[tiger shares in the year of the tiger] the market in the year of the ox can be described as changeable and treacherous. The Shanghai stock index has a rapid correction market at the beginning and end of the year, and the middle of the year is dominated by shock. How will the market in the year of the tiger be interpreted? Securities Times · databao focuses on stocks with high growth and relatively small market value, and selects potential stocks in the year of the tiger in combination with industry balance.
30 potential stocks in the year of the tiger
Databao's "30 potential stocks in the year of the tiger" mainly has the following five screening conditions:
1. Rated by more than 10 institutions;
2. In 2021, 2022 and 2023, the institutions unanimously predicted that the net profit growth rate would exceed 20%;
3. Individual shares with a market value of less than 20 billion yuan;
4. The share price has risen below 100% in the past two years;
5. Eliminate secondary new shares.
After screening, a total of 30 stocks from 12 shenwanyi industries were selected into the list of potential stocks in the year of the tiger, including 4 shares from computer, macrophage, electronics and other industries, and 3 shares from communication, chemical, pharmaceutical and biological industries. On the whole, the value of the 30 potential stock markets is not particularly high, but there are many leaders in subdivided industries. For example, Eoptolink Technology Inc.Ltd(300502) is the leading enterprise of optical module, Biem.L.Fdlkk Garment Co.Ltd(002832) is the leading enterprise of high-end sports fashion clothing.
potential stocks have attracted more institutional attention
generally speaking, the greater the number of rating agencies, the higher the recognition of individual stocks by institutions, and the higher the future growth and certainty of individual stocks. Among the top 30 potential stocks, Beijing Career International Co.Ltd(300662) was rated by 23 agencies, ranking first. Guosheng securities is optimistic about the development space of the company's technology driven overall talent solution service provider. Flexible employment and high growth support excellent performance. Technical products are expected to become a new growth engine in the future. It is expected that the net profit in 2022 and 2023 will increase by 29.6% and 30.7% respectively year-on-year.
In terms of other stocks, Yixintang Pharmaceutical Group Co.Ltd(002727) , Sobute New Materials Co.Ltd(603916) , B-Soft Co.Ltd(300451) , Hangzhou Onechance Tech Corp(300792) etc. have been rated by more than 20 institutions. From the performance forecast of 2021, the performance of 15 listed companies is expected to increase. The net profit of Espressif Systems (Shanghai) Co.Ltd(688018) and Anhui Korrun Co.Ltd(300577) is expected to double last year, and the net profit growth of individual stocks such as Wuxi Chipown Micro-Electronics Limited(688508) , Phichem Corporation(300398) , Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) is expected to exceed 50%. Some of the top 30 potential stocks are expected to continue high growth. Espressif Systems (Shanghai) Co.Ltd(688018) institutions unanimously predict that the net profit growth rate will exceed 40% this year and next. Individual stock institutions such as Wuxi Chipown Micro-Electronics Limited(688508) , Chengdu Guibao Science & Technology Co.Ltd(300019) , Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) predict that the average net profit growth rate this year and next will exceed 30%.
generally speaking, the average growth rate of net profit of listed stocks in 2021 exceeded 52%, the average growth rate of net profit this year was nearly 38%, the average growth rate of net profit next year was nearly 29%, and the average growth rate of net profit in three years was nearly 40%, highlighting high growth.
10 shares of the fund
the A-share market is becoming more and more American and Hong Kong, and the voice of the buyer's organization is significantly enhanced. there are many companies on the list with large positions of funds. By the end of 2021, Yixintang Pharmaceutical Group Co.Ltd(002727) , B-Soft Co.Ltd(300451) , Suzhou Sushi Testing Group Co.Ltd(300416) and other 10 shares had been heavily held by the fund, and there were more than 20 heavily held funds. Among them, 59 funds have heavy positions Yixintang Pharmaceutical Group Co.Ltd(002727) , and the stock market value at the end of the period exceeded 2.4 billion yuan.
In terms of other individual stocks, Biem.L.Fdlkk Garment Co.Ltd(002832) , B-Soft Co.Ltd(300451) , Beijing Career International Co.Ltd(300662) , Espressif Systems (Shanghai) Co.Ltd(688018) , Guangzhou Wondfo Biotech Co.Ltd(300482) and other individual stock funds held more than 1 billion yuan of stock market value at the end of the period. In terms of shareholding ratio, Biem.L.Fdlkk Garment Co.Ltd(002832) , Yixintang Pharmaceutical Group Co.Ltd(002727) , Espressif Systems (Shanghai) Co.Ltd(688018) , Beijing Career International Co.Ltd(300662) and other individual shares accounted for more than 10% of circulating A-Shares at the end of 2021.
the share price performance of some individual stocks resisted the decline
Over the past two years, the A-share market as a whole has shown an upward trend, with the Shanghai index rising by about 13% and the Shenzhen component index rising by about 25%. the overall performance of the top 30 potential stocks in the year of the tiger is average, with an average increase of less than 15%, which does not match their growth, or means there is a lot of space in the future.
Some potential stocks made major adjustments in January this year. Data show that Visual China Group Co.Ltd(000681) , Willfar Information Technology Co.Ltd(688100) , Shanghai Microport Endovascular Medtech (Group) Co.Ltd(688016) and other stocks have fallen more than 20% since January. Stocks such as China Cyts Tours Holding Co.Ltd(600138) , Chengdu Guibao Science & Technology Co.Ltd(300019) rose against the market. In terms of P / E ratio, Yixintang Pharmaceutical Group Co.Ltd(002727) , Sobute New Materials Co.Ltd(603916) , Biem.L.Fdlkk Garment Co.Ltd(002832) , Anhui Korrun Co.Ltd(300577) and other stocks have the latest rolling P / E ratio of less than 30 times.
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Figure 1 understand the global market performance during the long holiday. Will A-Shares welcome the warm sun after the festival?
