this year, the real estate sector rose 0.29% against the market, which is one of the few rising sectors
If you guess which sector will perform better this year at the end of last year, it is estimated that none of the ten people will choose the real estate industry. On the one hand, there are huge performance losses and all kinds of thunderstorms, and on the other hand, the stock price is rising continuously. This is the portrayal of the real estate sector since this year Securities Times data treasure statistics show that since this year, the real estate sector has risen 0.29% against the market, which is one of the few sectors to rise
On the other hand, for the sector with good performance, the share price not only did not rise, but even many stocks had a significant correction range, including some undervalued stocks with sharp increase in performance. Why does this happen?
Some analysts said that this may be due to the prediction of the performance inflection point of some companies in advance. The "poor students" have good expectations and the stock price rises; "Top students" may be at the best time of performance, and the stock price will fall in advance. Of course, the accuracy of this prediction depends on different people.
real estate stocks become one of the most resistant sectors
Today, there are five real estate stocks in the five real estate stocks that have gone up the limit today, namely 456456 , Guangdong Shirong Zhaoye Co.Ltd(002016) , Cccg Real Estate Corporation Limited(000736) . Among them, Tianjin Hi-Tech Development Co.Ltd(600082) has increased the limit for 4 consecutive days, Cccg Real Estate Corporation Limited(000736) has increased the limit for 3 consecutive days, Chongqingyukaifaco.Ltd(000514) and Tianjin Realty Development (Group) Co.Ltd(600322) have increased the limit for 3 consecutive days. Yango Group Co.Ltd(000671) today, which had been trading for six consecutive times, closed the limit.
Overall, the real estate sector has become one of the most resistant sectors this year, rising 0.29% against the market during the year, second only to the coal and comprehensive sectors, ranking third in the growth list of Shenwan industry. More than one leading stock is in the eye, and \ and other stocks rose more than 7%. However, correspondingly, the overall performance of the real estate sector is not good. Data show that 30 real estate stocks are expected to lose their first or continued losses last year.
The real estate sector bucked the market and resisted the decline. On the one hand, it fell enough in the past period of time; On the other hand, the recent favorable industrial policies have also favored funds. Kaiyuan securities expects that the follow-up real estate support policy will continue to be issued, and the relaxed urban energy level will be further improved. It continues to be optimistic about the allocation opportunities of the real estate sector in 2022. It believes that the policy surface will continue to improve, the inefficient production capacity will continue to be cleared, the industry structure will be significantly improved, and high-quality enterprises have the basis for long-term valuation improvement.
first quarter results surge shares released
The market anticipates the improvement of the real estate industry in advance, which also seems to predict that some high boom industries have ushered in a boom inflection point, resulting in the stagnation of the stock prices of some stocks with high growth in the first quarter. According to the statistics of data treasure, as of March 29, 115 companies have announced the performance forecast of the first quarter. In terms of the type of performance forecast, there are 96 pre increase companies and 4 pre profit companies, with a total proportion of 86.96% of the companies reporting good news; There are 8 and 2 companies whose performance is expected to decline and loss in advance respectively.
Among the performance prediction companies, according to the median increase of expected net profit, the net profit of 36 companies increased by more than 100%; There were 23 companies whose net profit increased by 50% ~ 100%. Specifically, for individual stocks, Sichuan Yahua Industrial Group Co.Ltd(002497) it is expected that the net profit will increase the most. The company expects the median increase of net profit in the first quarter to be 124595% Tibet Mineral Development Co.Ltd(000762) , Chengxin Lithium Group Co.Ltd(002240) the median year-on-year increase in net profit is expected to be 909.29% and 861.38% respectively, ranking the second and third.
By industry, the performance growth in the first quarter is expected to double, and the stocks are mainly concentrated in basic chemical industry, power equipment, non-ferrous metals and other industries, with 8, 6 and 5 stocks on the list respectively; From the perspective of the sectors to which they belong, among the stocks whose performance is expected to double, there are 19, 10 and 7 on the main board, gem and sci-tech innovation board respectively.
However, the market did not buy the surge in the performance of some individual stocks. For example, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , which announced the performance forecast of the first quarterly report yesterday, fell by more than 3% today. Some stocks also opened their trading limits directly, such as Hangzhou Alltest Biotech Co.Ltd(688606) .
these undervalued stocks pulled back sharply
The overall performance of individual stocks doubled in the first quarter report is still acceptable, with an average increase of 1.21% since the release of the notice. It is worth noting that, according to the calculation of the median net profit in the first quarterly report, among the stocks whose performance doubled in the first quarterly report, the converted dynamic P / E ratio of 16 stocks is less than 20 times, and the pullback range is more than 20% compared with the highest point since last year. Specifically, Zhejiang Yongtai Technology Co .Ltd(002326) fell the most, exceeding 54%. In addition, Guangdong Tonze Electric Co.Ltd(002759) , Shenzhen Capchem Technology.Ltd(300037) and other individual stocks callback exceeded 40%. From the perspective of dynamic P / E ratio, the lowest is \ , Tongwei Co.Ltd(600438) etc. are less than 10 times.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
