The best companies buy stocks now
According to the semi-annual report of A-share listed banks, 33 banks achieved a total revenue of 38 trillion yuan in the first half of the year, a year-on-year increase of 172%, and realized net profit attributable to shareholders of the parent company of 8923.9 billion yuan, a year-on-year increase of 75%. Among theThe best companies buy stocks nowm, more than 20 banks Achieved double-digit growth in net profit.
The implementation of the A-share registration system has given more and more payment institutions the hope of listing. However, when UnionPay Commerce, Lianlian Payment, etc. sprinted into A-shares, another remittance company, which had the first halo of payment, unexpectedly decided to exit the capital market by way of privatization.
Regarding the sharp increase in the price of new houses in the aforementioned cities, Yan Yuejin believes that the recent rapid increase in the price of new houses in Nanning is related to the active release of demand for house purchases, especially the entry of some investment speculative demand. Nanning’s new house price increase has ranked first for two consecutive months. Subsequent real estate control in such cities will be further upgraded. In terms of year-on-year growth, Dali's new house prices have become the city with the highest growth rate, and Xi'an has ended the previous nine consecutive months of ranking first in growth, which has reduced the pressure on Xi'an's housing price control.
In addition, economic data remains stable, fiscal and monetary policies have not undergone much change in tone in the short term, and the external environment is relatively stable. However, judging from the current data, the growth rate of social financing may further decline in September, and local government special bonds and infrastructure projects that use special bonds as capital are expected to accelerate. US economic data and corporate profits continue to weaken, and we need to pay attention to whether there will be a significant adjustment in October when the volatility rises to reduce global risk appetite.
German Health Minister Jens Spann pointed out that Germany must remain vigilant in the current situation, and the spread of the epidemic in Germany has not yet reached its peak. The German Federal Government announced on the 4th that in order to ensure sufficient supply of medical supplies in the country, it will now prohibit the export of various medical protective equipment including medical masks. The organizer of the world's largest annual industrial exhibition-Hannover Messe (International Industry Fair) also officially announced yesterday that this year's industry fair will be postponed from late April to mid-July.
Regarding the 2018 A-share market judgment and investment strategy, the Equity Strategy Group of the Research Department of CITIC Securities believes that in 2019, A-shares will usher in the starting point for the next 3 to 5 years to rejuvenate the cattle; under the influence of profitability, policies and liquidity, the market is expected In the first quarter of next year, it will consolidate, and in the second quarter will gradually enter the upward phase of profitability and valuation repair resonance; the configuration will focus on structural transformation and embrace high-end manufacturiThe best companies buy stocks nowng and service industries.
On February 25, Premier Li Keqiang of the State Council presided over an executive meeting of the State Council, and introduced measures to encourage employment of college graduates and migrant workers; determined to encourage financial institutions to provide temporary deferral arrangements for loan repayments of small, medium and micro enterprises, and added new incentives Interest rate loans; deployment to increase support for individual industrial and commercial households to help alleviate the impact of the epidemic.
In addition to the purchase of domestic institutional funds, according to the statistics of the holdings of the northward funds since the third quarter, 28 of the companies whose performance is expected to be profitable and growing in the third quarter report have increased their latest foreign shareholdings on September 2 from the end of the second quarter. , Luxshare Precision, Hengyi Petrochemical (000703), Rongsheng Petrochemical (002493), Beijing New Building Materials, Zhongnan Construction (000961), Yuyue Medical (002223) and other 11 stocks, the latest holdings increased respectively from the end of the second quarter More than 10 million shares.