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网上信誉赌博的网站:Why the big financial sector outbreak? Look at the institutional outlook outlook

时间:2018/1/23 15:27:13  作者:  来源:  浏览:0  评论:0
内容摘要:Why the big financial outbreak \n?Sinceenter 2018, A-share market Bank and brokerage and other financial stocks performed strongly, it is wo...

Why the big financial outbreak

\n?Since

enter 2018, A-share market Bank and brokerage and other financial stocks performed strongly, it is worth noting that in the process of banking and brokerage sector rose, the leading shares outstanding, Construction Bank enter cumulative since 2018 rose more than 17%, Agricultural Bank rose more than 16%, ICBC rose more than 14%, Bank of China rose more than 10% of its shares have also set a new high record highs or record stage. Similarly, brokerage stocks are also eye-catching performance mainly in the broader market brokerage stocks, of which, CITIC Securities 7 _ 89456 _ 26 _ 65473 _ 97 _ 89456 _ 27 _ 65473 _ 97 _ 89456 _ 28 _ 65473 _ 92018 since the rise reached 18% and hit a new high since the rally. China Merchants Securities 7 _ 89456 _ 30 _ 65473 _ 97 _ 89456 _ 31 _ 65473 _ 97 _ 89456 _ 32 _ 65473 _ 92018 has also accumulated more than 12% since the performance of the more prominent.

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Zhongtai Securities said insurance Valuation is expected to steadily improve and continue to be optimistic about the main logic of 2018 insurance investment opportunities. The current average valuation of the four listed insurance companies is still at a low level. If you invest in insurers for at least three years as a shareholding cycle, you will gain compound interest on the endogenous growth of intrinsic value. The PEV is expected to continue to rise 1.5x to 1.7x.

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Pacific Securities indicate bank valuation is still upside. The stable asset quality of the banking industry and the expected improvement of the interest margin margin have been gradually verified by data. Industry net profit growth improved certainty, the industry as a whole warming, there is still valuation upside, maintaining the industry "buy" rating. The regulatory environment has been tightening since the beginning of this year and the big environment is undoubtedly more conducive to the development of large-scale banks. Large banks with sound management, high dividend yield and strong performance determination deserve long-term attention. Industrial and Commercial Bank of China , Construction Bank .

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First Securities said the leading stock brokerage obvious advantages. In the overall regulatory tightening situation, the industry "Matthew effect" significant trend, large brokerage broker and broker the gap widening, underestimated the value of the profitable leading brokerage has obvious advantages. It is recommended to focus on the valuation of low, more IPO reserve projects leading securities firms and self-investment ability of the securities firms.

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Institutional outlook

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Guangzhou Bandung analysts believe that in just a few trading days, from oil and consumer white to real estate and then to finance the weight of turns turns into the recent market highlight, the broader market index has been continuously high, Cold case. Behind this positive and negative opposition are public offerings, and the position of foreign-funded institutions in the market-style discourse power is on the rise.

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Star Stone Investment believes that the recent stock market rally is the result of market fundamentals expected and liquidity improvement together. Star stone investment also said that the valuation of A shares in the world is still in the valuation depression, foreign investment is expected to continue to increase with A shares, a good fundamentals and a stable capital side will support A shares, "small step slow cow, optimistic Annual A-share market performance.

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Waring Securities analysts believe that many of these days a few stocks are in the opportunity to get on the car, rather than get off the opportunity in the current market without the standard to buy the case, it is recommended in accordance with the first and second-tier high-quality blue-chip second , The theme of the third mode of operation, in any case have to hold high-quality companies, these companies make sense is justified. GEM refers to the is expected to enter the bottom of the state built in the past few days K line combination to see here to continue a substantial decline in the lack of motivation, but to build the bottom also takes time, generally speaking, with only a bottom line is very Difficult to judge is the bottom, but because of the adjustment of time and structure combined with the bottom of the probability of a great, but even so few opportunities for the trend, stocks are still the main rebound.

