The market reproduces the continuous callback market, but some oversold stocks are still active. The analysis pointed out that after the previous rise, many cycles and blue chip stocks have accumulated large gains, and the market has the requirement to meet the shocks. At this stage, oversold stocks will often become a “safe haven†for funds. It is a good strategy to lure some oversold companies with performance support and wait patiently for the timing of the rise.
Oversold stocks are active
The market reappeared the callback market, with the Shanghai stock index falling 2.23% in the last three trading days. Although the stock index has not fallen much, the recent cyclical stocks with large gains have fallen sharply, and many stocks have returned to their pre-launch positions. In stark contrast, some of the oversold stocks that have not been seen before have been active, and many stocks have risen even higher.
In yesterday's market crash, the adverse economic ups and downs to stop the 20 stocks in addition to the new shares and Jiang powder Magnets 002600, attending stocks, other stocks are oversold. Including Tianhai Defence (30008), Sande Technology 300515, Diagnostics , Huali Chuangtong 300045, Diagnostics , Fuhuang Steel Structure 002743, Diagnostics , Nanguo Real Estate 002305, Diagnostics , Hengbao 002104, Diagnostics , Zheshang extension of 000,906, stocks and other clinics.
Analysts said that at the time of the market's 3300 points of resistance, the continuous participation of foreign capital in A shares seems to have signs of bottoming out. At present, China's economic performance is good, corporate performance is picking up, and market structure is expected to continue. In this context, the index callback space is relatively limited, which is a good time for the oversold stocks to “take down†performance.
In fact, a closer look reveals that some of the oversold stocks have frequently staged "No Extreme Thai". Adverse economic daily limit yesterday as inspired design 300500, attending stocks rose last week after nearly 10% this week, and then heavy volume rose 23.48%; whereas before, the company accumulated during the year fell more than 43%, the market rose 8.61% stake in Beijing-Hankou 000615, attending stocks are basically similar.
Market participants pointed out that after the previous rise, many cycles and blue chip stocks have accumulated large gains, and the market has demanded to fluctuate through shocks. After some of the oversold stocks have undergone a sharp correction in the previous period, the relevant bubbles have been greatly reduced. Even if the market may fall, the space is limited, and it is easy to love the pursuit of the main funds.
"From the performance of many oversold stocks, the main force has already laid out the oversold stocks. In the recent operation, we can focus on the opportunities for oversold stocks." The brokers told reporters that they have rebounded. There are big bull stocks in the market, but the stock price returns to the fundamentals and the adjustment process is extremely fierce. As a rational investor, we should quietly brake and mine some oversold companies with performance support, and wait patiently for the opportunity to rise.
Industry insiders told the "Investment Express" reporter that from the past experience, in each round of rising market, individual stocks will rise first and then rise. After a weak rebound, the cycle and some blue-chip stocks have accumulated a certain increase, the market has to meet the requirements of shocks, this is the timing of some oversold stocks "downtime" performance.
"Some stocks may have an objective reason for oversold, but from another perspective, with the upward shift of the A-share valuation center and the shocks in the rebound background, it is a bright spot to rise or not rise. After the factors that constrain the stock price rise are eliminated, the oversold stocks may usher in a wave of 'compensation' market." Market veterans said.
The opportunity is falling out
Since 2017, although some of the major consumer stocks have performed well, the Shanghai Composite Index has performed well (3.38% in the year), but many stocks have fallen tremendously. According to Tonghua 300033, the statistics of iFinD in the stock market, as of the close of August 11, 593 stocks have fallen more than 30% since the beginning of the year, and 45 stocks have fallen more than 50%.
Judging from past performances, in the process of market shocks, the most potential for pulling up is oversold stocks. Due to the deeper decline in stock prices, such stocks have the strong rebounding momentum, which is often a strong rebound.
"There are no stocks that only rise or fall or fall, but the opportunity is to fall." Brokerage analysts said in an interview with the "Investment Express" reporter that some oversold stocks are expected to continue to be the target of capital pursuit, investors Sustainable intervention in the rebound of such stocks. "From the recent performance of some oversold stocks, there will be gains in the bargain-hunting layout of some oversold stocks with performance support."
The above analysts reminded that in selecting the oversold stocks, it is necessary to recognize the environment and background of the market, to study the development direction of future trends, and to understand the real reasons for the stock price oversold, to distinguish the types of oversold stocks, and to be targeted. It is not appropriate to intervene blindly if there are major problems, large declines in performance, or long-term bankers fleeing.
"In terms of oversold stocks, in addition to the short-term severe oversold and technical support characteristics, the strong stocks in the rebound must have the volume of cooperation on the disk. The most important thing in the rebound is the quantity. In general, it must be obvious. The volume of transactions has increased.†Brokerage investment advisers pointed out how high the oversold stocks can go, depending on fundamental changes.
Compared with the tragic stock price, some oversold companies are “reputable†in terms of performance and valuation. For example, Tongjitang 600090, which has a cumulative decline of 24.90% year-to-date, has a business share , and realized operating income and net profit in the first quarter of 2017. The year-on-year growth was 22.09% and 60.94%, and the latest dynamic P/E ratio was 24.28 times.
