Can Alina Zhang's boss buy 1 100 million two hot money to rise again with 20CM Softswitch Power?
According to the data of the Dragon and Tiger List disclosed on the same day, iSoftStone was jointly subscribed by multi-channel funds. Among them, Guotai Junan Securities Shanghai Jiangsu Road, the common seat of the well-known hot money leader, ranked second in the purchase amount, with1040,000 yuan. In addition, china galaxy Securities, Dalian huanghe road and Xingye Securities, and Xiamen Huli Avenue, which are well-known hot money seats in Chen Xiaoqun, are also on the list, with purchase amounts of 6921.11000 yuan and 503 16300 yuan respectively.
In addition to the above three hot money, iSoftStone has also won the favor of capital and institutions from the north. Among them, the special seat of Shenzhen Stock Connect ranked first among buyers with a purchase amount as high as 654.38+0.28 billion yuan, and sold 565.294 billion yuan of shares at the same time. Another institution's special seat bought the stock of 5.37.51.8 million yuan through block trading.
The main business of iSoftStone mainly covers communication equipment, Internet services, financial technology, high technology and manufacturing, and integrates financial technology, smart cars, digital energy, smart terminals, big health, fast-moving consumer goods, retail and intelligent education into strategic emerging industries for development.
It is worth mentioning that iSoftStone is closely related to the Huawei concept that has been hotly debated in the market recently. The company is one of the core suppliers of Huawei and its major ecological companies, deeply involved in the construction of cloud, HarmonyOS system, Euler, Gauss, Kunpeng, Tengteng, digital energy, Pangu and other ecological fields. In terms of computing power and algorithm, the company and Kunpeng computing &; _ Teng Computing has carried out all-round cooperation, joined hands with _ Teng AI to launch an "integrated platform for soft communication, training and push", and launched joint innovation with _ Teng * * * to deeply adapt to different AI application scenarios.
With the continuous explosion of Huawei concept stocks, the share price of iSoftStone has also performed well recently. According to the data, after hitting the stage low of 19.05 yuan/share on August 25th, the stock began to stabilize gradually, and began to rise strongly on September 4th. As of June 25th, the latest closing price of iSoftStone was 32.26 yuan/share, which was lower than the previous low.
Essence Securities recently pointed out in its research report that iSoftStone is a core service provider in the field of independent control and an important ecological partner of Huawei, which is expected to benefit from domestic substitution. It is estimated that the company's operating income from 2023 to 2025 will be 213.91/241.55/2751.50 billion yuan respectively, and the net profit attributable to the mother will be10.78/1respectively. Covering the investment rating of Buy -A for the first time, the six-month target price is 33.93 yuan, which is equivalent to the dynamic P/E ratio of 30 times in 2023.
However, in recent years, the business performance of iSoftStone is not optimistic. The net profit in 20021and 2022 was 945 million yuan and 973 million yuan respectively, up by -24.94% and 3.02% year-on-year. The net profit in the first three quarters of this year was10.50 billion yuan, down 38.22% year-on-year. According to the current situation, there is still great uncertainty whether the company can meet the profit expectation given by Essence Securities in the future.
In addition, up to now, the latest share price of iSoftStone is not far from the target price previously given by Essence Securities.
According to network data, on 10 year125 October, iSoftStone had three big transactions, with a total turnover of 400,000 shares, with an average turnover of 27.42 yuan/share and a discount rate of 15%.
All of the above means that even if there are many funds actively doing more, there are still many variables in the follow-up stock price trend of iSoftStone.