companies was 7.396 billion yuan, an increase of 20.20% over the same period of the previous year. The profit growth range is 10%-30%, which is cautiously optimistic for the fourth quarter. In the secondary market, Hikvision is also favored by foreign investors. The data of the straight flush shows that on October 26, Hikvision appeared in the company. Large-volume active stocks ranked first in Shenzhen Stock Exchange, with a total turnover of 632 million and a net purchase of 229 million.

Yingtang Zhikong also had good performance in the first three quarters of this year. On October 23, the company's performance briefing attracted 35 institutions including Everbright Securities and CICC. Yingtang Zhikong said that the company's performance growth is the main source. In the joint venture of its subsidiary, Chuangtai and Yihai Nengda, the high-speed growth. Among them, Lianchuang is mainly engaged in active components. proxy Distribution, the first phase of the business has achieved rapid development in the past year and has become an important growth point for the company's profit. Among them, the operating income in the first three quarters was 3.864 billion yuan, and the net profit was 70.612 million yuan, up 253.67% and 650.10% respectively.

In addition, Oufei Technology, Tianfu Communication, Xinwangda, Annai, Dongyi Risheng and other listed companies also introduced the performance of the first three quarters of this year when they received institutional research.

In terms of industries, last week, five listed companies in the pharmaceutical and bio-industry (Changchun High-tech, Beilu Pharmaceutical, Yixintang, Foci Pharmaceutical, Tongce Medicine) received institutional research, and the number of surveyed ranked first.

On October 22, Changchun Gaoxin accepted 74 institutions including Dacheng Fund, Fuguo Fund, and Xingzhen Asset Management. The data showed that the company achieved operating income of 4.14 billion yuan in the first three quarters, an increase of 56.36% over the same period of last year; net profit attributable to shareholders of listed companies was 8.39. 100 million yuan, a year-on-year increase of 72.20%. In the company's future planning, Changchun Gaoxin said that in terms of products and projects, do enough stocks, do fine increments. Incremental aspects: Shanghai Ruiqi pneumonia conjugate vaccine invested last year has started the pilot test, It is progressing smoothly; this year, the Icelandic antibody project was signed. In addition, some research projects including Jinsai Pharmaceutical and Baike Bio are actively promoting.

On October 22nd, Yixintang held a performance exchange meeting for the third quarter of 2018. The data showed that the company achieved operating income of 6.619 billion yuan in the first three quarters, up 18.15% year-on-year; net profit attributable to shareholders of listed companies was 419 million yuan, up 32.46% year-on-year. The company said that the full-year net profit is expected to grow by 0-40%, and the forecast is relatively cautious. The normal operation of the company remains unchanged, striving to achieve stability, normal, slightly more than expected.

On October 23, Beilu Pharmaceutical accepted research from five institutions including Guotai Junan and Huatai Bairui. Data show that in the first three quarters of 2018, the company achieved operating income of 464 million yuan, an increase of 10.95% year-on-year, attributable to the net profit of shareholders of listed companies. 1.26 billion yuan, a year-on-year increase of 22.02%. Beilu Pharmaceutical said that the contrast agent product is still the main source of the company's revenue and profit, and has continued to grow for many years. The company's nearly two years of iodixanol injection and iopamidol injection The promotion and bidding work has achieved initial success. Both of these products have achieved rapid growth and are expected to maintain growth rates. Following the injection of gadolinium injection and iohexol injection, it has become a new profit growth point for the company.

In the medical bio-sector sector, the data shows that as of last Friday, the price-earnings ratio (TTM) of Shenwan Pharmaceutical Biotech is 26.2 times, which has been at the low level in the past five years. In this regard, CDB Securities said that the overall dynamic valuation of the sector , has been located in the value investment range. Especially with the adjustment of leading stocks, the valuation of individual stocks in the sector has not been significant, and the leading companies with stable fundamentals and valuations are worthy of attention. It is recommended that market sentiment be adjusted in place. , can gradually configure the future fundamentals to continue to good quality companies.