Thematic interviews
Written by: Lin Leqian
2020-02-26 19:39
Last updated: 2020-02-26 19:40The Financial Secretary, Chen Maobo, announced a new budget, announcing the distribution of 10,000 yuan to citizens aged 18 or above. Under the scourge of new crown pneumonia, the public's willingness to consume is reduced. In addition to 10,000 yuan used to purchase anti-epidemic materials, some people also choose to use it for investment, which will appreciate in the long run.
New crown pneumonia spread to the world. US stocks fell sharply in two days. The Dow fell by nearly 2,000 points. Hong Kong stocks also fell 197 points today to close at 26696 points. The sharp stock market insertion may bring investors a chance to "find a bottom". Wen Gangcheng, a proud fund manager of CIC, believes that Hong Kong stocks may rebound to 27,200 points in the short term, optimistic about the sectors such as interior housing and public stocks; Zhang Zhiwei, co-director of Xincheng Securities Then point out the "epidemic city" self-strengthening stocks in your mind, including Hongkong Telecom (6823) and China Gas (0003).
Today, the Financial Secretary, Chen Maobo, announced a new budget, announcing that a cash payment of 10,000 yuan will be paid to citizens aged 18 or above. (Profile picture)
10,000 mosquitoes "more talk, more talk, less talk, less", based on today's closing price, not enough to buy one lot of HSBC (0005) per lot, 22,240 yuan per lot, but I bought close to two manual trades (1398) per lot Lots 5,340 yuan, or China Construction Bank, 0939 yuan, 6,320 yuan each lot, and other traditional dividend stocks.
If you want to support local "anti-epidemic" concept stocks, there are many options. For 10,000 yuan, you can buy two lots of Hong Kong TVs that were previously hot ﹙1137﹚ ﹙4,620 yuan per lot﹚, 5 lots of Japantown parent company international home furnishings ﹙1373﹚ ﹙1,950 yuan per lot 卓, 42 lots of Zhuoyue ﹙0653﹚ ﹙each Lots are 238 yuan, and nearly 8 lots are 759. Asinya parent company CEC International (0759) is 1,300 yuan per lot.
In addition to the "anti-epidemic" concept stocks, if you want to curve to support the "local ginger" that has suffered a loss in performance, you can buy two hands of high-quality products 360 ﹙2360﹚ ﹙4,460 yuan per lot, nearly 8 lots of Taixing Group ﹙6811﹚ 11,330 yuan per hand, 11 hands of Symphony House, 1978, 920 yuan per hand, Grand Joy ﹙0052, 9,570 yuan per hand, etc.
Wen Gangcheng: Hong Kong stocks rebound to 27200 points in the short term
Although it is said that the government "sends sugar", it is easy to win and difficult to enter the market. What do experts do? Wen Gangcheng, a proud fund manager of CIC, believes that the Hong Kong stocks once fell to 26400 points today, which has been oversold technically. As the US stocks fell below the 200-antenna, I believe there will be a rebound and drive the Hong Kong stocks to rise. The short-term HSI rebounded to 27200 points. However, the current spread of the pneumonia epidemic is spreading globally, and awareness of epidemic prevention in Europe is weak. With the increase in the number of infected cases, it is believed that the US stocks will still fall, and Hong Kong stocks will have the opportunity to "bottom out" and fall below 26,000 points.
Under the "epidemic market", he promoted domestic housing stocks Sunac China (1918), believing that the mainland economy is declining, and the central government must use domestic housing to support the economy, and various policies such as relaxing restrictions on property purchases reflect that "don't speculate on real estate" The slogan actually encourages the public to buy a property. Therefore, investors are advised not to take seriously the conservative policies of the mainland government property market. It is expected that domestic housing stocks can "break" and Sunac can rise above 50 yuan. Today, the stock price rose nearly 3% against the market. This is a good sign.
However, Sunac China requires 43,700 yuan in one lot, which requires additional "capital injection" to buy.
Wen Gangcheng was optimistic about Sunac China (1918), which believes that the mainland's economy is declining and the central government must support the economy with domestic housing. Various policies reflect the slogan of "don't speculate on real estate," but actually encourage citizens to buy property. (Profile picture)
Zhang Zhiwei: Alibaba Benefits from Pneumonia Epidemic
Zhang Zhiwei, co-director of Xincheng Securities, believes that the HSI has fallen by more than 2,000 points from the end of January, but US stocks have continued to rise during the same period. I believe that US stocks are now only "chasing down", and Hong Kong stocks have fallen, and it is expected to support at 26,000 points . He is optimistic about Alibaba (9988) (20,300 yuan per lot) as a beneficiary stock. At present, the physical stores in the Mainland cannot operate, increasing the demand for e-commerce business, and the growth of cloud business continues to accelerate. The stock is also expected to be included in the HSI in the future. Constituent stocks believe that shares are expected to rise to 225 yuan. The stock closed at 203 yuan today.
In terms of interest-earning stocks, Zhang Zhiwei is optimistic about China Resources Cement (1313) (19,180 yuan per lot), the current interest rate is about 5.6%, and today also recorded an uptrend against the market. He hopes that the central government will strengthen infrastructure investment to support the economy, saying that such resource shares are worthy of interest. As for bank stocks, he thinks it is not appropriate to hold hands, especially HSBC Holdings (0005) has a higher risk. Due to the global economic instability, bad debts or sharp increase of banks, and the spread of pneumonia to Europe, HSBC's European business may also be a drag Company performance.
Zhang Zhiwei is bullish on Alibaba (9988) as the beneficiary stock. The growth of e-commerce and cloud business continues to accelerate, and is expected to be included in the constituent stocks of the HSI. (Profile picture)
Buying consumer stocks is equivalent to `` drawing money from the stove ''
As for local shares, Wen Gangcheng believes that only public shares can be absorbed, and the rest of the sector is not optimistic. He promoted China Gas (0003), with 14,960 yuan per lot, as a ten-for-one bonus share option, and was optimistic about Hong Kong Telecom (6823), with a stable dividend of 11,800 yuan per lot. Although the budget of 10,000 yuan per person can stimulate consumption, Zhang Zhiwei said that the current purchase of consumer stocks is undoubtedly "taking money from the stove", and it is not appropriate for the industry to get involved in such shares after the winter.
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