Home » Rhino Finance sees the market: Afternoon, the index goes sideways and the big financial sector breaks out across the board

Rhino Finance sees the market: Afternoon, the index goes sideways and the big financial sector breaks out across the board

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Original title: Rhino Finance to see the market: Afternoon index sideways, the big financial sector broke out across the board

Author: He Liang

Source: GPLP Rhino Finance (ID: gplpcn)

In the afternoon, the Shanghai stock index rose sideways by more than 1%, and the financial sector broke out across the board

The three major A-share indexes opened mixed. Intraday indexes fluctuated and recovered. Chemical stocks such as phosphorus chemicals and organic silicon continued to rise. Securities and banks broke out strongly. Beer, cement, and salt lake lithium concept stocks were active; food and consumer electronics sectors fell and weakened. Third-generation semiconductors and sodium Sectors such as ion batteries, pork, and agricultural planting performed sluggishly. In the afternoon, the index traded sideways, the big financial sector lifted the daily limit wave, military industry, digital currency, etc. successively pulled up; automobile and energy storage concept stocks continued to pull back. Overall, the long-short game is fierce, individual stocks rise more and less, and the effect of making money is better. As of the close, the Shanghai Composite Index rose 1.11%, the Shenzhen Component Index rose 0.72%, and the ChiNext Index rose 0.75%.

Tilray rose nearly 6% before the market, intends to use the MedMen curve to enter the U.S. market

Before the US stock market on August 18, as of 16:13 Beijing time, Tilray (TLRY.US) rose 5.64% to 13.86 US dollars. On the news, Tilray has recently made progress in the international market. Through the agreement with MedMen Enterprises (MMNFF.US), a California retail company that operates marijuana dispensaries in the United States, to hold the latter’s advanced secured convertible bonds, the company has A new option to enter the United States. If the United States (at the federal government level) legalizes cannabis, Tilray may even further hold MedMen on the basis of roughly 21% of its shares on the basis of debt-to-equity swaps.

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In terms of sectors

The securities sector continued to explode in the afternoon. Nearly 10 stocks such as GF Securities and China Securities Co., Ltd. had their daily limit. Xiangcai shares and CICC followed their gains.

The automobile sector fell and weakened. Changan Automobile fell nearly 5%, followed by CIMC Vehicles, Haima Automobile, and Great Wall Motors.

Changes in the airport shipping sector rose, Juneyao Airlines rose by more than 3%, and Air China, China Eastern Airlines and China Southern Airlines followed suit.

Liquor stocks weakened, Shanxi Fenjiu fell nearly 3%, Kweichow Moutai, Shede Liquor, and Luzhou Laojiao all fell more than 2%.

The organic silicon sector rose sharply, Chenhua shares closed the daily limit (20%), Dongyue Silicon Materials rose by more than 9%, and Xin’an shares, Runhe Materials, and Sibao Technology followed up.

The national defense and military industry sector weakened, with Rock Refining Aviation falling more than 6%, while Xinjinggang, Xinyan shares, and China Soldier Red Arrow followed the decline.

The banking sector continued to rise. Changsha Bank rose nearly 4%, followed by Changshu Bank, Postal Savings Bank and China Merchants Bank.

The Xinjiang sector continued to strengthen at the start of the trading session, with Xinjiang Communications Construction’s 3-linked board, Beixin Road and Bridge, Western Construction, Qingsong Jianhua, and Xinjiang Torch following the rise.

The hydrogen fuel cell sector continued to strengthen, Dayang Electric turned the daily limit, and Midland New Materials, Precision Information, Jintongling, Binhua Co., Ltd., and Houpe Co., Ltd. followed the rise.

The phosphorous chemical sector moved up. Xin’an shares rose more than 6%, and Chenhua shares, Chuanfa Lomon, and Xinhua shares followed the rise.

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Salt Lake Lithium Concept Stocks rose at the opening, Zangge Holdings rose more than 8%, Tibet Mining, Xinhua, Salt Lake, Lanxiao Technology, etc. followed the rise.

The semiconductor and component sectors rose at the opening. Dike shares rose more than 4%, followed by Guokewei, Allwinner Technology, and Jingfeng Mingyuan.

Institutional interpretation

Southwest Securities released a research report that Foster (603806.SH), as a leading photovoltaic film company, has a global market share of more than 50%. While the company is actively expanding production to consolidate its leading position, the business of self-developed photosensitive dry film products has been expanding smoothly, and both revenue and sales have increased significantly, which is expected to become a new growth point in the future. It is estimated that the compound growth rate of net profit attributable to the parent in the next three years will be 20.97%, and it will be given a “hold” rating for the first time.

Huatai Securities released a research report stating that Heertai (002402.SZ) orders are accelerating, and it is estimated that the net profit attributable to the parent in 2021-2022 is 5.85/8.04/10.48 billion yuan (previous value: 5.79/8.02/103 billion yuan). Using segment valuation method to estimate, the corresponding target price is 26.57 yuan/share (previous value 26.55 yuan), and the “buy” rating is maintained.

Haitong Securities released a research report stating that it maintains Tongkun’s (601233.SH) rating of “Outperform” and predicts that the net profit attributable to the parent will be 78/88/9.8 billion yuan in 2021-2023, and the EPS will be 3.39/3.84/4.27, respectively. Yuan, the BPS in 2021 is 14.53 Yuan. With reference to the valuation level of comparable companies, give them a PE of 9-10 times in 2021, corresponding to a reasonable value range of RMB 30.51-33.9 (PB in 2021 is 2.1-2.3 times).

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(This article is for reference only and does not constitute investment advice, and the operation is at your own risk accordingly)Return to Sohu to see more

Editor:

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