7 even board bull shares down limit, more than a demon shares down, how to go after the market?

category:Finance
 7 even board bull shares down limit, more than a demon shares down, how to go after the market?


Many recent continuous trading demon stocks limit

In the early trading today, a number of demon stocks that have been trading continuously recently showed large-area drop limits, such as the Asian star bus limit of three connected boards, the huazi industry and Technology Co., Ltd. of the four connected boards, the rainbow shares of the seven connected boards, and the eight board Zhengzhou coal power company in 10 days. Before that, the stock price of Yangzi new material of Sanlian board had been fluctuating repeatedly after diving from the limit in the morning trading, and closed up only 2.53% in the afternoon. Xiaokang shares, which doubled in November, have also fallen for two consecutive limits.

In fact, since November, the total number of trading limits of A-share listed companies has increased significantly compared with the previous two months, and the subject matter speculation has the momentum of resurgence. The market believes that December out of the demon stock probability is high, hot money is relatively active. Excluding the ST shares and the new shares listed this year, the statistics of securities times and data treasure show that as of December 3, 9 companies had gained 3 trading limits in December. In November this year, the number of times of A-share trading was 654, that in October was 374, and that in September was 562.

From the above basic characteristics of lianbanyao shares, some companies performance has declined or even suffered losses. Most of them are small market value companies. Combined with the speculation about the industry prosperity, this type of speculation companies are more popular with hot money.

Combined with the fundamentals of the above-mentioned companies and the recent dragon and tiger list data, it can be seen intuitively that more hot money is involved in the theme speculation of relay, and the retail investors are injured in the end.

For example, Zhengzhou coal and power has appeared on the dragon and tiger list for six times since November, and harvested eight boards in the previous ten days. As can be seen from the sales department seats, multiple hot money seats relay frequently. Although Zhengzhou coal and power respectively announced abnormal fluctuations in stock trading on the evening of November 24 and December 1, this did not dissuade crazy hot money and institutions. On the evening of December 2, the company issued a stock trading risk warning. From November 20, 2020 to the disclosure date of this announcement, the companys stock price has a maximum of 4.51 yuan and a minimum of 2.29 yuan, with a rise and fall rate of 92.74% and a turnover rate of 101.49%. In addition, the company suffered losses in the first three quarters, and the P / E ratio is not comparable, and the P / B ratio is at a higher level in the same industry. The next day, the state coal and power stock prices began to fluctuate significantly. After hours long Hubang data showed that the Lhasa Business Department of Dongfang fortune, dominated by retail investors, appeared in the buyers seat. In the early trading of Zhengzhou coal and power company, the drop limit was blocked, and the investors who rushed in yesterday were directly killed.

Even board stocks have issued risk warning

The companys main business, raw sugar processing business, has been losing money in recent years due to its small volume of raw sugar processing and trading sugar as a part of the companys profit margin, which was disclosed by huazi industrial on the evening of March 3. In the first three quarters of 2020, the net profit was 30.6681 million yuan, down 48.03% over the same period of last year.

On the evening of December 2, Xiaokang Stock Co., Ltd. announced that the companys stock price lacks performance support and the increase is seriously deviated from the basic level. The company is seriously self checking. In fact, since the company released the abnormal fluctuation of stock trading on November 18, this is the sixth time it has issued a risk warning announcement. After each risk warning, the stock price will hit A new high.

If the risk tips issued by listed companies can not prevent investors from chasing after such high-end stocks, it is really a big negative for shareholders of listed companies to issue a substantial reduction.

7 Lianbans demon stock rainbow shares have issued risk tips for many times before, saying that there is no such hot business as OLED, flexible screen and graphene mobile phone as reported by the media. This has accelerated the efforts of rainbow shares to close the board. It has reduced the limit of the board for two consecutive days. On the evening of December 3, it issued a notice of reducing its holdings, which made the pursuit of funds panic. The announcement said that two major shareholders holding more than 5% shares, the core screen The fund intends to reduce its holding of no more than 2% of its shares, and Ruyi radio and television intends to reduce its holding of no more than 1% of its shares. Rainbow shares in the morning trading immediately down limit, the current limit of 490000 hands on the list.

How to go after A-share market?

Southwest Securities believes that at present, a shares are in the middle of the third bull market in history. The economic recovery is continuing, and the market will be better at the end of the year; there are opportunities for cycle growth. From the pro cyclical industry, we are optimistic about the leading enterprises in shipping, nonferrous metals, automobiles, household appliances and finance. From the perspective of the growth stock industry, it is suggested to start to lay out the wrong killing plates suppressed by negative factors, including pharmaceutical, electronic and computer industries. YueKai Securities believes that after the Shanghai index successfully reached a new high in the year, the upward trend is good, and the superimposed plate is in good rotation. If the subsequent trading volume has an effective breakthrough, the subject stocks will further cooperate with the active, and the index is expected to rise step by step. In terms of allocation direction, we can adopt the strategy of balanced allocation. On the one hand, we should continue to stick to the investment direction of Pro cyclical sectors, pay attention to the valuation repair opportunities of resource stocks and large financial sectors; on the other hand, we should take part in the low absorption opportunities of new energy and essential consumption with high economic certainty, and appropriately pay attention to the oversold rebound of science and technology stocks. (data treasure, Wu Qi) source: Securities Times editor in charge: Yang Bin_ NF4368

Southwest Securities believes that at present, a shares are in the middle of the third bull market in history. The economic recovery is continuing, and the market will be better at the end of the year; there are opportunities for cycle growth. From the pro cyclical industry, we are optimistic about the leading enterprises in shipping, nonferrous metals, automobiles, household appliances and finance. From the perspective of the growth stock industry, it is suggested to start to lay out the wrong killing plates suppressed by negative factors, including pharmaceutical, electronic and computer industries.

YueKai Securities believes that after the Shanghai index successfully reached a new high in the year, the upward trend is good, and the superimposed plate is in good rotation. If the subsequent trading volume has an effective breakthrough, the subject stocks will further cooperate with the active, and the index is expected to rise step by step. In terms of allocation direction, we can adopt the strategy of balanced allocation. On the one hand, we should continue to stick to the investment direction of Pro cyclical sectors, pay attention to the valuation repair opportunities of resource stocks and large financial sectors; on the other hand, we should take part in the low absorption opportunities of new energy and essential consumption with high economic certainty, and appropriately pay attention to the oversold rebound of science and technology stocks. (Wu Qi, databao)