| http://www.jrj.com 2008年05月14日 08:09
上海证券报 【字体:大 中 小】【页面调色版 |
近期沪深股市运行在震荡反弹的格局当中,尽管市场的阶段跌幅较大,人心思涨亦在情理之中,但客观而言,国际经济整体不够景气、调整经济结构导致国内宏观经济调控面临较大的挑战,同时应对本轮全球性的通货膨胀也在客观上给作为微观经济体的上市公司的筹融资和正常的生产经营带来了一定的困难,因此可以判断市场未来频繁震荡的可能性仍将较高。在震荡的市场环境当中,增长明确或超出预期的个股无疑具备较高的抗风险能力,从而具备较高的操作价值。为此朝阳永续统计了近一个月来机构研究报告业绩预测向上调整较大的一百只个股,希望能够从统计结果中寻找到一些共性,为投资者选股提供一些思路。
|
简称 |
市场最新预测平均值 |
2008年预测净利调整变动(%) |
2009年预测净利调整变动(%) | |||||
|
08*EPS |
08*PE |
09*EPS |
09*PE |
最新/1月前 |
最新/1季前 |
最新/1月前 |
最新/1季前 | |
|
0.04 |
140.18 |
0.03 |
198.7 |
169.50% |
58.61% |
17.26% |
-8.85% | |
|
0.36 |
16.27 |
0.41 |
14.37 |
73.40% |
73.40% |
76.16% |
76.16% | |
|
-0.07 |
-122.66 |
0.02 |
443.93 |
67.80% |
-- |
127.63% |
-- | |
|
深康佳A |
0.46 |
25.2 |
0.53 |
21.97 |
66.07% |
66.07% |
53.85% |
53.85% |
|
0.29 |
29.19 |
0.34 |
25.18 |
55.91% |
55.91% |
64.32% |
64.32% | |
|
0.17 |
137.06 |
0.26 |
88.58 |
52.16% |
14.22% |
50.39% |
24.91% | |
|
黄山B股 |
0.59 |
3.15 |
0.71 |
2.61 |
24.38% |
24.38% |
33.57% |
33.57% |
|
0.13 |
43.2 |
0.14 |
40.58 |
23.40% |
-10.28% |
0.00% |
-17.20% | |
|
0.65 |
108.76 |
3.02 |
23.34 |
23.18% |
105.35% |
51.08% |
97.60% | |
|
0.33 |
20.8 |
0.41 |
16.82 |
21.87% |
31.85% |
20.22% |
27.84% | |
|
0.88 |
29.3 |
1.07 |
24.06 |
19.15% |
21.41% |
20.68% |
23.52% | |
|
0.81 |
23.17 |
0.96 |
19.46 |
18.59% |
18.59% |
52.37% |
52.37% | |
|
0.25 |
34.13 |
0.33 |
26.2 |
18.10% |
4.90% |
18.12% |
6.40% | |
|
1.02 |
17.93 |
1.39 |
13.07 |
16.96% |
25.96% |
17.21% |
28.26% | |
|
0.17 |
89.96 |
0.39 |
38.69 |
16.84% |
54.16% |
-41.16% |
-58.95% | |
|
1.03 |
41.78 |
1.36 |
31.81 |
16.67% |
15.11% |
16.03% |
15.45% | |
|
0.98 |
17.49 |
1.3 |
13.1 |
15.79% |
15.79% |
17.01% |
17.01% | |
|
0.34 |
19 |
0.35 |
18.73 |
15.76% |
-0.27% |
7.66% |
-14.07% | |
|
0.69 |
14.14 |
0.86 |
11.33 |
15.06% |
15.06% |
19.42% |
19.42% | |
|
1.06 |
15.15 |
1.44 |
11.15 |
15.00% |
43.10% |
15.13% |
47.68% | |
|
0.27 |
35.9 |
0.3 |
32.91 |
13.90% |
22.56% |
14.95% |
22.61% | |
|
1 |
29.15 |
1.31 |
22.22 |
13.66% |
-- |
12.30% |
-- | |
|
2.78 |
34.57 |
3.45 |
27.85 |
13.44% |
43.59% |
14.07% |
44.84% | |
|
2.23 |
11.2 |
3.34 |
7.51 |
13.44% |
5.07% |
1.81% |
1.33% | |
|
1.5 |
18.36 |
1.76 |
15.65 |
13.39% |
96.05% |
15.29% |
121.70% | |
|
0.42 |
41.35 |
0.56 |
30.72 |
13.00% |
8.83% |
7.28% |
5.63% | |
|
0.56 |
37.45 |
0.83 |
25.42 |
12.73% |
12.73% |
17.53% |
17.53% | |
|
1.38 |
35.99 |
1.6 |
30.85 |
12.50% |
36.58% |
15.16% |
37.24% | |
|
1.46 |
31.8 |
