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20cm涨停!北向掘金策略精选股池今日提示的捷成股份涨19.97%,石头科技涨11.63%,金山办公涨超8%

20cm limit! The shares of Jebsen, the selected stock pool of the northbound Nuggets Strategy, rose 19.97%, Stone Technology rose 11.63%, and Jinshan Office rose more than 8%.

新浪財經綜合 ·  Jan 17, 2022 05:06

On January 17, Beixiang Capital bought a net 1.707 billion yuan throughout the day. Today, it bought 560 million yuan in China Merchants Bank and 452 million yuan in Enjie shares, and sold 762 million yuan in China exemption and 751 million yuan in Ningde era.

Northward Nuggets Strategy selection Stock Pool today prompted Jebsen shares to win the 20cm limit, Stone Technology rose 11.63%, Wave Information rose 7.45%!

  Jiecheng shares

Yuan Universe plate continued to strengthen, Jiecheng shares, Feng Shang culture, digital Zhengtong and so on rose.

January 14 Dragon and Tiger list data show that Jebsen shares on the day of the Dragon and Tiger list net purchase of the first, for 167 million yuan.

Southwest Securities believes that Jiecheng shares is the largest content copyright integration service provider in China, and shares in Shiyou Technology layout Yuan Universe Racetrack, with industry-leading technical strength, and the company completes the divestiture and focuses on the core business, giving the company 30 times PE in 2022, corresponding to the target price of 7.8 yuan.

Huaxi Securities recently reported that the company's current film and television copyright business barriers are high, while continuing to explore the meta-universe format. The completion of the divestiture means that the company will further focus on the advantage of the main business, the original negative impact of other sectors of business on the company's performance is basically eliminated, the company's overall valuation level is expected to further improve and maintain the "buy" rating.

 Stone technology

CICC Research News believes that new products will be released at the 2022 CES exhibition. With the increase in the proportion of overseas hard ground, there is a demand for mopping the floor. Stone technology new products are more in line with the cleaning needs of overseas consumers (carpet-based, pet hair, footprints, coffee stain cleaning, etc.), is expected to achieve volume.

It is estimated that the sales of self-cleaning floor sweepers in China accounted for 26% of the industry in 2021, of which 55% in November, leading the development of the global industry. Since 4Q21, the performance of domestic sales has continued to exceed expectations.

CICC gives stone technology a target price of 1200 yuan, with a bullish space of more than 20%.

Haitong believes that (1) the continuous fermentation of domestic self-cleaning new products G10 and U10 is expected to lead the company's domestic market to achieve a rise in volume and price and share growth; (2) the extreme tension in the form of shipping in 2021 partly affects the company's overseas revenue, and if the shipping situation this year moderates marginally and superimposes the overseas new product cycle, overseas growth will be more flexible.

Haitong expects the company to achieve a net profit of 1.503 billion yuan, 2.007 billion yuan and 2.64 billion yuan in 21-23 years. The PE valuation of 45-50x in 2021 is given, and the corresponding reasonable value range is 1012.5-1125 yuan, which is rated as "better than the big city".

 Jinshan office

Guotai Junan research newspaper pointed out that Jinshan Office has recently released a number of new collaborative office products, which have solved the problems of poor security of traditional office software and poor openness of collaborative software through cloud and API, and the sales of new products can significantly increase customer prices and improve growth space.

Guotai Junan expects the company's EPS from 2021 to 2023 to be 2.41,3.19,4.64 yuan, maintaining the target price of 373.63 yuan, corresponding to 117 times PE in 2022. The bullish space is about 48%.

Dongxing Securities believes that the trend of localization, digitization and cloud is in the ascendant, and is optimistic about the company's ability to grasp industry opportunities as the leader of office software and the strategic layout of the company to comply with the trend of digital office.

Dongxing Securities estimates that the company's net profit from 2021 to 2023 is 10.68,14.27 and 2.024 billion yuan respectively, and the corresponding EPS is 2.32,3.10 and 4.39 yuan respectively. The current stock prices correspond to PE values of 114,85 and 60 times from 2021 to 2023, respectively. Maintain a highly recommended rating.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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