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市場被捶老實了,反彈就來了?短期有什麼好選擇?
格隆匯 03-16 18:46

最近大家的心情肯定是起起伏伏,經歷了上週的反彈,又經歷了週一的大跌,今天又是反彈。只能説最近市場波動非常劇烈。上週説過,在3450這個位置會磨一會,今天看也的確是這樣,但好處是,今天反彈的量比之前要小——這是好事,説明大家上週反彈被錘之後,已經不願意抄底了。

要知道,在股市我們永遠無法改變的一點就是市場整體永遠處於在頂部貪婪,在底部恐懼的狀態。所以指數越高量越多越危險,底部越低量越少越安全。往後,3450這個位置還是會磨,但是越磨量越小,越安全,如果短期快速上漲,之前的套牢盤解套壓力也是很大的。

看圖説話到此結束,下面還是和大家討論下最近的機會,其實是狠多的。最近這個半個月,是業績的高發期,所以主線應該就是多關注公司業績。

早上我看到這麼一個走勢,就是昨天發了業績,收入增長101%,利潤增長80%,對應估值42倍。

從之前股價走勢看,也不是抱團的那種,所以説,業績出來就有一個預期差在這邊,反而出業績會漲。對於那種抱團的,的確業績增長也很高,但是大家預期更高,所以你懂的。

包括融創服務也是如此,業績出來之後也是一路上漲,還抗住了週一的大跌。

由此去關注了一下物業板塊,除了個別龍頭,其他物業股都在低位。原因之一是去年物業股扎堆上市,把稀缺性給打沒了,行業整體殺了一波估值。但是行業本身沒問題,全國百強物業的收入增速也能在20%左右,頭部公司,依靠母公司的竣工增速,以及外延併購,利潤增速都可以保持在40%左右。而且物業股的這個現金流和利潤比例,比茅台都好,只要你住進了這個小區,物業服務對你來説就是個Saas服務,終身現金流。

大家想知道物業股最近確定性的邏輯在哪裏,以及未來物業股業績發佈日期和預估增速的,添加我們的SVIP小助理回覆“物業”領取。我們會把報吿發給您,還有兩個確定性較高的標的。

這邊也順便總結下,還有哪些值得關注的標的的業績發佈日期,可能都有機會。

3.16 恆大物業

3.16 康哲藥業

3.17 耐世特

3.17 遠大醫藥

3.18 佳兆業美好

3.19 中升控股

3.22 康師傅

3.23 永升生活

3.25 中移動

3.29 天工國際

3.29 達利食品

3.29 華潤置地

3.30 中遠海能

3.30 先健科技

3.31 洛陽玻璃

格隆匯聲明:文中觀點均來自原作者,不代表格隆匯觀點及立場。特別提醒,投資決策需建立在獨立思考之上,本文內容僅供參考,不作為實際操作建議,交易風險自擔

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