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39 shares have latest buy rating: Yijiahe

Time: January 9, 2020 17:55:01 China Finance
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[17:52 Billion Jiahe (603666) Tracking Report: Substantial Progress in the Live Working Robot Business]

Yijiahe (603666) was assigned a Buy rating on January 9.

Risk factors: Lower-than-expected orders for live-operating robots ; increased competition in the industry.

Investment suggestion: Considering that the company's orders for live-operating robots have already landed in 2019Q4, the institution maintains the company's net profit forecast for motherhood in 2019, which is 240 million yuan, and raises its net profit forecast for motherhood in 2020/21 to 240 / 3.2 / 400 million yuan (the original The forecast is RMB 300/370 million), corresponding to the EPS forecast of RMB 2.46 / 3.24 / 4.01, and the current price corresponding to the PE valuation is 33/25/20 times. The company's current valuation is attractive and maintains a “Buy” rating.

The stock has received 11 buy ratings, 4 overweight ratings, and 1 recommended rating in the last 6 months.


[17:37 Gemdale Group (600383) 2019 sales review: high sales scale, land cost control properly]

On January 9, Gemdale Group (600383) was given a BUY rating.

Investment advice: Sales continue to grow, land costs are properly controlled, and a “Buy” rating is maintained.

Risk reminders: 1. The liquidity environment may be uncertain, or it may affect the company's sales or financing end; 2. The real estate business's regulatory policy, or it may be uncertain, or it may have an impact on the company's operations.

The stock has received 73 buy ratings, 36 overweight ratings, 20 outperforming industry ratings, 9 strong push ratings, 6 strong recommendation ratings, 4 strong recommendation-A ratings, 4 recommendations Rating, 2 times better than the market rating.


[17:37 Poly Real Estate (600048) Company Comments: Annual Results Exceed Expectations, Sales and Settlement Growth Leads the Leader]

On January 9, Poly Real Estate (600048) was given a BUY rating.

Investment advice: The company's net profit attributable to mothers increased by more than expected during the reporting period by 40%, mainly due to the company's improved gross profit margin and stable equity ratio; the company's outstanding sales growth in the leading performance in 2019, and its enthusiasm for land acquisition continued to increase. Sufficient land reserves, sufficient for development in the next 2-3 years, and high-quality land storage resources, to provide support for future sales growth; the company's debt level is stable, cash in hand is abundant, financing costs are low, financial indicators are excellent, and overall financing Under the tightening environment, the advantages continue to stand out. In 2020, the agency expects that the company is expected to continue to maintain double-digit sales growth and has a comparative advantage in the leading real estate companies. Based on this, the agency will return the company's net profit to the mother in 19-21 by 25.026 billion yuan / 29.721 billion yuan. /35.25 billion yuan is raised to 26.6 billion yuan / 35.2 billion yuan / 45 billion yuan, the corresponding EPS is raised from 2.1 yuan / 2.5 yuan / 2.9 yuan to 2.23 yuan / 2.95 yuan / 3.77 yuan, corresponding PE is 6.97X, 5.27X, 4.11X. Maintain “Buy” rating.

Risk Tips: Real estate policy tightens sharply, housing prices fall sharply. The stock has received 90 buy ratings, 34 overweight ratings, 20 outperformed industry ratings, 9 strong push ratings, 9 recommended ratings in the last 6 months , 7 times highly recommended rating, 5 times highly recommended-A rating, 4 times better than market rating, and 1 time BUY rating.


[17:02 Yunda Co., Ltd. (300772) In-depth report: The rising star onshore wind power enters the growth fast track]

On January 9, Yunda shares (300772) were given a BUY rating.

Risk Warning: The lifting of the ban on the sale of 85.47 million shares of the company in April 2020 may put pressure on the stock price; the development progress of domestic wind-level price projects is not up to expectations, which may drag down the company's performance; if the company's 5MW onshore wind power and offshore wind turbine research and development progress Slow, may miss related opportunities and affect the long-term growth of the company.

In the past 6 months, the stock has received 3 strong push ratings, 2 recommended ratings, and 1 buy-A rating from the institution.


[17:02 Huayu Automotive (600741) In-depth Tracking Report: Tesla's "Made in China" Benchmark Valuation Center Continues to Improve]

On January 9, Huayu Automobile (600741) was given a BUY rating.

Risk factors: Domestic car sales are less than expected; foreign business is less than expected; new business is less than expected.

