Hisense Home Appliances (000921): Cash value highlights expected benefits of completion

Hisense Home Appliances (000921): Cash value highlights expected benefits of completion Investment Thinking: Margin of Safety + Real Estate Completion Benefit Expectations. After the consolidation of the central air-conditioning business, comparable company Japan Daikin PE-2019e 19x; considering different market environments and industry divisions, carefully adjusted to 15xPE. Hisense’s target air-conditioning business in 2019 will reach […]
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Huang Shanghuang (002695) Research Briefing: Management Transformation + Marketing Radical Company Performance Returns to High Growth

Huang Shanghuang (002695) Research Briefing: Management Transformation + Marketing Radical Company Performance Returns to High Growth Key points of investment: Mistakes in strategic positioning for expansion outside the province + rigid management mechanism have led to the company’s 5 years of poor performance after listing. After the company went public in 2012, it started an […]
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Haili Bio (603718): Non-plague situation drags down performance, Mobility Insurance, and PICC to improve long-term performance space

Haili Bio (603718): Non-plague situation drags down performance, Mobility Insurance, and PICC to improve long-term performance space The event company released its semi-annual report for 2019. From January to June 2019, the company’s operating income was 1. 39 trillion, up 28 each year. 55%; net profit attributable to shareholders of the listed company is 0. […]
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Zhongjia Bochuang (000889): Raise funds to lay out 5G base station site operations to further open up growth space

Zhongjia Bochuang (000889): Raise funds to lay out 5G base station site operations to further open up growth space Event: On February 25, the company announced that Changshi Communication, a wholly-owned subsidiary, and Huaping Information Technology Co., Ltd. (“Huaping Information”) signed the “Miniature Base Station Communication Infrastructure Project Cooperation Agreement” on February 21.Framework agreement. On […]
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Jerry (002353): High growth continues to deliver long-term performance growth + 113% -133%

Jerry (002353): High growth continues to deliver long-term performance growth + 113% -133% Event: The company announced the 2019 performance forecast. The net profit attributable to the parent was RMB 131.046 million to RMB 143.351 million, an increase of 113% to 133% over the same period last year. The high growth points of investment continue […]
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Haixiang Pharmaceutical (002099) Research Bulletin: Development of Dual-Dye and Pharmaceutical Industry

Haixiang Pharmaceutical (002099) Research Bulletin: Development of Dual-Dye and Pharmaceutical Industry I. Analysis and judgment of two-wheel drive of dye medicine and continuous improvement of profitability The company’s main business sector can be divided into two categories: medicine and dyes. The pharmaceutical business mainly involves the production and sales of specialty intermediates, APIs and related […]
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AVIC Electronics (600372) 2019 Semi-annual Report Comment: Slight increase in net profit optimistic about company asset injection

AVIC Electronics (600372) 2019 Semi-annual Report Comment: Slight increase in net profit optimistic about company asset injection Investment Highlights Net profit is growing by 14% annually. In the first half of 2019, the company realized operating income of 34. USD 3.1 billion, an increase of 15 per year. 41%; Realize net profit attributable to shareholders […]
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Hang Seng Electronics (600570) 2019 Third Quarterly Report Review: Rapid Performance Growth, Deepening China-Taiwan Strategy

Hang Seng Electronics (600570) 2019 Third Quarterly Report Review: Rapid Performance Growth, Deepening China-Taiwan Strategy Matters: The company released three quarterly reports on October 25, 2019: the first three quarters achieved revenue of 22. 97 ppm, an increase of 17 in ten years. 02%; realized attributable net profit 8. 40,000 yuan, an increase of 122 […]
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Evergreen Group (002616): The performance is in line with expectations

Evergreen Group (002616): The performance is in line with expectations Brief performance review The company released the third quarter report for 2019 on October 29, reporting revenues of major companies17.89 ppm, an increase of 21 in ten years.05%; net profit attributable to mother is 1.930,000 yuan, an increase of 99 in ten years.06%; net profit […]
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Yangnong Chemical (600486) 2019 Interim Review: Strong Pesticide Drives Performance Growth

Yangnong Chemical (600486) 2019 Interim Review: Strong Pesticide Drives Performance Growth Event: On August 26, 2019, Yangnong Chemical released the 2019 Interim Report, and the company achieved sales revenue of 28 in the first half of the year. 940,000 yuan, at least -6. 49%, net profit attributable to mothers6. 27 trillion, ten years +11. 46%; […]
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