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Institutional research focuses on industries such as electronics and construction

April 15, 2019 03:28
Author: Xu Jinzhong

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Summary
[Institutional research focuses on electronics and construction industries] Recently, the market has experienced a high level of consolidation, entering the listed company's annual report and the quarterly report intensive publication period, the organization's attention to the performance of listed companies. Fund institutions said that after the current market is in a hurry, there is a pressure to adjust the consolidation. Investors need to pay close attention to the performance of listed companies and seek investment opportunities from high-quality companies with fundamental support. (China Securities Journal)

The data shows that as of April 13, last week (April 8 to April 12), the total number of institutionsResearch51 listed companies, a significant increase from the previous week. In the industry distribution, last weekInstitutional researchFocused on electronics, construction, biotechnology and other industries, some listed companies ushered in institutional group research.

Recently, the market has experienced a high level of consolidation, entering the annual report of the listed company and a quarterly reportPerformanceDuring the intensive publication period, the organization's attention to the performance of listed companies increased.fundAccording to the agency, after the current market is in a hurry, there is a pressure to adjust the consolidation. Investors need to pay close attention to the performance of listed companies and seek investment opportunities from high-quality companies with fundamental support.

  Institutional research 51 companies

Information disclosed as of April 13 shows that the two cities shared last week.Goldwind Technology,Jilin Jidong,Lisheng Racing51 listed companies are subject to research by various institutions. This data has increased significantly from the previous week, and the organization continues to maintain a high level of research enthusiasm.

In the industry distribution of institutional research, last week, the organization focused onElectronic component, electronic equipment and instruments, electrical components and equipment, biotechnology, construction and engineering, construction products and other industries. Listed company in the construction products industryWeixing New MaterialAccepted on April 8thGuotai Junan,GF Securities,Changjiang SecuritiesJoint research by dozens of institutions such as New Era Securities. The concerns of the organization are focused on the market occupancy of the company's PPR products, the company's waterproofing and water purification business progress. Listed companies in the electronic equipment and instrument industryUOB sharesOn April 9th, the annual investor reception day was held, which attracted nearly one hundred organizations to participate. At the meeting, the company introduced the strategic positioning and expectations for the domestic and foreign markets.

Among the listed companies surveyed by institutions last week, construction and engineering, construction machinery and heavy trucks, construction products, and building materials industries were concentrated, similar to the situation in the previous week. Listed companies involved in the above industries haveLingnan shares,Weichai Power,Cloud power, Weixing new material,Seagull living,Diou HomeWait.

Last week, among the institutions involved in researching listed companies,Huatai Securities,China Merchants Securities,Haitong Securities, Huachuang Securities, etc.BrokerThe number of surveys is in the top, focusing onWeichai Power,And Thai,Bank of Ningbo,Hong BaoliAnd other listed companies. In public funds,Huaxia FundXingquan Fund,Rich country fund,GF Fund,Bank of China FundFocus on the investigation of Weichai Power,Goldwind Technology, Dahua shares, NingbobankAnd other listed companies. Private equity institutions such as Dunhe Asset Management, Shanghai Chaos Dao Asset Management, Shanghai Seaview Forest Asset Management, etc. focused on Weichai Power, and Hetai, Dahua and other stocks. Asia Pacific PropertyInsurance,China Life InsuranceInsurance and other insurance companies and insurance asset management focus on researchShunxin Agriculture, Weixing new material,Gold card intelligenceAnd other companies.

  The organization is closely tied to the performance of the standard

Recently, the market has continued to fluctuate at a high level, and there has been a trend of high consolidation after a sharp rise. In this regard, Shanghai Securities Analysis believes that looking forward to the future, how far the capital market can go depends mainly on whether the economic recovery expectation can be established. As China's economy emerges from the “bottom smashing” stage, the trend of China's capital market slow cattle pattern will become more apparent.

Specific to the recent investment strategy,Zhongyuan SecuritiesAnalystWang Zhe said that the market will continue to be in the adjustment stage in the short term, but it is coming to an end. In the environment where the performance of the GEM is gradually bottoming out and the risk premium is declining, small and medium-sized producers are expected to improve, and consumer stocks and banking stocks have led the market to pick up. It is recommended that the position can be controlled at around 50% in the short term. The short-term focus will continue to focus on banks, brokerages, consumption and regional construction. The mid-line will continue to focus on the financial, consumer blue-chip and communications sectors; the long-term will continue to focus on the growth value sector and hot industry leaders.

In this regard, some public fundraisers believe that it is necessary to closely link high-performing stocks to balance risks and returns. In the market consolidation situation, risk appetite can be appropriately reduced. "At present, the differentiation of funds is more obvious. Under the premise of value investment, institutional funds have a tendency to operate in a short-term manner, while small and medium-sized investors must pay attention to possible consolidation risks while their emotions are relatively high. The results of the annual report and the quarterly report suggest that investors should pay attention to the outstanding performance stocks with performance support and pursue certain returns.” A fund manager of a public fundraising agency said.

(Article source: China Securities Journal)

                (Editor: DF380)

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