Investment suggestion: Maintain the company's 2019/20/21 EPS forecast of 2.09 / 2.23 / 2.49 yuan. Company "neutralization"

The stock has received 76 buy ratings, 22 overweight ratings, 5 outperforming industry ratings, 4 prudent overweight ratings, 4 recommended ratings, 3 highly recommended-A ratings, and 2 buys in the last 6 months. In-A rating, 1 Outperform rating, 1 holding rating, 1 cautious recommendation rating, 1 strong push rating, 1 outperform market rating.


[16:12 Hengli Petrochemical (600346): Forecast of Hengli Petrochemical's 19-year performance growth over 160% year-on-year]

On January 9, Hengli Petrochemical (600346) was given a BUY rating.

Risk reminders: 1. Risk of large-scale one-way decline in crude oil 2. Serious deterioration in demand for textiles and clothing 3. Risks of refined oil sales caused by policies and restrictions on export quotas 4. Geopolitical risks 5. Project progress is less than expected 6.
The stock has received 50 buy ratings, 9 overweight ratings, 8 strongly recommended ratings, 5 recommended ratings, 4 outperformed industry ratings, 2 outperformed market ratings, and 2 prudent increases in the past 6 months. Hold rating, 1 strongly recommended -A rating, 1 strong push rating, 1 BUY rating, 1 buy -A rating.


[16:07 Jiyou Shares (603429) Company Review: Equity Incentive Granted for the First Time Completed Optimistic on the Company's Smoke Volume + Thin Card Position Advantage Dual Drive]

On January 9, Jiyou shares (603429) were given a BUY rating.

High incentive plan evaluation target, the agency is optimistic about the company's smoke standard and heating non-combustion business two-wheel drive. The cigarette label enters the fast volume period, and the advantage of the heating non-combustion sheet technology card is closely cooperating with China Tobacco. The institution maintains the company's 19/20/21 profit forecast to the parent's net profit of 2.11 / 4.97 / 7.66 billion yuan, an increase of 83% / 135% / 54% year-on-year. The current stock price corresponds to PE respectively 42.97X / 18.27X / 11.84, maintaining "Buy" rating.

Risk warning: The expansion of the tobacco label business is less than expected, the new tobacco policy is less than expected, and the stock has received 7 buy ratings, 4 overweight ratings, 1 overweight-A rating, and 1 recommended rating in the past 6 months.


[15:57 SiChuang Electronics (600990) First Coverage Report: China Radar's first stock or turning point is backed by high-quality technology and assets of the four major research institutes]

On January 9, Shuangchuang Electronics (600990) was given a BUY rating.

Earnings forecast and rating: Denke Group's asset integration is expected to accelerate. Guo Rui Technology (one of the comparable companies), another radar listed company of Denke Group, has announced details of asset integration. Accelerating. The estimated net profit of the institute's assets in 2020 is estimated to be about 1.384 billion yuan. The company's 19-21 year revenue growth is expected to be 6.21% / 8.24% / 9.14%, and the revenue will be 5.572 / 60.31 / 65.83 billion yuan. The net profit of the parent company was 227 / 2.54 / 304 million yuan. Based on the closing price of 49.66 yuan on January 8th, the P / E was 34.79 / 31.15 / 26.01x. The average PE value of comparable companies in 2020 was 47.7x. As the company's 2020 PE, the company's 2020 target price = 47.7 * 1.59 = 75.84 yuan, with a space of 52.7%, and the first coverage is given a "buy" rating.

Risk reminder: The company's main business is radar and public safety-related products. There is a risk of slowing down the procurement bidding of the radar industry. The public safety-related products are project-based.

In the past 6 months, the stock has received 14 buy ratings, 11 overweight ratings, 6 recommended ratings, 4 outperforming industry ratings, 3 strong push ratings, 2 prudent overweight ratings, and 2 strongly recommended ratings. , 2 times highly recommended-A rating, 1 time better than the market rating.


[15:57 CITIC Bank (601998) company comment: stable performance and improved asset quality]

On January 9, CITIC Bank (601998) was assigned a BUY rating.

Investment suggestion: continuous improvement in performance and maintenance of a “buy” rating. Risk warning: asset quality has deteriorated sharply; internal and external uncertainties have increased.

The stock has received 47 overweight ratings, 28 buy ratings, 3 prudent overweight ratings, 3 neutral ratings, 2 recommended ratings, 2 outperform ratings, and 1 BUY rating in the last 6 months. .


[15:47 Analysis report on investment value of Dongmu Co., Ltd. (600114)-Global MIM leader looks forward to turning point in powder metallurgy]

On January 9, Dongmu (600114) was given a BUY rating.

Risk factors: Macroeconomic fluctuations, M & A progress is less than expected or failed, downstream demand is less than expected, and synergy effects are less than expected.

