Three quarterly market focus on two main institutions ahead of the layout of blue chip white horse s-manbetx.cc

Three quarterly market focus on two main line institutions ahead of the layout of blue chip white horse shares, with the semi annual report disclosure ending, the focus of market fund speculation began to turn to the listed company three quarterly earnings forecasts. The announcement information shows that for some of the forecasted stocks, agency is already ahead of the layout, the fund industry sources, quarterly market speculation will be more focused on the "theme" and "real growth" two main lines, some of the lower valuation of the growth of the brand, is the ideal target configuration. Guangzhou Daily reporter Wu Qian to increase the performance of semi annual disclosure is completed, the overall look is not too ideal, although the motherboard market accounts slightly, but net profit fell 2.89%, a small profit growth is mostly from mergers and acquisitions and statement of income, relative performance, stock prices significantly overvalued. The Wind data show that as of September 3rd, two, has more than 1000 listed companies in advance through the three quarterly performance, of which there are more than 700 companies in the three quarter, a slight increase of yejiyuzeng, continued earnings or losses, there are nearly 300 company performance pre cut, slightly reduced, the first loss or continued losses. In the shock market environment, the overall performance of listed companies highlights limited, blue chip white horse stocks have become the focus of the pursuit of institutions. Wanfude investment general manager Li Shuwei pointed out, looking for three quarterly stocks Whitehorse, first of all, we should avoid the semi annual performance growth stocks is larger, but mainly from the non recurring profit or investment income. Secondly, the company with the simultaneous growth of investment profit growth and the main business income, the short-term performance growth caused by short-term fluctuations in product prices is poor, only the steady growth of the main business revenue, the steady growth of profits is healthy and steady growth. "Some pharmaceutical, wine, food industry in the low valuation of performance growth of brand enterprises, is still the ideal allocation of target."." Li Shuwei said, emerging industries, industry growth in the two digit number, performance growth in more than 30% of the stocks, although the valuation is higher, but the income will be higher, aggressive investors can choose such a subject. Stock fund latent yejiyuzeng stock for the three quarter of outstanding performance, institutions wait for the wind to. Ryan wisdom semi annual report is expected, the company in 2016 1 to September net profit of 135 million yuan to 189 million yuan, an increase of 39027.34% to 54598.27%. Its semi annual report shows that the new vision, flexible allocation, the national social security fund 118 combinations, high growth in the South have been ambushed. Similarly, in solar energy and industrial technology, Hualian holdings and Hinur yejiyuzeng stock list of shareholders, the letter Chongqing Sunway Investment Advisory Center (limited partnership) – prosperity No. two private equity fund, Wells Fargo index card in the reform of state-owned enterprises classification, the national social security fund 403 portfolio, Schroder silver blue chip mixed, the national social security fund 402 Bo Yu Fu combination, the Shanghai and Shenzhen 300 index and other institutional investors figure. The main line of A quarterly stock market speculation has always been focused on the theme and true growth of the two line." Teng Yi Investment General Manager Zhang Feiteng pointed out that the market will pay more attention to the capital stock yejiyuzeng announced the first relatively large proportion or launched gaosongzhuan, and agencies will pay more attention to the main business has been pre show high growth expectations? 三季报行情聚焦两主线 机构提前布局绩优白马股 随着半年报披露的收官,市场资金炒作的关注点开始转向上市公司三季报业绩预告。公告信息显示,对于一些业绩预增个股,机构早已提前布局,基金业人士称,季报行情的炒作将更多集中在“主题”和“真成长”两条主线,一些估值较低业绩增长的品牌企业,仍是配置的理想标的。 广州日报记者吴倩 业绩增长 半年报披露完毕,总体看并不是太理想,主板市场虽然应收略增,但净利润率下降2.89%,中小创利润增长则多半来自于并购重组并表收益,相对业绩,股价高估更显著。 而Wind数据显示,截至9月3日,两市已经有1000多家上市公司提前透底三季报业绩,其中有700多家公司三季度业绩预增、略增、续盈或是扭亏,有近300家公司业绩预减、略减、首亏或是续亏。 在震荡的市场环境下,上市公司整体业绩亮点又有限,绩优白马股成为机构重点追逐的对象。万得富投资总经理李树伟指出,寻找三季报白马股,首先,应规避半年报业绩增长较大,但主要来自于非经常性损益或投资收益的个股。其次,应投资利润增长与主营业务收入同步增长的公司,来自产品价格短期波动带来的短期业绩增长持续性差,只有主业营收稳步增长,利润也稳步增长才是健康稳健的增长。 “一些医药、酿酒、食品行业中估值较低业绩增长的品牌企业,仍是配置的理想标的。”李树伟表示,新兴产业中,行业增速在两位数以上,业绩增速在30%以上的个股虽然估值较高,但收益也会较高,激进的投资者可以选择此类标的。 基金潜伏 业绩预增个股 对于三季度业绩表现突出的个股,机构坐等“风”来。 天夏智慧半年报预计,公司2016年1~9月实现净利润13500万元至18900万元,增长幅度为39027.34%~54598.27%。其半年报显示,兴全新视野灵活配置、全国社保基金一一八组合、南方高增长等已经埋伏其中。 同样,在太阳能、华联控股、兴业科技、希努尔等业绩预增个股股东名单中,出现了重庆信三威投资咨询中心(有限合伙)—昌盛二号私募基金、富国中证国企改革指数分级、全国社保基金四零三组合、交银施罗德蓝筹混合、全国社保基金四零二组合、博时裕富沪深300指数等机构投资者的身影。 “历来A股炒作季报行情的主线更多集中在主题和真成长两线。”腾逸投资总经理张飞腾指出,市场游资会更多关注率先公布预增比较大幅度或者推出大比例高送转的个股,而机构则会更注重前期已经展现主营业务高增长预期的个股是否能够延续其景气度。 张飞腾称,无论什么时候关注上市公司的业绩,都应该聚焦到其主营业务的情况。从目前市场估值来看,仍然有很多中小个股估值高估,特别是一些高位个股,投资者要谨慎其业绩忽然变脸。在整体市场仍处于存量资金博弈、行情偏弱的情况下,谨慎投资是上上之策。   大势解读,牛股捕捉,尽在微信号【凤凰证券】或者【ifengstock】  盘后剖析A股走势,指点明日走势,请关注微信号【复盘大师】或【fupan588】  股票早餐,股市内参,涨停股预测,尽在微信号【A股情报】或【agqb888】 一念之差没有扫,亿万资产哪里找?相关的主题文章: