14 10 billion private equity firms have taken a fancy to this company, and its share price has risen more than 90percent this year

category:Finance
 14 10 billion private equity firms have taken a fancy to this company, and its share price has risen more than 90percent this year


More than 80% of small and medium-sized enterprises surveyed

Most favored by chemical industry

Statistics show that among the 67 companies surveyed by institutions, 35 belong to the SME board, 21 belong to the gem, 1 belong to the science and technology innovation board, and the other 10 come from the main board. Small and medium-sized enterprises accounted for 84%.

From the perspective of industry distribution, the chemical industry is the most favored by institutions, with 10 companies investigated, followed by electronics and computer industries, with 8 companies surveyed.

More than 300 institutions intensively investigate 2 companies

Mindray medical is the most concerned

Specifically, for listed companies, in the past week, Mindray medical (300760. SZ) was favored by the most institutions, with 398 companies, including 14 private equity companies including Danshui spring and Gaoyi asset.

According to the announcement of Mindray medical services, the company achieved 16.064 billion yuan of operating revenue in the first three quarters, with a year-on-year increase of 29.76%; the net profit attributable to the parent company was 5.363 billion yuan, with a year-on-year increase of 46.09%. The companys shares rose 0.77% in the week and 91.6% so far this year.

According to the relevant person in charge of Mindray medical, from the perspective of revenue share structure, products such as monitors, ventilators, infusion pumps and portable ultrasound, which are significantly driven by the epidemic demand, accounted for less than 30% of the historical revenue, but showed an explosive growth, making up for the sluggish performance of more than 70% of the business affected by the epidemic. If the global epidemic situation is effectively controlled after the vaccine is launched, more than 70% of the original damaged business of the company can be recovered, and the rebound business growth will be very considerable.

After Mindray medical, Weining health (300253. SZ) obtained 327 institutional surveys. In the first three quarters, the companys revenue was 1.371 billion yuan, up 14.49% year-on-year; the net profit attributable to the parent company was 203 million yuan, a year-on-year decrease of 25.49%. In the third quarter, the revenue was 578 million yuan, an increase of 9.42% year-on-year, and the net profit attributable to the parent company was 129 million yuan, with a year-on-year increase of 16.23%.

The following is a list of stocks surveyed by more than 10 institutions in the latest week:

Five stocks surveyed rose more than 10% weekly

From the perspective of market performance, the average weekly increase of 67 stocks was 1.87%, and 38 stocks outperformed the market. The biggest increase was Changhong high tech (605008. SH), with a cumulative increase of more than 12%. In addition, Hangguo (002534. SZ), Guanhao biological (300238. SZ), Sanyou chemical (600409. SH) and doctors glasses (300622. SZ) all increased by more than 10% each week.

From the perspective of specific research institutions, in the past week, 19 10 billion private equity firms investigated 10 stocks. Among them, Danshui spring, Gaoyi assets and Tongyuan are the most enthusiastic investors. They all investigated three companies and all investigated Mindray medical.

(statement: the contents of this article are for reference only and do not constitute investment suggestions. Investors operate on this basis at their own risk.)

(statement: the contents of this article are for reference only and do not constitute investment suggestions. Investors operate on this basis at their own risk.)