A-share analysts look forwardbossjiliph: Wait patiently, brokers say the repair market since February is not over
Chen Zhen
05-27 08:45
Although the stock index adjusted last week, strategic analysts at various brokerages still believed that the repair market since February was not over over the weekend.
Construction Investment Strategy Chen Guo's team said that strategically they can still be optimistic about A-shares, and tactically focus on short-term defense and wait patiently. The configuration is still based on dividends and bottom positions, while focusing on industries with independent fundamental logic.
CICC Strategy Li Qiusuo's team also said that the recent phased adjustment in the A-share market does not mean that the repair market since February is over, and the main index is expected to regain its upward trend after adjustment. Although the current market valuation has been repaired, the forward P/E ratio of the Shanghai and Shenzhen 300 Index is only 10bossjiliph.5 times, which is still far from the historical average (the average in the past ten years is around 12.6 times), and the marginal repair of profit expectations after the first quarter will also help the performance of the market outlook index.
BOC Strategy Wang Jun's team continues to be optimistic about the future outlook. The current market is still in the long window period. The profit side has a significant increase in the growth rate of mid-term performance. Exports are expected to maintain a high prosperity supported by external demand. On the valuation side, policy attitudes support the gradual restoration of domestic demand., the market is still in the long window period on the eve of the Third Plenary Session of the CPC Central Committee in the short term.
Core assets, industry leaders, non-ferrous metals, coal and electricity and other high dividends are still the directions that analysts are optimistic about.
The market is risky and investment needs to be cautious. This article does not constitute personal investment advice, nor does it take into account the specific investment goals, financial conditions or needs of individual users. Users should consider whether any opinions, opinions or conclusions contained in this article are consistent with their specific circumstances. If you invest accordingly, you will be responsible.
