Wen | Liu Zhentao
Shun Feng, the leader of express delivery, has been planted!
on the evening of April 8th, SF Express released its first quarter results forecast for 221, saying that it expected to realize a net profit loss of 9 million yuan to 1.1 billion yuan attributable to shareholders of listed companies in the first quarter, compared with a profit of 97 million yuan in the first quarter of the previous year (22).
As for the reasons for the losses, SF said that in the first quarter of 221, the company continued to increase new business development and resource investment, integrate and optimize resources, and tamp down the operating chassis around the development direction of further improving the integrated logistics services and supply chain solutions, which will lead to short-term pressure on the company's costs.
in common parlance, the increase in capital investment in the first quarter of SF has caused short-term pressure on costs. As it is the first quarter performance forecast, SF did not give complete financial data, and it is not yet possible to know the specific cost situation.
SF Express is a leading enterprise in the domestic express delivery industry, with revenue of 153.987 billion yuan in 22, a year-on-year increase of 37.25%; The net profit was 7.326 billion yuan, a year-on-year increase of 26.39%.
judging from the performance in 22, SF Express is remarkable, but in the secondary market, its share price keeps falling.
After the Spring Festival, on February 18th, SF hit an all-time high of 124.7 yuan. In the two months since then, SF's share price has shown a downward trend.
as of the close of April 8, SF reported 8.8 yuan, with a total market value of 368.2 billion yuan. The stock price was 124.7 yuan away from the high point, falling by 35%, and the total market value evaporated by 2 billion yuan. The actual controller Wang Wei holds about 6% of the shares of SF, and his value has shrunk by more than 1 billion.
Just after SF started to decline on February 18th, many brokers still saw more. Among them, Northeast Securities gave a target price of 11 yuan on March 18th. On March 29th, Northeast Securities gave a target price of 12 yuan.
the singing of brokers failed to stop SF from falling and rebounding. SF plunged, and the accounts of investors holding shares shrank seriously.
according to public data, as of February 28th, 221, the number of shareholders holding SF Express was 165,2. According to the market value evaporation data since February 18, roughly calculated, there are 165,2 shareholders, and the average loss per household is about 1.25 million.
In addition, SF Holdings is the target of Public Offering of Fund's position. As of December 31, 22, Xingquan Trend Investment Mix and Bank of Communications Schroeder's new vitality all hold SF Express. If these Public Offering of Fund are not sold, they will also suffer huge losses from February 18 to April 8.
judging from the logic of SF's share price decline, since February 18th, Bao Tuan shares have experienced a rapid decline, and the logic behind it includes the tightening of investors' expected liquidity and the soaring yield of US bonds to suppress the valuation of risky assets.
however, around March 9th, the baotuan stocks whose valuations dropped sharply began to rebound. For example, Maotai has rebounded from a low of 1,9 yuan to the latest 2,7 yuan.
on the other hand, SF has almost been falling all the way, and there is no decent rebound. Nowadays, a quarterly report is expected to lose more than 9 million yuan, and the stock price is even worse.
after SF's first-quarter results were significantly pre-lost, some investors in SF's controlling shareholder group expressed concern. "The performance of this group of shares is not good, and it's scary to fall down. Let's see who runs fast tomorrow."
Some investors also said, "Don't mention it.".
what do you think of the performance of SF's share price tomorrow? We will continue to pay attention to the trend of SF tomorrow.