_______8845的个人主页 - 老虎社区

_______8845

_______8845

暂无个人介绍

IP属地：江苏

55关注

0粉丝

3主题

0勋章

2020-06-05

这篇文章不错，转发给大家看看

Novo Nordisk's (NVO) Q1 Earnings and Sales Beat Estimates

2020-04-23

这篇文章不错，转发给大家看看

低估值的仅剩4只防御板块受机构重点关注

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3526353410730916,"uuid":"3526353410730916","gmtCreate":1563259388675,"gmtModify":1563259388675,"name":"_______8845","pinyin":"88458845","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/aecf164c9ef6fa468b57f6a24a381c4d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":55,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":20,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.22%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.70%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":958516730,"gmtCreate":1591312912120,"gmtModify":1704195291312,"author":{"id":"3526353410730916","authorId":"3526353410730916","name":"_______8845","avatar":"https://static.tigerbbs.com/aecf164c9ef6fa468b57f6a24a381c4d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958516730","repostId":"2034801632","repostType":2,"repost":{"id":"2034801632","pubTimestamp":1588864683,"share":"https://www.laohu8.com/m/news/2034801632?lang=&edition=full","pubTime":"2020-05-07 23:18","market":"us","language":"en","title":"Novo Nordisk's (NVO) Q1 Earnings and Sales Beat Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2034801632","media":"Zacks","summary":"Novo Nordisk A/S NVO reported first-quarter 2020 earnings of 75 cents per American Depositary Receip","content":"<html><body><div><p type=\"text\"><strong>Novo Nordisk A/S</strong> NVO reported first-quarter 2020 earnings of 75 cents per American Depositary Receipt (ADR), beating the Zacks Consensus Estimate of 73 cents and increasing 16% in DKK from the year-ago quarter.</p><p type=\"text\">Revenues grew 16% year over year in DKK (up 14% at constant exchange rate [CER]) to $5.0 billion. Revenues beat the Zacks Consensus Estimate of $4.70 billion. COVID-19-related stockpiling led to the upside.</p><p type=\"text\"><strong>Novo Nordisk AS Price, Consensus and EPS Surprise</strong></p><p type=\"text\">Novo Nordisk AS price-consensus-eps-surprise-chart | Novo Nordisk AS Quote</p><p type=\"text\">Novo Nordisk’s shares have gained 7.1% in the year so far against the industry’s decline of 1.8%.</p><p type=\"text\">All growth rates mentioned below are on a year-over-year basis.</p><p type=\"text\"><strong>Quarter in Detail</strong></p><p type=\"text\">Novo Nordisk operates in two segments — Diabetes and Obesity Care, and Biopharmaceuticals.</p><p type=\"text\">The Diabetes and Obesity Care segment sales grew 14% at CER. In Diabetes Care, fast-acting insulin (Fiasp and NovoRapid) revenues grew 1% and Human insulin revenues were up 11%. Premix insulin (Ryzodeg and NovoMix) revenues rose 7%. However, sales of long-acting insulin (Tresiba, Xultophy and Levemir) declined 3%. Ozempic had a strong launch and recorded sales of DKK 4.7 billion in the quarter.</p><p type=\"text\">Obesity Care (Saxenda) grew 30% at CER. </p><p type=\"text\">Sales at the Biopharmaceuticals segment increased 16% at CER to DKK 5.3 billion. Hemophilia sales (NovoSeven and NovoEight) were up 9% to DKK 2.8 billion.</p><p type=\"text\">Research and development (R&amp;D) expenses increased 40% at CER due to the reversal of write-downs of prelaunch inventory in the year-ago quarter following the filing of oral semaglutide to the FDA.