Performance of 125 pharmaceutical stocks is expected to double

category:Finance
 Performance of 125 pharmaceutical stocks is expected to double


According to wind, as of February 5, 125 of the 194 healthcare companies that announced their 2019 results reported to investors, accounting for more than 60%.

Specifically, among the performance pre joy companies, the performance pre notice types of 51 companies are pre increase, and zoelli pharmaceutical, Xingqi ophthalmic, Yiming pharmaceutical and other companies are listed. In addition, the performance forecast types of the four companies are continuous earnings, which are Boji pharmaceutical, Zhongguancun, jinshiya pharmaceutical and Yingke medical. There are 49 companies with slightly increased performance forecast, including longshenrongfa, Dongbao biology, Huangshan capsule, Huaren pharmaceutical, etc.

Among the companies that report good results, the companies whose performance forecast type is to turn losses are particularly noticeable. According to wind, a total of 21 shares in the healthcare industry that disclosed the performance forecast are expected to turn their net profit into profit in 2019. Humanwell medicine is one of them. The data shows that due to the significant decrease in the impairment loss of accrued assets compared with the same period last year, humanwell pharmaceutical is expected to achieve a net profit of RMB 750-950 million attributable to shareholders of the listed company in 2019, and the net profit of humanwell pharmaceutical attributable to shareholders of the listed company in the same period last year is RMB -2358 million. In addition, the performance forecast types of Tianmu pharmaceutical, sapais, Weiming pharmaceutical and other companies are also turnaround. Data shows that Tianmu pharmaceutical expects to achieve a net profit of 38268000-53268000 yuan attributable to shareholders of Listed Companies in 2019, and the net profit attributable to Tianmu pharmaceutical in the same period of the previous year is -8881700 yuan.

In contrast to the company, the performance of some pharmaceutical stocks in 2019 is not expected to be optimistic. Wind shows that, except for three companies whose performance forecast type is uncertain, 66 companies performance forecast types are expected to reduce, slightly reduce, continue to lose or first loss. Among them, 15 companies such as Huada gene have slightly reduced performance forecast type, 23 companies such as Longjin pharmaceutical have reduced performance forecast type, in addition, 4 companies and 24 companies with continuous loss and first loss performance forecast type respectively. Among them, Kangzhi Pharmaceutical Co., Ltd., Laimei Pharmaceutical Co., Ltd. and other companies performance forecast types are the first losses.

31 companies expected to double net profit

From the perspective of the lower limit of the year-on-year growth of the predicted net profit, 115 companies are expected to realize the year-on-year growth of the net profit in 2019, of which 57 companies are expected to increase by more than 50%, accounting for 49.57%, and 31 companies are expected to double the year-on-year growth of the net profit in 2019.

Specifically, it is estimated that there are 26 companies with a year-on-year growth limit of 50% - 100% (excluding) of net profit in 2019. For example, HongRi pharmaceutical is expected to achieve a attributable net profit of 379-443 million yuan in 2019, an increase of 80% - 110% compared with the same period of the previous year. Bairen medical is expected to achieve a year-on-year increase of 87.33% in the net profit attributable to the owners of the parent company in 2019. In addition, Jiuzhou Pharmaceutical Co., Ltd., Changshan Pharmaceutical Co., Ltd., Nanwei Medical Co., Ltd. and other companies expect that the lower limit of year-on-year growth of net profit in 2019 is also between 50% and 100%.

The remaining 31 companies expect a year-on-year increase of more than 100% in net profit in 2019. For example, Beilu pharmaceutical is expected to achieve a net profit of about 318-362 million yuan in 2019, an increase of 115% - 145% year on year. It is estimated that in 2019, the attributable net profit of Yangpu medical will be 25-30 million yuan, with a year-on-year growth of 118.27% - 121.93%. Jimin pharmaceutical is expected to achieve a net profit attributable to shareholders of Listed Companies in 2019, an increase of 33-39 million yuan compared with the same period of last year, a year-on-year increase of 102.92% - 121.64%.

