Yes. Guizhou Bailing's main business is the production and sales of Chinese patent medicines, mainly Miao medicines. It belongs to the pharmaceutical manufacturing sector. Its net profit performance has been stable in recent years, its prospects are promising, and it has certain investment value.
Guizhou Bailing already has the two major elements of a big bull stock: rapid endogenous development and major external opportunities.
The current total market value of 1.002424 company is more than 10 billion, and the patent right of Tangningtong plus Tiantaishan's production line is worth more than 10 billion. If you buy 002424 stock at this price now, you are actually buying half and getting half free.
2. If we look further ahead, for example, in five or six years, Tangningtong will definitely become a major product with annual sales of more than 2 billion. With annual sales of 2 billion, the net profit will be 600-700 million. The assets that can achieve such income must be assets of more than 10 billion. In other words, people will realize that Tangningtong is worth more than 10 billion in 5-6 years. . And this kind of income will increase year by year. The current stock price is about 28 yuan, with a market value of more than 10 billion, while Tangningtong is worth more than 10 billion. Therefore, the current stock price is seriously underestimated. This is the opportunity for mispricing of high-quality stocks that Buffett often talks about.
3. Everyone is paying attention to Bailing’s new diabetes drug. I think Guizhou Bailing’s extensive and rapid development opportunities in the next 3-4 years also deserve everyone’s attention. Guizhou Bailing has encountered a once-in-a-lifetime development opportunity. In May 2014, the Guizhou Provincial Government released the 2014-2017 Guizhou Provincial New Pharmaceutical Plan. By 2017, there were 155 existing pharmaceutical companies, and more than 50 were merged and reorganized. By 2017, more than 2 companies will be supported to achieve annual sales of 10 billion, and more than 5 companies will be supported to achieve annual sales of 5 billion. With the strength of Guizhou Bailing ranked second in the industry (in Guizhou Province), it should be a sure thing to become a support target with annual sales of 5 billion. In other words, with the promotion and support of the government's industry integration and industry policies, Guizhou Bailing's sales will rapidly increase from 1.4 billion to 5 billion in 3-4 years, and how much will the profit per share increase.
In addition, Guizhou Bailing is very likely to become a support target with annual sales of 10 billion. Due to the consideration of the provincial government, it is certain that it will definitely support a Miao medicine company to achieve annual sales of 100 billion. billion scale, which is Guizhou’s characteristics, local characteristics and national characteristics. Guizhou Bailing has always been a leading Miao medicine enterprise. In recent years, it has developed Miao medicine-specific hepatitis B drugs and diabetes drugs, which has further consolidated its leading position in Miao medicine. Therefore, it is said that Guizhou Bailing has become a support target with annual sales of 10 billion. High probability.
If the analysis is true, in the past 3-4 years, Guizhou Bailing's epitaxial and ultra-high-speed development will greatly enhance the company's investment value. The integration of Miao medicine will bring huge room for imagination, which will provide a great opportunity for those with vision and patience. Excellent opportunities available to investors. Those who are interested can compare the development speed of Yunnan Baiyao Co., Ltd. before and after the Yunnan Provincial Government integrated the province's Baiyao enterprises. Its stock price has also risen from 4-6 yuan to 1,500 yuan.
Please click to enter the picture description (maximum 18 words)