On the evening of January 19, ST National Medical disclosed the record of investor relations activities, showing that the company held a telephone exchange meeting on January 18, with more than 140 institutions participating, and star fund managers such as Glen and Zhang Kun were listed. This event is the first time that international medicine has been subjected to large-scale research after it was implemented and other risk warnings were resumed. On January 20, ST National Medical Rose in the tail and closed at the limit. In the previous four trading days, the stock fell to a stop continuously.
Yangtze Evening News/Purple Cow News reporter Ma Yan
Screenshot of stock price Image source Wind
On January 13, due to the impact of the "delay in the rescue and diagnosis and treatment of critically ill patients", two hospitals under the A-share company International Medicine were suspended for three months. On the evening of the same day, the international medical announcement: Due to the closure of two hospitals for 3 months, the corresponding situation of "the stock of the listed company was implemented with other risk warnings" was triggered. Trading in the company's shares was suspended on January 14. The market opened on January 17 and was ST.
After the resumption of trading on January 17, ST National Medical fell for three consecutive trading days. On the evening of January 19, ST National Medical disclosed the record of investor relations activities. According to the record sheet, the company held a telephone exchange meeting on January 18, responding to 14 hot questions after the closure of its two hospitals for answers such as the medical incident, the impact of the suspension on performance, when to "take off the hat", and whether there is a stock pledge risk. 141 organizations surveyed companies by teleconference on January 18. The reporter's inquiry found that more than 50 public funds, including E Fund, GF Fund, CEIBS Fund, Tianhong Fund, Huaxia Fund and other head companies, as well as a large number of well-known institutions such as Gao Yi Asset, Chongyang Investment, BlackRock, Dongfang Red Asset Management, Huatai Insurance, Ping An Pension, and PICC Assets. Top star fund managers such as E Fangda Zhang Kun and CEIBS Gülen appeared.
Screenshot of the record table Image source Wind
After the company is ST, is it possible to "take off the hat"? When is it expected to "take off the hat"? According to Wind's inquiry, the international medical investor relations activity record table disclosed on the 19th. The company said that according to the requirements, the company will make an announcement in a timely manner after the hospital obtains the approval of the Xi'an Municipal Health Commission for follow-up consultation, and at the same time as the announcement, it will apply to the exchange to revoke the risk warning. The time for the relevant risk warning is predictable, and it is now expected to be about three months.
As far as the current situation is concerned, according to the latest policy requirements, some departments are still serving patients, and the hospital is also actively strengthening the relevant diagnosis and treatment work, striving to complete rectification as soon as possible, early follow-up, and shortening the suspension time is the direction of the company's active efforts on the basis of doing a good job.
In addition to other risk warnings, will the company be implemented in 2022 due to performance factors? The company said that according to the rules for the listing of stocks on the Shenzhen Stock Exchange, the risk warning standard for the financial category is that the audited net profit of the most recent fiscal year is negative, and the operating income is less than 100 million yuan, or the net profit of the most recent fiscal year after retrospective restatement is negative, and the operating income is less than 100 million yuan, and other risk warnings include the company's capital occupation and the situation is serious, the company violates the prescribed procedures to guarantee externally, and the company's board of directors and shareholders' general meeting cannot hold normal meetings. According to the above relevant provisions, the company will not touch the above terms in 2022, so the company as a whole does not have the risk of being implemented risk warnings due to performance factors.
In addition, the company also responded that the suspension of three months will affect the company's performance, but according to the historical data of previous years, the revenue in the first quarter accounts for the smallest proportion of the annual revenue, so the company believes that the impact of the suspension on revenue and profit is limited, and with the acceleration of operation after the follow-up diagnosis, it can be corrected, and the impact on performance is controllable.
The company's fundamentals have not changed significantly, and fixed costs will not change as a result of the closure. The salaries, depreciation and financial expenses of the existing personnel of the two hospitals total about 120 million yuan per month, and the depreciation accounts for a relatively large proportion. At present, the stock pledge rate of the company's major shareholders and their consistent actors is 40.28%, and the financing scale is small, and there is no stock pledge risk.
On January 20, ST National Medical closed up and down, and the stock price was reported at 7.53 yuan / share. This is also the first limit increase after the stock has fallen for four consecutive stops. Since Jan. 5, the stock has fallen 33 percent.
【The stock market is risky, investment needs to be cautious】
Proofread by Faye Wong
Source: Purple Cow News