Northbound funds in August net inflow of 13.2 billion-net sales of 2.2 billion Maotai to drink Wuliangye
Northbound funds in August net inflow of 13.2 billion: net sales of 2.2 billion Maotai to drink Wuliangye
Original title: Northbound funds in August net inflow of 13.2 billion: Net sales of 2.2 billion Maotai, switched to Wuliangye A shares closed slightly in August, the last trading day, northbound funds reproduced fluctuations inflows, a total net inflow of 67.
2 billion yuan, the third largest single-day net inflow this month.
Among them, Shanghai Stock Connect had a net inflow of 40.
4.1 billion, Shenzhen Stock Connect net inflow of 26.
7.9 billion yuan.
At this point, the total inflow of northbound 武汉夜网论坛 funds since August has been 132.
07 billion, slightly higher than the 120 in July.
The net inflow since 2019 has once again returned to more than 120 billion to 1215.
9.9 billion yuan.
In terms of one stock, among the top ten active stocks on the Shanghai-Shenzhen Stock Connect, Ping An of China (601318), Maotai of Guizhou (600519), and Midea Group (000333) had the highest net purchase amounts, respectively, at 7.
1 billion, 6.
6.5 billion, 6.
2.1 billion yuan.
Midea’s net inflow was the highest since January 9, 2019.
China Merchants Bank (600036) and Haitian Flavor (603288) also had a net inflow of more than 300 million.
It is obvious that Haitian Flavor was traded throughout the day5.
5.4 billion, net purchase of 3.
1.3 billion US dollars, a record high of the stock’s northbound net 武汉夜生活网 inflow of historical highs, and the stock also hit an all-time high on August 30, reaching 115.
29 yuan to close at 114.
67 yuan, up 5.
4%, an increase of 68 since 2019.
Haitian Flavor’s semi-annual report shows that in the first half of 2019, it achieved operating income of 101.
600,000 yuan, an annual increase of 16.
51%, the first half-year revenue exceeded 10 billion; net profit attributable to mothers achieved 27.
5 billion yuan, an increase of 22 a year.
34%; gross margin is 44.
86%, with an expected return on net assets of 19.
In terms of net involvement, only Yili (600887) and Makihara (002714) have a net penetration limit of 2, respectively.
8.7 billion and 1.
The top ten active stocks of the Shanghai-Shenzhen Stock Connect on August 30. Observation of Northbound funds’ holdings in the past month can be seen, but the favored sector is still mainly consumer white horse stocks, finance, etc.There have been some changes in the choice of individual stocks.
Also a listed company affiliated to Ping An Group, Ping An Bank (000001) made a net purchase of 52 in the past month or northbound funds.
9.3 billion, while China Ping An (601318) was net sold 41.
Looking at it again, it is also a liquor stock. In the past month, northbound funds did not like Maotai to “drink” Wuliangye (000858) and bought 32.At the same time 21 trillion Wuliangye, net sales of 22.
7.9 billion Maotai.
Simply comparing the data and estimates of the two semi-annual reports, we can see that Wuliangye’s assessment level, the net profit growth rate in the first half of the year is slightly higher than that of Moutai, Guizhou.
Guizhou Moutai’s 2019 semi-annual report shows that in the first half of 2019, operating income reached 411.
7.3 billion, an annual increase of 16.
8%, net profit 199.
5.1 billion, an annual increase of 26.
56%, annual income of 15.
And Wuliangye’s semi-annual report for 2019 shows that the revenue for the first half of the year was 271.
5 ten percent, an annual increase of 26.
75%; Net profit 93.
36 trillion US dollars, an annual increase of 31.
3%; yield 2.
In terms of estimates, as of the close of August 30, based on circulating market value, the total market value of Guizhou Moutai was 1,398.83 billion U.S. dollars, which was the second largest A-share listed company with a dynamic price-earnings ratio of 36 times.
The total market value of Wuliangye is 531.8 billion yuan, which is the ninth largest A-share listed company with a dynamic P / E ratio of 21.
In addition, ZMT (000063), Hikvision (002415), Han’s Laser (002008) and other TMT industry stocks have also been temporarily sold by northbound funds.
Statistics of active capital flows of Northbound funds in the past month