Author|Ding Zhenyu, Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On May 6, we recommend investors to pay attention to the opportunity to make up for the rise in the home appliance sector, and the article "Robam Appliances: The Cost-effective Choice of the Home Appliance Sector" pointed out:
Before 2017, Robam Appliances used to be a high-growth representative in the home appliance sector; At the beginning of 2018, the stock price fell by nearly two-thirds in 10 months due to a slowdown in performance growth. Since then, the stock price has rebounded from shocks, reaching the second highest level in history in 2021.
The company has three main highlights:
First, the company's stock price is still 80% upside from its 2021 high.
Second, from the perspective of performance: the company's earnings are stable, and the first quarter of 2023 and 2024 will hit a new high this year!
Third, the real estate is still in a downward cycle, the company's performance is still achieving positive growth, the company's ability to resist risks can be seen, and the future of continuous high dividends is expected to enhance the company's value.
From a technical point of view, the company's share price has broken through the downward channel formed since June 2021; In the short term, with the help of performance growth and the market heat of the home appliance sector, we will continue to expand the space upward.
Since May 7, Robam Appliances has risen by 10% in the largest range, significantly outperforming the Shanghai Composite Index (down 0.66% in the range) and the Shenzhen Component Index (down 2.00% in the range). Not only that, some stocks in the home appliance sector are still rising strongly.
The home appliance sector is still strong, and the sector index has not yet shown a signal of adjustment, so we might as well pay attention to the stocks that have significantly underperformed the sector in the past 5 trading days, 10 trading days, and even 20 trading days. Pay attention to Jufeng Investment Advisor (jfinfo)/good stock application, and the analysis and research report of the leading target of "Institutional Research and Selection" is waiting for you to get!
From a purely technical point of view, investors can pay attention to individual stocks such as Feike Electric, Supor, and Sanhua Intelligent Control.
On that day, the fundamentals are equally important, especially at this stage, the A-share market is quite different, and the stocks with excellent operating performance and high dividend attributes are often easy to get financial attention.
Take Sanhua Intelligent Control as an example: from the perspective of performance, the company's earnings are stable, and the first quarter of 2023 and 2024 will hit a new high this year!
Since its listing, the company has paid out cash 22 times, totaling 6.089 billion yuan, ranking 882 among all A-shares, higher than the market average.
Overall, the Shanghai Composite Index is currently shrinking above 3,100 points, although the market is differentiated, but the performance of high-dividend and low-valuation stocks is stronger than the broader market, and investors can continue to grasp the opportunity to sell high and buy low.
(Author: Ding Zhenyu Practicing Certificate: A0680613040001)
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss