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11 05

A股市盈率不足15倍 逾21亿元大单涌入10只低估值股

  • 发布日期: 2018-11-05

证券日报市场研究中心根据数据统计发现,昨日共有486只个股最新动态市盈率低于A股市场平均值(14.90倍)。分析人士表示,当前A股市盈率不足15倍。分析人士指出,这一水平与2005年6月份、2008年10月份、2013年6月份以及2016年的1月份四次市场底部时的市盈率水平相近,当前或是价值股配置的好时机。
 
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.
 
 
 
市场表现方面,上述486只低估值股中,共有459只个股昨日实现不同程度的上涨。其中,三七互娱涨幅居于首位,达9.46%, 新城控股、华新水泥两只个股紧随其后,分别上涨:7.26%、7.25%。此外,光大嘉宝(6.94%)、国际医学(6.69%)、永利股份(6.44%)、保利地产(6.01%)、大亚圣象(5.72%)、重庆百货(5.71%)、丽珠集团(5.64%)、中国医药(5.52%)、广田集团(5.47%)等个股也有良好的市场表现,昨日均上涨5%以上。
 
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.
 
 
 
 
 
资金流向方面,共有296只个股昨日实现大单资金净流入。其中,格力电器(55718.79万元)、保利地产(30674.74万元)、万科A(23978.30万元)、招商银行(21076.73万元)、工商银行(16858.10万元)、平安银行(16833.50万元)、南方航空(15937.97万元)、招商蛇口(12010.83万元)、建设银行(11313.64万元)、万华化学(10870.04万元)10只龙头股昨日均获1亿元以上大单资金青睐,合计吸金21.53亿元。此外,包括青岛海尔、TCL集团、华泰证券、鲁西化工、旗滨集团、华侨城A、兴业银行等在内的16只个股昨日大单资金净流入也均在5000万元以上。
 
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.
 
 
 
业绩方面,已有70家上市公司率先披露2018年三季报业绩预告,业绩预喜公司家数达57家,占比81.43%。其中,合肥城建(730.00%)、中百集团(262.64%)、中洲控股(212.54%)、新和成(200.00%)、金达威(191.28%)、塔牌集团(175.00%)、华新水泥(150.00%)、紫鑫药业(132.82%)等8家公司预计报告期内净利润同比翻番。慈文传媒(87.29%)、远东传动(80.00%)、闰土股份(72.69%)、长青股份(60.00%)、江苏国信(52.66%)等5家公司三季报业绩有望同比增长50%以上。
 
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.
 
 
 
对于业绩较为突出的合肥城建,公司三季报业绩预告显示,预计2018年1月份-9月份归属于上市公司股东的净利润为:17155.79万元至18255.52万元,与上年同期相比变动幅度为:680%至730%。业绩变动原因说明:公司2018年1月份-9月份兑现项目毛利率较上年同期提高较多,净利润同比增长较多。
 
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.
 
 
 
机构评级方面,共有234只低估值股近30日内获机构给予“买入”或“增持”等看好评级。其中,华鲁恒升(30家)、万华化学(30家)、万科A(26家)、保利地产(25家)、桐昆股份(24家)、海螺水泥(24家)、卫星石化(22家)、招商蛇口(21家)、丽珠集团(21家)、瀚蓝环境(20家)等10只个股被机构联袂看好。此外,机构扎堆看好的个股还有:正泰电器、通威股份、北新建材、南京银行、宁波银行。
 
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.
 
 
 
对于机构看好评级家数最多的华鲁恒升,上海证券表示,基于行业高景气度延续及公司主营产品价差扩大,预计公司2018年至2020年营业收入分别为145.16亿元、160.25亿元和173.73亿元,归属于母公司股东净利润分别为30.09亿元、33.63亿元和37.59亿元,维持“增持”评级。
 
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.


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