Southern Fund: The Bottom Of The Mid Term Will Appear In The Next Two Months.
Recently,
Southern Fund
Released the four quarter of the company.
strategy
The report says there is a reversal now.
Quotation
The time is not yet ripe, and the mid term bottom is expected to appear in the next two months.
The South Fund believes that the current inflation is already at the end of its strength and is now in a stagnation period from the economic downturn to inflation.
From the valuation point of view, the overall price earnings ratio of the A share market is equivalent to 1664 in 2008, while the overall market price is still higher than that in 2008.
extreme
Under the circumstances, assuming that the overall PB returns to the lowest point in 2008, the Shanghai Composite Index will have a decrease of at most 20%.
Overall, the market is already at the bottom of the market, and the market reversal still needs to be patient to wait for more positive signals. The South Fund believes that the mid term bottom is expected to appear in the next two months.
With regard to key industries, the southern fund recommends that
inflation
And the cost pressure has dropped, and the gross profit margin of manufacturing industry in the middle and lower reaches is expected to rise slightly. It can be concerned about the opportunity for the rebound of the manufacturing sector, such as construction machinery and automobiles. After the inflation has dropped, the real income and purchasing power of the residents will rise, and they can continue to hold the consumption sector, and appropriately configure the undervalued boards to enhance the defensive ability of the combination.
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