</p><p type=\"text\">Sales and distribution costs rose 7% at CER driven by promotional activities for Ozempic.</p><p type=\"text\"><strong>Other Updates</strong></p><p type=\"text\">In April 2020, the European Commission (EC) granted marketing authorization to Rybelsus for the treatment of adults with insufficiently controlled type 2 diabetes to improve glycaemic control as an adjunct to diet and exercise.</p><p type=\"text\">Novo Nordisk submitted a new drug application to the China Center of Drug Evaluation for Ozempic in February both for treating insufficiently controlled type 2 diabetes and reducing the risk of major cardiovascular events in patients with type 2 diabetes and established cardiovascular disease.</p><p type=\"text\">In April, the company completed a phase II trial with subcutaneous semaglutide in non-alcoholic steatohepatitis (NASH).</p><p type=\"text\"><strong>2020 Outlook Maintained</strong></p><p type=\"text\">Novo Nordisk maintained its outlook for 2020 amid the coronavirus pandemic. It expects 3-6% sales growth at CER. This reflects a strong performance for the glucagon-like peptide-1 (GLP-1)-based diabetes care products, Ozempic, Victoza and Rybelsus; the obesity care product, Saxenda; the portfolio of new-generation insulin; and the contribution from biopharm products, Esperoct, Refixia and NovoEight.</p><p type=\"text\">However, this is expected to be partly offset by intensifying global competition within the Diabetes Care and Biopharmaceuticals segments, especially for hemophilia inhibitor. We note that Novo Nordisk faces stiff competition from Eli Lilly LLY and <a href=\"https://laohu8.com/S/GCVRZ\">Sanofi</a> SNY in the global insulin market. The company also faces stiff competition from Eli Lilly and Astra Zeneca AZN in the global GLP-1 market.</p><div><p type=\"text\">Persistent pricing pressure within Diabetes Care, especially in the United States, might also negatively impact sales.</p><p type=\"text\"><strong>Our Take</strong></p><p type=\"text\">Novo Nordisk beats on both first-quarter earnings and sales. Ryzodeg continues to gain traction and Ozempic is off to a solid start. However, the impact of COVID-19 will affect the performance in the upcoming quarters.</p><p type=\"text\">Novo Nordisk currently has a Zacks Rank #3 (Hold). You can see<strong> the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</strong>.</p><p type=\"text\"><strong>5 Stocks Set to Double</strong></p><p type=\"text\">Each was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.</p><p type=\"text\">Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.</p><p type=\"text\"><strong>Today, See These 5 Potential Home Runs &gt;&gt;</strong></p><p type=\"text\"><br/>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report<br/> <br/>Novo Nordisk AS (NVO) : Free Stock Analysis Report<br/> <br/>Sanofi (SNY) : Free Stock Analysis Report<br/> <br/>AstraZeneca <a href=\"https://laohu8.com/S/PLC\">PLC</a> (AZN) : Free Stock Analysis Report<br/> <br/>Eli Lilly and Company (LLY) : Free Stock Analysis Report<br/> <br/>To read this article on Zacks.com click here.<br/> <br/>Zacks Investment Research</p></div></div></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Novo Nordisk's (NVO) Q1 Earnings and Sales Beat Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovo Nordisk's (NVO) Q1 Earnings and Sales Beat Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-07 23:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/novo-nordisks-nvo-q1-earnings-151803675.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Novo Nordisk A/S NVO reported first-quarter 2020 earnings of 75 cents per American Depositary Receipt (ADR), beating the Zacks Consensus Estimate of 73 cents and increasing 16% in DKK from the year-...</p>\n\n<a href=\"https://finance.yahoo.com/news/novo-nordisks-nvo-q1-earnings-151803675.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/lo/api/res/1.2/2F.SoboO5_cCNF74gWo.6g--/YXBwaWQ9eXZpZGVvZmVlZHM7dz02MzU7aD00MDA-/https://media.zenfs.com/en-us/zacks.com/9883d206905e7516b2353476e213e60c","relate_stocks":{"NVO":"诺和诺德"},"source_url":"https://finance.yahoo.com/news/novo-nordisks-nvo-q1-earnings-151803675.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2034801632","content_text":"Novo Nordisk A/S NVO reported first-quarter 2020 earnings of 75 cents per American Depositary Receipt (ADR), beating the Zacks Consensus Estimate of 73 cents and increasing 16% in DKK from the year-ago quarter.Revenues grew 16% year over year in DKK (up 14% at constant exchange rate [CER]) to $5.0 billion. Revenues beat the Zacks Consensus Estimate of $4.70 billion. COVID-19-related stockpiling led to the upside.Novo Nordisk AS Price, Consensus and EPS SurpriseNovo Nordisk AS price-consensus-eps-surprise-chart | Novo Nordisk AS QuoteNovo Nordisk’s shares have gained 7.1% in the year so far against the industry’s decline of 1.8%.All growth rates mentioned below are on a year-over-year basis.Quarter in DetailNovo Nordisk operates in two segments — Diabetes and Obesity Care, and Biopharmaceuticals.The Diabetes and Obesity Care segment sales grew 14% at CER. In Diabetes Care, fast-acting insulin (Fiasp and NovoRapid) revenues grew 1% and Human insulin revenues were up 11%. Premix insulin (Ryzodeg and NovoMix) revenues rose 7%. However, sales of long-acting insulin (Tresiba, Xultophy and Levemir) declined 3%. Ozempic had a strong launch and recorded sales of DKK 4.7 billion in the quarter.Obesity Care (Saxenda) grew 30% at CER. Sales at the Biopharmaceuticals segment increased 16% at CER to DKK 5.3 billion. Hemophilia sales (NovoSeven and NovoEight) were up 9% to DKK 2.8 billion.Research and development (R&D) expenses increased 40% at CER due to the reversal of write-downs of prelaunch inventory in the year-ago quarter following the filing of oral semaglutide to the FDA.Sales and distribution costs rose 7% at CER driven by promotional activities for Ozempic.Other UpdatesIn April 2020, the European Commission (EC) granted marketing authorization to Rybelsus for the treatment of adults with insufficiently controlled type 2 diabetes to improve glycaemic control as an adjunct to diet and exercise.Novo Nordisk submitted a new drug application to the China Center of Drug Evaluation for Ozempic in February both for treating insufficiently controlled type 2 diabetes and reducing the risk of major cardiovascular events in patients with type 2 diabetes and established cardiovascular disease.In April, the company completed a phase II trial with subcutaneous semaglutide in non-alcoholic steatohepatitis (NASH).2020 Outlook MaintainedNovo Nordisk maintained its outlook for 2020 amid the coronavirus pandemic. It expects 3-6% sales growth at CER. This reflects a strong performance for the glucagon-like peptide-1 (GLP-1)-based diabetes care products, Ozempic, Victoza and Rybelsus; the obesity care