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The just released GEM index has also hit record highs. Statistics show that since the release of the GEM index on June 1, 2010, to June 9, the GEM index rose 7.31% in 7 trading days, while the Shanghai Composite Index only rose 0.24%.
A few days ago, about one month after the release of the 2010 mid-year report, the high-profile transfer of the China Daily is expected to begin.
Excluding 56 companies that have been distributed in 2009, the four companies, Zhongrui Sitron (300078), Digital Video (300079) and Yu Diamond (300064), are most likely to report high delivery.
Avoiding the annual report, the high-speed transfer company, the GEM listed company, listed last year, a considerable proportion of the company's performance has increased significantly, and in the annual report launched a high-transfer dividend program, these have some degree of report whitewash signs, the future continues to be high The ability to grow is mostly difficult to sustain. Therefore, it is not excluded that before the upcoming 2010 mid-term report, there will be unsatisfactory performance of the GEM companies, especially those companies that have high dividends in the annual report, suggesting temporary caution or short-term avoidance.
At the same time, for the GEM companies that were listed last year and have good fundamentals, but did not launch the dividend plan in the annual report last year, it is worthy of attention. It does not rule out some surprises in the mid-term report, such as Nanfeng (300004) and Sanchuan ( 300006), Hailanxin (300065), Tianlong Group (300063), etc. For GEM companies with undistributed profits and non-dividends, such as digital video (300079), Ningbo GQY (300076), Huaping (300074), Hengxin Mobile (300081), Oak shares ( 300082), National Technology (300077), etc.
According to past experience, stocks with high delivery expectations usually have high growth rates and small plates; the higher the per share of the provident fund and the undistributed profit per share, the better; the technical side needs to have a strong trend before the announcement of the results.
In this issue, the weekly financial report selected four of the most high-transfer potential stocks in this year's China Daily according to the above indicators. The total amount of capital reserve and earnings per share of the selected GEM stocks in the first quarter of this year was more than 2 yuan. The return on net assets in the first quarter of this year was over 2%, and no transfer plan was disclosed in the annual report. The reason for choosing the GEM is mainly because the sector has a small share capital and has the desire to expand.
The most possible transfer possibility - Yu Diamond For Yu Diamond (300064), it can be said to catch up with the last wave of the rise. On March 26, Yu Diamond landed on the A-share GEM. Although it opened higher and lower, the highest share price of the whole day was close to 30 yuan and then fell back. However, the first day of the listing remained at the close of the red market, followed by 7 consecutive trading days, and the highest share price reached 31.35 yuan.
Although it remained strong after the listing, it also failed to escape the negative impact of the new real estate policy. The gloom of the decline was aggravated by the deterioration of the big pattern, and the stock price fell to a minimum of 17.88 yuan.
However, before the disclosure of the China Daily, Yu Diamond began to fight back. Starting from June 5, the red market closed for four consecutive trading days. Looking at the various indicators of Yu Diamond, it also has the possibility of high transfer. The undistributed profit per share of the stock and the capital reserve per share amounted to as much as 6 yuan. Usually, the higher the above two indicators, the higher the possibility of transfer.
Take Shenzhou Taiyue (300002) as an example. The total capital reserve per share and undistributed profit per share is as high as 16.6 yuan. This indicator is the highest among all GEM stocks, and Shenzhou Taiyue's transfer plan is almost all entrepreneurship. The most enviable in the board, not only 15 shares per 10 shares, but also 3 yuan in cash.
It can be seen from the above that the expectation of the transfer of Yu Diamond also brings expectations to investors. At the same time, from the perspective of growth, Yu Diamond's return on net assets per share reached 2.56%.
The most expansion desire - Hailanxin For Hailanxin (300065), the 11.4 million shares of tradable shares, even on the GEM are countdown, so the expansion of equity is the future trend.
Judging from the capital reserve per share and the undistributed profit per share, the possibility of Hailanxin's transfer is also very high. Among them, the capital reserve per share is as high as 8.03 yuan, and the undistributed profit per share is 0.9 yuan. The return on net assets reached 1.4%, from May 21 to June 8, the increase reached 16.34%.
It is understood that Hailanxin is a high-tech software enterprise positioned in the field of marine electronic technology. The company is a leading domestic marine electronic technology manufacturer. The company's main products include: shipborne navigation data recorder (VDR) series products, ship remote monitoring system (VMS), ship steering instrument (SCS), radar (RADAR) and other products. At present, the company's VDR product market share is leading domestically.
From Hailanxin's customer base, it is a group of quite powerful companies, including COSCO Group, China Shipping Group, Formosa Plastics, MSC and other domestic and foreign shipowners and Waigaoqiao, Jiangnan Shipyard, Barge Heavy Industry, Jinling Shipyard, etc. Many domestic and foreign large shipbuilding groups, and exported to more than 30 countries and regions such as Germany, France, Italy, Norway, Greece, Singapore, South Korea and Vietnam.
Ma Renmin, an analyst at Huatai Securities, said that on the basis of independent research and development products, Hailanxin actively provides users with communication navigation product system services, providing shipyard system solutions for many ship owners at home and abroad. As the company transitions from a single product provider to a total solution provider, the introduction of new products will drive the company's future growth.
The most growth stocks - Zhongrui Sitron From the plunging to the skyrocketing, Zhongrui Sitron (300078) in the 28 trading days after the listing, tasted the wind and rain of the A-share market. Its listing can be described as untimely. On April 15, the real estate new deal was introduced, and A shares continued to plummet and have not recovered.
On April 30, Zhongrui Sitron landed A shares in the "storm" and then fell for 8 consecutive trading days. The stock price fell to 51.02 yuan per share from the high price of 72.5 yuan per share on the first day of listing. However, as can be seen from the basic indicators, the stock is still a high-quality stock in the GEM, which also achieved a rebound of up to 30% in 20 consecutive trading days when it hit a new low and did not stabilize in the broader market.
Such a sharp increase, had to let investors connect it with the high sentiment, the rumors of the stocks in the "shares" one after another. It can be seen from the basic parameters that Zhongrui Sitron basically meets the conditions for the transfer. In the first quarter of this year, the total capital reserve per share and undistributed profit per share reached 2.1 yuan, and the increase from May 21 to June 8 reached 10.75%. Most notably, as a measure of the growth of listed companies, the return on equity has reached 13.74% in the first quarter of this year.
Aside from the high transfer, the analysts of major brokerages also gave high praise to Zhongrui Sitron. Among them, Hu Minmin, an analyst at Hong Kong Qunyi Securities, predicted that the company’s net profit attributable to the parent company in 2010 and 2011 was 0.98. 100 million yuan, 129 million yuan, an increase of 64.7% and 31.8% respectively. He pointed out: "The current valuation of this stock is low in the GEM, giving a 'buy' investment proposal with a target price of 87.3 yuan."
100 million yuan layout three-network integration - digital video and China and Switzerland on the same day listed digital video (300079), also experienced a roller coaster market. After the previous plunge, in the early stage of the announcement, the company finally got rid of the shadow of the decline. Since May 21 (as of June 8), the cumulative increase has reached 8.46%.
As can be seen from the basic indicators of digital video, the total share of capital reserve and earnings per share of digital video in the first quarter reached 3.75 yuan, and the return on net assets reached 7.4%.
It is understood that Digital Video is the leading provider of digital TV software and systems and a total solution provider for digital TV in China. The main products are digital TV conditional access systems and digital TV front-end equipment. The compound growth rate of revenue and net profit from 2006 to 2009 was 64.3% and 52.8%.
With the official announcement of the national three-network integration policy, as the largest group enterprise in China's digital TV front-end, Beijing Digital Video Technology Co., Ltd. has also rapidly expanded its industrial expansion layout: commissioned by the National Development and Reform Commission, digital video participation in the preparation of digital TV national engineering experiments Room (Beijing) Co., Ltd. marks the official establishment of China's digital TV "national team"; at the same time, it will spend 100 million yuan to set up Dingdian Video Technology Co., Ltd., and another 60 million yuan to invest in Fujian Newland Communication Technology Co., Ltd.
Guotao Junan analyst Tan Xiaoyu expects that digital video will realize operating income of 363 million yuan, 463 million yuan and 612 million yuan respectively from 2010 to 2012, and the net profit attributable to shareholders of listed companies is 130 million yuan, 166 million yuan and 216 million yuan.
Yu Diamond leads the 4 major media reports, the most likely high transfer company
The broader market weakened and the GEM became the leader again in June.