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Founder Securities, said recently, evidence on 50 index quickly pulled high, the shift in the trend of stocks, trading volume continued release form high typical "Fortress Besieged" effect, coupled with market speculation began to have public opinion global stock markets All hit a record high, Hong Kong stocks also led by domestic banks, hit a record high news, it seems that A shares should be under the leadership of the White Horse, out of the bull market, the GEM is fragile, temptations and the urge to create a wide range of atmosphere, At this point be cautious, the first element of investment this year is the margin of safety. Index stocks seriously overbought, cautiously short-term broader market finished lower. Operation, do not chase high, wet storage to see less move, heavy warehouse on the Li \u0026 Fung thick stock bags for the safety.

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[Extended]

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Strategy for the Yangtze River: Recommended for the Financial Mainline Concerned about the Inflation-Affecting Industrial Chain

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Industry configuration, the current market as a whole still continue to focus on profitability. With the overall economy and corporate profits maintaining their resilience, the overall profitability of real estate and big financial sectors will also remain at a relatively high level. In the meantime, although the allocation of real estate and major financial sectors in 2017 has been somewhat enhanced, it is still at a significantly low level and is significantly lower than the historical allocation ratio. In the future, with the deepening investment in market value, The cornerstone of the property market and the allocation of large financial sector or will usher in a systematic upgrade. From a fundamental point of view, we continue to recommend the major financial real estate + financial mainline.

\n?Overall, we think the big financial sector remains the main line that the market can keep focusing on and hold firmly. Banking sector benefit from the economic growth of the repair process, from the current point of view, 2018 will continue to maintain the toughness of the economy will still be a big probability event, which is also conducive to the banking sector performance growth and valuation continued to repair the future valuation of the bank There is still considerable room for improvement; currently the entire brokerage sector has been at the bottom of the industry, valuation of downside is quite limited, although there is still a lack of ROE to enhance such a key variable changes, but the current risk-return ratio from the current point of view, With the configuration value; insurance sector fundamentals and institutions are generally high recognition of the configuration, in the long term, the entire industry also has continued space. (Source: WeChat Public No. Changjiang Strategy)

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Leading the strong financial real estate sector Hengqiang style continuation

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enter 2018, the real estate section first force strong upward Poly Real Estate , Vanke China Merchants Shekou A, other leading stocks hit record highs. Immediately after the banking sector started a strong pull up, ICBC and China Construction Bank staged a "riot" on January 18, a sharp rise in the market value of the giant, making the market differentiation more pronounced.

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In the view of Tianfeng Securities, the strong performance of the banking sector mainly stemmed from the reversal of the performance of listed banks brought by the spread and bad turning point. Right now, this view is becoming market consensus. At present, the fundamental trend of bank stocks has not changed. The valuation of PE and PB in the banking sector is the lowest among all A-share trades with a certain margin of safety. From the financial level, incremental funding determines the market style, performance-driven style will not be switched now. The four major banks under the influence of the strong regulation is relatively small, clear performance improvement trend, ideal for insurance, foreign investment, bank financing and other long-term allocation of funds.

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A blue-chip private equity fund manager in Shenzhen believes that the stocks of A-share banking stocks, especially large state-owned banks, are still undervalued compared with the mature overseas market valuation. Then with the improvement in performance, bank stocks will have Davis double-click effect, not only make money ROE, but also make money to enhance the valuation.

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It seems the industry, the interest rates other major changes in the environment before the current market style is difficult to change, the next blue-chip style is expected to continue. (Source: Shanghai Securities News)

topics related to large financial funds

the phone can buy a fund account, click here to download immediately 7_894 56_203_65473_9 purchase account purchase
Fund Code fund referred near June earnings fee operating
167301 Founder Fubon Insurance topic index grading 19 0.80% .01% .08% purchase account to buy
1612117_89456_160_6547 3_9 SDIC CSI 300 financial and real estate coupled 15.60% 1.20 % 0.12% purchase account to buy real estate
000251 ICBC Financial mixing 15.33% 1.50 % 0.15% purchase account purchase
160814 Changsheng China Securities Financial Real Estate Index Rating 14.87% 1.20% 0.12%
001539 Castrol CSI Financials ETF joins 14.29% 1.20 % 0.12% purchase account purchase
Source: Oriental Fortune Choice data , Galaxy Securities, as of the date: 2018-01-21

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