Analysis of 20 Awkward Stocks of "Public Offering One Brother" Zhang Kun (Recommended Collection) _ Stocks

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Original title: Analysis of 20 Awkward Stocks of "Public Offering One Brother" Zhang Kun (recommended collection)

Yi Fangda Zhang Kun, 8 years 800% income! A loyal fan of Kweichow Moutai, Kun Kun in the eyes of the Christians!

At the end of 2020, E Fund Zhang Kun became the largest fund manager in equity funds with a scale of more than 100 billion.

Zhang Kun

So today we will analyze the former "Public Offering One Brother" Zhang Kun 20 largest stocks.

Zhang Kun’s top 20 largest stocks at the end of 2020

As can be seen from the picture above, Zhang Kun at the end of 2020 Kweichow Moutai, Yanghe Shares, Wuliangye, Luzhou Laojiao, all of which have a market value of over 10 billion fund holdings under management are all liquors. Among the top 20 stocks with market capitalization, Zhang Kun has also allocated Shanxi Fenjiu, Bairun, Shuijingfang and other liquor stocks. It can be said that Zhang Kun really prefers liquor! In addition, although Meinian Health, Tiantan Biotech, and Yutong Bus are not very high in market value, the market value of their positions accounted for more than 5% of the value of the A stock market. This is where we need to pay attention.

1. Kweichow Moutai

The No. 1 brand of liquor, Moutai is one of the three famous wines in the world. The current stock price is 2108, and the average institutional target price is 2507.76, with an upside of 18.96%. The institutional forecasted net profit growth rate from 2021 to 2022 is 16.6% and 14.7%.

Kweichow Moutai

2. Yanghe shares

owns Yanghe, Shuanggou has two Chinese famous wines and two Chinese time-honored brands. The current stock price is 166.07, the average institutional target price is 241.39, and the upside is 45.35%. From 2021 to 2022, the institutional forecast net profit growth rate is 12.2% and 15.7%.

Yanghe shares

3. Wuliangye

Luzhou-flavor liquor No. One brand. The current stock price is 283.52, the average institutional target price is 356.16, and the upside is 25.62%. From 2021 to 2022, the institutional forecast net profit growth rate is 20.0% and 17.7%.

Wuliangye

4. Luzhou Laojiao

Well-known enterprises in the liquor industry, Guojiao 1573 is the only strong-flavor organic liquor in China. The current stock price is 245.42, and the average institutional target price is 272.49, with an upside of 11.03%. The institutional forecast net profit growth rate from 2021 to 2022 is 23.4% and 22.4%.

Luzhou Laojiao

5. Hikvision

The largest in China A supplier of security video surveillance products. The current stock price is 56.57, the average institutional target price is 66.63, and the upside is 17.78%. The institutional forecast net profit growth rate from 2021 to 2022 is 21.4% and 19.0%.

Hikvision

6. Aier Ophthalmology

my country's scale One of the largest ophthalmology medical institutions and a leading private eye hospital chain enterprise. From 2021 to 2022, the agency predicts that the growth rate of net profit will be 31.6% and 29.8%.

Aier Ophthalmology

7. Meinian Health

China’s leading Professional health examination and medical service group. From 2021 to 2022, the agency forecasts a net profit growth rate of 45.2% and28.9%.

Meinian Health

8. Tongce Medical

Leading oral cavity Medical platform providers and service providers. The current stock price is 266.9, the average institutional target price is 291.83, and the upside is 9.34%. The institutional forecast net profit growth rate from 2021 to 2022 is 54.1% and 31.5%.

Tongce Medical

9. Shanxi Fenjiu

Leading fragrance Fenjiu has a dominant position in the Shanxi market. The current stock price is 368.7, the average institutional target price is 375.94, and the upside is 1.96%. The institutional forecast net profit growth rate from 2021 to 2022 is 31.5% and 28.2%.

