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北京赛车pk10官方下载:Market turbulence does not change the enthusiasm

时间:2018/6/6 21:02:22  作者:  来源:  浏览:0  评论:0
内容摘要:Many consumer stocks hit a record high Behind their hands is really their\u0026nbsp; With MSCI's inclusion of A shares as a turning point, f...

Many consumer stocks hit a record high Behind their hands is really their

\u0026nbsp; With MSCI's inclusion of A shares as a turning point, for a time, consumption of white horse stocks has come back.

5, broad based pattern in the two cities, there are 13 (excluding sub-shares) stock price hit a record high, of which more than half of the stocks from the pharmaceutical and biotech and food \u0026 beverage .

consumption white horse stock market Again?

A share market, who likes to buy consumer stocks most? The answer is obvious.

With the amount of funds currently available in A-shares from overseas funds, it is impossible to say anything about it, but there is no doubt that it will help.

only June 5, for example, after-hours data show that the day US group won north of funds bought a net 539 million yuan, Hengrui Medicine eligible net purchases of 140 million yuan, net buy Moutai won into 235 million, Baiyun Airport and Qingdao Haier Junhuo net purchases of more than 115 million yuan, Yanghe and Haitian flavor industry net purchase amount is 5,000 million.

Despite the fact that Wanhua Chemicals yesterday sold more than 80 million net funds northwards, the stock was also listed on the Shanghai Stock Exchange top ten active stocks list for active trading.

Among the aforementioned stocks, Hengrui Pharmaceutical, Haitian Flavor, Baiyun Airport and Wanhua Chemical all hit record highs yesterday.

Buy foreign capital?

There are two general reasons: First, large consumption as a long-term investment main line, in line with the preferences of overseas funds. Secondly, the A-shares that have been continuously adjusted in the previous period have a certain valuation attraction for overseas funds.

After the adjustment in late May, the Shanghai Composite Index hit 3041 on May 30th, hitting a new low of more than one year. Shenzhen Component Index also shunned the 10,000-point integer mark and once dropped to a low level of 10097.48 points.

The recent rebound began on May 31. As of the close of June 5, the Shanghai Composite Index and Shenzhen Component Index have rebounded by 2.4% and 2.77%, respectively.

Although the major overseas passive funds tracking the MSCI Emerging Markets Index have been opened on May 31, North Korea’s funds have continued to flow in recently.

Take 5 days as an example. Shortly after the opening bell, the turnover of the Shanghai Stock Exchange turnover surpassed buying once, but this trend quickly reversed. With the increase in the trading activity of the Shanghai-Shenzhen Stock Exchange, the buying and selling transactions continued to increase, and the buying power was much greater than the selling price.

As of the close of the 5th, the total amount of funds going northward was net inflow 37.36 billion yuan. Among them, Shanghai Stock Exchange bought 1.142 billion yuan net, deep stocks net purchase 2.594 billion yuan.

On the first three trading days of the month, there was a continuous net inflow of funds from the North and the accumulated net purchase amounted to 11.961 billion yuan.

If you zoom in on the timeline, Northbound funds have been flowing continuously for 20 trading days with a cumulative net inflow of nearly 59.2 billion yuan.

“Overseas funds have their own investment philosophy. They look at valuations, look at growth, and judge the attractiveness of stocks from the fundamentals. At what stage of the market, they think they are reasonable and they will increase their holdings.” UBS China Chief Strategy Analyst Gao Ting told reporters.

However, Gao Ting believes that it is not only because of foreign investment. From the trend in recent years, large consumption is a direction worthy of attention. “Sometimes, investors are too excited to fire it high. The valuation is too expensive. Some investors will take profits and lock in some returns. Adjustments and fluctuations in the middle cannot be avoided, but from a long-term perspective. Look, individuals are more optimistic about the big consumer industries such as medicine.”

