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234家公司三季报业绩有望翻番

2017-10-12 07:32:54   

涨幅也均在10%以上。

资金流向方面,10月份以来,上述绩优股中,共有69只个股期间实现大单资金净流入,其中,有34只个股期间累计大单资金净流入均在1000万元以上,京东方A(41279.78万元)、厦门国贸(22264.87万元)、台华新材(16592.13万元)、沪电股份(11812.49万元)、甘肃电投(6674.97万元)、珠江控股(6090.76万元)和瑞康医药(5802.71万元)等个股最受市场主力资金的青睐,期间累计大单资金净流入均超过5000万元。

作为上述绩优股中月内大单资金净流入居首的个股,京东方A10月份以来累计上涨7.50%,公司预计今年前三季度净利润最大同比增幅为4520.74%。天风证券预计公司2017年至2019年净利润分别为82.1亿元、117.4亿元和152.8亿元,对应每股收益分别为0.24元、0.34元和0.44元。目前市场逐渐认识到公司OLED业务成长性,因此上调公司目标价至5.28元,维持“买入”评级。

83只绩优白马股被机构看好 

《证券日报》市场研究中心根据同花顺数据统计发现,上述234只三季报有望实现翻番的绩优股中,近30日内有83只个股获得机构给予“买入”或“增持”等看好评级。

具体来看,科恒股份(14家)、太阳纸业(11家)、鲁西化工(9家)、京东方A(7家)、阳光电源(7家)、大秦铁路(6家)、五矿资本(5家)和方大特钢(5家)等8家公司在近期均获得5家或5家以上机构的集体看好,此外,受到3家或3家以上机构看好的个股还有:好想你、晶盛机电、恒逸石化、东易日盛、丽珠集团、美年健康、南极电商、跨境通、恺英网络、国恩股份、围海股份、岭南园林、开元股份、凌钢股份、新钢股份、东山精密、安阳钢铁等。

从机构给予的最高目标价来看,二三四五、盛通股份、北部湾旅、东山精密、五矿资本、欧菲光、大秦铁路、岭南园林、海联金汇、陕西黑猫等个股最新收盘价较机构近30日内给予的最高目标价仍有超过40%的上涨空间。

其中,科恒股份在近期共获得14家机构给予“买入”或“增持”等看好评级,最新收盘价为80.29元,公司预计今年三季报净利润最大同比增幅为2553.81%,预计实现净利润13500万元至15500万元。对于该股,安信证券预计公司2017年至2019年净利润分别为2.07亿元、2.93亿元、3.62亿元,公司所在市场持续高景气,布局优势明显,成长性突出;给予“买入-A”投资评级,6个月目标价为100元。

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