this week instageAfter the settlement, the broader market made a pullback on Thursday, but there was a special situation that day, that is, the OTC index still rose and hit a high, so the short-term performance was dominated by small and medium-sized stocks, especially in the part of biotech stocks. , many files have recently hit new short-wave highs, such as Baoling Fujin (1760-TW), Mitoki (1795-TW), Poken (3205-TW), benefit (6461-TW)… Wait, in fact, there is often an inertia in Taiwan stocks, that is, when the index is in the process of reversing, biotech stocks are often pushed out as short-term buffer groups, so unless there is a mid- to long-term allocation of funds for deployment, Otherwise, short-term chasing when biotech stocks are strong is often easy to set in the short-term high-end area. Therefore, it is okay for fast-handed investors to short-term operations, but if they want to return to a more pragmatic operation, they should still look for the future. Stocks with an upward trend and their stock prices following the index’s retracement tend to go low and buy low. As for what group of stocks they belong to? The Zhiduoxing team believes that they are the Netcom and car groups that we continue to track, but this week, it seems that these two groups are not the same. There is almost no pullback in individual stocks, and some even continue to hit new highs in the band. It can be seen that the power of chip relief should be still expanding, so these two groups should still be the mainstream in the second half of the year. Therefore, if the market continues to rebound, then it is ready to find a pull As for which stocks to pay attention to, Haihua’s previous articles have been shared with investment friends. If investors can search, I will not repeat them. Today, I want to share with you an industry that is also benefiting from chip mitigation. Although This group is relatively unattended, but related stocks have quietly hit highs from the low end, worthy of attention.
I also have the impression that shortly following the outbreak of the epidemic, there was a period of time in the news that people had to wait for several months or even half a year to go to the supermarket to buy a refrigerator. It was also because there were no chips. In other words, the production capacity of the foundry After the loosening, the performance of many home appliance manufacturers also began to recover, so you can take a look at Helianshuo (5283-TW), Shengbao (1604-TW), TECO (1504-TW)… The stock prices of these well-known home appliance brands in Taiwan have shown signs of rising from the bottom recently. For example, Helianshuo’s profit in the past few years has almost exceeded one share capital. Judging from the current stock price of regarding 110 yuan, The price-to-earnings ratio is actually not high, especially in recent years, the dividend distribution has been 8-9 yuan, and the yield rate is also more than 7%, so in the medium and long term, it can wait to be pulled back to the bargain; as for the part of Shengbao in the first two years because of There is profit from outside the industry, so the EPS is more than 4 yuan. Although there is no large-scale foreign investment this year, it has returned to stability, but the profit in the first half of the year has been 1.03 yuan, and there is a chance to maintain the high-end level in recent years (mainly in the industry). Therefore, the recent performance of the stock price following ex-dividend is also quite strong, and it is almost irreversible. If it has a chance to pull back, it can actually be traded on dips. Part of it is a product of the motor category. For example, the motor of an electric vehicle has the opportunity to expand its profits under the mass production of Hon Hai MIH products this year. Therefore, it can also be regarded as a group stock related to electric vehicles, and it has a long-term dividend distribution. The amount of the stock is not bad either. Whether it is a long-term stock deposit or a short-term operation, it should be quite suitable. The recent low-end bottoming form has become complete, and you can really pay attention when it is pulled back.
In fact, it seems that the rebound of Taiwan stocks should still last for a period of time, so it is feasible to operate too much, but when picking stocks, it is still necessary to choose according to everyone’s preferences. Like the household appliance group just mentioned, it may be more suitable for the medium and long term. If you prefer short-running, then individual stocks from the Netcom and automotive groups will be more suitable. If you want to get more investment ideas and investment advice, you can join the line@investment group ID of Wang Haihua, an analyst of stock market intelligence: @won666.
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