Among the pharmaceutical companies that disclosed the performance forecast, Xinhua Medical Co., Ltd. is expected to increase its net profit by 38.4-38.9 times year-on-year in 2019, ranking first in the list of performance forecast of pharmaceutical stocks. According to the data, Xinhua medical expects to achieve a net profit attributable to shareholders of Listed Companies in 2019, an increase of 874.9211 million-886.311 million yuan compared with 22.7841 million yuan (statutory disclosure data) in the same period of last year. For the reason of performance growth, Xinhua medical said that it was mainly due to non recurring profit and loss events, the main impact events were selling equity and adjusting the scope of consolidated statements to increase investment income, and the amount of net profit attributable to shareholders of listed companies was about 822382000 yuan.

Next to Xinhua medical, Tianmu Pharmaceutical Co., Ltd. and Huahai Pharmaceutical Co., Ltd. are expected to increase their net profit by 530.86% - 699.75% and 376% - 465% respectively in 2019.

Yuheng pharmaceutical industry and other pre losses exceed 1 billion

From the specific amount of net profit, according to the lower limit of the predicted net profit, the available data shows that 162 pharmaceutical companies have achieved profits, accounting for more than 80%. Among the companies that suffered losses in advance, 8 shares including Yuheng Pharmaceutical Co., Ltd. suffered losses in advance of more than 1 billion yuan.

Specifically, 100 companies, such as aipeng medical, Borui medical and Xiangsheng medical, are expected to achieve a net profit of more than 100 million yuan in 2019. Nine companies, including Lizhu group, Hualan biology and Jilin Aodong, are expected to make profits of more than 1 billion yuan. Among them, Mindray medical is expected to achieve the highest attributable net profit in 2019, reaching 4.463-4.835 billion yuan. Zhifei biology and China Resources 39 are expected to achieve a relatively high amount of attributable net profits, with the expected profits of both companies exceeding 2 billion yuan.

In contrast, some of the companies with reputation pharmaceutical leading the loss list of pharmaceutical stocks did not perform well. According to wind, 28 companies are expected to lose money in 2019, with 26 companies losing more than 100 million yuan. It is estimated that 8 companies will lose more than 1 billion yuan in 2019. Yuheng pharmaceutical industry has the highest amount of loss in advance. It is expected to lose 2.4-2.6 billion yuan in the reporting period, from profit to loss year on year. The expected large loss of Yuheng pharmaceutical industry is related to the provision of large impairment. According to the announcement disclosed by Yuheng pharmaceutical, due to the business performance of Shanghai Huatuo Pharmaceutical Technology Development Co., Ltd., Nanjing Wanchuan Huatuo Pharmaceutical Co., Ltd. and Shanxi Pude Pharmaceutical Co., Ltd., the wholly-owned subsidiaries acquired in the previous year, Yuheng pharmaceutical is expected to withdraw about 2.5-2.7 billion yuan of goodwill impairment reserves. Hengkang medical, Tonghua Jinma, Asia Pacific pharmaceutical and other stocks are also relatively ahead of the deficit. Data shows that Hengkang medical is expected to lose 1.8-2.4 billion yuan in 2019. The expected losses of Tonghua Jinma and Asia Pacific pharmaceutical industry are 1.95-2.35 billion yuan and 1.5-2.1 billion yuan respectively. In response to the companys performance related issues, the reporter of Beijing Business Daily called Yuheng pharmaceutical and Tonghua Jinma for an interview. As of the press release, no one answered the phone call. Source: editor in charge of Beijing Business Daily: Guo Chenqi ufe63 nbj9931

In contrast, some of the companies with reputation pharmaceutical leading the loss list of pharmaceutical stocks did not perform well. According to wind, 28 companies are expected to lose money in 2019, with 26 companies losing more than 100 million yuan. It is estimated that 8 companies will lose more than 1 billion yuan in 2019. Yuheng pharmaceutical industry has the highest amount of loss in advance. It is expected to lose 2.4-2.6 billion yuan in the reporting period, from profit to loss year on year. The expected large loss of Yuheng pharmaceutical industry is related to the provision of large impairment. According to the announcement disclosed by Yuheng pharmaceutical, due to the business performance of Shanghai Huatuo Pharmaceutical Technology Development Co., Ltd., Nanjing Wanchuan Huatuo Pharmaceutical Co., Ltd. and Shanxi Pude Pharmaceutical Co., Ltd., the wholly-owned subsidiaries acquired in the previous year, Yuheng pharmaceutical is expected to withdraw about 2.5-2.7 billion yuan of goodwill impairment reserves.