Kailuan Shares (600997): Double-rising profit from coal coking business In the first half of the year, net profit attributable to mothers increased by 24% each year, and there was a slight shift in the quarter in 19Q2. The company achieved operating income / net profit attributable to mothers in 108H1. 7/7. 2 ‰, +8 a…
Three Trees (603737): Core business is accelerating in full scale Core point of view: The company disclosed its 2019 Interim Report and realized operating income22. 20,000 yuan, +66 for ten years. 14%; net profit attributable to mother 1. 1.8 billion, +99 in ten years. 66%; net profit after deduction is 0. 82 ppm, +103 for…
Shuanghui Development (000895): Increased pig prices caused profit pressure to actively adjust to cope with rising costs Core points: 1. The event Shuanghui Development released the 2019 semi-annual report. In the first half of 2019, the company achieved total operating income of 254. 55 ppm, a ten-year increase of 7. 26%, net profit attributable to…
Shaanxi Coal (601225): 1Q19 results meet expectations; cash flow continues to be strong The first quarter of 2019 results are in line with expectations. The first quarter of 2019 results announced by Shaanxi Coal Industry: operating income of $ 14.4 billion, an increase of 14% per year and a decrease of 10 from the previous…
Changan Automobile (000625): Changfu releases acceleration plan to improve profitability The Changan Ford Acceleration Plan aims to promote the improvement of Changan Ford’s operating conditions.Recently, the company signed a deepening strategic cooperation agreement with Ford Motor Company and released the Changan Ford Acceleration Plan; both parties will use Changan Ford and the National Sales Service…
Industrial Bank (601166): the year of high-powered sailing The core point of view is the high-value 北京夜生活网 target: high interest margin returns and guaranteed net interest income. The company’s inter-bank debt accounted for a relatively high proportion, benefiting from the reduction in the cost of inter-bank liabilities brought by the interest rate cut; the company’s…
PICC (601319) 2018 Annual Report Comments: Expense Growth Slows Down Performance Performance Life Insurance Value Conversion Effect Appears 1. Recently, the company released the 2018 annual report. 2. Our analysis and judgments 1) The increase in program fees and commission expenses suppressed the performance of property insurance, and the company’s net profit declined. 2% of…
Tianqi Lithium (002466): The fundamentals of long-term long-term orders with NORTHVOLT have gradually improved I. Overview of the event Tianqi Lithium announced on the evening of September 24 that it had reached a supply agreement with Tianqi Li Konana Co., Ltd. and Northvolt ETTAB. The TLK stipulated in the Millennium Long-Term Supply Agreement sells lithium…
Gree Electric (000651): The implementation of equity distribution rules is expected to improve governance and increase expectations The fair transfer was agreed in principle by the SASAC to remove obstacles to governance improvement. Zhuhai SASAC has agreed in principle that Gree Electric’s 15% share allocation and transfer project will openly solicit transferees with a transfer…
Yinlun shares (002126): Heat exchange business remains stable. Multiple new fixed-point projects will ensure profitable growth. The core view performance is in line with expectations.The company achieved operating income in the first half of the year26.95 ppm, a ten-year increase2.65%, net profit attributable to mothers2.20,000 yuan, the ten-year average is 0.22%, deducting non-attributed mother’s profit1.40…