在线一本码道高清

9 companies get recommended ratings-updating

Time: January 08, 2020 17:00:39 China Finance
[16:57 Pilot Intelligence (300450): The company will continue to benefit from CATL expansion]

On January 8th, Pioneer Intelligent (300450) was recommended.

Profit forecast and investment rating: It is estimated that the company's EPS for 2019-2021 will be 1.12, 1.51, and 1.89 yuan, respectively, and the corresponding dynamic price-earnings ratios will be 40.38, 29.95, and 23.93 times, respectively. Maintain the company's "recommended" investment rating.

Risk reminders: Lithium battery manufacturers' production expansion progress is lower than expected; intensified market competition causes the company's performance to fall short of expectations; market risks caused by Sino-US trade disputes; domestic and foreign secondary market risks.

In the past 6 months, the stock has received 60 buy ratings, 19 overweight ratings, 10 outperform industry ratings, 7 highly recommended ratings, 7 recommended ratings, 4 buy-A ratings, and 3 highly recommended -A rating, three prudent overweight ratings, two outperform ratings, and one ADD rating.


[16:57 Sany Heavy Industry (600031): China's key construction machinery enterprises further promote the "manufacturing + service" strategy]

Sany Heavy Industry (600031) was given a recommendation rating on January 8.

Profit forecast and investment rating: It is estimated that the company's net profit attributable to the parent from 2019 to 2021 will be 110.79, 13.170, and 14.276 billion yuan, and EPS will be 1.32, 1.56, and 1.69 yuan, respectively. The corresponding dynamic P / E ratios will be 12.61, 10.67, and 9.85 times, Under the background of increasing industry concentration, the company's market share has further room for improvement based on its comprehensive competitive advantage, and for the first time, it has given a “recommended” investment rating.

Risk reminders: lower-than-expected investment in fixed assets in infrastructure; intensified market competition causes company performance to fall short of expectations; increased risks caused by Sino-US trade disputes; and risks in the secondary market at home and abroad.

In the past 6 months, the stock has received 81 buy ratings, 13 overweight ratings, 11 outperforming industry ratings, 8 highly recommended ratings, 6 highly recommended ratings, 5 highly recommended-A ratings, and 4 buys. -A rating, 3 times better than market rating, 3 strong push rating, 3 prudent overweight rating, 1 BUY rating.


[16:57 Bosch Branch (300422) Comment Report: Pre-winning Beihai Optimized Order Structure for 371 Million EPC Projects]

On January 8th, Bosch Branch (300422) was recommended.

Profit forecast and investment advice. Throughout this year, the company actively optimized its business model and order structure. The new signing orders mainly focus on EPC projects with short payment periods and guaranteed funds, and gradually optimize or reduce PPP projects. In the first three quarters of 2019, the company's new contract value was 2.519 billion yuan, and the total number of contracts in hand reached 10.361 billion yuan, with sufficient orders. The company has mastered the core technology in the field of water pollution treatment, and will further develop the industrial park wastewater treatment market by virtue of equipment advantages and project implementation experience in industrial and industrial parks. At the same time, the Yangtze River Conservation and Rural Environmental Governance policies are strongly supported, and future performance growth is highly certain. It is estimated that the company's net profit attributable to the parent from 2019 to 2021 will be 37.48, 48.81, and 6.068 billion yuan, and EPS will be 0.91, 1.21, and 1.52 yuan. Based on the closing price of 11.57 yuan on December 27, the corresponding PE will be 12.73, 9.54, and 7.62 Times, giving the company a "recommended" investment rating.

risk warning. Policy advances did not meet expectations, financial costs rose, company performance fell short of expectations, market vicious competition, and systemic risks in the secondary market at home and abroad.

In the past 6 months, the stock has received 12 buy ratings, 6 overweight ratings, 5 highly recommended A ratings, 4 recommended ratings, 3 outperformed industry ratings, and 2 cautious recommended ratings.


[14:59 Pritt (002324) 2019 performance preview comment: the main business V-shaped reversal establishes the continuous advancement of the LCP project]

On January 8th, Pulit (002324) was recommended.

Profit forecast, valuation and investment rating. Taking into account the company's good sales and lower raw material prices, the agency raised its performance forecast; the company's 2019-2021 net profit is expected to be 190 million, 250 million (220 million main business + 30 million LCP), and 340 million ( 260 million main businesses + 80 million LCP) (the original forecast for 2019-2021 was 152 / 1.89 / 2235 million), corresponding to EPS of 0.36, 0.47, and 0.64 yuan, and corresponding PE of 40, 30, and 22 times. Taking into account the rapid recovery and growth of the company's main business, the rapid breakthrough of the LCP business and great flexibility, the target price is raised to 18 yuan, corresponding to 38 times and 28 times the PE of 2020-2021 (before the merger of Dorsett). After Dorsett merger, the corresponding PE for 2020-2021 will be 30 times and 24 times respectively. Maintain "Recommended" rating.