It is the cyclical stock that is opposite to the long-term investment direction. "When the cycle goes up, the cyclical sector will go up well. This will be phased. For example, in a certain period of time, cement and steel will perform well. At some other time, the bank will be good, but these banks will also be good at . Needs continuous evaluation." Gao said.

In addition, from the data on the 5th, Apple related stocks in the industry chain also received Northbound funding. Among them, Han's laser received a net purchase of 350 million yuan in deep stock funds, and the net purchase amount of Lixin Precision also reached 130 million yuan. (Shanghai Securities News)

How long can leading consumer stocks rise? Take a look at the opportunities for private equity investment opportunities in this

\u0026nbsp;In May, private equity can be described as riveting investigation! According to statistics, a total of 1067 private equity companies surveyed 400 stocks this month. Both the number of private equity firms and the number of listed companies surveyed have reached a monthly high this year.

What are the market opportunities for private equity investors?

The author finds that in addition to technology companies, there is no shortage of consumer white horse stocks in front of the research in May, and consumer stocks such as biomedicine and alcohol are particularly concerned, and these stocks are just the leading players in the research stocks.

Judging from today's market performance, among the 29 primary industry indices, the food, beverage, and home appliances index is still leading the other indices by more than 2%.

北京赛车pk10官方下载:Market_turbulence_does_not_change_the_enthusiasm

Thousands of joint ventures, Jinglin Assets, Gao Yi Assets and other star private equity have also attacked and conducted investigations and studies on a number of consumer stocks. Industry sources stated that in order to welcome the inclusion of the A-shares in the MSCI Index in June, private equity funds have already been laid out in advance, and the risk appetite for the Baima blue-chip stocks in the follow-up market is expected to continue.

Star private placement advance layout MSCI topic market

According to statistics, in May, a total of 65 listed companies received surveys of 10 or more private equity funds.

which consumer companies frequently appeared, heat BGI ranked the forefront of private research, the company received 71 visits; hole in the pit , Semir clothing , Yunnan Baiyao , Yanjing Beer , Kang Hong Pharmaceutical and other companies are also receiving much attention.

market performance verification organization's ability to capture investment opportunities. In the Private Equity May Research Unit, a total of 30 research stocks rose by more than 20%, of which nearly half were consumer stocks.

Zhujiang Beer , hole in the pit, haipurui and other leading monthly gain, up 44%, 37%, 36%. In fact, the excellent performance of consumer stocks in May, the consumer index in May rose 50 up 10.64%, liquor and pharmaceutical-related stocks leading many have impressive performance.

50 index since May consumer trend

K图

star fund research direction from the point of view, many will be eyeing private consumption stocks:

one thousand six companies concerned in this joint venture will have Shunxinnongye , Yanjing Beer two liquor stocks;

Greenwoods asset investigates search in the special , Salubris other consumer stocks;

Gao Yi hole in the pit of assets, Yingjia tribute wine , Yasuhiro medicine, Hornsey pharmaceutical 7_894 56_206_65473_9 and other special attention ......

A shares are included in the MSCI index point in time for the June 1.

The Qinghequan Capital had previously collected data on overseas markets after being included in the MSCI Index. It found that the average monthly gains of these markets after being included in the MSCI index were 3%, and the average increase after one year was 20%.

As a result, the organization's ability to grasp the MSCI theme investment opportunities is naturally understandable. (China Securities Network)

Return of the Consumers' Kings By channel funds to grasp the opportunity of upgrading consumers

\u0026nbsp; At the end of May, the A-share market reappeared to fluctuate significantly. On May 30th, the A-shares stocks plunged almost across the board, and only food and beverages rose in the Shenwan-level industry. On the following day, the consumer sector, represented by food and beverages, became the vanguard of the strong rebound of the A-shares, demonstrating a clear defensive lead.

