37 listed companies disclosed the annual report performance forecast, and 29 shares were surprised
(Original title: sudden warning, the Federal Reserve is worried about the danger of collapse, and the NASDAQ has risen 11 times in a row! The regulators hit hard, and the securities firm "Big V" stopped opening accounts! Looking ahead of the annual report, the 29 share performance was surprising)
The live broadcast of securities companies ushered in strong supervision. The performance forecast of the annual report is the first to see, and 29 companies are expected to have good performance.
The Nasdaq rose 11 times in a row, and the Federal Reserve warned of the risk of asset collapse
The US stock market opened high and shook on Monday. The three major stock indexes continued to work together to set new closing highs. The Nasdaq rose for the 11th consecutive trading day, the S&P 500 rose for the 7th consecutive trading day, and the Dow rose for 8 consecutive days. Tesla bucked the trend and fell 4.92%, the biggest one-day decline since the beginning of June.
37 listed companies disclosed the annual report performance forecast, and 29 shares were surprised
Large technology stocks saw mixed gains and losses, with Apple down 0.56%, Amazon down 0.85%, Nye up 0.89%, Google up 0.12%, Facebook down 0.74%, and Microsoft up 0.28%. Energy stocks rose collectively, with ExxonMobil up 1.09%, Chevron up 0.34%, ConocoPhillips up 0.64%, Schlumberger up 2.36%, and Western Petroleum up 2.56%.
Chip stocks generally rose, with Chaowei Semiconductor up more than 10%, the stock price hitting a record high, Salings up more than 4%, and Nvidia up more than 3%; Most new energy vehicle stocks rose, with Weilai up more than 2% and Xiaopeng Auto and Ideal Auto up more than 1%.
The latest semi annual financial stability report of the Federal Reserve warns that the price of risky assets continues to rise. If the economic situation worsens, these assets are more likely to collapse dangerously.
In its biannual financial stability report released on Monday, the Federal Reserve said: "If investors' risk sentiment deteriorates, the progress in curbing the virus is disappointing, or the economic recovery stagnates, asset prices are still likely to fall sharply." With the growing impact of social media on transactions, it is difficult to predict the frenzy of "online bonus stocks" this year, and the market volatility or intensification. The "structural vulnerability" of money market funds has also attracted the attention of the Federal Reserve.
The Federal Reserve report points out that the financing risk of banks is low, but some money market funds and stable currencies still have "structural vulnerability". The stable currency constitutes an emerging threat. The stable currency is "vulnerable to runs", and any problem may be exacerbated by the lack of transparency and governance standards of the assets supporting them.
The report also details the changes in risks since the May 2021 report, partly based on the most frequently cited U.S. financial stability risks collected from extensive market contacts. The Federal Reserve also discussed the most cited potential shocks in the next 12 to 18 months, of which the biggest risk is "sustained (i.e. non temporary) inflation and monetary tightening".
Regulate and standardize cooperation activities between securities companies and big V
Recently, the Securities Fund Institutional Supervision Department of the CSRC issued the latest Institutional Supervision Bulletin, which requires securities companies to carry out cooperation activities with big V in a standardized manner. Internet "big V" is not a securities broker who specializes in securities brokerage business, and "big V" leads account opening to rewards that do not comply with regulatory provisions, and securities companies are not allowed to carry out relevant cooperation; Securities companies are prohibited from carrying out stock recommendation activities such as selection of investment varieties and portfolio promotion by means of live broadcast.
37 listed companies disclosed the annual report performance forecast, and 29 shares were surprised
The notice requires that securities companies should standardize their cooperation activities with big V. As a licensed institution, securities companies should adhere to the basic requirements of "returning to the main business and highlighting the specialty". On the one hand, if the laws and regulations have clear requirements, we should strictly abide by the law and develop our business according to the requirements; On the other hand, even if there are no mandatory requirements in laws and regulations, we should also carefully evaluate from the perspective of professional institutions, actively maintain our own and industry image, and protect the legitimate rights and interests of investors and customers.
Specifically, the regulatory requirements mainly include three aspects. First, the "big V" diversion of account opening to incentives does not meet the regulatory requirements, and securities companies are not allowed to carry out relevant cooperation; Second, the securities company shall organize its staff members to make public statements in accordance with the regulatory requirements; Third, securities companies should strengthen the management of organizing outsiders to make comments.
In fact, while the cooperation between securities companies and "big V" has been supervised, the "carrying goods" model between funds and big V has also ushered in supervision.
Last week, securities regulatory bureaus in many regions successively issued the Notice on the Standardization of Fund Investment Proposal Business to fund companies under their jurisdiction, specifying that "providing fund portfolio strategy advice is a fund investment advisory business", and emphasizing that "institutions without the qualification of fund investment advisory business shall not provide fund portfolio strategy advice". This has a great impact on institutions with large fund portfolios and not yet qualified for investment advisory pilot business. At present, many third-party fund sales platforms have taken all fund portfolios off the shelves, and some big V's portfolios in third-party fund sales platforms have also suspended subscription, only retaining the redemption function.
It is reported that under the influence of the Bulletin, many securities companies have taken urgent action to quickly start the clean-up and rectification action, including the removal of all advertising content with Internet media such as big V and small V from the shelves. In addition, there are also securities companies that require employees to individually produce financial related We Media videos that need to be removed from the shelves and suspended from updating.
According to the analysis of insiders, the regulation was issued to clarify the boundary of cooperation between financial experts and licensed institutions, establish a more benign and compliant model, and long-term benefit the development of the industry.
37 listed companies disclose annual report performance forecast
So far, 37 A-share listed companies have issued annual report performance forecasts. There are 29 companies whose performance is expected to be good (the types of forecast are expected to increase, turn around losses, slightly increase and continue to gain).
According to the statistics of Securities Times Databao, 25 of the 37 companies that have disclosed annual report performance forecasts have disclosed specific forecast values. From the perspective of the median forecast net profit, there are three companies with a net profit of more than 1 billion yuan, namely Focus Media, Goer Shares and Jinjia Shares.
Focus Media predicted a net profit of about 6.02 billion yuan - 6.2 billion yuan, up 50.36% - 54.85% year on year. The company said that in 2021, although the situation of the domestic advertising industry in the whole year recovered to a certain extent compared with that in 2020, the demand of the advertising market in the second half of the year was under pressure due to the repeated impact of the macro-economy and epidemic situation. In this context, the company still maintained a sustained and stable growth trend in the field of consumer goods; At the same time, benefiting from the base effect, the company's operating performance in 2021 has increased significantly compared with the same period last year.
Recently, Focus Media plans to issue overseas listed foreign shares (H shares) and apply for listing on the main board of the Stock Exchange of Hong Kong Limited. As of July 2021, Focus Media's media network in the life circle has covered more than 30 major cities in South Korea, Thailand, Singapore and Indonesia, in addition to about 330 major cities in China and Hong Kong Special Administrative Region.
From the perspective of the year-on-year growth rate of net profit, five listed companies are expected to double their annual net profit on a year-on-year basis. Among them, Yiyatong has the largest growth rate of net profit. The company's performance is expected to increase. The predicted net profit is about 510 million yuan to 550 million yuan, an increase of 313% to 345%. The company said that its operating revenue continued to grow, while vigorously promoting the adjustment of business structure, and the proportion of brand operation and marketing business continued to increase. Yan'an Bikang, Hualan, Puran and Zoelli also doubled their net profits.
37 listed companies disclosed the annual report performance forecast, and 29 shares were surprised
Statement: All the information content of Databao does not constitute investment advice. The stock market is risky, so investment should be cautious.
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