Risk warning: The price of raw materials fluctuates sharply, the automotive industry continues to be weak, and the acquisition progress is less than expected.

In the past 6 months, the stock has received 13 outperform industry ratings, 4 overweight ratings, 2 buy ratings, 2 recommended ratings, and 1 strongly recommended rating.


[14:54 Changan Automobile (000625) December 2019 sales review: new autonomous models continue to sell well, Changan Ford is ready to go]

On January 8th, Changan Automobile (000625) was recommended.

Risk reminder: The prosperity of the auto market continues to decline, and the sales of new models are less than expected. The stock has received 99 buy ratings, 27 overweight ratings, 11 outperformed industry ratings, 10 strong push ratings, 6 times Prudent Overweight Rating, 2 Recommended Ratings, 2 Outperform Ratings, 2 Prudent Recommended-A Ratings, 2 Hold Ratings, 1 OUTPERFORM Rating, 1 Buy-A Rating, and 1 Neutral Rating .


[12:49 Biological Shares (600201): The new park passes GMP certification as scheduled and waits for capacity release and performance recovery]

On January 8th, biological shares (600201) were recommended.

Earnings forecast and rating: The agency expects the company to achieve operating income of 1.092 / 17.52 / 2.516 billion yuan in 2019-2021, net profit attributable to the parent of 3.62 / 6.50 / 10.52 billion yuan, and EPS of 0.32. 60.85x / 33.92x / 20.96x, maintain "Recommended" rating.

Risk reminder: the risk of epidemic situation in the breeding industry, the risk of intensified market competition, and the risk of regulatory changes in the industry Industry rating, 3 times highly recommended rating, 3 times better than market rating, 2 times strongly recommended rating, 1 time increase over-A rating.


[11:19 Zhongke Chuangda (300496) 19-year performance preview comment: "intelligent driving + mobile phone" two-wheel drive high-speed growth performance]

On January 8th, Zhongke Chuangda (300496) was recommended.

I. III. Investment recommendations II. IV. Risk warning:
In the past 6 months, the stock has received 36 buy ratings, 12 overweight ratings, 5 buy-A ratings, 2 highly recommended ratings, and 1 recommended rating.


[10:34 Shun Xin Agriculture (000860): Significant brand advantage, net margin is expected to continue to increase]

On January 8th, Shun Xin Agriculture (000860) was recommended.

Risk reminders: food safety issues; company operating performance is lower than expected; RMB exchange rate fluctuation risk; domestic interest rate rise risk; China's macroeconomic data is less than expected; changes in the Federal Reserve's monetary policy; domestic and foreign capital market fluctuation risks.

The stock has received 45 buy ratings, 12 overweight ratings, 5 highly recommended A ratings, 3 strong push ratings, 3 outperformed industry ratings, 3 strongly recommended ratings, and 2 buys in the past 6 months. Into-A rating, 2 prudent overweight ratings, 2 recommended ratings.


[10:34 Bosch Section (300422) Review Report: Additional Issue Approved with Sufficient Funds]

On January 8th, Bosch Branch (300422) was recommended.

Profit forecast and investment advice. Throughout this year, the company actively optimized its business model and order structure. The new signing orders mainly focus on EPC projects with short payment periods and guaranteed funds, and gradually optimize or reduce PPP projects. In the first three quarters of 2019, the company's new contract value was 2.519 billion yuan, and the total number of contracts in hand reached 10.361 billion yuan, with sufficient orders. At the same time, 929 million yuan in currency funds were in hand, and an additional 710 million yuan was issued to ensure sufficient funds for the project. The company has mastered the core technology in the field of water pollution treatment, and will further develop the industrial park wastewater treatment market by virtue of equipment advantages and project implementation experience in industrial and industrial parks. At the same time, the Yangtze River Conservation and Rural Environmental Governance policies are strongly supported, and future performance growth is highly certain. It is estimated that the company's net profit attributable to the parent from 2019 to 2021 will be 37.48, 48.81, and 6.068 billion yuan, and EPS will be 0.91, 1.21, and 1.52 yuan. Based on the closing price of 11.57 yuan on December 27, the corresponding PE will be 12.73, 9.54, and 7.62 Times, giving the company a "recommended" investment rating.

risk warning. Policy advancement failed to meet expectations, financial costs rose, company performance fell short of expectations, market vicious competition, and systemic risks in the secondary market at home and abroad Strongly recommended-A rating, 3 recommended rating, 3 outperforming industry rating, 2 caution recommended rating.


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