"Shell Resources" Stocks Are Becoming Hottest.

In the past, at the beginning of the end of the year, there would be a wave of asset restructuring in the stock market, and the related "shell resources" concept naturally became hot.

There is a consensus that there will be structural market this year, and the structural market starts with the asset restructuring sector, which is still worth our attention, and this is the charm of the market.

But it is undeniable that the market environment in this period of time is also not conducive to speculation asset restructuring stocks.

At that time, the registration system reform was advancing rapidly, and the emerging strategy board was going to be launched. There was a view in the market that the stock could be released at random, and the loss making enterprises could also be listed, so that "shell resources" would no longer be valuable.

In such an atmosphere, no one will be interested in ST stock.

But by March, things had changed.

In the government work report of the "two sessions", there was no mention of registration system reform.

In addition, the "13th Five-Year" development plan adopted by the conference also deleted the contents of the strategic emerging board.

In any case, many investors feel that the two major measures of the stock market are likely to be shelved or postponed.

As a result, the original assets that are not optimistic about reorganization, as well as the ST plate and so on, it has regained attention.

Although these stocks are late, they still have the opportunity to expand.

It is interesting that there are some new events here.

Theme brings imagination.

With the advance of the supply side reform, compression capacity has become an important task for many industries. Many of them involve listed companies. So where are the outlets for those enterprises who have to shrink their main businesses in the process of production capacity? There is bound to be a problem of pformation.

This pformation involves asset restructuring of listed companies.

As a result, the ranks of the invisible restructured stocks have been greatly expanded, which of course brings more investment opportunities.

In addition, the state should raise the level of asset securitization and promote equity financing. For some listed companies which lack of development prospects and lack of refinancing capability, they will use the "shell resources" in the new enterprises through reorganization so as to revitalize their assets and give play to the role of resource allocation in capital market.

As a result, it has led to the warming of the theme of backdoor listing on the market, and people pay close attention to the reuse of various "shell resources".

Moreover, if the former "shell resources" are mainly concentrated in the loss making enterprises and private capital holding enterprises, they will now be extended to some enterprises that are still able to perform well, and state-owned enterprises holding state assets.

Such expansion will enable more and more listed companies to have the opportunity to become "shell resources".

Lengthening

The list has objectively indicated that capital restructuring is speeding up, capital acquisition and annexation and backdoor listing are also accelerating.

Against this background, there is a hot asset restructuring in the stock market. People pay close attention to the "shell resources" stocks and form corresponding ones.

It is inevitable that it is a big trend.

Since the end of last year, people have been raising the question of whether blue chips will go up. This is also justified by consideration of value investment.

But combined with the current reality, we should see that under the background of the pformation and adjustment of the whole economy, many blue chip stocks will suffer downward pressure.

It is not so easy for them to recreate the prevailing wind.

In turn, it has not been too optimistic about the asset restructuring market, because of changes in the environment, there is an opportunity to continue to heat up, and even for a long time by some people despise the behavior of speculation stocks, to a certain extent, will be very prosperous.

Recognizing this reality is not to encourage speculation, nor to let investors ignore the investment value of blue chips, but to respect the market and determine the investment strategy according to the latest changes in the market structure.