It is worth noting that there are some misunderstandings when investors invest in oversold stocks: they believe that oversold stocks are falling deeper and better, falling deeper, and the market is unlikely to continue to fall, so they can copy to the end. These views are somewhat one-sided. After all, oversold only shows that short-term kinetic energy can be released, but there is no guarantee that there will be no new short-term kinetic energy in the market.
"The selection of the stocks is not the bigger the better, relatively speaking, the short-term trend is weaker than the market's 3-3.5 times the short-term upside and the success rate is relatively higher (the market index can be superimposed on individual stocks). Strong stocks and the creation of new lows in recent years are the first choice." Industry veterans said.
Three types of stocks Nuggets oversold
It is foreseeable that in the next period of time, oversold stocks will be the protagonists of the market. However, the number of oversold stagflation stocks is large and the variety is mixed. So how do you choose?
Market participants said that there are two types of stock oversold, one is the oversold caused by the changes in the basic factors of individual stocks, such as the poor completion of corporate profits, the decline of the industry cycle, etc.; the other is the technical oversold, that is, the stock market crash When it goes down, it will fall deeper and faster, or when the IPOs are not in the market, the price positioning is too low. In terms of layout, the first stock can only be a short-term technical rebound, while the second stock can look at the company's fundamentals and hold for a relatively long time.
“The power of compensatory growth comes from many parties. The oversold itself also provides the most potential factor in the stock market – the low price, and also provides security for investors to intervene,†said market participants. As the major impact market factors continue to “fallâ€, market risk appetite is expected to gradually pick up, and some oversold stocks will take the lead out of the “difficulties†with the help of news, which is expected to lead the oversold stocks to gradually strengthen.
Its proposal is laid out from two angles: on the one hand, it pays attention to the oversold stocks that the majority shareholder has increased in the previous period of the big downturn. The major shareholders are more aware of the fundamentals and development trends of the company, while the insurance focuses on value investment. The active shareholding of major shareholders or the arbitrage of insurance funds indicates that they are optimistic about the company's future value growth space. On the other hand, attention to fundamentals is expected to have an inflection point or an oversold stock with reform expectations.
In terms of technology, how should we grasp the oversold stocks? Suggestions: First, we must select the stocks with the turnover and turnover rate in the effective enlargement. The volume is the necessary condition for generating a big market. Only after a full turnover, the main force can absorb enough chips to have a fierce Raise the market. Second, a band generally consists of 5 groups of K lines, and the two K lines can confirm the beginning of the rebound, so it is best to select the weekly K line graphics to oscillate upwards for less than 3 weeks.
In terms of targets, senior analysts suggest to explore the following three types of stocks: First, the small and medium-sized board and the GEM stocks that have continued to underperform the market this year have stocks with good development prospects and certain performance support. Second, some second-tier blue-chip stocks with low prices and relatively low valuations. The third is the oversold stocks that are active in the history.
Stocks
China Power 600482, diagnostic stock
The company's share price fell nearly 20% during the year, but the cumulative decline from April 12 to August 11 was 36%, while the Shanghai index fell by only 2.45% during the same period, which is clearly in an oversold state, but in sharp contrast, The company's performance is remarkable: in the first half of 2017, the company achieved operating income of 11.641 billion yuan, an increase of 10.14%; net profit of 561 million yuan, an increase of 21.53%.
According to public information, China's power business scope has covered seven major power sectors, including gas power, steam power, chemical power, all-electric power, civil nuclear power, diesel engine power, and heat engine power. It has become the most comprehensive power company in the domestic and international technology categories. Especially worth mentioning is nuclear power. The company said in the semi-annual report that the key technologies of the marine nuclear power platform can be extended to the high-power ship engineering fields such as nuclear power icebreakers, nuclear power research vessels and nuclear power merchant ships in the civilian sector. On the other hand, it can provide reliable and stable power for power supply, heating and desalination in the fields of offshore oil and gas field exploitation and island development. With the advancement of industrialization, the future marine nuclear power market will exceed 100 billion yuan.
Guotai Junan 601211, attending stocks research report pointed out that with the first one domestic carrier launched, China's naval equipment will enter a new stage, the company is China's most complete range of ship power leader, will benefit from more modern naval construction equipment, target price of 54 yuan. GF Securities 000776, attending shares, said the company is a subsidiary of China Shipbuilding Industry Corporation important ship power platform, is now restructuring is completed, the good performance of the business, give a "buy" rating.
Si Chuang Electronics 600990, diagnostic stock
The company's share price has fallen more than 20% year-to-date, and the Shanghai Composite Index has risen 3.38%. The analysis pointed out that the company's stock price performance is not satisfactory, or it is related to the company's first-quarter performance is not as expected. However, with the deep development of military-civilian integration and the vigorous promotion of national defense information, the company's performance still has a lot of room for growth. The prospects are promising.
According to the agency research report, the company issued 38 shares in 2016 to acquire Bowei Changan. The main business includes the development and manufacture of low-altitude warning radar and sea surface and low-altitude warning radar equipment. The company will fully enter the military radar field, and the military and civilian integration. The synergistic development effect will be further highlighted. Bowei Changan promised a performance of 1.01, 1.16, and 132 million yuan in 2017-2019, and as the same controller of a listed company, it will significantly increase its performance after the year.
