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70% ChiNext Board companies forecast growth

www.cfbond.com
2018-01-31 16:05

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The ChiNext Board will deliver a satisfying result. As of 10:00 pm January 30, a total of 670 ChiNext Board companies disclosed 2017 earnings. 71.79 percent companies, or 481 companies, forecast positive results. 95 companies expect a growth of 100 percent in net profit from a year earlier.
 
While some are happy, some are sad. Leshi Internet Information & Technology Corp., (300104.SZ) once hailed as “star of the ChiNext Board”, announced 2017 earnings forecast at January 30 night. It expects a loss of 11.605 billion yuan to 11.61 billion yuan in the year, a record of loss in Shenzhen stock market. This is mainly because the company accrues 4.4 billion yuan of losses from bad debt of receivables from relevant parties and 3.5 billion yuan of long-term assets impairment provision with 3.7 billion yuan of operating losses.
 
Over 70% companies forecast growth
 
As of 10:00 pm January 30, a total of 670 ChiNext Board companies disclosed 2017 earnings. 71.79 percent companies, or 481 companies, forecast positive results, including 180 companies forecasting growth, 235 companies forecasting slight growth, 13 companies turning losses to profits, 53 companies continuing to grow. 187 companies forecast bad results, including 46 companies forecasting decrease, 26 forecasting first loss, 4 companies continuing to loss. 2 companies are uncertain.
 
Not only over 70 percent of companies forecast positive results, but a number of companies forecast a substantial growth. Data show that among 481 companies forecasting positive results, 31 companies forecast a growth of over 200 percent in net profit. 64 companies forecast growth of 100 to 200 percent. 113 companies forecast growth of 50 to 100 percent.
 
As for individual stocks, Changsha Kaiyuan Instruments Co., Ltd. (300338.SZ), Zhongji Innolight Co., Ltd. (300308.SZ), Kangyue Technology Co., Ltd. (300391.SZ) and Chongqing Zhifei Biological Products Co., Ltd. (300122.SZ) expect growth of over 1000 percent in net profit. Beijing Sanju Environmental Protection & New Materials Co., Ltd. (300072.SZ), Beijing Originwater Technology Co., Ltd. (300070.SZ) and Lens Technology Co., Ltd. (300433.SZ) expect a maximum growth of over 2 billion yuan in net profit.
 
Similar to previous years, the two major reasons for their substantial growth are asset restructuring and growth of the main business. Zhongji Innolight expects its net profit in 2017 at 140 million to 180 million yuan, an increase of 1293percent to 1691 percent from a year earlier.
 
Two industries see high growth

As for industry, most companies forecasting growth come from the electronics, medicine, machinery manufacturing and other industries. These industries see growth ability.

Taking electronics industry for instance, 50 of 73 companies from this industry which have released earnings preannouncement forecasted gains. Many companies attributed the gains to the aid of industrial hot topics and excellent performance of their principal business. For example, Jiangsu Nata Opto-electronic Material Co., Ltd. (300346.SZ) estimated to achieve net profits at 32 million-34.2 million yuan in 2017, a year-on-year increase of 323.91 percent-353.06 percent. The company said it is a result of overall development of LED sector, which pushed up demand for MO source products.
 
The similar case happened to bio-pharmaceutical industry. Among the 76 companies in the sector which have announced forecast on performance, 58 firms expected growth in performance. For instance, Chongqing Zhifei Biological Products Co., Ltd. (300122.SZ
 
) predicted its net profits in 2017 to hike by 1,191.5 percent-1,283.75 percent year on year to 420 million-450 million yuan. The company said that as uncertainties including change in industrial policies are disappearing gradually and new policies have been gradually implemented, industrial situation is further regulated. As a result, promotion and sales of the company’s independent products and vaccine products with the company as an agent have been resumed.
 
Hubei SanFeng Intelligent Conveying Equipment Co., Ltd. (300276.SZ) in mechanical equipment industry predicted that its net profits will surge by 330 percent-360 percent to 63.9 million-68.36 million yuan in 2017. It indicated that revenues from robot and intelligent warehouse logistics businesses saw stable growth and Shanghai Sinylon Automobile Equipment Manufacturing Co., Ltd. which the company acquired previously have overfulfiled performance commitment, making greater contribution to net profits growth.
 
Leshi predicts to lose RMB11.6 bln
 
26 of 187 companies which forecasted loss predicted to suffer loss for the first time in 2017 and 4 of them expected to continue to suffer loss. Leshi Internet Information & Technology predicted to see deficit of 11.605-11.61 billion yuan in 2017, while it achieved 555 million yuan of profits in 2016.
 
As for the reasons, the company indicated that drastic drop in revenues from advertisement and terminal business and increase in cost of operation and financing led to 3.7 billion yuan of operational loss during the report period. After estimating debt risk of related parties, the company reserved 4.4 billion yuan for bad debts from receivables of related parties. By estimating decrease in value of invisible assets like film and television copyright, it may make provision of about 3.5 billion yuan for diminution in value of long-term assets.
 
According to announcement, net profits of Leshi attributable to shareholders of listed companies came at -1.652 billion yuan in the first three quarters of 2017. The annual loss of last year is expected to be about 11.6 billion yuan, indicating that about 10 billion yuan of loss in the fourth quarter of last year is accounted. But by the end of the third quarter, equities of the company attributable to shareholders of listed company registered 12.483 billion yuan. If about 10 billion yuan is deducted, that would remain only about 2.4 billion yuan attributable to shareholders by the end of 2017.
 
Among the 4 companies which suffer loss continuously, Xinjiang Western Animal Husbandry Co., Ltd. (300106.SZ) was expected to suffer loss of 348 million-353 million yuan last year. As for the reasons, the company said that price of fresh milk in China kept low affected by imported milk powder and imported UHT milk. However, feeding cost didn’t decrease, resulting in greater loss in breeding sector. Its subsidiary dealt with old equipment and paid huge amount of penalty, which added the loss.

Leshi predicts to lose RMB11.6 bln

26 of 187 companies which forecasted loss predicted to suffer loss for the first time in 2017 and 4 of them expected to continue to suffer loss. Leshi Internet Information & Technology predicted to see deficit of 11.605-11.61 billion yuan in 2017, while it achieved 555 million yuan of profits in 2016.
 
As for the reasons, the company indicated that drastic drop in revenues from advertisement and terminal business and increase in cost of operation and financing led to 3.7 billion yuan of operational loss during the report period. After estimating debt risk of related parties, the company reserved 4.4 billion yuan for bad debts from receivables of related parties. By estimating decrease in value of invisible assets like film and television copyright, it may make provision of about 3.5 billion yuan for diminution in value of long-term assets.
 
According to announcement, net profits of Leshi attributable to shareholders of listed companies came at -1.652 billion yuan in the first three quarters of 2017. The annual loss of last year is expected to be about 11.6 billion yuan, indicating that about 10 billion yuan of loss in the fourth quarter of last year is accounted. But by the end of the third quarter, equities of the company attributable to shareholders of listed company registered 12.483 billion yuan. If about 10 billion yuan is deducted, that would remain only about 2.4 billion yuan attributable to shareholders by the end of 2017.
 
Among the 4 companies which suffer loss continuously, Xinjiang Western Animal Husbandry Co., Ltd. (300106.SZ ) was expected to suffer loss of 348 million-353 million yuan last year. As for the reasons, the company said that price of fresh milk in China kept low affected by imported milk powder and imported UHT milk. However, feeding cost didn’t decrease, resulting in greater loss in breeding sector. Its subsidiary dealt with old equipment and paid huge amount of penalty, which added the loss.

Translated by Coral Zhong

 
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