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CITIC Construction Investment: Waiting for the first quarterly report to win with quality_ Securities Times Network

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CITIC Construction Investment: Waiting for the first quarterly report to win with quality_ Securities Times Network
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CITIC Construction Investment: Waiting for the first quarterly report to win by quality

2022-03-06 16:02

Source: Securities Times Network

Author: Wu Xiaohui

Securities Times Network

Wu Xiaohui

2022-03-06 16:02

Securities Times Network News, China Securities believes that the market performance before and after the disclosure period of the first quarter report in the past 15 years has been relatively strong. Looking forward to the first quarterly report market that may come in the middle and late March, we should focus on winning by quality, and select sub-sectors with high prosperity and expected to exceed expectations. Focus on: 1) Some cyclical products with rising prosperity; 2) Banks that took the lead in the first quarter in the stable growth sector; 3) Photovoltaic modules/IGBTs and Semiconductor materials/CXO/military upstream/diaphragm and power battery leader/gigabit broadband, etc.; 4) The performance of last year’s performance was obviously damaged, and the railway/thermal power, etc., which are expected to recover in the first quarter.

Disclaimer: Securities Times strives for true and accurate information. The content mentioned in the article is for reference only and does not constitute substantive investment advice. Operational risks are based on this.

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