Salmon concept stocks to turn over? Many listed companies have reversed their stock prices
The Sino-Singapore Jingwei client, June 15th, was affected by news that a new crown virus was detected in the cutting imported salmon chopping board. Major supermarkets and restaurants have all removed salmon. Salmon concept stocks have also been affected. According to statistics, listed companies known to be involved in the salmon business include Jiawo, Guolian Fisheries, Zhangzidao, Tongwei, ST East Ocean and other listed companies.
At present, Jiawo shares are actively deploying salmon-related industries. In 2018, Jiawo shares invested about 6.4 billion yuan. Multinational mergers and acquisitions of Chilean salmon company Australis Seafoods. In July 2019, Jiawo shares carrying 1.5 billion goodwill after the merger and acquisition, liabilities The rate has reached 93.05%, with a loss of 125 million yuan in 2019.
For the decline in performance last year, the Shenzhen Stock Exchange issued an inquiry letter to Jiawo Annual Report to raise questions about the gross profit margin of salmon products. The company's response was: due to falling prices.
Regarding the decline in performance in the first quarter of this year, Jiawo explained that the main reason is that the epidemic has weakened the demand for salmon catering market and the market price has dropped. In response to the epidemic, countries have introduced air, land and sea shipping control measures. Falling sales prices and rising freight rates have led to a decline in salmon business profits.
Jiawo shares time-sharing source: Wind
On the 15th, Jiawo shares fell nearly 9% at the opening. As of the close, Jiawo shares narrowed to 3.68%, reported at 11.77 yuan , with a total market value of 1.577 billion yuan. According to media reports, Yang Zhen, director of Jiawo shares, said that the new epidemic in Beijing will make the domestic salmon industry face a new round of reconstruction, but the long-term growth situation remains unchanged.
Tongwei shares are also optimistic about the salmon market. Information shows that in 2019, Tongwei shares increased the capital of Tongwei (Chengdu) Salmon Co., Ltd. by 38.5 million yuan. Tongwei also established Tongwei Salmon Research Institute, which is mainly responsible for salmon variety resources, breeding technology, feed formulation technology, processing research, and salmon industry model research.
Tongwei shares time-sharing source: Wind
On June 14, Tongwei shares told the media that Tongwei's main business related to salmon is salmon farming research and scientific research, so this salmon removal has no impact on Tongwei. In the secondary market, Tongwei shares rose slightly by 0.20% on the 15th, to 14.90 yuan .
On the 15th, Guolian Fisheries responded to questions from investors on the interactive e-platform of the Shenzhen Stock Exchange that the salmon incident caused by the epidemic will not have a direct impact on the company's production and operation. small. According to the 2019 financial data, the annual sales revenue of salmon accounts for no more than 0.05% of the total revenue. The company's shrimp revenue represented by prawns and crayfish accounted for more than 90%. On the 15th, the League of Nations Fisheries closed 1.32% higher at 3.85 yuan .
Screenshot of Shenzhen Stock Exchange Interactive e-Platform
Another listed company withdrew from the salmon business in a timely manner. ST East Ocean had publicly transferred salmon assets at the beginning of the year, avoiding the salmon "black swan" this time. The announcement shows that in February this year, ST East Ocean transferred 226 million yuan in salmon assets and made a profit of 67.5 million yuan. On the 15th, ST East Ocean opened down 3.24%. As of the close, the share price decline narrowed to 1.62% at 1.82 yuan .
Zhangzidao time-sharing source: Wind
In addition, the main business of Zhangzi Island is aquaculture, aquatic processing industry, aquatic trade, cold chain logistics, etc. The main products include scallop, sea cucumber, abalone, conch, sea urchin. Salmon products are also included in its cooking food series, and the revenue share is not disclosed. On the 15th, Zhangzi Island opened from 4% lower to quickly turn red, and then the stock price rushed to the one-day limit. As of the close, Zhangzidao had a one-day limit. (Sino-Singapore Jingwei APP)
(The opinions in this article are for reference only, and do not constitute investment advice. Investment is risky and you need to be cautious when entering the market.)