Yesterday, the length of the lower shadow line of the Shanghai index was 109 points, setting a record for the second in history, the first time was 1848 points in June 2013 (remember the Everbright Oolong Finger Incident at that time), the lower shadow line at that time was 110 points, and then the index announced the success of bottoming out, and in the context of no amount that can continue to be amplified, a wave of 421 points of increase was formed.
In addition, yesterday completed the task of making up for the gap at the weekly level, everyone is naturally a little more down-to-earth, after this replenishment will at least usher in a relatively stable period of spring, although there is a shock today, but the size index has formed a clear morning star form.
When the market is digging a pit, how to dig the gold buried in the deep pit? Recently, listed companies have set off a wave of "repurchase and increase holdings", which may provide a good choice of ideas.
According to statistics, since this month, a total of 112 listed companies have disclosed repurchase plans, and Tianfeng Securities, Industrial Fulian, 360 and other repurchase scales are in the front, of which 360 said that it intends to repurchase the company's shares in a centralized bidding manner in the next three trading days, and the total repurchase amount is not less than 90 million yuan, not more than 120 million yuan.
In addition, a number of companies have recently announced the increase in shares, and Zhongke Chuangda, Hangmin Shares, Zhejiang Dingli, Beida Pharmaceutical, etc. have issued announcements on their increases. At the time of the continuous market decline this week, 13 and 20 companies issued announcements on Tuesday and Wednesday respectively to buy back and increase holdings.
Shareholders and executives, who are most aware of the company's value and business policies, increase their holdings in their own stock prices in large proportions, often releasing a signal that they are extremely optimistic about the future market of stock prices, and can be sought after by other funds in the market.
For example, in November 2021, Baolong Technology saw a wave of increases of more than 50% after the company's shareholders + executives increased their market value by a total of 9.8 million.
By analyzing their announcements of increased holdings, we ordinary investors can provide direction for their own stock selection and explore varieties that may have been greatly wrongly killed by the market. Focus on companies with a cumulative amount of short-term holdings of more than 100 million, or an increase of more than 1%.
Based on the above logic, the selection of fundamentals, the selection of technical aspects, the combination of stock selection and timing, we have selected several potential varieties, updated in today's "Shareholders Increase Holdings high boom track low selection list", and there are also relevant cases for teaching and analysis later for your reference.
Case A: Mingyang Intelligence (601615)
In the company's offshore wind power innovation ranking, the company belongs to the first echelon. The major shareholder increased his holding by 1.9 billion yuan on February 14, accounting for 6.9% of the total share capital.
It is expected that the net profit attributable to the mother in 2021 will increase by 111%-133% year-on-year. In the past two weeks, the net purchase of northbound funds exceeded 860 million yuan, and the social security fund ranked among the top ten circulating shareholders.
Case B: Yili shares (600887)
Yili has become the leader of ambient milk and low-temperature yogurt, and Yili's leading innovation ability, control of upstream resources and omni-channel strategic layout constitute its own moat. In the low-end market, with the deepening of the company's channels, it is expected to develop more consumer demand, and in the high-end market, the company still has room to tap the subdivision demand and continue to innovate categories.
The company's shareholders increased their holdings by 6.4447 million through the secondary market, the cumulative market value reached 263 million, the recent company's stock price has fallen sharply, falling below the short-term and medium-term moving average, more is dragged down by the market, the company itself is currently valued at 26 times, as the industry leader, the stock price is short-term the probability of being killed by mistake.
Resources:
Mingyang Intelligent (601615): The annual performance of 2021 exceeded expectations, and the offshore wind power leaders continued to win orders - 20220124 - Guosheng Securities
Yili Shares (600887): Comments on major events: The tender offer to acquire Ausnutria was successful, and the medium-term strategy was re-consolidated - 20220307 - Huachuang Securities
The above content is for reference only, does not constitute any trading, the stock market is risky, investment needs to be cautious!