product, Saxenda; the portfolio of new-generation insulin; and the contribution from biopharm products, Esperoct, Refixia and NovoEight.However, this is expected to be partly offset by intensifying global competition within the Diabetes Care and Biopharmaceuticals segments, especially for hemophilia inhibitor. We note that Novo Nordisk faces stiff competition from Eli Lilly LLY and Sanofi SNY in the global insulin market. The company also faces stiff competition from Eli Lilly and Astra Zeneca AZN in the global GLP-1 market.Persistent pricing pressure within Diabetes Care, especially in the United States, might also negatively impact sales.Our TakeNovo Nordisk beats on both first-quarter earnings and sales. Ryzodeg continues to gain traction and Ozempic is off to a solid start. However, the impact of COVID-19 will affect the performance in the upcoming quarters.Novo Nordisk currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.5 Stocks Set to DoubleEach was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Novo Nordisk AS (NVO) : Free Stock Analysis Report Sanofi (SNY) : Free Stock Analysis Report AstraZeneca PLC (AZN) : Free Stock Analysis Report Eli Lilly and Company (LLY) : Free Stock Analysis Report To read this article on Zacks.com click here. Zacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922486074,"gmtCreate":1587642798998,"gmtModify":1704365055347,"author":{"id":"3526353410730916","authorId":"3526353410730916","name":"_______8845","avatar":"https://static.tigerbbs.com/aecf164c9ef6fa468b57f6a24a381c4d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922486074","repostId":"2029261043","repostType":2,"repost":{"id":"2029261043","pubTimestamp":1587641520,"share":"https://www.laohu8.com/m/news/2029261043?lang=&edition=full","pubTime":"2020-04-23 19:32","market":"sh","language":"zh","title":"低估值的仅剩4只 防御板块受机构重点关注","url":"https://stock-news.laohu8.com/highlight/detail?id=2029261043","media":"新浪财经-自媒体综合","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　低估值的仅剩4只！防御板块受机构重点关注\n　　来源：数据宝\n　　原创 吴琦 \n　　近一周，A股维持震荡，市场偏好保守，以食","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　　<span>低估值的仅剩4只！防御板块受机构重点关注</span></p>\n<p>　　<span>来源：数据宝</span></p>\n<p>　　<span>原创 吴琦 </span></p>\n<p>　　近一周，A股维持震荡，市场偏好保守，以食品饮料和医药生物为主的防御板块明显受到机构追捧，其中4股估值低于35倍，5只个股平均预测上涨空间超10%。</p>\n<p>　　机构扎堆推荐防御板块个股，这些股受重点关注</p>\n<p>　　证券时报•数据宝统计显示，近一周（4月17日至4月23日）机构共对518 只股票给予买入型评级（包括买入、强烈推荐、推荐、增持）。</p>\n<p>　　<span><a href=\"https://laohu8.com/S/600519\">贵州茅台</a></span><span></span>是近一周获机构买入型次数最多个股，公司股价今天站上历史最高位。贵州茅台发布了2019年的年度利润分配预案，分红预案为10派170.25元，其每股分红纪录再次刷新记录，不过按照今天1252.26元的收盘价测算，其股息率只有可怜的1.36%，在A股中并不出众。实际上，贵州茅台被认为是A股价值投资的一面旗帜，其股价的不断走高，也说明了市场的风格偏好趋势。</p>\n<p>　　分行业来看，获机构买入型评级次数居前的有食品饮料、化工和医药生物，获推荐次数均超150次，与以往相比，农林牧渔板块受机构青睐程度有大幅提升。从行业角度也能看出，目前市场最大的热点也倾向于防御板块。</p>\n<p>　　数据宝统计显示，从获机构买入型次数居前的个股所属行业看，食品饮料和医药生物行业居多，买入型次数超过15次的有贵州茅台、<span><a href=\"https://laohu8.com/S/603517\">绝味食品</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600305\">恒顺醋业</a></span><span></span>、<span><a href=\"https://laohu8.com/S/603345\">安井食品</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300347\">泰格医药</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600132\">重庆啤酒</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002507\">涪陵榨菜</a></span><span></span>和<span><a href=\"https://laohu8.com/S/300122\">智飞生物</a></span><span></span>。其中，贵州茅台、安井食品、涪陵榨菜和智飞生物今日收盘价创历史新高。</p>\n<p>　　如果将获评级次数扩大为5次以上，有21只医药生物和食品饮料公司获机构青睐。