“Buy Buy Buy” last month “Sell Sell Sell” this month
Last month, “buy buy buy” this month “sell sell sell”, these stocks were favored by northbound funds on July 10, northbound funds decreased by 13 net.
4.1 billion, a net decrease for three consecutive days.
Among them, the Shanghai Stock Connect saw a net decrease of 14.
6.1 billion yuan, the net inflow of Shenzhen Stock Connect 1.
2 billion yuan.
Data source: Oriental Fortune.com looks back for 6 months. The data shows that northbound funds have opened a buy-buy model.
Looking at the whole of June, only 4 of the 18 trading days were net overlaps, and reached a new high since February 2019.
Of the first 14 trading days, only one day saw a net sell.
These stocks were outstandingly bought. The first interim reports of the two cities were released last night, and A shares entered the interim report period.
In the end, more than 600 listed companies in the two cities have disclosed semi-annual report results, and 186 shares have been pre-increased, of which 14 shares have been maximized by northbound funds this month, and the margin has exceeded 0.
According to the China Securities Journal, Qilianshan’s share of Northbound funds holdings has increased by 1 since July.
06%, the largest increase in Masukura.
The performance forecast shows that due to the increase in product sales, decline in production costs and increase in investment fair value changes, the company expects to achieve a net profit of about 500 million US dollars in the first half of 2019, an increase of about 128%.
China Test detected that the proportion of Northbound funds holding positions increased by 0 in July.
84%, followed by Masukura.
The holder of the company’s stock now accounts for 19% of the total equity.
7%, second only to A-shares after Shanghai Airport.
The reported company’s operating efficiency and scale effect have improved, and it has received multiple government subsidies. It is expected that it will realize net profit in the first half of the year.
500 million to 1.
USD 6.6 billion, an increase of about 200% a year.
From the perspective of the performance of the secondary market, only 14 of the 14 stocks have a prosperous environment. The three shares of Huatest and Bairun have been declining since July, and the remaining 11 stocks have outperformed the market.
Yisheng shares are expected to have a cumulative growth of 29% this month, the largest increase.
Affected by rising chicken prices and tight market supply, the company expects to achieve a net profit of 900 million in the first half of the year, a growth rate of over 26 times.
Institutional outlook Shanxi Securities believes that last week’s weekly report suggested that the short-term emotional rebound cannot be sustained, and the market will still return to the bottom of the bottom area. This week’s high and low prices have been verified.
The reasons for being cautious are that the game pattern of the stock funds is difficult to change and may lead to the impact of diversion, the economic fundamentals continue to be significantly weaker and policies need to take effect, the financial market risks have not yet been cleared, and the negotiations have not yet been concluded, and these are precisely suppressing the internal marketThe root cause of intensified urban fluctuations, and when these issues are effectively resolved or critical 天津夜网 progress will determine when the next round of markets will open.
Fortune Securities believes that the short-term market style may change, and growth technology stocks will usher in the layout window.
Several events in July pointed to the possible change in market style. One is that the technology innovation board is about to open for trading. The market style and market risk expectations may be improved. The second is that the risk-free interest rate continues to fall. It is estimated that the promotion of premium levels will improve the growth of technology stocks.The third is that the negotiations are relatively easing, and the estimated sentiment of technology stocks being suppressed in the early stage may be released.
Hong Liang, a strategic analyst at Galaxy Securities, said that although the market was difficult 厦门夜网 to break up before the fundamentals were clearly positive, but because the A-shares still have a certain margin of safety, the downward shift pressure is not great, and they are likely to be bottomed out by the second quarter low.
The market is expected to remain volatile in the short term.
Guoxin Securities ‘latest strategy research report also holds a similar view.“ After the retreat, short-term pressure was released, the stock index was close to a vertical shock platform, and there was a certain supporting force below it. The stock index may continue to be dominated by narrow fluctuations and continue to explore the space.limited”.
In terms of allocation, Pacific Securities Strategy Research said that even if short-term small-cap stocks are dominant, it is still recommended to buy “core assets” every time.
At the industry level, it is still recommended to configure food and beverage, communications equipment, core semiconductors, agricultural products, insurance in the financial industry, securities dealers, and optional consumption. Reasonable positions are allocated to the precious metal sector, and the elasticity can expand around oversold growth such as communications semiconductors and military industries.
China National Securities said that A-share investors will still adhere to the two “premium” principles in the industry allocation and individual stock selection: that is, the sector will be given a “performance certainty premium” and the CUHK market value stocks will be “liquidity premiums.It is also difficult to understand the substantial change in style.
Therefore, the industry still mainly promotes the financial and consumer sectors. It also recommends new energy (photovoltaic), military and environmental protection sectors with weak cycles and policy dividends.
Song Yiwei, a strategic analyst at Bohai Securities, said that before the 15th of this month, it is recommended to pay attention to the release process of the GEM Interim Report and its possible style conversion opportunities.
The main book of the policy suggests paying attention to the investment opportunities of non-bank financial sector leaders under the continuous deepening of capital market reforms, and the continuous process of the technological sector’s popularity in the context of the policy’s accelerated economic transformation; gradually, it is also recommended to pay attention to thematic opportunities of the environmental protection sector under the waste classification.