1.59 |
29.3 |
12.32% |
-- |
-2.14% |
-- | |
|
2.5 |
21.96 |
2.82 |
19.5 |
12.25% |
147.20% |
27.57% |
257.34% | |
|
1.54 |
19.8 |
1.55 |
19.71 |
12.22% |
12.22% |
10.41% |
10.41% | |
|
0.71 |
29.84 |
1.13 |
18.6 |
12.18% |
5.88% |
13.31% |
2.95% | |
|
1.06 |
30.13 |
1.53 |
20.72 |
12.08% |
25.40% |
22.86% |
37.86% | |
|
0.52 |
18.17 |
0.71 |
13.23 |
12.04% |
21.79% |
19.57% |
35.35% | |
|
0.55 |
25.57 |
0.69 |
20.31 |
11.21% |
1.01% |
13.21% |
3.70% | |
|
0.41 |
24.22 |
0.47 |
21.18 |
11.01% |
14.30% |
10.88% |
16.42% | |
|
0.38 |
36.07 |
0.49 |
28.07 |
11.00% |
14.09% |
12.16% |
19.11% | |
|
0.87 |
18.88 |
1.17 |
14.03 |
10.69% |
20.96% |
14.61% |
28.67% | |
|
原水股份 |
0.54 |
25.8 |
0.78 |
17.89 |
10.25% |
10.25% |
9.57% |
9.57% |
|
1.64 |
31.17 |
1.99 |
25.67 |
8.86% |
25.92% |
13.74% |
31.62% | |
|
0.35 |
54.46 |
0.66 |
28.76 |
8.74% |
-- |
92.69% |
-- | |
|
0.64 |
38.1 |
0.97 |
24.92 |
8.68% |
59.71% |
16.26% |
84.86% | |
|
1.14 |
21.63 |
1.3 |
19.06 |
8.60% |
12.27% |
5.09% |
7.26% | |
|
0.52 |
20.93 |
0.73 |
15.04 |
7.87% |
3.41% |
14.36% |
14.01% | |
|
1.93 |
9.83 |
3.36 |
5.65 |
7.85% |
3.68% |
6.58% |
3.46% | |
|
0.74 |
43.63 |
0.9 |
35.76 |
7.37% |
8.49% |
8.97% |
12.86% | |
|
0.84 |
19.92 |
0.94 |
17.92 |
7.13% |
10.51% |
5.17% |
6.22% | |
|
0.53 |
38.09 |
0.75 |
27.19 |
7.09% |
13.21% |
8.90% |
16.66% | |
|
0.77 |
21.08 |
0.97 |
16.8 |
7.09% |
9.20% |
3.13% |
10.23% | |
|
1.52 |
21.64 |
1.99 |
16.58 |
6.74% |
10.54% |
4.62% |
8.92% | |
|
南玻A |
0.65 |
31.11 |
0.94 |
21.37 |
6.69% |
-8.70% |
5.07% |
-6.38% |
|
0.88 |
14.64 |
0.96 |
13.45 |
6.65% |
6.65% |
6.16% |
6.16% | |
|
2 |
24.2 |
2.68 |
18.1 |
6.62% |
7.33% |
6.00% |
6.35% | |
|
华侨城A |
0.61 |
24.34 |
0.9 |
16.61 |
6.62% |
13.74% |
7.74% |
13.63% |
|
1.3 |
25.08 |
1.79 |
18.11 |
6.52% |
6.53% |
7.48% |
7.51% | |
|
0.52 |
40.04 |
0.75 |
27.93 |
6.25% |
14.79% |
6.14% |
12.48% | |
|
0.58 |
27.22 |
0.78 |
20.45 |
6.21% |
6.21% |
-4.71% |
-4.71% | |
|
0.57 |
26.62 |
0.69 |
21.77 |
6.21% |
20.87% |
9.02% |
25.24% | |
|
0.42 |
13.65 |
0.45 |
12.82 |
6.05% |
6.06% |
5.81% |
5.95% | |
|
0.95 |
32.55 |
0.98 |
31.64 |
6.05% |
27.64% |
1.99% |
5.42% | |
|
0.63 |
34.63 |
0.96 |
22.78 |
5.79% |
7.44% |
6.77% |
10.29% | |
|
1.41 |
40.71 |
1.88 |
30.54 |
5.60% |
7.43% |
0.87% |
0.43% | |
|
0.66 |
20.53 |
0.82 |
16.57 |
5.45% |
6.09% |
8.90% |
8.36% | |
|
0.56 |
47.55 |
0.62 |
42.44 |
5.41% |
5.41% |
4.71% |
4.71% | |
|
0.31 |
30.98 |
0.42 |
22.88 |
