1. Vanke A
is the leader of the real estate industry, the growth rate of growth stocks and the valuation of bankrupt stocks. Dividends are very high, and you can attack and retreat.
2. Industrial Bank
The gap between the shares with relatively poor banking trends and China Merchants' share price is getting wider and wider. But now the valuation is low, the growth rate has begun to recover, and the cost performance is very high.
3. Yili shares
are the leading consumer goods companies, leading companies at the same level, with a valuation of more than 3pe. As a fast-moving consumer goods and necessities of life, milk has solved the problem of equity incentive and continued to pay 7% dividends. It can be said that it is a cash cow and is worth holding for a long time.
4. Ping An, China
A-share companies with the highest cost performance ratio, industries with large space in the future, leading companies in industries, and companies with more and more dividends, which also cover scientific and technological elements and have very low valuations.
5. Citic Securities
the leading brokerage firm had a wave of speculation at the end of last year and the beginning of the year. At present, the economic downturn and the profit-making effect of new shares are getting weaker and weaker, indicating that the market has been hovering at the bottom. At this time, it is the stage of dilemma reversal, and brokers are suitable for entering the market at this time.
6. China Southern Airlines
The logic of rising aviation stocks is very simple. As the RMB appreciates, the oil price drops. Moreover, with the increasing demand of China people for business and tourism, air travel is essential, and there will be more and more routes in the future, and the performance will continue to grow.
7. Fosun Pharma.
among the pharmaceutical companies, the valuation is relatively low, and the companies such as Hengrui Xinda are very good, but the valuation is very high. Compared with these companies, Fosun's valuation is relatively low, with high cost performance. In the long run, the pharmaceutical industry has a broad development space, and the prospect of a comprehensive pharmaceutical group is not wrong. Fosun Pharma has greatly caught up with other pharmaceutical companies with its subsidiaries such as Fuhong Hanlin.
8. SF Holdings
is the leader of the express delivery company. With the rapid development of e-commerce, the express delivery industry is far from meeting people's needs. The valuation should be compared with FedEx, which has a bright future.
9. SAIC
cars have been in a downturn for a year, and they are very optimistic about recovery next year. High dividends and stable cash flow. Pillar industries and leading companies deserve careful observation.
1. Yanghe shares
The liquor industry is optimistic about the third place, the most miserable liquor stock this year. People who hold Yanghe are embarrassed to say hello to others. I feel that liquor stocks and cash cows can solve the inventory problem at the end of this year and feel that they can start buying.