Earnings forecast, valuation and investment rating: The company's net profit attributable to the parent company in 2019-2021 is expected to be 1.96 / 3.18 / 494 million yuan, and the corresponding EPS forecast is 0.32 / 0.52 / 0.80 yuan. The current stock price is 9.29 yuan, corresponding to PE of 29/18/12 in 2019/20/21. Comprehensive consideration: 1) The company is a leader in powder metallurgy; 2) It is expected to become a MIM leader after successful mergers and acquisitions, entering the supply chain of Apple, Huawei, and Tesla, helping to boost valuations; 3) The prosperity of traditional business is picking up, the agency believes that PE The valuation method is more reasonable. The company is given a PE valuation of 40 times in 2020, corresponding to a target price of RMB 20.80 per share. It is covered for the first time and given a “Buy” rating.

In the last 6 months, the stock has received 7 buy ratings, 4 highly recommended ratings, 3 overweight ratings, and 1 highly recommended-A rating.


[15:37 Han's Laser (002008): Q4 Order Confirmation Is Less Than Expected and Does Not Change Long-Term Growth Logic]

On January 9th, Han's Laser (002008) was given a BUY rating.

Risk reminders: 1. Fluctuations in the international trade situation;
In the past 6 months, the stock has received 21 buy ratings, 10 neutral ratings, 6 overweight ratings, 4 recommended ratings, 2 outperform ratings, 2 buy-A ratings, and 2 runs. Win industry rating.


[15:37 Poly Real Estate (600048): Performance exceeded expectations and hit record high]

On January 9, Poly Real Estate (600048) was given a BUY rating.

Profit forecast and investment rating. The company's EPS for 2019-2021 is expected to be 2.23 / 2.93 / 3.66 yuan respectively. The current stock price corresponds to the company's PE valuation in 2019/2020 of 6.9x / 5.3x, maintaining the “Buy” rating.

In the last 6 months, the stock has received 89 buy ratings, 34 overweight ratings, 20 outperform industry ratings, 9 strong push ratings, 9 recommended ratings, 7 strongly recommended ratings, and 5 highly recommended-A Rating, 4 times better than the market rating, 1 time BUY rating.


[15:26 Biyin Lefen (002832) Company Research: Product Innovation Drives Sales Expected to Continue High Growth in 2020]

On January 9, Biyin Lefen (002832) was given a Buy rating.

Investment Advice. The company is positioned in the sports and fashion segment with excellent terminal performance. With the expansion of channels and the improvement of operational efficiency, performance has grown rapidly. The agency estimates that the company's net profit for 2019/2020/2021 will be 408, 5.16, and 6.38 billion yuan. We maintain a target price of RMB 34, corresponding to a market value of 10.3 billion yuan, and a 20-year PE of 20 times. We maintain a “Buy” rating.

Risk warning: The sales of tourism and holiday products are not up to expectations; the prosperity of the consumer market is falling.

The stock has received 61 buy ratings, 7 overweight ratings, 4 strongly recommended ratings, 3 strongly recommended-A ratings, 3 outperform ratings, and 1 recommended rating in the last 6 months.


[15:26 Poly Real Estate (600048) Company Research: Performance Forecasts Exceed Expectations 2020H1 Is Still Worth Looking Forward]

On January 9, Poly Real Estate (600048) was given a BUY rating.

Through the real leader of the cycle, I say that the autumn will prevail over the spring, and maintain the "Buy" rating. Based on the company's project settlement progress and estimated gross profit margin, the agency adjusted the company's profit forecast to: from 2019 to 2021, the operating income will be 237.3 billion yuan / 31.3 billion yuan / 406.2 billion yuan, and the net profit attributable to the parent will be 27.1 billion yuan / 33.6 billion yuan. RMB / 41.9 billion, EPS is RMB 2.27 / 2.82 / 3.52, and the current stock price corresponds to PE of 5.8x / 4.7x / 3.7x. The company's central enterprise has a clear status, with strong sales potential. The company's financing advantage will be more smoothly transformed into operating advantages under the continued tight financing. At the same time, the performance is highly locked and it is close to the peak of settlement. To drive the release of performance, raise the target price to 19.3 yuan (corresponding to 8.5 times PE in 2019 EPS).

Risk warning: the project completion and settlement progress are not as expected; the settlement gross margin is not as expected; the company's sales are not as expected; the financing exceeds expectations and tightens.

In the last 6 months, the stock has received 89 buy ratings, 34 overweight ratings, 20 outperform industry ratings, 9 strong push ratings, 9 recommended ratings, 7 strongly recommended ratings, and 5 highly recommended-A Rating, 4 times better than the market rating, 1 time BUY rating.


