The first cap year is coming?These stocks are also expected to embark on the Avenue of Stars

The first cap year is coming?These stocks are also expected to embark on the Avenue of Stars
For stocks, please read Jin Qilin analyst research report, authoritative, professional, timely, and comprehensive, to help you tap potential potential opportunities!  Strong daily limit today!The first cap year is coming?These stocks are also expected to embark on the Avenue of Stars!  Source: The official company of the company Weiwei Original Securities Times Wang Xiaowei converted through the arrival of the A-shares annual report disclosure season, the annual ST-shares “off the stars and remove their caps” drama will also kick off the curtain.Unlike the first consecutive year of the first consecutive year of “off-cap and cap-removed stocks”, there are different deterministic expectations. This year, the first “off-star + cap-removed” stock of A shares unexpectedly appeared in a “flying order.”  From the overall announcement, * ST Kerry (rights protection) is even expected to win the crown of the first * ST company that disclosed its annual report this year, and it may be the first A-share company to “take off the stars” this year.Just one week ago, the market entered the first “off-star picking cap stock” expectation on the Xinjiang company * ST Baihua, but the “ST Baihua Annual Report” was used to reserve the replacement date and move to the “flying order”.In addition, according to the current announcement, including * ST Tianshou, * ST Wing Lian, * ST Haima, * ST Huayuan and other internal companies, may also be on the Avenue of Stars using the “off-stars”.  According to the A-share practice, some stocks are expected to usher in a “liquidity” red envelope, and they are short-term hunting for funds (especially hot money).Judging from the daily limit of stocks such as * ST Kerry, * ST Tianshou, ST Aixu and other stocks on the market today, funds are still in a continuous short-term speculation.However, March this year will be the official implementation of the revised securities law. Under the trend of shrinking shell values, will funds continue to play?  ”Unexpected” first cap stocks. In January this year, Anzhi Zhidian (300617) disclosed that the first annual reports of Shanghai and Shenzhen were released and launched a high-delivery plan. The 2019 A-share annual report officially opened.  According to the practice of previous years, ST stocks usually publish the previous annual report between February and April. Because a considerable percentage of camp members have a clear “showing positive” shell color, they are vulnerable to short-term favor of hot money.  This year * List of the top ten dates for the annual report of ST companies to be disclosed. From the current point of view, * ST Career has won the top spot in the disclosure of ST annual reports.According to the announcement, the company’s current pre-disclosure time is February 28 this week.  Judging from the performance forecast announced by the company a few days ago, the company estimates that the net profit attributable to shareholders of listed companies for the year 2019 will be 10 million to 30 million yuan, and then it will become positive after two consecutive years.  * ST Kerry’s positive net profit comes from the obvious shell operation. From a carding point of view, the operation has generally experienced a “trilogy”.  First of all, in December last year, in order to get rid of the burden, ST Carrey first planned to dispose of 100% equity of Tianjin Demian Mining Co., Ltd., 51% equity of Beijing Shengtong Hengan Technology Co., Ltd. and Shenzhen Baoyufeng Technology Co., Ltd.100% equity in 3 major assets.According to the announcement, the transaction targets were sealed up and frozen at the time, and Shengtong Hengan and Tianjin Demian were out of control.  Second, recovery of performance compensation: On the evening of December 19 last year, * Kerry Announcement stated that the company successfully recovered the performance compensation payment owed in a few years.890,000 yuan.As the company expects a limit of 18.85 million yuan in the first three quarters of last year, this recovery payment has a strong sense of warmth.  Thirdly, at the last moment of the shell, * Kerry subsidiary ST-Zhi Property welcomes the gold owner again, and will receive the equity assets for free, namely Shanxi Longzhiyuan Chemical Co., Ltd. and Ningbo Guangshitian Trading Co., Ltd.It is irrevocable to give Longzhi Property 98 to Dezhi Property.9% equity.Longzhi Property 98.9% of the proposal is accounted for at a fair value of 19.64 million yuan.In addition, the asset giver plans to increase the company’s share of no less than 5% within 12 months from the completion of the industrial and commercial change of the equity grant.  