Guangfa Consumer Products Select (270041) Fund Manager Li Xin believes that after the rise in the past two years, some stocks in the consumer sector have gained a lot and the valuation has also been significantly improved, but the overall valuation of the consumer industry is still in a more reasonable state. In the long run, the new consumption upgrade cycle has only just begun. Investment opportunities will continue to emerge. The selection of targets will require greater emphasis on the matching of valuation and profitability.

It is understood that Li Zhen entered the securities industry since 2000. He has 18 years of experience and has been managing public funds for 11 years. He is a veritable "old driver." Based on its outstanding stock selection ability and absolute earning ability, Guangfa’s consumer product selection managed by Li Yu has excellent mid- to long-term performance. According to the data, from the beginning of February 2016 to May 31st, 2018, GF's consumer product pick-ups have risen by 81.51%%, compared to , the Shanghai Stock Exchange Index's excess return has reached 68.43% over the same period, making it an excellent configuration for investors to grasp the investment opportunities in the consumer sector. tool.

Significant Consumer Leading Competitiveness

As for the reasons why the consumer sector continues to be strong in the volatile market, Li Wei believes that compared with the previous two years, some consumer stocks represented by liquor and home appliances have gained a larger increase, and valuations have been A significant increase. However, the consumer sector is not just a liquor appliance. For now, the overall valuation of the consumer industry is in a more reasonable state.

In the long run, Li Shen believes that consumption is the industry sector most consistent with the trend of China’s economic development in the future, and it is closely related to the people’s good life. At present, the new round of consumer upgrade cycle is starting, mainly in three aspects: First, changes in the structure of the consumer population, 80, 90, the second child, the elderly, women and other consumer groups as a new growth point, bringing The growth of various consumer sectors such as “her economy” and the second-born mother-baby economy. Li Wei noticed that the growing middle class in recent years has generated more levels of consumer demand. For example, health insurance has been increasing rapidly in recent years. The big reason for this is the increase in demand for health care from the middle class. In addition, the urbanization of third- and fourth-tier cities, as well as rural and working-class workers, also has a demand for consumption upgrades.

The second is the increase in spending power. According to statistics of China Gold Consumer Research , , the per capita savings deposit balance in China has increased from 5,000 yuan in 2000 to 40,000 yuan in 2015, and the per capita property value has rapidly risen from 22,000 yuan in 2000 to 148,000 yuan. The per capita real estate value of urban residents reached 22.5 million yuan. The spending power is also escalating. Third, the content of consumption has increased from pursuing basic survival needs to pursuing higher consumer quality. Overall, Li Wei believes that the consumer industry has a huge amount of space. From a long-term perspective, the consumer industry will never lack opportunities.

However, since the stock market continued to fluctuate this year, the stock price volatility of consumer stocks with large gains in the previous period has increased. On the other hand, the market style has been switched, and the difficulty of grasping individual stocks has been increasing. Li Hao believes that the most basic starting point for all large-scale style transitions is corporate profits. The current market environment is more determined by the advantages of leading enterprises, and any leading stocks in the style transition have advantages. Leading companies have begun to show a stronger Matthew effect because of their strong brand, high quality and wide channels. In particular, leading companies in the consumer industry will not lack competitiveness.

Li Yu reminded that in the future, the large consumer sector can be excavated from the less popular areas, and it is necessary to pay attention to the matching of valuation and profitability. As far as the industry is concerned, Li Hao said that he is optimistic about tourism, hotels, medicine, and the upgrading of the third and fourth tiers. ( GF Fund )

largest consumer themes fund

the phone can buy a fund account, click here to download immediately 7_8945 6_282_65473_9
Fund Code fund referred near March earnings fee healthcare facility operating
161616 mixed 28.27% 1.50% 0.15% Buy an account to purchase
160632 Penghua wine classification 22.89% 1.20 % 0.12% purchase account purchase
001631 Celestica Securities food and beverage index A15.28% 1.00% 0.10% purchase account purchase
Source: East Fortune Choice Data , Galaxy Securities, Deadline: 2018-06-057_89456_323_654 73_9



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