Today, the A-share market is very weak. The turnover of the two cities has once again shrunk to less than 400 billion yuan. The concept of the concept on the disk is also very fragmented. It can't come out of the main line. The funds in the market clearly have an attitude of not wanting to play before the meeting. Since I don’t want to play before the meeting, the main event is during the meeting, which means that all the themes of this week are likely to rise at any time.
According to the historical law, the market is basically not strong during the party conference, but the old K believes that this meeting will be different. Since the beginning of this month, the economic data has reached a new high, the central bank has lowered the standard to release liquidity, and the external stock market is also positive. These are different from the two extreme markets in the past. This time, it may bring you different surprises.
As for the inter-session operation, the old K did not say much, remember that "money is in hand, go with the party" six words, old K today and everyone talk about some basic ideas of stock selection.
(Today, the A-share market is relatively light, and the subject matter is very fragmented. Everyone is waiting for tomorrow to make plans. It is necessary to keep in mind the words "money is in hand, go with the party".
Recently, listed companies have announced their third-quarter earnings reports. Many companies have reported good news, and many companies have failed to anticipate. In response to this situation, the market has also made different reflections. For example, the recent cyclical stocks have fallen back. For example, the second spring of the blue-chip of consumer spending, the A-share stock of Wang Guizhou Maotai has a new high, once again caused the call for value investment.
Old K believes that we must first understand what it is to buy stocks. There are two types of market participants, one is a panda (a true value investor) and the other is a broad-based investor. The real value investors buy the company's equity, they will not care about the stock's daily fluctuations, holding shares and waiting for dividends. The remaining participants, no matter which one of the short, medium and long-term players, cannot be separated from a “speculation”, then we should understand that we are only buying chips for gambling.
Buying stocks only need to consider the current share price relative to the company's own premium. This is why many pseudo-value investors like to look at the simple indicators of price-to-earnings ratio and price-to-book ratio. They think that the lower these two indicators, the cheaper the stocks. However, if you are not good at cheap, you must understand that unless you are driven by the external environment, it is difficult for such stocks to obtain income through the stock price difference. For example, Kweichow Moutai, everyone knows that it is an international brand, a good company, and has prospects, but no one cares about it a few years ago, but now the value is also a speculation, and there are funds to chase after 560. .
After we choose a stock, the first thing we should think about is how the company is profitable and how it will develop in the future. What more we should think about is to attract others to enter and bet on me, and this is closely related to the stock market.
The current A-share market is still paying attention to the wind and the waves. Whatever is going to be up is to see the news. There are very few unsuccessful pull-ups. Therefore, we must find stocks that have the opportunity to take advantage of the stocks. avoid.For example, cyclical stocks began to cut prices during this period. The logic of the previous upswing was overturned. The third quarterly quarterly report was not as expected. It should be avoided as much as possible in the near future. For example, Hebei Xiongxian and state-owned enterprise reforms seem to be very weak, but it is inevitable during the meeting. It will be involved, and it will not be too weak even if it is difficult to see the big rise in April.