Just now, Hong Kong stocks have finally been released!!
Whether it can hit the muzzle of the South Bank is of great significance to many stocks. Whether the optimistic target can be on the list, for investors, is naturally the difference between water and fire.
In the past, there have been many prediction lists in the market. The big hits are basically guessed, and the unpopular ones are Bank of Communications International (03329) and Beijing Gas Blue Sky (06828).
The short-term market is speculation, these "big eggs" have not been guessed by the market but successfully entered the gate, there should be surprises tomorrow!!
In addition, there are 12 stocks with a high probability of entering the Shenzhen-Hong Kong Stock Connect list:
The purpose of the market forecast is to lurk stocks that may enter the Hong Kong stock market list in advance, and take advantage of the wave of speculation after the list comes out to make a profit.
However, I have a question: If you buy a Hong Kong stock without a brain, you can make a profit. It is too simple to make money.
The so-called "taking history as a mirror, you can know how to replace it." Let's share with you: I have been transferred from the stock of Hong Kong Stock Connect in March this year to see what clues.
First, the transfer of Hong Kong stocks, basically no chance to turn over
The chart below shows the stock price performance of 19 stocks of Hong Kong Stock Connect since March. It can be seen that almost all stocks are falling, and 7 of them have fallen by more than 20%. Although there are two stocks that are rising against the trend, they only mean that the increase is only a few points.
Almost all stocks that have been singled out have fallen, which I think is based on the following reasons:
(1) After the shares are transferred, the funds in the south can only be released. On the fund side, the buyer and the seller are not on the same level, and the buyer is naturally below;
(2) The market value continued to fall, and the reflection behind it was the deterioration of the company's basic factors. Although the list is transferred, in addition to considering the market value, other factors, such as volume, concentration, etc., will be considered. However, observing the list of transfers can lead to the conclusion that the market value is the main consideration.
In summary, the continued loss of funds, the stock price fell with the deterioration of the basic factors is very reasonable.
Second, being transferred to Hong Kong stocks overnight You can definitely buy!
Don't touch the stocks mentioned above, can you buy them with your eyes closed?
The chart below shows the stock price performance of 23 stocks transferred to Hong Kong Stock Connect since March:
From the point of view of the rise and fall, the overall performance is better; but in terms of the number of ups and downs, nearly half of the stocks have fallen so far.
In other words, the transfer of Hong Kong stocks is not the same as entering the "safety circle", can not guarantee that the stock price will rise, it is not feasible to buy it with closed eyes.
I often say that it is very rational to purchase Hong Kong stocks through Shanghai/Shenzhen-Hong Kong Stock Connect, which is different from the capital quality of mainland tourism in the era of Hong Kong stocks in 2015.
What do they value? Or performance, performance, performance. Let's take a look at the performance of the three most up-to-date stocks in the Hong Kong stock exchange.
Third, teach you to borrow data, choose the stock
IGG (00799):
The first increase was IGG, which is the most familiar example of Hong Kong stocks. After being transferred in March this year, the volume of transactions rose from 139 million shares in February to 1.044 billion shares in March. The share price of the month has nearly doubled, and the increase has exceeded 1.1 times so far.
IGG is a world-renowned mobile online game developer and operator, founded in 2005. With the pride of “the narrow road meets the braveâ€, it became the first overseas mobile game in China. In July 2015, it jumped from the Hong Kong Growth Enterprise Market to the main board.
The stock price rose well, all due to the pretty growth in performance. In recent years, the company's performance has continued to improve:
In the second half of 2016, the operating income reached 196 million yuan, a year-on-year increase of 55.7%;
The net profit was 46.51 million yuan, a sequential increase of 78.1%.
Greentown Service (02869):
Greentown Property Services Group Co., Ltd. was established in 1998. It is a large-scale comprehensive service enterprise based on property services, with service platform as the medium and wisdom technology as the means. It was listed on the Main Board of Hong Kong in July 2016.
In the second half of 2016, the performance began to counterattack:
Operating income reached 2.46 billion yuan, an increase of 49% from the previous month;
Net profit reached 160 million yuan, an increase of 28.4% from the previous month.
Weineng Group (01608):
Founded in 1997, Weineng Group is mainly engaged in the Generator System Integration Business (SI). It is one of the world's leading large-scale generator system integrators and the largest private gas engine distributed power station owner and operator in Southeast Asia. It was listed on the Main Board of Hong Kong in November 2016.
On July 11, the Group released the earnings announcement, and its profit increased by more than 150% year-on-year as of the end of June.
It can be seen that the top three companies in the above stock price increase have achieved substantial growth in recent years, and there is a trend of continuous improvement. It is not an exaggeration to buy such stocks in the Hong Kong stocks.
Therefore, it can be concluded that: entering Hong Kong stocks + performance continues to be good = stock prices up.
So what is the recent profitability of the top three stocks?
Chaowei Power (00951):
Founded in 1998, Chaowei Power is principally engaged in the manufacture and sale of lead-acid power batteries and related products. The products are mainly used in electric bicycles and electric vehicles. Listed on the Main Board of Hong Kong in 2010.
In 2016, the company's operating income was 21.45 billion, an increase of 13.7%;
The profit was 504 million, an increase of 51.9%.
Although the growth is fast, the stock price has continued to fall since this year. This is because the company's performance in all aspects is less than expected. The sales growth of electric three-wheel, four-wheel and special vehicles has decreased, coupled with the rectification and subsidies of the new energy vehicle industry. After the slope has fallen, the demand for lithium batteries has dropped.
