Denver reorganizing shares fell 42 underestimate the value of blue chip stocks.-pretty rhythm

Denver reorganizing shares fell 42 underestimate the value of blue chip stocks caught the market downturn, even some plan or completed a major reorganization of assets is expected to become the Phoenix Wuji listed companies, stock prices fell sharply. Some years of statistical data treasure announced a major reorganization of the stock oversold, of which 42 stocks over the next 3 years performance is expected to continue to grow. The number of listed companies that failed to announce major restructuring this year is particularly glaring. Data treasure statistics show that this year, a total of 68 listed companies announced major reorganization failure, has exceeded the level of last year. At the same time, the major restructuring of listed companies also decreased significantly, only 163, last year, nearly 300 companies announced the completion of the reorganization. Changes in policy and market downturn is the core factor of the success rate of recombination events significantly reduced, even if the completion of a major reorganization of assets is expected to become the Phoenix Wuji listed companies, stock prices also have a large impact, there are signs of more oversold. Data map will be the reorganization progress for the Commission to suspend audit, failure, the shareholders’ meeting did not pass, the Commission failed to pass the listing of listed companies removed, the CSI two cities have completed or ongoing major reorganization events totaling more than 400. Among them, the biggest total value of the transaction is the Yangtze River power increased acquisition of 100% stake in Sichuan cloud company, reaching 79 billion 700 million yuan, the current assets have been completed transfer. The value of the transaction is the second largest *ST jichai acquisition in capital of 75 billion 500 million yuan. Ranked third is Ding Tai new materials issued shares to buy SF holdings, the total value of the transaction 43 billion 300 million yuan. In addition, Tianhai investment (600751 acquisition of IMI, Haier Qingdao (600690 of the total value of the acquisition of general electric appliance business assets, Midea Group Offer KUKA group and 10 major reorganization transactions are more than 20 billion yuan. Sanonda A acquisition of ADAMA, Xinhai shares (002120 set by the acquisition of rhyme freight, Dayang creation (a total value of 600233 acquisition of Yuantong Express 20 major reorganization transaction more than 10 billion yuan. It is worth mentioning that the reorganization of great value number has been completed, Yangtze Power, etc. Its suits to buy the underlying asset transfer, Xi’an Minsheng (000564268 billion purchase supply a large set of holdings, HNA Group and Bohai based acquisition of basic industries holdings acquisition of Avolon and other 12 major reorganization has been completed. In general, the major reorganization of similar trading targets is more likely to stimulate stock prices of small cap companies. By introducing the ratio of the underlying transaction value to the latest market value of the listed company, it can reflect the importance of the transaction target assets to the listed company to a greater extent. Statistics show that the total value of the major reorganization items involved by the 29 companies exceeds their latest total market capitalization. Among them, the total value of the transaction in capital asset *ST jichai acquisition is 15 times more than the company’s latest market capitalization; the total transaction value of *ST in petroleum engineering business Tianli acquisition is nearly 7 times the company’s latest market capitalization; in addition, *ST Shun ship acquisition of trust assets, the acquisition of ADAMA Sha Longda A, Zhongwang group shares backdoor; 掘金重组题材大跌股 42只绩优低估值股一网打尽 市场行情低迷,即便是一些谋划或完成重大资产重组后有望乌鸡变凤凰的上市公司,股价也出现了大幅下挫。数据宝统计出部分年内公告重大重组事项的超跌股票,其中42只股票未来3年业绩有望持续增长。 今年宣布重大重组事项失败的上市公司数量显得格外刺眼。 数据宝统计显示,今年以来合计共有68家上市公司宣告重大重组事项失败,已经超过去年全年的水平。同时,完成重大重组的上市公司也大幅减少,仅有163家,去年全年则有接近300家公司宣布完成重组。政策变动以及行情低迷是重组事件成功率大幅减少的核心因素,即便是有些完成重大资产重组有望乌鸡变凤凰的上市公司,股价也受到了较大的影响,出现了较为超跌的迹象。 资料图 将重组进度为证监会暂停审核、失败、股东大会未通过、发审委未通过的上市公司剔除后,沪深两市已完成或者正在进行中的重大重组事项合计共计400多项。其中,交易总价值最大的是长江电力定增收购川云公司100%股权,达797亿元,目前资产已完成过户。交易价值排名第二的是*ST济柴收购中油资本,为755亿元。排名第三的是鼎泰新材发行股份购买顺丰控股,交易总价值433亿元。 此外,天海投资(600751收购IMI、青岛海尔(600690收购通用电气家电业务资产、美的集团要约收购库卡集团等10项重大重组事项交易总价值均超过200亿元。沙隆达A收购ADAMA、新海股份(002120定增收购韵达货运、大杨创世(600233收购圆通速递等20项重大重组事项交易总价值超过100亿元。 值得一提的是,多项价值巨大的重组事项已经完成,长江电力、大杨创世等购买的标的资产已经过户,西安民生(000564268亿收购供销大集控股、海航基础收购基础产业集团、渤海金控收购Avolon等12项重大重组事项已经宣告完成。 一般来说,相似交易标的构成的重大重组事项对小市值公司的股价刺激作用相对更大。引入标的交易价值除以上市公司最新市值的比值,可以较大程度上反映交易标的资产对上市公司重要程度。 数据统计显示,29家公司牵涉的重大重组事项标的总价值超过其最新总市值。其中,*ST济柴收购的中油资本资产交易总价值是该公司最新总市值的15倍还多;*ST天利收购的中石油工程业务交易总价值是该公司最新总市值的近7倍;此外,*ST舜船收购江苏信托等资产、沙隆达A收购ADAMA、忠旺集团借壳中房股份(600890等重大事项涉及标的资产交易总价值均超过上市公司总市值的4倍。 不过,由于市场、政策等变化,以及重组预案公布后超涨等因素的影响,部分重组股票或重组后的股票股价出现了大幅下挫。其中,拟20亿元收购资产的太极股份(002368,最新价较年内最高价跌幅超过52%,主要是其停牌恰好在历史高位所致;已经以8亿元完成资产收购的美亚柏科(300188,最新价较年内最高价跌幅同样超过52%。此外,中茵股份(600745、浩丰科技(300419、富春通信(300299、中际装备(300308等超跌幅度均超过45%。 综合上述几个指标,数据宝筛选出收购资产交易价值超过10亿元、占公司总市值比例超过20%、最新价较年内最高价超跌20%以上且未来3年净利有望持续增长的非停牌个股,合计共有42只股票。(数据宝陈见南)   股市早报,投资前瞻,涨停预测,牛股捕捉,尽在微信号【凤凰证券】或者【ifengstock】  盘后剖析A股走势,指点明日走势,请关注微信号【复盘大师】或【fupan588】      相关的主题文章: