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中报业绩预告中小板担主角 这些公司股价超跌业绩却大增(名单)
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Topic: 中报业绩预告中小板担主角 这些公司股价超跌业绩却大增(名单) (Read 215 times)
Troyawrtpopm
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中报业绩预告中小板担主角 这些公司股价超跌业绩却大增(名单)
July 05, 2017, 12:23:00 PM
#1
原标题:中报业绩预告中小板担主角 这些公司股价超跌业绩却大增(名单)
随着中期业绩预告不断披露,市场风格会否因此生变?
进入下半年,中报业绩将陆续出炉,A股市场风格会发生改变吗?
时报君统计显示,截至最新,沪深两市已有1221家上市公司披露中报业绩预告,约占所有上市公司数量三成左右。其中,主板有257股,中小板有862股,创业板有102股。中小板已披露中报预告的上市公司达99.54%,而主板和创业板披露数量不足20%。
中银国际在《风格难切换,寻找“真成长”》研报中提到,今年中报业绩将关系到市场风格是否会切换。年初至今,市场结构分化明显,资金持续抱团低估值白马股,而中小创却有近60%创出了2016年初以来的新低。“漂亮50”业绩估值性价比有多高、能走多远?中小创业绩是否有拐点、估值是否已合理?成为市场关心的问题。
由于目前主板和创业板披露中报业绩预告上市公司较少,不妨先看看中小板个股当中,有哪些个股中报业绩较好且年内跌幅较大;再进一步,看看券商对于中报行情有何看法。
25只中小板个股跌幅超20%且净利润同比增长
截至最新,中小板上市公司有862家发布了中报预告,取中报预告净利润中值来看,有792家上市公司实现盈利,占比91.88%。
从申万一级行业角度来看,光大证券研报显示,上中游周期性板块中,仅有电力及公用事业、机械和交运等少数几个行业中报预告业绩增速较一季报有所提高,其他多数周期性行业盈利在一季报见顶回落。下游消费性板块中,食品饮料、轻工、电子、医药、纺服等行业盈利增速稳中有升。
具体到个股层面上看,如果下半年市场风格从绩优蓝筹股转向中小板的情况下,前期超跌且中报净利润表现较好的中小板股票有望迎来估值修复。时报君按照以下三个条件进行筛选,以供读者参考。
筛选条件如下:
1、 上半年预告净利润中值过亿元;
2、 中报净利润同比增长;
3、 股价今年以来跌幅超20%。
统计数据显示,有25股满足上述三大条件。其中,凯撒文化、巨龙管业、云南能投、华信国际、雅百特、中科金财和皇氏集团年内跌幅超30%。
券商:制度套利结束 市场资金重视估值与业绩匹配
随着上市公司中报业绩不断披露,进一步从交易层面上看,应该如何看待下半年的行情呢?
平安证券半年度策略报告《迎接相对价值投资新时代》认为,新形势下,制度套利交易时代已经结束,市场仍在消化前期过度资本运作后的遗留问题,但市场的逻辑已经转向相对价值投资;在市场定价方面,不利于新股定价、不利于高估值板块、不利于前期资本运作过于频繁的上市公司、不利于股权质押比例过高的上市公司。
中投证券《中小板公布中报预告,业绩增速未现改善》认为,市场资金目前高度重视估值与业绩匹配,而中小创整体估值仍偏高,且业绩增速并没有出现向上改善的态势,对于板块整体性的机会持谨慎态度,建议仍以关注“真成长”个股机会为主。
从数据上看,光大证券研报印证了中小板业绩并未改善的情况。光大证券最新策略研报显示,采用剔除法(剔除报告期一年以内完成重大资产重组的个股)近似计算的中小板(非金融)2017年中报业绩内生增速为26.5%,较一季报略有下滑。
gwaevia9118
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Re: 中报业绩预告中小板担主角 这些公司股价超跌业绩却大增(名单)
July 11, 2017, 01:56:51 AM
#2
A股赔钱不眨眼
Futol
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Activity: 100
Merit: 10
Re: 中报业绩预告中小板担主角 这些公司股价超跌业绩却大增(名单)
July 11, 2017, 02:10:51 AM
#3
玩股市是最容易亏钱的了
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