The major institutions' forecasts for their future earnings are also decreasing, indicating that the market is not optimistic about the future performance of Chaowei Power.
Weilu Group (01196):
Founded in 2005, Weilu Group is principally engaged in commercial printing, manufacturing and sales of labels, labels and distribution of automotive parts. Listed on the Main Board of Hong Kong in 2008.
In 2016, the company's revenue was 210 million yuan, a year-on-year increase of 1%;
Net profit reached 80.1 million yuan, an increase of 147%.
However, as can be seen from the chart below, the 2016 profit was mainly contributed by the first half of the year. From the profit to loss in the second half of the year, the profit was 81.69 million yuan and the loss was 1.59 million yuan.
This is because the company's main business business printing competition environment is increasingly fierce, operating costs continue to rise. To make matters worse, customers are still stagnating demand for sideline labels and labels.
Chaoying International Holdings (02111):
Founded in 2003, Chaoying International Holdings specializes in women's underwear materials and sportswear fabrics. The Group is one of the few material manufacturers in the world that can provide one-stop solutions. Listed on the Main Board of Hong Kong in 2014.
On July 17, the company released profit warning information, and it is expected that the profit for the first half of 2017 will not fall by more than 30%.
It can be seen that the top three stocks in the above declines all show various negative factors such as lower than expected growth or lower revenue growth. Even if they are transferred to Hong Kong stocks, the market will not have the funds to pursue.
Therefore, when we go to the Hong Kong stock exchange's new stocks, we must be clear that the Hong Kong stock market is not equal to the death-free gold medal. It can only delay the death penalty at most, and finally it is still "performance is king" - the company's performance determines everything.
4. What are the newcomers to the Hong Kong Stock Connect?
If it is based on the above logic, enter Hong Kong stocks + performance continues to be good = stock prices up, which of the new stocks have the opportunity to become the next IGG? I will briefly analyze for you.
Qiu Ti Technology (01478):
As a hot choice for entering Hong Kong stocks, Qiu Ti Technology has been in full swing:
Since the recent increase is too high, I will not evaluate the trend.
China Everbright Green Environmental Protection (01257):
Everbright Green is originally a branch of China Everbright International (257.HK)'s flagship business. In 2015, it was officially born out of the house. The main business is the construction and operation of biomass power generation projects, as well as the operation of hazardous waste disposal projects and photovoltaic power generation and wind power projects. It was listed on the Main Board of Hong Kong in May this year.
On August 9, the company released its first half of 2017 results:
Operating income was approximately HK$2.1 billion, a year-on-year increase of 69%;
Net profit reached HK$457 million, a year-on-year increase of 57%.
In view of this, major institutions have raised their full-year profit forecasts, with an average of 892 million Hong Kong dollars.
HC Network (02280):
HC Network is the leading B2B e-commerce service provider in China. Its core products include Internet products “Buy and Sell†and traditional marketing channels such as China Information Daquan and Research Institute Industry Analysis Report. It was listed on the Hong Kong Growth Enterprise Market in 2003 and successfully transferred to the main board in 2014.
The performance began to surge in the second half of 2016, and the financial data showed strong performance:
Operating income reached 1.49 billion yuan, an increase of 2015% from the previous month;
Net profit reached 153 million yuan, an increase of 425% from the previous month.
On July 26, the company released a profit forecast, and net profit for the first half of 2017 increased by more than 220% year-on-year.
Currently its share price has been at a low level since its listing:
Changfei fiber optic cable (06869):
Established in 1988, Changfei Fiber Optic Cable is the world's largest supplier of optical fiber preforms, optical fibers and optical cables. It mainly produces and sells optical fiber preforms, optical fibers and optical cables of various standard specifications widely used in the communications industry. Listed on the Hong Kong Stock Exchange in 2014.
From the chart below, we can see that its performance has grown steadily since 2014:
In 2016, revenue reached 8.11 billion yuan, a year-on-year increase of 20%;
Net profit was about 700 million yuan, a year-on-year increase of 23%.
Major institutions have also gradually raised their profit expectations this year:
Yuhua Education (06169):
Founded in 2001, Yuhua Education currently has 25 schools, including a university and 24 K-12 schools, offering a full range of private education programs from kindergarten to university. It was listed on the Main Board of Hong Kong in February this year.
According to the Frost & Sullivan report, according to the number of students in the school, the penetration rate of private higher education is growing steadily, as shown in the following figure:
In line with the pace of industry development, Yuhua Education's performance has also achieved good growth. In 2016, revenue reached 782 million yuan, a year-on-year increase of 12%.
Among them, the sharp decrease in net profit in 2015 was due to Yuhua’s termination of a cooperation agreement resulting in an additional payment of 154 million yuan.
On April 28, Yuhua Education announced its interim results announcement, showing a net profit of 195 million yuan, a year-on-year increase of 30.1%.
V. Conclusion
I would like to emphasize once again that it is very rational to purchase Hong Kong stocks through Shanghai/Shenzhen-Hong Kong Stock Connect, which is qualitatively different from the capital of mainland tourism in the era of Hong Kong stocks in 2015.
What is the value of the South Bank funds? Performance, performance or performance!
The Hong Kong stock market is not equal to the death-free gold medal. It can only sentence the death to a maximum. If the performance is not good, it will be sentenced to death. That is to say, the stock price is still determined by fundamentals.
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