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Three Quarterly "Landmines" Exploded.

2011/10/25 11:29:00 22

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Yesterday morning, Shanghai card

index

Inertia fell.

The opening quotation

An hour later, it hit a new low of 2307.15.

At the same time, nearly 20 stocks have become the "top customers" of the limit. Among them, there are common reasons for the 11 stocks, such as Dali technology, Hai NDA and Tuo Wei information: Recently, three quarterly reports have been released, especially on Sunday night.

In the afternoon, as the market began to pick up, many of these stocks were lucky enough to get rid of the price limit, but there were still Dali technology and Hai Nai to be staked on the limit.

Last Thursday and Friday

Limit down

The more than 10 stocks, such as Ying Wei Teng and Sheng Tong share, are quite numerous in the recent three quarterly reports.

Many stocks fell due to "three quarterly" landmines "

Yesterday morning, the market continued last week's environmental color, stocks are even more miserable, nearly 20 on the limit board.

Among them, Dali technology, Hai NDA, Tuo Wei information, Dongguang micro power, Jin Litai, Nuo Puxin, Tianyi information, Pu Nai shares, China Super cable, Werleigh, Changshan pharmaceutical industry, a total of 11 limited stocks are due to the recent release of the three quarterly report, especially the three quarterly announces on Sunday night.

In the above limit stocks, Pu Nai shares were directly on the price limit at the opening stage, which corresponded to the company's three quarterly bulletin on Sunday night, which achieved a net profit of 13 million 540 thousand from 7 to September, down 60.78% compared to the same period last year. Net profit in the first three quarters was 80 million 90 thousand, down 18.88% from the same period last year.

It is worth noting that in a quarterly and semi annual report, though no bright spot, the shares of Pui Na still maintained a slight growth. The three quarter of this year was the first time that the company had slipped in its performance for the first time in the year.

Similar to Pui, Jin Litai, Da Li technology, Tuo Wei information, Tianyu information, Dongguang micro power, Changshan pharmaceutical and Jin Litai were all killed due to the three quarter results "hit the reef" and the stock market information of GEM stocks which only went public in April this year, even appeared in the second reporting period after the listing, with a performance loss of about 7000000.

Different from the above shares, Hai can reach a slight innocence with China Super cable and Werleigh's limit, because the three quarter's three quarter results are positive growth, and the sea's performance in the first three quarters has even increased by 82.70%.

However, in contrast to the increase in the performance of the China Daily, Hai's actual performance has been significantly lower than expected, and the two level market is also in a reasonable position.

In March this year, Werleigh has no performance decline, neither performance is lower than expected, but the three quarter 6.30%, the first three quarter of 7.95% of the performance growth is not up to the table, early in the market was also thrown to the fall board by investors.

Last Thursday, the 5 companies of the three quarterly reports, including the company of inview, Dongshan precision, Kele technology, Shang Chai, and Shenyang machine tool, jointly disclosed the limit. Last Friday, Sheng Tong shares, Yin Xin Science and technology, Taihe new material, Chu Ling information, Ruifeng Gao Cai and many other stock groups stopped trading. They also had a common feature: first night disclosed the three quarterly report and poor performance.

Judging from the recent three trading days, the three quarterly performance of listed companies "landmines" is very threatening.

Consumption upgrade sector performance is more secure

The three quarterly report of listed companies is not accidental.

"Three quarterly reports of landmines are frequent because the current cycle is going down, and the profit growth rate of the whole market is declining, especially for small and medium sized boards and GEM companies."

Zhou Xu, deputy director of Nanjing Securities Research Institute, analyzed that the three reasons for the slowdown in external market, tight capital and external demand were the general reasons for the decline in the performance of the A share listed companies.

In the subdivision industry, some steel, cement, building materials and other markets that are closely related to the real estate industry are generally not ideal.

Zhou Xu said that the recent construction of steel prices fell particularly strong, the entire real estate industry's upstream and downstream are unoptimistic.

In addition, foreign trade and other industries, which are suffering from external demand slowing down and rising exchange rates, are even more pressing.

"Therefore, when choosing an industry, investors should avoid industries that are heavily dependent on external demand or closely related to real estate."

While avoiding these industries, which industry performance is relatively "anti falling"? Zhou Xu's choice is: consumption upgrading.

"The previous consumption sector refers to the large consumption sector, but at present, the consumption upgrading sector is more secure."

Zhou Xu explained the liquor industry as an example. Only the first-line liquor brand can maintain the advantage of volume and price rise. Those who sell the price after the price increase may not be able to keep up with the performance of the second line liquor.

"At the same time, some brands such as Pien Tze can not compete with the sales volume.

In addition, the tourism sector has maintained relatively high heat in recent years, and its performance is expected. "

Zhou Xu specifically mentioned new industries, he said, energy saving, environmental protection, intelligent, new materials and other industries will definitely have some companies stand out in the weak market, but these industries are mixed up, the selection is more difficult.