High enthusiasm for research: more than 300 institutions cracked down on the companys phone

category:Finance
 High enthusiasm for research: more than 300 institutions cracked down on the companys phone


BOE A: more than 300 institutions phone blasts

BOE a launched 10 billion level M & A investment, attracting a large number of research institutions.

On September 24 and 25, BOE a obtained a telephone conference survey from 323 institutions.

The company said that if the acquisition is completed, the companys capacity advantage will continue to expand, and the market position will continue to improve; and with the continuous recovery of panel prices, the business performance of the industry will be significantly improved in the second half of the year, and the impact of the acquisition on the companys performance is limited.

However, on September 24 and 25, the companys share price fell by 4.1% and 1.02% respectively. In addition, BOE a was sold off by funds in the week before the festival (September 24-september 30), and the accumulated net sales of northbound funds exceeded 80 million yuan.

At the research meeting, BOE a revealed that with the arrival of the industry peak season, the panel prices in the third quarter rose. Looking forward to the second half of the year, with the recovery of strong demand and the continuous withdrawal of overseas production capacity, the overall supply and demand of the panel is in a tight balance. The price rise trend is expected to continue to the fourth quarter, and the companys profitability is expected to continue to improve. In addition, the company has reserved mature glass based miniled backlight mass production technology, and the product types can cover the traditional market from mobile phone to TV, as well as new application markets such as wearable, vehicle mounted and electronic signs. It is expected that the relevant products can be mass produced in the fourth quarter of this year.

It is worth mentioning that BOE A is also a hot spot for foreign investment and 10 billion level private placement research. In the survey list of nearly a week, six 10 billion private placement companies have appeared.

Weixing new materials: high stock price and hot institutions

On September 28, Weixing new materials received a survey of 41 institutions, including Ruiyuan fund, Dongzheng asset management, Hanhe and Hanhua capital. Since September, Weixing new material has been continuously concerned by market leaders, and the companys share price has been breaking through continuously in the past month. Just after the latest institutional research, Weixing new materials share price reached a new high of 16.23 yuan / share at one time.

Some organizations asked questions during the research, what are the companys response strategies in the face of space compression in the retail market?

Weixing new material said that in the face of market changes and pressure, the companys retail business constantly adjusted to cope with: on the one hand, through accelerating the channel sinking in mature areas, developing more dealers and outlets in weak areas, improving market share; and strengthening the development of secondary new housing, second-hand housing transactions and secondary decoration and other stock markets. On the one hand, it is convenient for customers to purchase a variety of products, on the other hand, it can enhance the purchase of related products.

Other institutional investors are concerned about the latest equity incentive of the company. For this, Weixing Xincai said that the newly released equity incentive is the third phase of the companys equity incentive plan. Compared with the previous period, the scope of incentive is larger and the number of employees is more. 143 incentive objects are granted 19 million shares of restricted shares, which will be released three times according to the three assessment periods of 2020, 2021 and 2022.

Third quarter report pre added Wang continues to attract attention

According to the statistics of Shanghai Securities News, the companies that reported a substantial increase in the performance of the third quarter are mainly concentrated in the construction materials, pharmaceutical biology, computer and other industries. The net profit of a group of companies, such as Beixin building materials Co., Ltd. and robust Medical Co., Ltd., has increased more than three times.

The substantial growth of performance has attracted the attention of institutional investors. The robust medical company, which has just been listed, welcomed 172 institutions to visit and investigate before the festival.

According to the data disclosed at present, Beixin building materials Co., Ltd. has the largest pre growth rate of performance in the first three quarters. It is estimated that Beixin building materials will achieve a profit of 1.585 billion yuan to 1.687 billion yuan in the first three quarters, with a year-on-year increase of 14727.98% to 15669.34%. As a result, the follow-up layout of the performance pre increase king continues to attract the attention of institutional investors. On September 25, Beixin building materials received three surveys of specific objects. According to the record sheet of investor relations activities, during the investigation, the two sides not only exchanged views on the companys basic information, strategic development and production capacity layout, but also answered the problems concerned by the institutions, such as the current production capacity scale, sales channels and industrial layout of gypsum board business. The organization also mentioned the progress of the companys waterproof material business integration. Beixin building materials Co., Ltd. said that based on the joint reorganization of Beixin Yuwang series, Beixin Shuyang series and Beixin golden thumb series waterproof company, the company established a unified waterproof plate operation and management platform, implemented integrated management + regional operation, and completed the preliminary integration and optimization of the companys waterproof material business. Source of this article: Yang Bin, editor in charge of Shanghai Securities News_ NF4368

According to the data disclosed at present, Beixin building materials Co., Ltd. has the largest pre growth rate of performance in the first three quarters. It is estimated that Beixin building materials will achieve a profit of 1.585 billion yuan to 1.687 billion yuan in the first three quarters, with a year-on-year increase of 14727.98% to 15669.34%. As a result, the follow-up layout of the performance pre increase king continues to attract the attention of institutional investors.

On September 25, Beixin building materials received three surveys of specific objects. According to the record sheet of investor relations activities, during the investigation, the two sides not only exchanged views on the companys basic information, strategic development and production capacity layout, but also answered the problems concerned by the institutions, such as the current production capacity scale, sales channels and industrial layout of gypsum board business.

The organization also mentioned the progress of the companys waterproof material business integration. Beixin building materials Co., Ltd. said that based on the joint reorganization of Beixin Yuwang series, Beixin Shuyang series and Beixin golden thumb series waterproof company, the company established a unified waterproof plate operation and management platform, implemented integrated management + regional operation, and completed the preliminary integration and optimization of the companys waterproof material business.