Threatened by Omicron, many European countries have opened a comprehensive blockade policy, and the market is generally depressed due to the rebound of the epidemic.
In the A-share index last week, the performance of SSE 50 was relatively good: 0.34%, and the comprehensive performance of gem was relatively poor: – 3.99%.
In terms of index performance last week, the market index performed relatively well: – 0.23%, and the medium index performed relatively poorly: – 1.47%.
In terms of market style last week, the consumption performance was relatively good: 2.63%, and the growth performance was relatively poor: – 2.47%.
As of December 24, the PE (TTM) of Shanghai composite index was 13.90 times, that of Shenzhen composite index was 38.24 times and that of gem was 64.07 times.
From the perspective of PE, the valuation of electrical equipment, public utilities and food and beverage in shenwanyi industry is significantly higher than the historical average, and the industry valuation quantiles are 91.5%, 92.4% and 92.9% respectively; The valuation of textile and garment, real estate, non-ferrous metals and other industries is significantly lower than the historical average, and the industry valuation quantiles are 3.8%, 8.0% and 9.0% respectively.
As of December 24, the P / E ratio of S & P 500 was 26.25 times, up 2.31% from the previous week, and the P / E ratio of Dow Jones Industrial was 26.18 times, up 2.20% from the previous week; The price earnings ratio of the NASDAQ index was 38.83 times, up 3.15% from the previous week
As of December 24, the P / B ratio of Hang Seng in Hong Kong was 1.09 times, an increase of 0.31% over the previous week, and the P / B ratio of Hang Seng China enterprise index was 1.04 times, an increase of 0.23% over the previous week; Hang Seng Hong Kong’s 35 price to book ratio was 1.07 times, up 0.18% from the previous week.
Risk tip: the epidemic situation is repeated, the liquidity is lower than expected, and the market fluctuates sharply
