侦探动态 + 返回列表
According to statistics, the latest dynamic P/E ratio of 486 stocks was lower than the average of A-share market (14.90 times) yesterday. Analysts said that the current A share price earnings ratio is less than 15 times. Analysts point out that this level is close to the price-earnings ratio at the bottom of the market in June 2005, October 2008, June 2013 and January 2016, and it is a good time to allocate value stocks.
In terms of market performance, 459 of the 486 undervalued stocks listed above rose to varying degrees yesterday. Among them, Panax notoginseng Mutual Entertainment rose in the first place, reaching 9.46%, followed by Xincheng Holdings and Huaxin Cement, which rose by 7.26% and 7.25% respectively. In addition, Everbright Jiabao (6.94%), International Medicine (6.69%), Wynn Limited (6.44%), Poly Real Estate (6.01%), Daya Saint Elephant (5.72%), Chongqing Department Store (5.71%), Lizhu Group (5.64%), Chinese Medicine (5.52%) and Guangtian Group (5.47%) also have good market performance, all rising by more than 5% yesterday.
In terms of capital flow, a total of 296 stocks realized a net inflow of large single capital yesterday. Among them, Gree Electric Appliances (557.1879 million yuan), Poly Real Estate (3067.74 million yuan), Vanke A (239.783 million yuan), China Merchants Bank (21.7673 million yuan), Industrial and Commercial Bank (168.581 million yuan), Ping An Bank (168.335 million yuan), Southern Airlines (1593.97 million yuan), China Merchants Shekou (12.0183 million yuan), Construction Bank (113.136 million yuan), Wanhua Chemical (108.06 million yuan). 700 thousand and 400 yuan) 10 leading shares received more than 100 million yuan yesterday, and the total amount of money was 2 billion 153 million yuan. In addition, 16 stocks, including Qingdao Haier, TCL Group, Huatai Securities, Luxi Chemical Industry, Qibin Group, Overseas Chinese City A, Societe Generale Bank and so on, had a net inflow of large single capital of more than 50 million yuan yesterday.
In terms of performance, 70 listed companies have taken the lead in disclosing the performance forecast of the three-quarter report in 2018, with 57 companies accounting for 81.43%. Among them, Hefei City Construction (730.00%), Zhongbai Group (262.64%), Zhongzhou Holdings (212.54%), Xincheng (200.00%), Jindawei (191.28%), Tapai Group (175.00%), Huaxin Cement (150.00%) and Zixin Pharmaceutical Industry (132.82%) are expected to double their net profits in the reporting period. Ciwen Media (87.29%), Far East Drive (80.00%), Runtu Share (72.69%), Changqing Share (60.00%) and Jiangsu Guoxin (52.66%) are expected to increase their three-quarter performance by more than 50% year on year.
For Hefei City Construction with outstanding performance, the company's three-quarter earnings forecast shows that the net profit attributable to shareholders of Listed Companies in January-September 2018 is expected to be 1715.577 million yuan to 1825.52 million yuan, with a change range of 680% to 730% compared with the same period last year. The reason for the change of performance shows that the gross interest rate of the cashed-in items of the company from January to September 2018 has increased more than that of the same period of last year, and the net profit has increased more than that of the same period of last year.
In terms of agency ratings, 234 undervalued stocks have been given "buy" or "overweight" ratings in the past 30 days. Among them, Hualu Hengsheng (30), Wanhua Chemistry (30), Vanke A (26), Poly Real Estate (25), Tongkun Stock (24), Conch Cement (24), Satellite Petrochemical (22), Merchants Shekou (21), Lizhu Group (21), Hanlan Environment (20) and other 10 stocks are favored by the institutions. In addition, there are many positive stocks in the organization: Zhengtai Electrical Appliances, Tongwei Stock, Beixin Materials, Nanjing Bank and Ningbo Bank.
For Hualu Hengsheng, which has the highest number of highly praised companies, Shanghai Securities said that based on the continuation of the high prosperity of the industry and the widening price gap of the company's main products, it is estimated that the company's operating income from 2018 to 2020 will be 14.516 billion yuan, 16.525 billion yuan and 17.373 billion yuan respectively, and the net profits attributable to the shareholders of the parent company will be 3.09 billion yuan and 3.363 billion yuan, respectively. Billion yuan and 3 billion 759 million yuan to maintain the "overweight" rating.