The Russian-Ukrainian conflict has lasted for more than a month. This conflict not only caused global energy shortage, but also exacerbated global food unrest, and also caused turmoil in the global capital market. During the Russian-Ukrainian conflict, commodities related to Russian exports, such as crude oil and nickel, have experienced surges and plummeting, and concept stock , which is related to it, also has ups and downs.
Recently, some investors have stepped on the performance of listed companies due to the "Russia-Ukraine War". Let's see what's going on?
Russia-Ukraine War! Becken Energy (002828) becomes "being chewed on energy"?
On the evening of April 14, Beken Energy released an announcement on its 2021 annual performance report. The announcement showed that the total operating income from January to December 2021 was 1,143,382,772.79 yuan, an increase of 22.19% over the same period last year; the net profit attributable to shareholders of listed companies was 19,947,316.04 yuan, a decrease of 19.98% over the same period last year.
As with this company, the company also released its first quarter 2022 performance forecast. Data shows that the company expects to lose 190 million to 220 million yuan in the first quarter, and its net profit in the same period last year was 2.154 million yuan.
As for the impact of performance changes, the company said that it was affected by the conflict between Russia and Ukraine. According to the relevant provisions of the " Enterprise Accounting Standards ", in order to truly reflect the company's financial status, asset value and operating results, the company made an impairment preparation for part of the assets of the wholly-owned subsidiary Beken Energy Ukraine Co., Ltd. . This matter belongs to the non-recurring profit and loss project, and the impact on the company's non-recurring profit and loss in the first quarter is RMB 180 million to RMB 207 million. The company's wholly-owned subsidiary Beken Energy Ukraine Co., Ltd.'s drilling project in Ukraine will be temporarily suspended from February 26, 2022, which will result in a significant impact on the company's net profit after deducting non-recurring gains and losses in the first quarter.
As for the big thunder that has exploded in performance, some netizens said that Beken Energy has become "being chewed on energy". Some netizens also said that it’s over, Barbie Q. One hundred thousand shares! I have insomnia.
Directors were issued a warning letter, and many directors, supervisors and senior executives disclosed their share reduction plans
In addition to expected losses in performance, after sorting out the company announcement, it can be found that there are also directors issued a warning letter, and many directors, supervisors and senior executives disclosed their share reduction plans.
Early, the company issued an announcement stating that the company's director Dai Meiqiong was supervised and managed by the Xinjiang Securities Regulatory Bureau for issuing a warning letter for issuing a warning letter for exceeding the company's shares during the reduction plan.
On July 24, 2021, Dai Meiqiong disclosed a plan to reduce holdings of the company by no more than 1.3388 million shares through block trading and centralized bidding transactions within 6 months after the disclosure date, accounting for 0.67% of the company's total share capital.
It is reported that Dai Meiqiong originally held 5.355 million shares acquired before the company's initial public offering, accounting for 2.66% of the company's total share capital. On February 14, 2022, an announcement that the expiration of the term of the share reduction plan was announced. During the reduction plan, Dai Meiqiong actually reduced the number of shares by 1.704 million through centralized bidding, accounting for 0.8478% of the company's total share capital, exceeding the planned reduction of 365,250 shares.
The Xinjiang Securities Regulatory Bureau believes that Dai Meiqiong had over-reduced the company's shares during the reduction plan, and the excess did not disclose the reduction plan in advance 15 trading days before the sale, which violated relevant regulations. It decided to take supervision and management measures to issue a warning letter to him and record it in the securities market integrity file.
On April 7, the company also issued a pre-disclosure announcement on the reduction of shares by directors, supervisors and senior management. The announcement shows that the company's board of directors recently received a "Notice on Share Reduction Plan" issued by the company's financial director Ms. Jiang Li, director Mr. Li Qingshan, and supervisor Mr. Zhang Zhiqiang. Among them, Ms. Jiang Li plans to reduce her holdings of the company's shares by no more than 364,031 shares, accounting for 0.18% of the company's total share capital; Mr. Li Qingshan plans to reduce her holdings of the company's shares by no more than 522,610 shares, accounting for 0.26% of the company's total share capital; Mr. Zhang Zhiqiang plans to reduce her holdings of the company's shares by no more than 848,750 shares, accounting for 0.42% of the company's total share capital.
In the secondary market, in 2022, Beken Energy's stock price has entered a "roller coaster" trend.After hitting a stage high in early March, the stock then entered a downward channel. In the past month, the stock price fell by nearly 30%.
