The third quarter of this year is indeed the season of "good drama and continuous watching" of public and private equity celebrities.
On the evening of October 14, Tongce Medical, nicknamed "Dentistry Mao", announced its quarterly report. This individual stock has previously attracted attention because there are many investment big names behind it.
However, on the trading day before the release of the quarterly report (October 14). Tongce Medical is dramatically "falling first to respect". At 10:30 a.m. on the same day, the stock was smashed to the stop board by a large number of sell-offs, and all the way to the end of the stop, this extreme trend further increased the market's attention to the stock.
The announcement in the evening was truly amazing. The net profit of Tongce Medical in the first three quarters increased by 55.09% year-on-year, but the year-on-year growth rate in the third quarter was only 5.88%.
Among the top ten shareholders, E Fangda's small and medium-sized cap, the largest circulating shareholder of Tongce, has "disappeared", which may indicate that zhang Kun, the product manager, has a new judgment on the stock. Another "top-notch" fund manager, Gülen, continued to boldly increase his position.
In addition to "Dental Mao", "Medical Beauty Moutai" Aimeike also announced three quarterly reports on the evening of October 14. Aimek's net profit in the first three quarters increased by 144.09% year-on-year. Net profit in the third quarter increased by 98.01% year-on-year. It still has a high growth rate and has attracted the attention of a large number of cattle scattered.
<h2>The "top streams" are on opposite sides</h2>
On the evening of October 14, Tongce Medical released the third quarter report, which fully exposed the differences between the institution and the stock.
In the previous company's mid-report, Zhang Kun, Ge Lan, Jiao Wei, Gui Kai, Gao Yi's Sun Qingrui, etc. were among the top ten circulating shareholders, but by the third quarter, the situation had changed.
In the list of the top ten outstanding stocks in the third quarter report of Tongce Medical, Zhang Kun and E Fangda Small and Mid Cap Fund have "disappeared". This means that Zhang Kun has reduced his 9.3 million shares by more than two-thirds of the year, and even does not rule out the possibility of full liquidation.
However, another "top-notch" Gülen, who came from medical research, still holds the stock in a big way and became the company's largest fund shareholder for the second consecutive quarter.
Careful analysis can be found that Zhang Kun has been reducing his position in recent quarters, while Gülen's Ceibas Medical and Health Fund is the third consecutive one to continue to increase its position.
This obviously shows that Glen and Zhang Kun's views on Tongce medical treatment are distinctly different.
<h2>The famous players each "take sides"</h2>
In addition to the above two "top streams", some other well-known fund managers have also "made their own positions" on Tongce Medical.
Yinhua's "investment star" Jiao Wei is also adding positions with Gülen. His stake has increased to 4.5 million shares, with a market capitalization of nearly 1.4 billion.
Another private equity top, former star fund manager Sun Qingrui is also similar, has been increasing the position of Tongce.
Harvest's "growth brother" Gui Kai is reducing its holdings, but its pace of reduction is still relatively stable, unlike Zhang Kun's "hand knife falling".
In the third quarter of this year, Wu Xingwu of GF Fund became the company's 9th largest outstanding shareholder.
<h2>Has the shareholding logic changed? </h2>
The shareholder divergence of Tongce Medical reflects a characteristic of the recent market, and the buyer's institutions are re-evaluating the "investment logic" of heavy companies more and more.
Judging from the research reports released by researchers of a number of securities companies in the third quarter of this year, most of them still gave a positive "affirmation" to Tongce Medical, such as the gradual expansion of the province into a scale, the steady advancement of the expansion of 100 million yuan, and the breakthrough of the industry chain dilemma.
But the actual shareholding list shows that institutions and even the top institutions are very divided.
Zhang Kun, who is known for his long-term shareholding, "turned away", and Gülen, who is known for his outstanding configuration ability, is sticking to it. Harvest's "growth brother" has reduced its position, while Yinhua's "growth brother" is still increasing its position.
Coupled with the release of a controversial quarterly report by Tongce Medical, this attention is expected to continue for a long time.
<h2>Niu San "fell in love" with Aimike</h2>
Over there Tongce medical treatment is "deep and hot", and here the "medical beauty Maotai" small days are moist.
The latest release of the "Aimeike" three quarterly report shows that the company achieved a net profit of 283 million yuan in the third quarter, an increase of 98.01% year-on-year. In the first three quarters, it achieved a net profit of 709 million yuan, an increase of 144.09% year-on-year.
Although the growth rate has declined, it is still in the absolute high growth range. This also brought a chain reaction.
Typically, a large number of "cattle scatter" rushed into Amy guests in the third quarter and "squeezed out" well-known public offerings.
In particular, "Niu Sa" Liu Zhaonian is a shareholder, as an active investor, he also entered Amyak in the third quarter.
By the end of the third quarter, in the list of the top ten outstanding stocks of Aimek, except for Jiao Wei's Yinhua Fuyu Fund, which barely managed to hold the tenth place, the rest of the well-known funds were "invisible" across the board.
This estimate also surprised many investors.
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