2019 Brokerages Push Notes: "Tianfeng Securities" Many Times "On The" Niu Shares Research Highlight Or "Good Wind To Borrow Power"?

In 2019, it was a year of "cattle stocks coming forth in large numbers".

Zhuo Sheng micro with the highest 10 times more than the highest A shares, Wan Ji technology share price doubled 5 times, Chengmai technology and Weil shares crossed the 100 yuan mark, Sheng Bang shares and trillion easy innovation over 200 yuan stock price "high and cold", on Saturday, with the "net red" economy amazing. If the "treasure" can be successfully carried out in 2019, it will not be too easy to realize the "small target" of billions of assets.

Behind this "surging" feast for the rich, a group of sellers who are hiding behind the ox stocks is a group that can not be ignored.

In twenty-first Century, the economic news reporter noted that behind most of the hot bull stocks appeared one or more firm "singing many". Some of these singing voices began to lurk when the enterprise was "silent". Others were born in the early days of the rising Bull Stock. Accompanied by the continuous surge of the share price of the company, the target price given by the broker also rose.

According to incomplete statistics, more than half of the top 20 cattle stocks that had the highest gains in 2019 were recommended by more than two brokerages. Some of the hot stocks could even get more than 10 brokerages' concerns. Like the most popular Bull Stock in 2019, Zhuo Sheng Wei has been covered by 18 brokerages, such as Tianfeng securities, Founder Securities, Southwest Securities and CITIC.

In the huge group of concern, there are those who go deep in their research for many years and have "follow suit" in the wave of speculation.

"Some brokers are really good at research and development, and some large buyers even buy data from brokerage research institutes. However, the views of securities companies are only reference for us, not the basis for decision making. In January 8th, Tan Changgui, manager of Guangzhou Xuan Cci Capital Ltd fund, was interviewed.

Seller repeatedly "right" Bull Stock

It is important to note that the bull stock with the highest concern in 2019 is not outstanding.

In June 18, 2019, the growth of Zhuo Sheng micro enterprise rose to 709.43%. At that time, it coincided with the concept of "domestic substitution" and "self controlled" and so on. In the A share market, the technology chain with the core of the chip industry chain ushered in another round of trading tide.

In this round of surging funds, who first discovered this pearl?

Wind data show that in the contingent of Zhuo Sheng Wei, the first one to define Zhuo Sheng Microelectronics with "RF chip faucet" and publish investment value analysis is Lan Fei and he Mao Fei, an analyst of founder electronics industry.

In June 17, 2018, LAN Fei's team published a report entitled "300782.SZ: RFIC is in the lead, and is expected to benefit from 5G terminal volume". It pointed out that "the company is the leader of RF front-end chip, which is of strategic importance and enjoys a premium of core technology assets".

Until a week later, Tianfeng securities electronic team analyst pan and Chen Junjie, a "Zhuo Sheng micro (300782.SZ): Research on the cultivation of radio frequency chips, and the resonance of the times, with 5G flying together" report released, led Zhuo Sheng micro "rush to push the tide."

In the report, the pan pan team gave the first buy rating to Zhuo Sheng Wei, the target price was 146 yuan. At that time, Zhuo Sheng Wei had just experienced five consecutive trading boards, and the stock price was 74 yuan. Subsequently, Zhuo Sheng micro ran all the way, breaking through the first round price target given by Tien Feng securities in July 4, 2019.

In July 13, 2019, August 30, 2019 and October 14, 2019, with the rising stock price of Zhuo Sheng micro, Tianfeng securities increased the target price to 436.48 yuan at three degrees, which was overtaken in December 12, 2019.

It is worth mentioning that this is not the first time that Tianfeng securities has "bet on" the bull line. In 2019, the hot hot technology of Wen Tai, Sheng Bang shares, weir shares, Beijing Jun Zheng, and Yizhi made popular bull stocks can see the shadow of Tianfeng securities electronic team.

Wen Tai technology is another typical example of Tianfeng securities. It started early in October 2017, and Tianfeng securities focused on Wen Tai Technology. However, it was not until 2019 when Wen Tai Technology bought the semiconductor that the wind wind securities really "kept the clouds open".

According to Wind statistics, from October 2017 to now, the team of Pan Feng of Tianfeng securities has released 18 recommended research reports on Wen Tai Technology, and the target price has risen from 39 yuan to 155.82 yuan, of which 11 are concentrated in 2019. In the continuous recommendation of Tianfeng securities, the stock price rose 337.77% in the year.

In addition to Tianfeng securities, another "trumpeter" who enjoys being delighted is nothing more than Xing Tingzhi, an analyst of Guizhou Moutai, an analyst at CICC. Since 2018, the Xing Tingzhi team has been singing more and more Moutai, but at that time, because of the sluggish market situation, the Xing Tingzhi team must have lowered the rating.

In 2019, the A share market recovered, and the price of Guizhou's Moutai also recovered strongly. The Xing Tingzhi group's "singing more voices" revive. As early as February 2019, CICC had predicted that the target price of Guizhou Moutai would reach 900 yuan. After three months, the Moutai stock price of Guizhou had reached 900 yuan, and the 1000 yuan pass was successfully stabilized.

In May 2019, CICC found that Moutai's "pricing power" had an obvious advantage and was the first to raise the target price of Guizhou Moutai to 1250 yuan. It was called "Moutai's first trumpeter" in Guizhou by the market.

But it is worth noting that in 2019, the highest share price of Moutai in Guizhou was only 1241.61 yuan, and did not break through the "ceiling" given by Xing Ting Zhi team.

"Good ticket" depends on borrowing.

In 2019, such as "Tianfeng" and "Zhong Jin", there were quite a few sellers in the stock market. However, in twenty-first Century, an economic report reporter learned that in many cases of "betting", it must be attributed to the ability to invest and research.

"(many brokers Research Report) is actually a daily coverage. Basically, there are no empty reports. All of them are good reports. In general, a lot of reports on cattle stocks tend to rise after they have risen. They are behind the fund and fall behind. In January 8th, a private placement agency in Southern China pointed out.

In twenty-first Century, a business reporter interviewed the Wind research database and found that many "Niu shares" have been researching and reporting "daily coverage" since listing, but the frequency of research reports is not high, and the number of research reports that follow companies will be increasing during the period of rising share prices.

Take Sheng Bang shares as an example. In 2019 1-5, the monthly share price of Sheng Bang shares rose by about -3.7% to 10.12%, covering 0-9 of the research reports of SBH shares.

But in the month of July 2019, Sheng Bang shares rose 46% in the month, and the number of research and research reports it had gained exceeded 19 in a flash. In the best October 2019, the number of research and development newspapers in SBH exceeded 30.

In fact, in the eyes of many market participants, some stocks can "blow up" and borrow market potential.

Ou Feiguang, another stock highly praised by Tianfeng securities, has not gone out with the seller's expectations so far.

Since the second half of 2019, as Ou Feiguang's performance has been revival, stock prices have rebounded, and the seller's attention has begun to increase. In September 2019, Tianfeng securities first gave a buying rating, giving a target price of 16.24 yuan. In November 2019 and December, Tianfeng securities increased the target price to two yuan by 26.60 yuan, but Ou Feiguang remained unchanged 16.24 yuan.

As of January 8th, Ou Feiguang's closing price was 15.36 yuan, a 73.18% gain from the latest target price given by Tianfeng securities.

"Now the market is more active, so the votes of brokerages are easy to rise, because capital is the trend of speculation, but in the long run, we still have to rely on the fundamentals of the company." A researcher from a private placement firm in Beijing pointed out.