Flash! Nearly 15% Drop In A Week, Tens Of Billions Of Market Value Evaporated, And The Leading Game Stock (With Survey List)

In the past week, the market as a whole showed a trend of shock rebound. On Monday, a shares opened high and closed higher. From Tuesday to Friday, the market contracted for 4 consecutive days, with a small shock. The Shanghai index rose 1.96% in a week, the Shenzhen Composite Index rose 1.83%, and the gem rose 1.93% for three consecutive weeks.

In contrast, the research enthusiasm of institutions is not high. According to the statistics of 21 INVESTMENT link, a total of 26 listed companies obtained institutional research during the week from October 12 to October 18, with a decrease of 19 on a month on month basis.

Machinery and equipment industry receives the most attention

According to the statistics of 21 INVESTMENT link, among the 26 companies surveyed by institutions, there are 10 from the gem, 9 from the SME board, and 6 from the main board and 1 from the science and technology innovation board. SMEs accounted for more than 73%.

In terms of industry distribution, in the past week, the machinery and equipment industry has become the most favored industry for institutions. A total of 5 companies were investigated, including evert (688165. SH), Runbang (002483. SZ), eskay (300521. SZ) and Zoomlion (000157. SZ). Secondly, the electronic industry, a total of three listed companies were investigated, including Hongxin Electronics (300657. SZ), Haineng industry (300787. SZ) and maijie Technology (300319. SZ).

The first performance report has a good start after listing

Organizations gather to investigate Fengshang culture

From the company's point of view, Fengshang culture (300860. SZ) is the most concerned, with a total of 25 institutions participating in the research.

As the only one of the first batch of 18 companies registered on the gem with an issue price of over 100, Fengshang culture has attracted much attention from the market. Its latest three quarterly reports show that under the background of the improvement of domestic epidemic situation in the second half of the year and the accelerated recovery of the cultural industry, the company's revenue and net profit are showing double-digit high growth.

According to the financial report, in the first three quarters of 2020, Fengshang culture achieved an operating revenue of 827 million yuan, a year-on-year increase of 26.58%; a net profit of 204 million yuan, a year-on-year increase of 15.93%; deduction of non net profit of 189 million yuan, a year-on-year increase of 12.48%; and basic earnings per share of 3.64 yuan.

Under the support of good performance, Fengshang culture stock price fluctuated upward, rising 9.80% in a week. As of October 16, the stock price was 150.80 yuan / share, with a total market value of 10.87 billion yuan.

During the investigation, Fengshang culture revealed that the company will expand around three major sectors - large scale cultural performing arts, Cultural Tourism Performing Arts and landscape art photos.

In addition to Fengshang culture, Siyuan electric (002028. SZ), CLP Xingfa (002298. SZ) and Tianyi shares (300504. SZ) also announced the third quarter report of 2020. The net profit of the above companies in the first three quarters increased by 102.93%, 60.02% and - 14.34% respectively.

Attachment: stocks investigated by more than 10 institutions

Nearly 15% drop in a week and tens of billions of market value evaporated

What's wrong with this game leader?

In addition, in the past week, only Sanqi mutual Entertainment (002555. SZ) obtained 10 billion well-known private Jinglin assets for investigation.

It is worth noting that Sanqi mutual Entertainment (002555. SZ), a leading A-share game with a market value of more than 100 billion yuan in mid July, suffered a flash crash on October 12, and then its share price fell successively. As of October 16, the stock price closed at 35.58 yuan per share, with a total market value of 75.1 billion yuan.

Some media reports said that some securities companies investigated the entertainment between the three and seven companies, and then lowered their performance expectations, leading to a sharp drop in stock prices. In this regard, the company said: "this is only market rumors, there is no problem with the company's operation. “

Thirteen institutions, including Jinglin assets, urgently went to Sanqi mutual entertainment for research. In the survey, Sanqi mutual entertainment said that thanks to the first mover advantage, the company's performance exceeded expectations in the first half of this year. In the first half of 2020, the company's operating revenue reached 7.989 billion yuan, with a year-on-year increase of 31.59%, which topped the revenue list of A-share game companies; the net profit attributable to shareholders of listed companies was 1.7 billion yuan, with a year-on-year increase of 64.53%. Very confident in the long-term development of the company.

In response to the question of "buying volume", Sanqi entertainment said that the market is always full of competition and opportunities. These opportunities are the needs that players can't meet. As long as they can accurately meet the needs of users, they can be invincible in the dynamic balance. Large factories with traditional advantages enter the market because they are optimistic about the prospect of traffic operation. This market space is huge.

What is "buying volume"? In fact, it is a way to get traffic by advertising in the major we media, and then introduce the traffic into the game.

(statement: the contents of this article do not constitute investment suggestions. Investors operate on this basis at their own risk.)