Shanghai Disney's opening agency this week is optimistic about Sunshine City and other 14 potential stocks

In the past month, 14 Disney concept stocks have been given favorable ratings such as "buy" and "increase holdings" by brokers and given target prices. Judging from the expected room for stock price growth, individual stock securities companies such as Sunshine City, Shanghai Meilin, Huayu Automobile, Jinjiang Stock, Tomson Beijian, Oriental Pearl, Shiji Information, and Shanghai Airport expect the room for stock price growth to be more than 30%. Among them, brokers expect Sunshine City's stock price to lead the rise, reaching 78.19%. Shanghai Meilin's share price has followed closely, with more than 70% to 72.75%.

Original title: Shanghai Disney's opening agency this week is optimistic about 14 potential stocks

as a large-scale project with a total investment of 34 billion yuan. Disney may bring more than just a journey, but may also drive the service industry, tourism, information industry and other fields. Fissure in multiple fields. On June 16, Shanghai Disney will officially open its doors to welcome guests. Industry insiders generally believe that this major event is expected to once again affect the sensitive nerves of the capital market, and Disney-related themed investment opportunities may heat up again.

Entering June, the Disney concept sector once again led the broader market index, with an overall increase of nearly 2%(the Shanghai Composite Index rose 0.36% during the same period). In terms of individual stocks, 36 constituent stocks have risen since June. Hals, Yatong Shares and Jianlang Hardware have increased by more than 10% during the period, 10.22%, 10.18% and 10.09% respectively. Lujiazui (8.66%), Palm Shares (8.65%), Jiangte Electric (7.24%), Mass Transportation (7.06%), Tongji Technology (6.58%), Jinjiang Investment (5.47%), Jielong Industrial (5.43%), Jieshun Technology (5.43%), Kaier Xincai (5.07%) and other stocks also increased significantly during the period.

In terms of capital flow, since June, 13 Disney concept stocks have shown a net inflow of large order funds. Among them, Jieshun Technology ranked first in the cumulative net inflow of large order funds during the period, reaching 62.625 million yuan, followed closely by Tongji Technology. During the period, the cumulative net inflow of large order funds was 43.923 million yuan, and the cumulative net inflow of large order funds during the period of leading shares, Asian Tong Shares, and Mass Transportation also exceeded 30 million yuan, with 36.3063 million yuan respectively. 36.1333 million yuan and 32.2613 million yuan. In addition, individual stocks with cumulative net inflows of large single funds during the realization period also include Lujiazui, Tongchan Lixing, Shentong Metro, Pudong Construction, Transportation Co., Ltd., Shanghai Airport, Jinjiang Co., Ltd., and Bailian Co., Ltd.

In this regard, many securities firms, including China Merchants Securities, Northeast Securities, Changjiang Securities, etc., are optimistic about the performance of Disney concept stocks. Among them, Northeast Securities pointed out that the Disney theme has entered a redemption period, and the driving effect will appear, and the global tourism model will receive attention.

In the past month, 14 Disney concept stocks have been given favorable ratings such as "buy" and "increase holdings" by brokers and given target prices. Judging from the expected room for stock price growth, individual stock securities companies such as Sunshine City, Shanghai Meilin, Huayu Automobile, Jinjiang Stock, Tomson Beijian, Oriental Pearl, Shiji Information, and Shanghai Airport expect the room for stock price growth to be more than 30%. Among them, brokers expect Sunshine City's stock price to lead the rise, reaching 78.19%. Shanghai Meilin's share price has followed closely, with more than 70% to 72.75%.

Specifically, Haitong Securities said that Sunshine City adheres to the "3+1+X" strategy, diversifies and actively acquires land, and has high security in its value reserve. In addition, the company's second growth pole has fallen into preschool education. With the help of major shareholders 'years of accumulation of educational resources, there is huge room for future development and a clear profit model. The company's earnings per share in 2016 and 2017 are expected to be 0.59 yuan and 0.75 yuan. It is expected to have a price-to-earnings ratio of 18 times in 2016, with a target price of 10.62 yuan, giving a "buy" rating.

Zhongtai Securities pointed out that the turning point of Shanghai Meilin has reached. It is expected that the company will achieve revenue of 25.2 billion yuan, 27.4 billion yuan, and 30.1 billion yuan from 2016 to 2018, a year-on-year increase of 106%, 9%, and 9%; the net profit attributable to shareholders of the parent company was 550 million yuan, 630 million yuan, and 700 million yuan, a year-on-year increase of 237%, 14%, and 11%, and the corresponding earnings per share were 0.59 yuan, 0.67 yuan, and 0.75 yuan respectively. Give a short-term market value target of 14 billion yuan, a medium-term first target of 20 billion yuan, corresponding to a stock price of 21.3 yuan, and reiterate the "buy" rating.

Editor: yvette