300198 under CSRC investigation for suspected disclosure violations; 22 stocks saw net institutional buying on the Dragon-Tiger list exceeding 10 million yuan this week

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2▲4 ▼0Impact / 5
Summary · why it matters

On October 9, all three major A-share indices closed higher, with total market turnover of 1.92 trillion yuan, an increase of 222.4 billion yuan from the previous trading day. More than 3,200 stocks closed higher, including 72 at the daily limit. Evening announcements showed that ST Nachuan, stock code 300198, was placed under investigation by the China Securities Regulatory Commission for suspected illegal information disclosure in its 2023 annual report, and Yu Faxiang, the actual controller of Xiangyuan Cultural Tourism, was also placed under investigation by the CSRC. Dragon-Tiger list data showed that institutional seats appeared in 67 stocks this week, with net buying in 38 stocks and net selling in 29. Among them, 22 stocks saw net institutional buying exceeding 10 million yuan each, and 10 stocks including Jones Tech and OGAWA saw net institutional buying exceeding 50 million yuan each. The largest net buying was in Jones Tech, with total net institutional buying of 332 million yuan, while Yuanjie Technology saw the largest net institutional selling of 1.436 billion yuan. In terms of earnings forecasts, Kinwong Electronic expects third-quarter net profit to rise 205 to 265 percent year on year, Hongfuhan expects net profit for the first three quarters to rise 108 to 145 percent year on year, and China Jushi expects net profit for the first three quarters to rise 100 to 110 percent year on year. In addition, Avolon, a controlled subsidiary of Bohai Leasing, plans to purchase 140 B737 MAX series aircraft from Boeing through its subsidiaries, with a total value not exceeding 26.953 billion US dollars. Mengke Pharmaceutical signed an exclusive license and platform cooperation agreement with ClearideBio for MRX-23, with milestone payments and other amounts capped at 750 million US dollars in total.

Impact on assets 11

Defense & Geopolitical Fragmentation▲
Others▲
China Jushi Co Ltd
600176
▲ PositiveCapitalrelevance

China Jushi expects first-three-quarter net profit to rise 100-110% year on year.

Bohai Leasing Co Ltd
000415
▲ PositiveCapitalrelevance

Bohai Leasing's subsidiary Avolon plans to buy 140 Boeing 737 MAX aircraft worth up to $26.953 billion.

Jones Tech PLC Class A
300684
± Mixedrelevance

Jones Tech is only cited for having the largest institutional net buying on the Dragon-Tiger list, a share-flow move with no company-specific driver.

Off-coverage companies 2

Avolon Holdings Limited
Private± Mixedrelevance

ClearideBio Therapeutics AGi
Private± Mixedrelevance