[14:57 Divine High Speed Rail (000008): Actively Expanding Business Layout and Implementing Intelligent Operation and Maintenance Strategy for the Whole Line]

On January 9, China High Speed Rail (000008) was given a Buy-A rating.

Investment suggestion: The agency estimates that the company's net profit for 2019-2021 will be 443 million, 582, 732 million yuan, and the EPS will be 0.16, 0.21, and 0.26 yuan respectively. The buy-A investment rating will be given, and the 6-month target price is 4.20. RMB, equivalent to 20 times dynamic P / E ratio in 2020.

Risk warning: The industry's prosperity is worse than expected, and the progress of rail transit construction is worse than expected. The company has received 10 recommended ratings, 2 buy-A ratings, 1 cautious recommended rating, and 1 prudent overweight rating in the past 6 months.


[14:57 Shanying Paper (600567): The scale of papermaking has steadily increased, optimistic about the waste paper entering the price increase channel]

On January 9, Shanying Paper (600567) was given a BUY rating.

Earnings forecast and valuation: The price of cardboard paper in the fourth quarter of 2019 was lower than expected, and the earnings forecast was lowered.

Risk warning: downstream demand is lower than expected, raw material prices have risen sharply. The stock has received 33 buy ratings, 5 overweight ratings, 2 cautious overweight ratings, 2 outperformed industry ratings, and 1 strong recommendation in the past 6 months. Rating, 1 strong recommendation-A rating, 1 strong push rating.


[14:52 SAIC Group (600104): Volkswagen Volunteer Forces Sales to Turn Positive in December]

On January 9, SAIC Group (600104) was given a BUY rating.

Risk warning: The demand for automobiles is not up to expectations, the sales volume of new models is not up to expectations, and Sino-US trade frictions are intensifying.

In the past 6 months, the stock has received 90 buy ratings, 20 overweight ratings, 14 recommended ratings, 5 strong push ratings, 5 outperforming industry ratings, 3 strongly recommended-A ratings, and 3 cautious recommendations. Rating, 3 times better than the market rating, and 1 hold rating.


[14:17 Mak Home (600337): The leader model of the home retail industry is cultivating or welcoming trend inflection points]

On January 9, Mak Home (600337) was given a BUY rating.

Risk Warning: 1. The growth rate of real estate is lower than expected;
In the past 6 months, the stock has received 6 buy ratings, 3 highly recommended-A ratings, 2 overweight ratings, and 1 prudently recommended-A rating.


[14:17 CITIC Bank (601998): 19Q4 performance growth rate continued to decline and the NPL ratio continued to improve]

On January 9, CITIC Bank (601998) was assigned a Buy-A rating.

Investment suggestion: The company's asset expansion in 2019Q4 will accelerate slightly, and the growth rate of revenue and return to net profit will decline. It is expected that it will be affected by seasonal factors, weak interest margins and increased write-off efforts. The non-performing loan ratio remained stable for several consecutive quarters, and the provision level rose slightly. The company continues to consolidate asset quality and promote the replenishment of capital levels at all levels, laying a good foundation for subsequent stable profitability. It is expected that the company's return to parent's net profit will increase by 8.0% and 7.7% in 2020-2021, and EPS will be 1.03 / 1.13 yuan / share. The current A-share stock price will be 5.91X / 5.48X and PE in 2020-2021, respectively. It is 0.62X / 0.57X. In the past two years, the company's A-share valuation PB hub is about 0.75 times. The agency gave the company 0.75 times PB valuation in 2020, corresponding to a reasonable value of 7.34 yuan / share. Maintain the buy rating. Refer to the current The discount of AH shares. The reasonable value of H shares is 5.42HKD / share. Maintain BUY rating.

Risk Warning: 1. Economic growth has fallen faster than expected, and asset quality has deteriorated significantly. 2. Increasing competition in deposits continues, the impact of falling asset-side interest rates has increased, and interest margins have weakened.

The stock has received 47 overweight ratings, 28 buy ratings, 3 prudent overweight ratings, 3 neutral ratings, 2 recommended ratings, 2 outperform ratings, and 1 BUY rating in the last 6 months. .


[14:07 SAIC Group (600104): For the first time in December, it is optimistic that SAIC sales will return to growth in 2020]

On January 9, SAIC Group (600104) was given a BUY rating.

Risk reminders: 1. The industry's business climate continues to slump;
In the past 6 months, the stock has received 90 buy ratings, 20 overweight ratings, 14 recommended ratings, 5 strong push ratings, 5 outperforming industry ratings, 3 strongly recommended-A ratings, and 3 cautious recommendations. Rating, 3 times better than the market rating, and 1 hold rating.



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