A number of high growth stocks hit a deep hole.
The recent performance of value stocks is impressive. According to the statistics of securities times · databao, since March, the real estate index and coal index have both risen by more than 10%, and the bank index has also risen against the market. At the same time, the growth sector was under pressure. The electronic sector fell by nearly 15%, ranking the first in the decline list. The growth sectors such as non-ferrous metals, computers, national defense and military industry also fell by more than 10%.
Affected by factors such as the Fed's interest rate hike, growth stocks did not perform well. However, overseas growth stocks rebounded, and the NASDAQ index rose nearly 4% since March, stronger than the Dow Jones index. In the long run, the performance of the NASDAQ is also much better than that of the Dow. In terms of a shares, the long-term performance of gem is also worth looking forward to. According to this, data treasure counted the high growth stocks with high pre increase in the first quarter report.
average net profit growth of 84%
Data show that there are more than 170 listed companies that have disclosed the performance forecast of the first quarter of this year. Therefore, to some extent, according to the growth of performance in the first quarter of this year and the unanimous prediction of the growth of institutions this year and next year, the high growth stocks can be said to be the first batch of growth stocks with high certainty. The statistical conditions are as follows:
\u3000\u30001. The upper limit of pre increase of performance in the first quarter is more than 30%;
\u3000\u30002. This year and next, the institutions unanimously predict that the growth rate of net profit will exceed 30%;
\u3000\u30003. The number of rating agencies is more than 5.
After the above screening, a total of 27 stocks were selected. The list includes two 100 billion market value leaders, fruit chain leader Luxshare Precision Industry Co.Ltd(002475) and rare earth leader China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) . In addition, Ningbo Tuopu Group Co.Ltd(601689) , Shede Spirits Co.Ltd(600702) , Beijing United Information Technology Co.Ltd(603613) and other stock market values exceeded 30 billion yuan. From the perspective of the net profit growth rate unanimously predicted by the institutions this year, Tibet Mineral Development Co.Ltd(000762) , Sichuan Yahua Industrial Group Co.Ltd(002497) , Shanghai Milkground Food Tech Co.Ltd(600882) , Navinfo Co.Ltd(002405) , Henan Liliang Diamond Co.Ltd(301071) and other stocks unanimously predicted that the net profit growth rate this year exceeded 100% on the whole, the institutions of individual stocks on the list unanimously predict that the net profit growth rate will reach 84% this year, and there will still be 43% growth next year, with significant characteristics of high growth
a batch of stocks hit a deep hole
Recently, the A-share market fluctuated greatly. The Shanghai stock index was adjusted from the highest 3700 point last year to the latest 3300 point. In comparison, some growth stocks in the list showed resistance to decline, and the latest prices of Beijing United Information Technology Co.Ltd(603613) , Ningbo Tuopu Group Co.Ltd(601689) , Shanghai Fudan Microelectronics Group Co.Ltd(688385) , Henan Liliang Diamond Co.Ltd(301071) and other stocks fell by less than 20% compared with the highs since last year among them, the Beijing United Information Technology Co.Ltd(603613) high level fluctuated continuously for several months, and the discount rate of the latest price compared with the high level was only more than 11%.
For growth stocks, the characteristics of sharp shock are obvious. Take the gem index as an example. In the last round of adjustment, the gem index once fell from above 4000 points to below 1200 points. Many of these high growth stocks also made a deep hole, including Shanghai Milkground Food Tech Co.Ltd(600882) , Eyebright Medical Technology(Beijing) Co.Ltd(688050) , Shenzhen Xinyichang Technology Co.Ltd(688383) , Tibet Mineral Development Co.Ltd(000762) , Luxshare Precision Industry Co.Ltd(002475) and other stocks, whose latest prices fell by more than 50% compared with the highs since last year.
with the sharp decline in the share prices of some individual stocks and the rise in performance this year, the valuation is also underestimated according to the statistics of data treasure, according to the unanimous prediction of institutions, the latest price earnings ratio of Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) is 9.28 times, which is the lowest in the list and the only single digit stock in the list. In addition, Sichuan Yahua Industrial Group Co.Ltd(002497) , Zhejiang Huatie Emergency Equipment Science & Technology Co.Ltd(603300) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Jilin Oled Material Tech Co.Ltd(688378) and other stocks' latest P / E ratios are less than 20 times.
smart fund 1 billion bottom reading fruit chain leader
Known as a smart move, he went north to raise funds and began to copy the bottom of some stocks on a large scale. Among them, since Luxshare Precision Industry Co.Ltd(002475) 3 month, the leader of fruit chain has obtained more than 30.5 million additional shares from Beishang capital. According to the rough calculation of the average transaction price during the period, the increase of more than 1 billion yuan ranks first. In addition, Jiangsu Shuangxing Color Plastic New Materials Co.Ltd(002585) , Sichuan Yahua Industrial Group Co.Ltd(002497) , Ningbo Deye Technology Co.Ltd(605117) and other individual shares were increased by more than 100 million yuan.
The stocks with the highest institutional attention include Shede Spirits Co.Ltd(600702) , Henan Liliang Diamond Co.Ltd(301071) , Beijing United Information Technology Co.Ltd(603613) , etc., all of which are rated by more than 20 institutions Shanghai Fudan Microelectronics Group Co.Ltd(688385) , Gl Tech Co.Ltd(300480) and other stocks have the latest institutional rating since April. Among them, Founder Securities Co.Ltd(601901) believes that the performance of Shanghai Fudan Microelectronics Group Co.Ltd(688385) in the first quarter exceeded expectations
The list of gold stocks of securities companies came in April! The organization as a whole is not pessimistic, suggesting that the layout of the first quarterly report exceeded expectations
