Haitong Securities a challenge is more stable performance is king word at the head 广东培正学院青果网

Haitong Securities: A shares are more stable to challenge the word at the head performance is king Haitong Securities released research reported at the end of June, "the scales" – clearly bullish. At present the main logic to judge the market since June 24th has not reversed, but the margin is more challenging, quotes from the road to the evolution of the careful driving ahead road, therefore the operation stability, the word at the head, continue to closely follow the trend of the policy. Haitong Securities believes that the medium-term market is still a shock pattern, performance is still an important basis for stock selection. According to the history of the reported profits accounted for the projected annual net profit, semiannual and annual net profit in more than 15% or less than 1.2, near the PEG industry, such as home appliances, food, in addition to consumer electronics net profit up 40%, about 40 times the static PE, TMT valuation is relatively good, profit. Topics can continue to focus on national reform, PPP, cloud computing. SOE reform has been accelerating landing, continue to optimistic about the leading Shanghai state reform, steady growth and growth background PPP continue to advance. Cloud computing, IaaS layer localization operation is a foregone conclusion, the domestic and foreign enterprises have in the Xiang Yun field of service transformation, three cloud computing giant Google, Amazon, Microsoft share price highs, the first quarter of fiscal year 2017 revenue growth of 156% year-on-year aliyun. The stock market investment perspective, trading post, forecast, Niugu capture, as in the micro signal [[ifengstock]] or Phoenix securities after the analysis of the trend of A shares, pointing out the trend of tomorrow, please pay attention to micro signal [] or [fupan588] multitray master   海通证券:A股挑战正变多 稳字当先业绩为王 海通证券发布研报称,6月底《天平倾向多方》明确看多。目前判断6月24日以来的行情主逻辑还没逆转,不过边际上挑战正变多,行情从大胆向前路段演变到小心驾驶路段,因此操作上,稳字当先,继续密切跟踪政策面动向。海通证券认为,市场中期仍是震荡格局,业绩仍为选股的重要依据。根据历史上中报利润占比推算全年净利润同比,中报和全年净利润同比均在15%以上或附近、PEG小于1.2的行业,如家电、食品,此外消费电子净利同比40%,目前静态PE大约40倍,TMT中估值盈利匹配度相对较好。主题方面可继续关注国改、PPP、云计算。国企改革已经在加速落地中,继续看好领头的上海国改,稳增长大背景PPP不断推进。云计算方面,IaaS层国产化运营已成定局,国内外企业都在纷纷向云服务领域转型,云计算三巨头谷歌、亚马逊、微软股价创新高,2017财年第一季度阿里云营收增速同比156%。股市早报,投资前瞻,涨停预测,牛股捕捉,尽在微信号【凤凰证券】或者【ifengstock】盘后剖析A股走势,指点明日走势,请关注微信号【复盘大师】或【fupan588】 相关的主题文章: