Su Bingyi, Dacheng Fund: good investment mentality is very important. Bonus shares are ideal investment targets

category:Finance
 Su Bingyi, Dacheng Fund: good investment mentality is very important. Bonus shares are ideal investment targets


Good investment mentality is very important dividend stock is the ideal investment target

Su Bingyi said that the most important thing in investment is the investment mentality. Only by maintaining a good investment mentality can we make a correct investment decision. A good investment mentality is to be able to make a reasonable investment goal, take the corresponding investment strategy, and frankly accept the various results brought by uncertainty. Individual investors are easier to control the investment mentality than professional investors, because professional investors In addition to professional judgment, investors investment decisions will also be affected by external factors such as investors.

With a good investment mentality, facing the A-share market, we need to return to the original intention, enter the stock market to make money, and pay attention to the intrinsic value of the stock. Under the current environment, it is most suitable for value investment. High dividend and high dividend dividend dividend stock can not only provide a good margin of safety, but also have the opportunity of valuation restoration.

Dividend shares have five characteristics: first, they are mature in operation and have sustained and stable profitability; second, they have accumulated surplus in finance and sufficient cash to support dividend; third, they have good cash flow indicators, so they need to avoid financial counterfeiting enterprises; fourth, shareholders and management are willing to pay dividends; fifth, they are relatively low in valuation; stocks with high valuation are not dividend shares Want to mark.

Finally, investors need to look at dividend stock investment with a long-term investment mentality. As long as the annual dividend in the future meets the initial expectation, there is no need to worry about short-term floating losses.

The market is optimistic about the track of SOE reform in the short term

Su Bingyi said that at present, the market is seriously divided. In the medium and long term, the stock market will certainly have great opportunities, but in the short term, it still needs to wait and see. At present, the more popular track in the market is medical treatment, consumption or technology, which is correct from the basic point of view, but these stocks have been fully reflected by the high stock price, and investors often can not earn money if they enter the market rashly. Su Bingyi suggested that individual investors should recognize their weak position. On this premise, individual investors can explore some opportunities that are not fully recognized by the market, such as dividend shares and state-owned enterprise reform.

At present, many actions of state-owned enterprise reform are obvious and frequent, but the market attention is relatively low, and there is an opportunity to be ignored by the market. The advantages of state-owned enterprise stock are weak motivation for counterfeiting, more reliable financial statements, and the disadvantages are weak demands of the management for the stock price, but the reform of state-owned enterprise is likely to bring opportunities to change the concept of the management.

Su Bingyi said that there are many risks in the current market. The first is the fundamentals of listed companies. The impact of the epidemic is far-reaching, and the earnings of listed companies are expected to get worse. The second problem comes from the major shareholders and management of listed companies. For the major shareholders and management, the A-share market is used for financing. The major shareholders will reduce their holdings and sell them to the investors in the secondary market. Therefore, we should be alert to the reduction of the major shareholders and institutions when the stocks become expensive. The best way to solve this problem is to avoid the overvalued stocks. As long as the stocks are cheap enough, they are the biggest Good, because the major shareholders have the motivation to maintain the market value. The biggest reason for emphasizing the investment of bonus stocks is that they are cheap enough. Investors can pay attention to the dividend index of China Securities, which selects the stocks that operate stably and can continue to pay dividends in the market. Su Bingyi believes that there will be great development in the capital market in the future, but whether investors can share the benefits brought by the great development of the stock market is uncertain. To invest in the stock market at the current time, we should first focus on the safety margin, rather than the short-term rise and fall of the stock price. Source: editor in charge of Finance and economics of Netease: Ren Hui, nbj9607

Su Bingyi believes that there will be great development in the capital market in the future, but whether investors can share the benefits brought by the great development of the stock market is uncertain. To invest in the stock market at the current time, we should first focus on the safety margin, rather than the short-term rise and fall of the stock price.