Shanxi Fenjiu

10. Tiantan Biology

Domestic leading blood products manufacturer. The current stock price is 33.04, the average institutional target price is 44.9, and the upside is 35.90%. From 2021 to 2022, the institutional forecast net profit growth rate is 23.7% and 24.6%.

Tiantan Biology

11. Supor

Focus on cooking utensils and small kitchen The market share of home appliances and cooking utensils has been ranked first in the market. The current stock price is 74.13, the average institutional target price is 89.44, and the upside is 20.65%. The institutional forecast net profit growth rate from 2021 to 2022 is 13.3% and 12.1%.

Supor

12. Shanghai Airport

China’s three largest international One of the transit hub airport. The current stock price is 58.97, the average institutional target price is 70.19, and the upside is 19.03%. The institutional forecast net profit growth rate from 2021 to 2022 is 511.0% and 41.0%.

Shanghai Airport

13. Yutong Bus

Domestic bus industry market share It is one of the mainstream suppliers of international passenger cars. The current stock price is 14.58, the average institutional target price is 20.4, and the upside is 39.92%. From 2021 to 2022, the institutional forecast net profit growth rate is 49.0% and 16.9%.

Yutong Bus

14. Bairun shares

Engaging in traditional flavors Spice business and the newly merged "RIO" pre-adjusted cocktail business. The current stock price is 111.99, the average institutional target price is 119.75, and the upside is 6.93%. The institutional forecast net profit growth rate from 2021 to 2022 is 28.5% and 33.8%.

Bairun shares

15. Zhongju High-tech

Condiment industry A leading company, with two major brands: "Cooking, Delicious and Fresh". The current stock price is 52.8, the average institutional target price is 62.03, and the upside is 17.48%. The institutional forecast net profit growth rate from 2021 to 2022 is 21.9% and 21.9%.

Zhongju Hi-tech

16. China Merchants Bank

The largest retailer in China Bank, the bank with the largest number of credit cards. The current stock price is 51.04, the average institutional target price is 65.91, and the upside is 29.13%. From 2021 to 2022, the institutional forecast net profit growth rate is 13.3% and 13.9%.

China Merchants Bank

17. Shuijingfang

Main business "Shuijingfang" series High-end liquor, one of the six golden flowers of Sichuan liquor. The current stock price is 74.62, the average institutional target price is 114.8, and the upside is 53.85%. The institutional forecast net profit growth rate from 2021 to 2022 is 28.4% and 30.6%.

Shuijingfang

18. Tianwei Food

Sichuan flavor compound seasoning The R&D, production and sales of the company are well-known trademarks in China. The current price of the stock is 46.57, and the machineThe target average price of the organization is 61.02, and the upside is 31.03%. The organization’s forecast net profit growth rate from 2021 to 2022 is 31.3% and 22.1%.

Tianwei Food

19. Hang Seng Electronics

Excellent financial technology The company's market share of multiple financial software ranks among the top in the country. The current stock price is 84.11, the average institutional target price is 129.99, and the upside is 54.55%. The institutional forecast net profit growth rate from 2021 to 2022 is 23.8% and 23.8%.

Hang Seng Electronics

20. Three Trees

Domestic leading, The industry's original "health +" new standard paint production and service-oriented manufacturing enterprise. The current stock price is 199, and the average institutional target price is 190.62, with an upside of -4.21%. The institutional forecasted net profit growth rate from 2021 to 2022 is 54.3% and 35.5%.

Three Trees

Regarding his investment method, Zhang Kun summarized in the annual report, In short, it is to choose excellent companies and hold them for a long time.

For some of his holdings, I am optimistic, but some I am not optimistic, it may be beyond my ability circle.

Everyone has their own unique investment system. If you have more opinions, please share them in the comment section~

If there are more friends who comment, I will also share Part of my investment system~

Label group:[stock] [Zhang Kun] [heavy stocks] [Shuijingfang

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