Minsheng Securities said that the company's major shareholder, CLP 38, is one of China's strong radar research institutes, and its technological strength is leading the country. In 2015, 38 operating incomes were 10 billion, while SiChuang Electronics and Bowei Changan accounted for only 30% of the total revenue, and the in vitro assets were huge. With the continuous improvement of the mixed reform and the restructuring of the institute, the company is the only listed company under the 38, and asset securitization is worth looking forward to.
A company that has fallen more than 40% in 17 years and has a latest forecast P/E ratio of 40 times
Securities code securities name decline (%) The latest forecast price-earnings ratio 300379 Dongfang 300379, diagnostic stock -56.13 27.79 300540 cryogenic shares 300540, diagnostic stock -52.08 33.81 300501 Haishun new material 300501, diagnostic stock -51.96 24.6 300522 world name technology 300522, Diagnostic stock -51.84 35.8 300552 million technology 300552, diagnostic stock -51.69 31.56 300550 and Ren Technology 300550, diagnostic stock -51.53 38.21 603528 Duolun Technology 603528, diagnostic stock -50.67 17.62 300561 Huijin Technology 300561, diagnostic stock -50.65 27.94 300250 first spirit Information 300250, diagnostic stock -50.1 20.84 600649 City Investment Holdings 600649, diagnostic stock -49.94 12.99 300499 Gaochun shares 300499, diagnostic stock -49.71 36.72 603189 Neta software 603189, diagnostic stock -49.33 38.42 603336 Honghui fruit and vegetable 603336, diagnostic stock - 48.76 37.08 300458 Quanzhi Technology 300458, Diagnostics- 48.29 29.73 300502 New Yisheng 300502, Diagnostics- 47.92 32.47 300569 Tianneng Heavy Industry 300569, Diagnostics- 47.07 19.99 603268 Songfa Shares 603268, Diagnostics- 46.8 34.54 300548 300 548, 603 633 consultation shares -46.8 38.54 Lai-603 633 shares, attending del shares -46.12 38.92 300473 300473 shares, attending shares -46.08 31.1 000 635 000 635 British special forces, clinics shares -45.6 300 559 28.61 300 559 Jaffa Aetna, clinics shares -4 5.08 35.36 002801 Weiguang shares 002801, diagnostic stock -44.48 32.91 300248 new Cape 300248, diagnostic stock -44.44 39.88 002789 Jianyi Group 002789, diagnostic stock -44.19 37.43 300545 United equipment 300545, diagnostic stock -44.17 35.23 600.576 million culture 600576, diagnostic stock -44.08 35.38 603878 Wujin stainless 603878, diagnostic stock -43.95 31.32 300512 Central Asia shares 300512, diagnostic stock -43.74 25.26 000892 Huanrui Century 000892, diagnostic stock -43.62 20.58 603727 Bomaco 603727, diagnostic stock -43.57 ChinaNetCenter 22.22 300017 300017, clinics shares -43.37 16.39 002 519 002 519 Galaxy electronic, diagnostic share -43.15 19.71 002 323 002 323 Ya Baxter, diagnosis and Swiss stocks -43.06 12.57 002 620 002 620 shares, attending shares -42.98 24.57 000536 000536 CPT technology, Diagnostic stock- 42.67 35.68 002792 Tongyu communication 002792, medical stock- 42.6 28.17 300213 Jiaxun Feihong 300213, diagnostic stock- 42.49 31.44 000961 Zhongnan Construction 000961, diagnostic stock- 42.14 23.75 601020 Huayu Mining 601020, diagnostic stock- 42.13 34.85 002169 Zhiguang Electric 002169, diagnostic stock -42.12 30.65 300369 NSFOCUS 300369, diagnostic stock -42.04 25.06 603928 Xingye shares 603928, diagnostic stock -41.76 23.57 603823 lily 603823, diagnostic stock -41.62 28.37 603258 electric soul network 603258, diagnostic stock -41 .56 30.64 600734 Shida Group 600734, diagnostic stock- 41.51 22.11 603977 Cathay Group 603977, diagnostic stock -41.49 34.4 002798 Imperial ware 002798, diagnostic stock -41.46 29.19 300319 Maijie Technology 300319, diagnostic stock -41.38 20.33 002296 brilliant technology 002296, Diagnostic stock- 41.24 28.42 002740 Aidier 002740, medical stock -41.04 24.73 002400 provincial wide stock 002400, medical stock -40.85 16.59 300516 long-term ocean 300516, medical stock -40.72 36.26 300528 happy blue sea 300528, medical stock -40.71 39.76 300381 overflow more than 300381, Diagnostic stock -40.7 28.4 002818 Fusenmei 002818, medical stock -40.32 23.41 300389 Ai Bison 300389, medical stock -40.27 20.91 300570 Tai Chenguang 300570, diagnostic stock -40.24 34.49 300164 Tongyuan oil 300164, diagnostic stock -40.23 30.55
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