从今年以来股价表现看，<span><a href=\"https://laohu8.com/S/002223\">鱼跃医疗</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300482\">万孚生物</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002661\">克明面业</a></span><span></span>、安井食品和智飞生物累计上涨超60%，<span><a href=\"https://laohu8.com/S/000799\">酒鬼酒</a></span><span></span>、重庆啤酒、<span><a href=\"https://laohu8.com/S/002675\">东诚药业</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600597\">光明乳业</a></span><span></span>和贵州茅台累计涨幅低于10%。贵州茅台、智飞生物、安井食品、万孚生物、涪陵榨菜、<span><a href=\"https://laohu8.com/S/002557\">洽洽食品</a></span><span></span>和<span><a href=\"https://laohu8.com/S/603027\">千禾味业</a></span><span></span>7股股价今天创历史新高。洽洽食品、泰格医药和千禾味业分别获<span><a href=\"https://laohu8.com/S/601099\">太平洋</a></span><span></span>证券、华金证券和<span><a href=\"https://laohu8.com/S/000776\">广发证券</a></span><span></span>上调评级。</p>\n<p>　　太平洋证券认为涪陵榨菜一季报表现优异，领先指标向好，受疫情影响部分地区缺货，预 收账款不降反增，同时叠加渠道部分补库存需求，这都将为二季度收入利润提供保障。</p>\n<p>　　从估值角度看，上述21只股中，克明面业、<span><a href=\"https://laohu8.com/S/000513\">丽珠集团</a></span><span></span>、光明乳业和酒鬼酒的滚动市盈率不足35倍。</p>\n<p>　　受益于疫情期间家庭消费增加，克明面业今年一季度实现营业收入8.86亿，同比增长12.83%，扣非归母净利润为9925万，同比增长93.24%。截至2020年3月底，公司在手未完成订单5万吨，最新滚动市盈率为25.9倍。</p>\n<p>　　丽珠集团2020年一季度实现扣非归母净利润4.03亿元，同比增长22.55%，公司化药及原料药受疫情影响收入下降，但是公司抗病毒颗粒、诊断试剂盒等疫情相关产品销售情况较好，<span><a href=\"https://laohu8.com/S/002736\">国信证券</a></span><span></span>认为，考虑到海外疫情仍存在较大不确定性，且试剂盒海外单价大幅高于国内，试剂盒出口有望继续贡献业绩。公司最新滚动市盈率为30.8倍。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/284/w514h570/20200423/ffe2-isqivxh5968999.jpg\"/><span></span></div>\n<p>　　4只滞涨低估值个股平均预测上涨空间超40%</p>\n<p>　　数据宝统计显示，近一周获机构买入型评级且给出目标价超过5家的个股中，将公布的目标价与最新收盘价相比，有21只个股平均预测上涨空间超10%，其中<span><a href=\"https://laohu8.com/S/601828\">美凯龙</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600466\">蓝光发展</a></span><span></span>、<span><a href=\"https://laohu8.com/S/000001\">平安银行</a></span><span></span>、<span><a href=\"https://laohu8.com/S/601012\">隆基股份</a></span><span></span>和<span><a href=\"https://laohu8.com/S/001979\">招商蛇口</a></span><span></span>的机构平均预测上涨空间最高，均超40%，除隆基股份外，其他4只个股滚动市盈率均为个位数，年内累计涨跌幅也均为-10%以下。</p>\n<p>　　上述21只个股中，贵州茅台、<span><a href=\"https://laohu8.com/S/600438\">通威股份</a></span><span></span>、平安银行、<span><a href=\"https://laohu8.com/S/002078\">太阳纸业</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300014\">亿纬锂能</a></span><span></span>和绝味食品获机构买入型评级次数最多，均超20次。</p>\n<p>　　从行业看，贵州茅台、绝味食品、安井食品、洽洽食品和酒鬼酒属于食品饮料行业，机构预测平均上涨空间分别为12.92%、10.75%、11.56%、16.18%和12.1%。</p>\n<p>　　从股价表现看，<span><a href=\"https://laohu8.com/S/300616\">尚品宅配</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300258\">精锻科技</a></span><span></span>、招商蛇口、美凯龙、太阳纸业、平安银行和蓝光发展的股价表现最差，年内累计下跌幅度均超10%。其中蓝光发展今年下跌22.39%，滚动市盈率仅为5倍。蓝光发展2019年归母净利润为34.6亿元，同比增长55.5%，加权平均ROE增长6.8%至23.9%。<span><a href=\"https://laohu8.com/S/HTSC.UK\">华泰证券</a></span><span></span>预计公司一季度销售金额161亿，将同比减少，但二季度有望逐步迎来修复。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/crawl/88/w550h1138/20200423/68e2-isqivxh5969067.jpg\"/><span></span></div>\n<p>　　声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。</p>\n<font><a href=\"https://laohu8.com/S/SINA\">新浪</a>声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</font><p><span>免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表新浪立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。</span></p>\n<p>责任编辑：王帅 </p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>低估值的仅剩4只 防御板块受机构重点关注</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n低估值的仅剩4只 防御板块受机构重点关注\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-23 19:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hyyj/2020-04-23/doc-iircuyvh9457030.shtml><strong>新浪财经-自媒体综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　低估值的仅剩4只！