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Kejie Intelligent IPO Analysis

time：2023-03-24 01:30:52 source：clevelanddrifters.com author：Aviation stock

Kejie Intelligent IPO Analysis

The company is a well-known provider of intelligent logistics and intelligent manufacturing solutions in China, focusing on the design, research and development, production, sales and service of intelligent logistics and intelligent manufacturing systems and products for domestic and foreign customers. The company's intelligent logistics system serves the needs of intelligent transportation and sorting in scenarios such as express parcels, large-scale logistics, e-commerce retail and circulation. The main customers include SF Express, Debon, Yanwen Logistics, India Delhivery, Diyi Logistics and other large express delivery Logistics Group, as well as well-known e-commerce platforms such as Coupang, JD.com, Suning, and Flipkart in India. The company started to subscribe on September 5, with an issue price of 21.88 yuan per share, a market value of 2.968 billion before the issue, and an issue price-earnings ratio of 57.41 times, which is 33.29 times higher than the industry price-earnings ratio. It belongs to the Science and Technology Innovation Board, and the sponsor is Guotai Junan Securities. From 2019 to 2021, the company's revenue is 462.5 million, 880.1 million, and 1.277 billion respectively. The revenue in 2021 will increase by 45.15% year-on-year; the net profit will be 12.73 million, 61.46 million, and 86.49 million respectively. An increase of 40.72%. The company expects that the revenue in the third quarter of 2022 will increase by 36.92%~64.3% year-on-year, the net profit range will be -21 million ~ 16 million, and the deducted non-net profit will be -35 million ~ 29 million, and the loss margin will increase. Taking the 2021 annual report as an example, Lao Yu compared several companies in the same industry. Excluding the loss, the average price-earnings ratio was 36.61 times. It seems that the valuation of Kejie Intelligence is indeed a bit high. Subscription strategy: The company's operations in the past few years have been relatively stable, revenue and net profit have maintained rapid growth every year, and the net profit in 2021 will increase by 40.72% year-on-year, but the company expects to lose money in the third quarter of 2022, and the loss will be slightly higher than the same period last year. Increase. The company's issuance price-earnings ratio is 57.41 times, which is higher than the industry's price-earnings ratio of 33.29 times. Lao Yu compared several companies in the same industry. Excluding the losses, the average price-earnings ratio is 36.61 times. It seems that the valuation of Kejie Intelligence is indeed a bit high. The company's plate is not too big, the total market value is 3.957 billion, and the issue price of 21.88 yuan is not expensive. It is recommended to subscribe carefully. The current market is not very good, and I plan to give up the subscription! Subscription level of new shares: Purchase with confidence > Purchase cautiously > Give up subscription My remarks represent only personal opinions and do not constitute any investment basis. The stock market is risky, and you need to be cautious when entering the market! Follow me: Xiaosan Laoyu# Caijing# #Playing new shares# #stock# #IPO#

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