The evening before last, bai Yunshan was released 2018 in newspaper, battalion closes soar, net profit is cruel add... look roughly, bright blind eye.
The following day, alone Gu chose to check inventory however.
Bai Yunshan, spring Festival hind begins to pay close attention to. The reason is very simple, on one hand, the company is worth in the appraise inside the industry inferior, on the other hand, wang Laoji begins to the limit of one's capacity, jin Ge also enters sale autumn.
Look from this angle, the company is worth to expect.
Take a fancy to a newspaper again, battalion receives amplitude 33% , net profit is added 126% , buckle blame add 36% . 3 number, very luxuriant, but wearing jacket, need stripped off to look.
1, have in the amplitude that battalion receives and express (Guangzhou medicine) 2.8 billion, true grow 10% to control;
2, in net profit, the equity rise in value before having Guangzhou medicine (8 100 million the left and right sides) , appreciation of hall of investment at one (2.5 100 million) , true grow 36% to control;
3, referenced 2, this amplitude actually not small, it doesn't matter can nag.
Here has a problem, net profit and discount gap of blame net profit why so big?
The substantial difference of both is 11 100 million the left and right sides, that is to say, 1.1 billion not be to rely on to manage earn those who come. Does then investment earn come? This benevolence person the person that see Ren Zhi sees wisdom.
Understand for convenient everybody, here cites a case:
If, 8 years ago, xiaobai and small beauty go out severally 100 million establish a company, each own 50% equity. Now, xiaobai bids the 1 billion stock in buying little beautiful hand. So, theoretic tell, this company's current estimate is worth even if 2 billion.
In the meantime, also can prove, 100 million what Xiaobai invests at the outset, present value is 1 billion. Be equivalent to time 8 years, earned 9 100 million.
Yes, partial income of Bai Yunshan is so come.
Still having was to invest hall of of one mind, this company share price is strong this year, brought the investment of 250 million to be benefited for Bai Yunshan. Tell conversely, once share price of hall of of one mind drops, also can affect company profit.
All these result, because means of company charge to an account is the cause of law of rights and interests,be.
Tear open solution business again, the company has Wu of 3 great undertaking: Big south medicine, big health, big business
1, big south medicine, include Chinese traditional medicine and chemical drug. First half of the year, chinese traditional medicine amplitude 4% , serious hinder sb; Chemical medicine amplitude 58% , basically be dagger etc product promotes gold.
2, big health, major servicing is Wang Laoji, turnover grows 5% , product sales volume grows 12% , this achievement reluctance is passing, anticipate from the market difference is bigger.
3, big business, it is middleman, cannot earn a few money, the money reply that get is not good-looking still.
Alone Gu thinks, overall look, bai Yunshan's window is mixed in Jin Ge Wang Laoji, former super- anticipate, latter is not amounted to anticipate. Overall growth is good, but the market not show respect for.
...
Return the market,
Pattern of prices continuance concussion, zhou Wuneng walks out of this posture, be super- anticipate.
Message face, exterior case is not good, sky of benefit of custom duty of 200 billion dollar did not remove, announce a result possibly next week. Look in me, this is the inaccuracy with current the biggest market is decided.
Internal state of affairs, can saying is benefit good again and again, policy, capital, confidence, everything needed is ready.
Hind city viewpoint,
Reduce subjective judgement, sit back and wait does much signal to appear. Face macroscopical economy and policy, common medicinal powder door unscramble very hard accurate, exclusive and authentic is market signal.