A new bull market to find 10 times times the bovine stock gene
Source: Internet
Author: User
KeywordsBull stock Bull
Each bull market will have 10 times times the bull stock. A new wave of bull market, many investors hope to be able to repeat 10 times times cattle stocks, to complete the investment experience and the double sublimation of asset accounts. It is almost impossible to complete the task. However, from the above, through the quantitative analysis of the past 10 times times cattle stocks, from the diversity of common characteristics to find, still help us from the A-share of nearly 3,000 stocks found real cattle stocks. According to the data, since 1664 (up to December 28, 2008) at 10 times times or more of the shares of 24, the last 10 years (January 1, 2005 to December 31, 2014), the price rose by 10 times times or above a total of 90 shares. Although the majority of investors including institutions do not hold more than 10 years of patience, but in order to ensure the diversity of samples, the author selected the last 10 years, 10 times times cattle stocks for analysis of the object. In the meantime, excluding the reorganization stock 13, the residual analysis object is 77, this is really can cross CBBC's stock. Because of the diversity of stocks, rigorous quantitative analysis can not be achieved, the author on the basis of quantitative analysis, trying to use inductive method to get the above 10 times times the characteristics of cattle stock 6 characteristics are as follows: first, in the policy support of the Chaoyang industry according to incomplete statistics, these 10 times times cattle stocks from 16 industries, most of them from the Aperiodic In particular, pharmaceutical biology, food and beverage accounted for the most, the electronic information industry accounted for a relatively large. Among them, the pharmaceutical biological industry 10, food and beverage industry 6. These companies rely on their own ability to continue to upgrade in the market demand gradually release the process, and constantly open the territory to maintain a steady growth. The biggest increase in the Hang Seng Electronics (600570) as an example, 10 Rose 50 times times, that is to keep up with the pace of the development of the electric business. It is noteworthy that the pharmaceutical biological industry has produced the most cattle stocks. For example, Zhong Heng Group (600252), Jilin ao Dong (000623), double Heron Medicine (002038), Heng Rui Medicine (600276), the medical stock (600511), Changchun High (000661) and so on, 10-year increase in 15 times times more, the biggest increase in the group reached 21 times times. This validates the experience of most investors: the pharmaceutical industry needs are not affected by the economic cycle and naturally have genes that pass through CBBC. However, these companies have seized on the growing market demand in recent years, such as Zhong Heng Group's Thrombus Tong main direction for cardio-cerebrovascular disease, with the improvement of living standards, the number of such diseases has increased significantly; again, such as Changchun high-tech, its research on the development of drugs for dwarf disease, pointing to the market blank, imagine the space is huge. Another 10 times times the concentration of cattle stocks are food and beverage industry, such as the traditional wine in Guizhou Maotai (600519), old Liquor (600559), Ancient Well Gong (000596), Luzhou old Cellar (000568), main natural drink Chengde Dew (000848), dairy giant Yili shares ( 600887), the increase is more than 11 times times. Whatever the macroeconomic adjustment, the markets of these two industries needThe most basic demand from people, therefore, even if the Chinese economy into structural adjustment, the capital market continued to be depressed for 7 years, these two industries can escape from the big bull stock. In the future, the liquor industry will enter the adjustment, meet the needs of the new beverage, the disease trends in line with innovative drugs, will have a very large market potential, worthy of high investor attention. In addition, environmental protection, electronic information and other emerging industries, is also the birthplace of cattle stocks, such as the Sound Environment (000826) 10 Rose 19 times times, three Ann Photoelectric (600703) 10 Rose 24 times times. Visible, aperiodic, fit the market long-term demand, is 10 times times a big feature of cattle stocks. Second, the initial market value is small, about 2 billion yuan-4 billion yuan, a long time to market the above 10 times times the number of cattle stocks, a considerable number of shares started when the market value is small: about 2 billion yuan-4 billion yuan, such as Guang Sheng Nonferrous (600259), Chiaki Hi-Tech (000998) 2005 market value of less than 2 billion yuan, The price of Rare earth (600111) in Baotou Steel market was only more than 2 billion when it broke down. The birth of cattle stocks, to have enough wet snow and long enough slope, therefore, large industries under the small company is another big feature of cattle stocks. Generally speaking, the market value of 2 billion yuan is a hurdle for listed companies, below, that the business has not fully extended, profitability needs to be strengthened, the lack of explosive power; If the past is smooth, the market value between 2 billion to 3 billion yuan, is the beginning of the outbreak of gold, on the one hand, the main business has enough technical barriers, on the other hand , indicating that the market demand space is likely to open, the rapid rush to 20 billion to 30 billion market capitalisation there is hope. From 2 billion-3 billion to 20 billion-30 billion yuan, this 110 times-fold growth process, listed companies are most likely to fully enjoy the double benefits of performance promotion and share price revaluation. However, once the market value of listed companies reaches $20 billion to $30 billion, it is easy to enter the "valuation trap". As the market capitalisation increases and natural growth slows, it becomes more difficult to prop up the high valuations before it. Ultimately, if there is no market-satisfactory performance breakout or an extension of mergers and acquisitions, there will be a foot vote. These 10 times-fold cattle stocks, the market value are from small to large, most of the growth occurred in the 2 billion yuan to 20 billion yuan gold growth period, so, although not comprehensive, but this can still be seen as the second largest cattle stocks gene. Third, the performance of high-speed growth and equity expansion from 2005 to 2014 of the 10 times-fold cattle stocks, the net profit composite annual growth rate is generally around 20%, the minimum is 12%. Among them, China's Happiness (600340) reached 63%, Baotou steel Rare earth 50%, Shandong Gold (600547) 55%, Luzhou old Cellar (000568) 60%. Among them, cyclical industry stocks are often in the industry's high-speed growth or resource price outbreaks, Shandong Gold benefited from the overall rise in gold prices in the past 10 years, Baotou Steel rare earths to benefit from the re discovery of rare earths, Luzhou is benefiting from the social consumption level of a large increase. Long ramps are needed for the industry, and the company needsTo have excellent profitability. According to statistics, the above stocks of net assets yield generally above 20%, gross margin of more than 30%. The return on net assets continued to be more than 20%, is the long-term cattle stock and staged cattle stock has the obvious characteristics, the market, the plate or small stock is so. Gross margin represents a company's market pricing power, to Guizhou Maotai (600519) as an example, 95% of the gross margin of disdain, the same as the common (000028), Kang Yuan Medicine (600557), Xinhua Medical (600587), Yunnan white Powder (000538) and other long-term cattle stocks, Gross margin is also generally more than 30%. The continued expansion of equity is a common feature of the vast majority of small companies that grow into big companies. No longer repeat here. Four, the main business market demand outbreak of these cattle stocks most fit the economic development of the hot spot. Since 2005, China's economic development, real estate, automobiles, electric power, machinery and other traditional industries occupy a pivotal position, the birth of Zhongtian City to invest (000540), Zoomlion (000157), Pan-Sea Holdings (000046) as the representative of many cattle stocks; In recent years, the State has encouraged 7 strategic industries, And the birth of the Net-bed technology (300017), three-Ann photoelectric (600703), such as Daniel Stock; In addition, the gene sequencing of the gene (002030) and tasly (600535) of the unique drugs for cardio-cerebrovascular diseases all fit the needs of the times. Take the DA an gene for example, regardless of previous gains, the stock from the end of 2012 4.54 Yuan Low price, all the way up to October 2014 29.98 Yuan historical highs, less than two years Rose 6 times times. This is thanks to the widespread expectations of the market for the new DA An gene sequencing technology, so valuations are rising. In addition, the Internet technology 2013 rose nearly 10 times times a year, but also to make enough of the eyeball, the reasons for the company is in the field of CDN explosion of growth. V. Unique resource advantages in the past 10 years, Shandong Gold, Gold (600489), Baotou steel Rare earth, Salt Lake Potash and other resource stocks, Yunnan white powder, Donga gelatin (000423), Aberdeen Xinhuang (600436) and other pharmaceutical stocks, Luzhou old cellar, Wuliangye (000858), Guizhou Maotai (600519) Liquor stocks, no doubt has a unique advantage of resources and even monopoly, benefiting from the consumption upgrade, the continued promotion of industry prosperity, as well as the main revenue and gross profit margin has grown steadily. So far, these unique resources stocks, most of the shares have been excavated, if there is a mid-term correction, is the buying time. However, the traditional unique resource stocks are already scarce, and the new unique resource stocks will need to grow as a result of the outbreak of a particular sector. Vanke A, Suningyun merchants (002024), Midea electrical appliances, gree electrical Appliances (000651), and so on, although not within the unique resources of the unit, but its excellent business model to ensure that they can continue to grow in a fully competitive industry, fully benefiting from the growth of national income and urbanization process of promotion, extension of rapid expansionMake it harder for other companies to catch up. This is not only an extension of the unique advantages of expansion, but also the share price can pass through the CBBC secret secrets. Six, the extension of mergers and acquisitions reorganization and reorganization, is the birth of a convenient way of the stock. Over the past 10 years, 13 10 times-fold cattle stocks have been born. To three photoelectric as an example, its predecessor is St Day Yi, after restructuring into the largest domestic scale, industrial chain, the most perfect led manufacturers, and quickly build an industrial production base, in the energy conservation and environmental protection policy, the price of a year repeatedly to create new highs. Another example is Dr. Peng (600804), its predecessor, Chengdu, is engaged in special steel smelting, restructuring after the reorganization of Dr. Peng is mainly engaged in value-added telecom services, security monitoring and network media and other popular industries, 2013, the concept of security unit and media concept stocks by the market, Dr. Peng also became a big bull stock. There are a number of similar examples. However, for ordinary investors, such stocks lack complete analysis logic, the time cost is high, grasp the difficulty is very big. Looking to the future, how to find the bull stock? Through the above analysis, we can draw the following conclusions: Continue to find in the big consumer industry; second, in the economic restructuring process of the 7 major strategic emerging industries to find, such as new energy, materials and other industries; third, is still in the unpopular industry to maintain concern, the past 10 years of the Daniel Stock, A lot of people from the less attention of the unpopular areas.
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