防御板块受机构重点关注\n　　来源：数据宝\n　　原创 吴琦 \n　　近一周，A股维持震荡，市场偏好保守，以食品饮料和医药生物为主的防御板块明显受到机构追捧，其中4股估值低于35倍，5只个股平均预测上涨空间超10%。\n　　机构扎堆推荐防御板块个股，这些股受重点关注\n　　证券时报•数据宝统计显示，近一周（4月...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hyyj/2020-04-23/doc-iircuyvh9457030.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"600519":"贵州茅台"},"source_url":"https://finance.sina.com.cn/stock/hyyj/2020-04-23/doc-iircuyvh9457030.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2029261043","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　低估值的仅剩4只！防御板块受机构重点关注\n　　来源：数据宝\n　　原创 吴琦 \n　　近一周，A股维持震荡，市场偏好保守，以食品饮料和医药生物为主的防御板块明显受到机构追捧，其中4股估值低于35倍，5只个股平均预测上涨空间超10%。\n　　机构扎堆推荐防御板块个股，这些股受重点关注\n　　证券时报•数据宝统计显示，近一周（4月17日至4月23日）机构共对518 只股票给予买入型评级（包括买入、强烈推荐、推荐、增持）。\n　　贵州茅台是近一周获机构买入型次数最多个股，公司股价今天站上历史最高位。贵州茅台发布了2019年的年度利润分配预案，分红预案为10派170.25元，其每股分红纪录再次刷新记录，不过按照今天1252.26元的收盘价测算，其股息率只有可怜的1.36%，在A股中并不出众。实际上，贵州茅台被认为是A股价值投资的一面旗帜，其股价的不断走高，也说明了市场的风格偏好趋势。\n　　分行业来看，获机构买入型评级次数居前的有食品饮料、化工和医药生物，获推荐次数均超150次，与以往相比，农林牧渔板块受机构青睐程度有大幅提升。从行业角度也能看出，目前市场最大的热点也倾向于防御板块。\n　　数据宝统计显示，从获机构买入型次数居前的个股所属行业看，食品饮料和医药生物行业居多，买入型次数超过15次的有贵州茅台、绝味食品、恒顺醋业、安井食品、泰格医药、重庆啤酒、涪陵榨菜和智飞生物。其中，贵州茅台、安井食品、涪陵榨菜和智飞生物今日收盘价创历史新高。\n　　如果将获评级次数扩大为5次以上，有21只医药生物和食品饮料公司获机构青睐。从今年以来股价表现看，鱼跃医疗、万孚生物、克明面业、安井食品和智飞生物累计上涨超60%，酒鬼酒、重庆啤酒、东诚药业、光明乳业和贵州茅台累计涨幅低于10%。贵州茅台、智飞生物、安井食品、万孚生物、涪陵榨菜、洽洽食品和千禾味业7股股价今天创历史新高。洽洽食品、泰格医药和千禾味业分别获太平洋证券、华金证券和广发证券上调评级。\n　　太平洋证券认为涪陵榨菜一季报表现优异，领先指标向好，受疫情影响部分地区缺货，预 收账款不降反增，同时叠加渠道部分补库存需求，这都将为二季度收入利润提供保障。\n　　从估值角度看，上述21只股中，克明面业、丽珠集团、光明乳业和酒鬼酒的滚动市盈率不足35倍。\n　　受益于疫情期间家庭消费增加，克明面业今年一季度实现营业收入8.86亿，同比增长12.83%，扣非归母净利润为9925万，同比增长93.24%。截至2020年3月底，公司在手未完成订单5万吨，最新滚动市盈率为25.9倍。\n　　丽珠集团2020年一季度实现扣非归母净利润4.03亿元，同比增长22.55%，公司化药及原料药受疫情影响收入下降，但是公司抗病毒颗粒、诊断试剂盒等疫情相关产品销售情况较好，国信证券认为，考虑到海外疫情仍存在较大不确定性，且试剂盒海外单价大幅高于国内，试剂盒出口有望继续贡献业绩。公司最新滚动市盈率为30.8倍。\n\n　　4只滞涨低估值个股平均预测上涨空间超40%\n　　数据宝统计显示，近一周获机构买入型评级且给出目标价超过5家的个股中，将公布的目标价与最新收盘价相比，有21只个股平均预测上涨空间超10%，其中美凯龙、蓝光发展、平安银行、隆基股份和招商蛇口的机构平均预测上涨空间最高，均超40%，除隆基股份外，其他4只个股滚动市盈率均为个位数，年内累计涨跌幅也均为-10%以下。\n　　上述21只个股中，贵州茅台、通威股份、平安银行、太阳纸业、亿纬锂能和绝味食品获机构买入型评级次数最多，均超20次。\n　　从行业看，贵州茅台、绝味食品、安井食品、洽洽食品和酒鬼酒属于食品饮料行业，机构预测平均上涨空间分别为12.92%、10.75%、11.56%、16.18%和12.1%。\n　　从股价表现看，尚品宅配、精锻科技、招商蛇口、美凯龙、太阳纸业、平安银行和蓝光发展的股价表现最差，年内累计下跌幅度均超10%。其中蓝光发展今年下跌22.39%，滚动市盈率仅为5倍。蓝光发展2019年归母净利润为34.6亿元，同比增长55.5%，加权平均ROE增长6.8%至23.9%。华泰证券预计公司一季度销售金额161亿，将同比减少，但二季度有望逐步迎来修复。\n\n　　声明：数据宝所有资讯内容不构成投资建议，股市有风险，投资需谨慎。\n新浪声明：新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表新浪立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。\n责任编辑：王帅","news_type":1},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":958516730,"gmtCreate":1591312912120,"gmtModify":1704195291312,"author":{"id":"3526353410730916","authorId":"3526353410730916","name":"_______8845","avatar":"https://static.tigerbbs.com/aecf164c9ef6fa468b57f6a24a381c4d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958516730","repostId":"2034801632","repostType":2,"isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922486074,"gmtCreate":1587642798998,"gmtModify":1704365055347,"author":{"id":"3526353410730916","authorId":"3526353410730916","name":"_______8845","avatar":"https://static.tigerbbs.com/aecf164c9ef6fa468b57f6a24a381c4d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922486074","repostId":"2029261043","repostType":2,"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}