5.10% |
6.91% |
6.83% |
7.81% | |
|
0.45 |
20.39 |
0.57 |
16.3 |
4.69% |
12.68% |
4.26% |
7.92% | |
|
5.02 |
8.29 |
6.01 |
6.93 |
4.67% |
4.67% |
12.04% |
12.04% | |
|
0.35 |
17.91 |
0.44 |
14.38 |
4.40% |
1.23% |
1.55% |
-0.60% | |
|
0.62 |
15.89 |
0.77 |
12.64 |
4.30% |
8.98% |
3.70% |
7.12% | |
|
1.17 |
26.07 |
1.61 |
18.84 |
4.30% |
12.12% |
4.34% |
11.41% | |
|
2.07 |
20.4 |
2.67 |
15.78 |
4.28% |
13.26% |
4.45% |
12.29% | |
|
0.43 |
38.87 |
0.52 |
32.4 |
4.26% |
-- |
6.57% |
-- | |
|
3.22 |
21.84 |
3.76 |
18.73 |
4.22% |
47.37% |
4.19% |
40.80% | |
|
0.39 |
39.95 |
0.59 |
26.35 |
4.19% |
4.47% |
0.81% |
1.23% | |
|
0.75 |
15.03 |
0.82 |
13.81 |
4.16% |
11.81% |
1.86% |
5.96% | |
|
0.75 |
38.78 |
0.99 |
29.32 |
4.01% |
14.78% |
5.00% |
14.03% | |
|
0.51 |
28.14 |
0.68 |
21.32 |
3.89% |
11.22% |
9.64% |
6.86% | |
|
4.26 |
15.74 |
5.01 |
13.4 |
3.82% |
2.30% |
3.97% |
2.51% | |
|
0.74 |
25.21 |
1.02 |
18.27 |
3.82% |
3.82% |
2.01% |
2.01% | |
|
1.51 |
32.54 |
1.8 |
27.15 |
3.77% |
9.87% |
4.71% |
14.47% | |
|
0.27 |
41.6 |
0.38 |
29.71 |
3.73% |
-- |
4.08% |
-- | |
|
0.76 |
30.91 |
1.02 |
23.17 |
3.72% |
22.46% |
3.41% |
26.33% | |
|
0.33 |
27.16 |
0.47 |
19.05 |
3.71% |
3.71% |
3.19% |
3.19% | |
|
0.88 |
44.8 |
1.25 |
31.51 |
3.63% |
5.42% |
5.32% |
3.79% | |
|
1.76 |
17.51 |
1.95 |
15.74 |
3.61% |
11.85% |
2.65% |
11.80% | |
|
1.02 |
28.21 |
1.2 |
23.96 |
3.47% |
19.71% |
10.92% |
26.08% | |
|
2.43 |
24.85 |
3.15 |
19.14 |
3.42% |
6.44% |
3.91% |
7.85% | |
|
1.86 |
15.87 |
2.36 |
12.52 |
3.37% |
14.16% |
2.55% |
13.32% | |
|
0.93 |
23.67 |
1.24 |
17.68 |
3.34% |
10.55% |
3.81% |
12.57% | |
|
0.48 |
33.75 |
0.65 |
24.99 |
3.18% |
-- |
3.78% |
-- | |
|
0.43 |
31.94 |
0.66 |
20.97 |
3.18% |
8.15% |
4.75% |
-7.71% | |
|
0.7 |
92.45 |
0.93 |
69.47 |
3.17% |
19.47% |
3.27% |
22.51% | |
|
黔轮胎A |
0.49 |
17.54 |
0.57 |
15.27 |
3.07% |
-6.87% |
0.32% |
-1.37% |
|
0.36 |
59.02 |
0.54 |
39.58 |
3.07% |
3.07% |
8.67% |
8.26% | |
|
0.55 |
18.12 |
0.63 |
15.79 |
2.97% |
34.67% |
4.86% |
34.69% | |
|
1.52 |
39.85 |
2.02 |
30.04 |
2.97% |
19.98% |
2.37% |
20.10% | |
|
1.23 |
55.85 |
1.65 |
41.72 |
2.87% |
15.82% |
3.31% |
21.05% | |
|
0.61 |
35.87 |
0.79 |
27.57 |
2.87% |
13.37% |
2.59% |
13.01% | |
|
1.18 |
27.06 |
1.67 |
19.13 |
2.69% |
32.63% |
3.14% |
31.23% | |
|
0.79 |
23.9 |
1 |
18.97 |
2.58% |
7.07% |
2.19% |
9.40% | |
(数据来源:上海朝阳永续投资咨询有限公司)
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