Will the next year’s market come? In January, institutional gold stocks came out, stagflation and undervalued gold stocks are their main reasons

Gold stocks were released in January, and the consumer sector is still the focus of attention, recommended by 5 stocks or more than 2 institutions.

“demon king” was born, Andon Health Co.Ltd(002432) 34 rose 709%

Recently, Andon Health Co.Ltd(002432) is the main leader of demon stocks in the A-share market. It has risen by more than 709% in the past 34 trading days. As of the latest closing day, Andon Health Co.Ltd(002432) is still strong. Since November 16, the company has issued seven announcements of abnormal stock price fluctuations, and received two letters of concern and one letter of supervision, during which the stock price continued to rise. Previously, Andon Health Co.Ltd(002432) disclosed on the interactive easy platform that the company’s covid-19 virus detection kit was authorized by the U.S. FDA EUA, which opened the soaring mode of stock price.

Among the small cap pharmaceutical stocks brought up by Andon Health Co.Ltd(002432) , 20cm trading stocks Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) were “exposed” by the Shenzhen Stock Exchange yesterday, mainly relying on retail investors. According to the disclosure of Shenzhen Stock Exchange, Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) increased by 143.31% from December 17 to December 30. During the period of serious abnormal increase, natural persons bought 7.339 billion yuan, accounting for 88.23%; Among them, small and medium-sized investors bought 5.219 billion yuan, accounting for 62.74%. Institutions bought 979 million yuan, accounting for 11.77%. Some investors said they were very happy: “yesterday’s bottom reading, today’s meat”, but some investors said they “sold it”.

Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) announced yesterday that the company’s stock trading price has deviated from the closing price for 10 consecutive trading days from December 17, 2021 to December 30, 2021, with a cumulative deviation of 102.20%. Due to the serious abnormal fluctuation of the company’s share price recently, in order to safeguard the interests of the majority of investors, the company will check the serious abnormal fluctuation of stock trading in accordance with article 8.1.2 of the Listing Rules of gem shares of Shenzhen Stock Exchange (revised in December 2020).

Upon the application of the company, the trading of the company’s shares shall be suspended from the opening of the market on December 31, 2021 and resumed after the disclosure of the verification announcement.

the winning rate of Shanghai index on the 5th day after new year’s Day is 71%

Before New Year’s day, in the peripheral markets, the US stock index rose for 7 consecutive days, and the Nikkei 225 index fluctuated. The central bank’s continuous net investment in the market resulted in abundant liquidity at the end of the year. There was no contraction in the A-share market on the penultimate trading day of the year ago.

Today is the last trading day in 2021. How will the A-share market perform? Taking history as a mirror, according to the statistics of securities times · data treasure, the winning rate of Shanghai stock index before New Year’s day from 2001 to 2021 was 62% . At the end of 2019 and the last day of 2020, the Shanghai stock index showed an upward state.

According to the statistics of data treasure, after the new year’s Day festival, the Shanghai stock index has a high winning rate. The rising probability on the 5th day after the festival exceeds 70% , reaching 71.43%. It has been rising for five consecutive years from 2017 to 2021.

The agency said it was still optimistic about the market in the next year and the first quarter of the next year. Under the support of steady growth and the opening of the easing cycle, the market as a whole still has a foundation of support and boost. It is suggested to pay attention to blue chips, technology and new energy such as finance.

gold stocks released in January,

medicine, biology, food and beverage are highly recommended

The majority of securities believe that with the emergence of policy effectiveness and the release of liquidity, the logic of restless market is still established. The recent stable growth and the prominent performance of the consumer sector are the embodiment of restless market, and the embodiment at the broad-based index level will be gradually clear in the future.

In January 2022, gold stocks were also released one after another. Databao sorted out 72 gold stocks recommended by securities companies such as Everbright Securities Company Limited(601788) , Guolian Securities Co.Ltd(601456) , Guosen Securities Co.Ltd(002736) , Western Securities Co.Ltd(002673) , Cinda securities and China Merchants Securities Co.Ltd(600999) , of which China Merchants Securities Co.Ltd(600999) promoted nearly 30 gold stocks.

The distribution of gold stock industry is basically consistent with the institutional point of view. Food, beverage, medicine and biology have been mainly recommended, and 16 stocks have been recommended for 18 times, of which Kweichow Moutai Co.Ltd(600519) has been recommended by Guolian Securities Co.Ltd(601456) , Everbright Securities Company Limited(601788) and enrollment securities at the same time. Electronic and chemical industries received 6 stock recommendations (including duplicates).

In terms of recommended stocks, in addition to Kweichow Moutai Co.Ltd(600519) , Midea Group Co.Ltd(000333) , China Tourism Group Duty Free Corporation Limited(601888) , Hangzhou Robam Appliances Co.Ltd(002508) , Luyang Energy-Saving Materials Co.Ltd(002088) and other stocks were recommended as January gold stocks by two institutions respectively.

10 shares have received institutional attention in recent months

While being recommended as gold stocks, these companies also received institutional attention. According to the statistics of data treasure, 10 of the above 72 gold stocks have received the first attention of the institution in nearly a month.

Specifically, Midea Group Co.Ltd(000333) , China Tungsten And Hightech Materials Co.Ltd(000657) were rated as “overweight” by Huaan Securities Co.Ltd(600909) and Huaxi Securities Co.Ltd(002926) researchers respectively, Bank Of Jiangsu Co.Ltd(600919) was “strongly recommended” by Huafu securities, with the latest closing price of 5.81 yuan and the target price of 9.55 yuan, with an increase space of more than 60%. Shares such as Ganyuan Foods Co.Ltd(002991) , Luyang Energy-Saving Materials Co.Ltd(002088) , Shenzhen Sunnypol Optoelectronics Co.Ltd(002876) were rated “buy” by the agency.

7 stagflation fine stocks are valued at less than 30 times

According to data treasure statistics, among the gold stocks recommended by the above institutions, only 7 stocks lost the market within the year, and the latest valuation was less than 30 times. The valuation of Gemdale Corporation(600383) , Suzhou Gold Mantis Construction Decoration Co.Ltd(002081) , China Vanke Co.Ltd(000002) is less than 10 times, and the valuation of Jiangshan Oupai Door Industry Co.Ltd(603208) in light industry manufacturing sector is less than 20 times.

In terms of market performance, the share prices of the seven companies fell by different ranges this year, Gemdale Corporation(600383) fell slightly, Jiangshan Oupai Door Industry Co.Ltd(603208) , Suzhou Gold Mantis Construction Decoration Co.Ltd(002081) share prices corrected greatly, more than 30%. Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Hangzhou Robam Appliances Co.Ltd(002508) fell by more than 10%.

related reports

The annual ranking of gold stock yield of 2021 securities companies is released, and the list of gold stocks will come in January next year!

Top ten gold stocks in January 2022: conform to the trend of style switching

(data treasure)

 

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