Through the series operation, it will be a high probability event that ST Kerry will realize its net profit improvement last year.However, for * ST Carey, in order to successfully remove the cap, in addition to avoiding the red line of net profit, the company also needs to reorganize its net assets, and the audit report is no longer a multiple test such as non-standard.Because whether it will win the crown of “caps and stars” at the beginning of this year, we need to wait until the company’s annual report is disclosed before we can unveil the veil and wait for the exchange to finally prompt the answer.  What is certain is that, from the current point of view, a large number of matters are making positive efforts.* ST Carey explained this in the announcement from three aspects.  It may be a preliminary result obtained by * ST Kerry, but the expectation was originally on * ST Baihua.  This Xinjiang pharmaceutical company issued an announcement on the evening of January 22, expecting to reach a net profit of 14 million to 21 million yuan in 2019. Once the loss is reversed, it will be a surplus, and it is expected that the shareholders attributable to the listed company will replace non-recurringNet profit after profit or loss can also reach 2 million to 9 million.At that time * ST Baihua stated in the announcement that if the company’s audited net profit attributable to shareholders of the listed company in 2019 is positive and there are no other facts that need to implement delisting risk warnings or other risk warnings, the company willAfter the disclosure of the 2019 annual report, it applied to the Shanghai Stock Exchange to cancel the delisting risk warning on the company’s stock.  However, * ST Baihua moved the appointment update date of the 2019 annual report from February 27, 2020 to April, so it missed the possible opportunity to win the first cap stock crown of the year.  Except for “Unhook Stars and Remove Caps”, ST Ai Xu (formerly ST Xinmei) made an appointment to announce the annual report on February 26, one day earlier than * ST Kerry.Aixu Technology’s consolidation has once helped the company to increase its results in the third quarter of last year. Whether the company will apply for the removal of ST when the annual report is announced is also worth paying attention to.  Judging from the performance of the secondary market, ST Aixu ‘s highest increase since February has been close to 50%, indicating that some funds have responded to the company ‘s expectation of removing the cap.Due to the short-term increase, the company also issued a risk alert announcement a few days ago.However, for ST Ai Xu, there is no “off-star”.  Is it still possible to take off the hat market?  From the perspective of A-share routine, during the peak annual annual report disclosure period (Jin Qilin analyst) period, the ST concept will generate a lot of quotations.The usual practice is that the stronger the sustainability of the improvement of the accounting indicators of the relevant company, the higher the excess rate of return on the theme investment.From a carding point of view, through backdoor listing and asset replacement; increasing profit points; improving business improvement, the three methods of turning losses into targets are continuous replacement of improved accounting indicators; companies with losses through non-recurring income have relatively small investment opportunities.  Due to the large-scale expansion of the A-share ST sector camp last year, companies that will successfully remove their hats this year are also trying to set new highs in recent years.According to the choice of choice financial terminal, at least the following ST companies are expected to “take off the stars” shortly after the disclosure of the annual report, thereby achieving a “liquidity premium”.  However, whether this year’s hat-removal market can be staged as 武汉夜网论坛 scheduled still faces too many variables.  First of all, although some ST and * ST companies can make “removal of cap” judgments through performance notices, etc., A-share companies have encountered a number of reasons for dealing with the ST of the exchange, including severely affected operating activities, major bank account freezes, and boards of directors.Unable to declare, guarantees in violation of regulations, or major shareholders to illegally occupy funds, etc. Therefore, when some ST companies can really “mine”, it is unknown.  Basically, although some * ST companies and ST companies are expected to start the hat-removal journey one after another this week, some non-ST companies with normal transactions will also join the ST array recently. Generally speaking, these companies will then starAfter wearing a cap, suffering a short-term kill will also be a high probability event.  Third, the newly amended securities law will come into effect on March 1, 2020.Under the registration system, the qualifications of listed companies are no longer so scarce, and the high price of “shell resources” losing competition is also a general trend.Especially with the gradual delisting system, many listed companies with shell value will leave the market.Therefore, it is worth paying attention to whether the funds will ebb in this year’s hat removal market or a new gameplay.