Agency recommended with bargain layout opportunities in stocks pork face

Agency recommended: with bargain layout opportunities of stocks involved in this industry and analysis of stocks from the brokerage Research Report, only analysts of the industry and the stocks of the personal views do not represent the views of the card network, not as investors buy or sell stocks on the stock market risk, the investment must be cautious. 1, jebshun Technology: nearly 50% earnings growth to actively promote the "intelligent terminal + Internet strategy recently, the company released 2016 semi annual report, operating income of 256 million yuan during the reporting period, an increase of 22.92%; net profit attributable to the parent company of 47 million yuan, an increase of 46.71%. The growth performance of nearly 50%, intelligent parking lot management system products brisk performance. During the reporting period, the company achieved operating income of 256 million yuan, an increase of 22.92%, net profit attributable to parent company $47 million, an increase of 46.71%. The main reason for the substantial increase in performance is the rapid growth of the demand for the industry as well as the wisdom of the community, the wisdom of parking business to accelerate the growth of the number of products caused by the rapid growth of sales, while the rapid increase in the proportion of new product sales. Sub products, first half operating income of 177 million yuan intelligent parking lot management system for business, an increase of 31.28%, brisk performance; operating income of 50 million yuan to achieve intelligent access management system for business, an increase of 12.86%. Gross profit margin was essentially flat, during the cost control properly. During the reporting period, the company consolidated gross profit margin was 53.38%, unchanged from the same period last year (53.79%). At the same time, during the proper cost control, the company during the first half of the cost of 83 million yuan, the cost rate during the period of 32.35%, down by 1.54 percentage points. Among them, the cost of sales was 38 million yuan, an increase of 28.39%, mainly in the reporting period to expand the market to expand investment, increase the cost of compensation. Actively promote the smart terminal + Internet strategy, strengthen core competitiveness. With the launch of the company’s many intelligent terminal products and intelligent management software platform, third party payment, mobile applications continue to fall, driven by steady growth in the company’s performance, but also enhance the company’s core competitiveness. The future, the company relies on the huge line of customer and user resources, reinforce the intelligent terminal equipment business market position at the same time, will greatly increase the software sector investment, through the platform layout, provide platform operation and data services for property companies, payment companies, Internet Co, and actively promote the "intelligent terminal + Internet strategy. Earnings forecast: we expect 2016-2018 net profit attributable to the parent company was 1.86, 2.37, $304 million, EPS were 0.31, 0.40, $0.51, corresponding to PE were 58, 45, respectively. We are optimistic about the industry to enhance the degree of prosperity and the company steadily, smart terminal + Internet strategy, the performance of high growth can be expected. We first give the company recommended rating. (1) the market competition intensifies; (2) the new business is less than expected; (3) the loss of core employees. (Huaxin securities Wan Rong)相关的主题文章: