Three quarterly reports, thunder boom

There are no eggs under the nest.

How cool it is when you add leverage, how painful it is when you deleverage.

This is true for many real estate companies, and why not for listed companies that are deeply tied to the real estate industry?

Evergrande Group has more than 8,000 enterprises and more than 2 million households, and how many listed companies like Sankeshu are involved in evergrande group's huge debts?

Benefiting from the golden age of the real estate industry, many sellers of electricity, furniture, tiles, and curtains have a good life, but how sweet the memory is, how painful it will be at the moment. The days of eating hot pot and singing songs are finally the time when the real estate tide recedes.

In recent days, in addition to the excitement of losing money on new stocks, looking at the reports of some leading enterprises in the industry that are disclosing the three quarterly reports, that is, the "core assets" in the eyes of many analysts, can only be described as "miserable wind and rain".

Although Ping An's revenue and net profit both declined, the announcement was still very artistic to "avoid the heavy and light", showing a bright future.

Yunnan Baiyao stock speculation big loss, in the face of public opinion uproar, naturally to find out the bright spots, said that it will further optimize the portfolio and increase the yield in the future.

Miss Dong is still very high-profile in front of public opinion, but it is difficult to hide the dilemma of the decline in revenue and net profit of Gree Electric Appliances.

The market is efficient.

The performance is not ideal, and the "white horse stocks" in the eyes of these investors naturally do not look good.

Before and after the release of the third quarter report, Ping An of China continued to decline during the year because of its investment in Huaxia Happiness and the alternative title of "China's largest landlord", and recently fell below the 50 yuan integer mark.

On the first trading day after the announcement of the third quarterly report, the stock price of Gree Electric Appliances fell sharply by 5.67%.

Yunnan Baiyao's stock price is also difficult to be spared, after yesterday's three-quarter report, today fell nearly 4%.

The industry's leading stocks are still like this, not to mention other little brothers?

The disclosure of the three quarterly reports is not over, but from the situation of more than 2500 listed companies that have been disclosed so far, in addition to the upstream raw material industry, such as coal, chemical, non-ferrous metals and other industries listed companies (basically state-owned enterprises) three quarterly report performance is better, in the downstream of the industrial chain, especially in the consumption-related listed companies, the performance of the first three quarters of this year is not satisfactory. The price of pork has fallen even more, and it has finally made the price of vegetables raise its eyebrows and breathe again.

Judging from the current profit performance of Gree Electric Appliances, Ping An of China and Yunnan Baiyao, these companies will be difficult to find profit growth points for a while and a half, and it is difficult to say that the stock price has been in the end, but if it falls below the net assets, it may be an indicator worth paying attention to. At present, according to the eyes of some predators, the price of these excellent assets is relatively cheap, that is, the margin of safety is relatively high.

However, whether it is business operation or industry changes, it is inseparable from the influence of macroeconomics and geopolitics, and there are too many variables in the market now, and no one dares to say that A shares have now come to the end. After all, there are many important variables, and decision-making power is not in the hands of investors.

When reading the third quarterly report, suddenly a poem of oil came out of my head, which may not be so neat for the battle, but I still write it here for everyone to have fun!

"Three Quarterly Reports, It's Time to Turn Off the Lights and Eat Noodles"

It is the third quarterly report of A shares, and thunder can be heard everywhere.

Gree is safe and does not give strength, and Yunnan Baiyao loses into a dog.

Every day there are announcements, and thunder every day becomes the norm.

It is not easy for leeks to make money, and the stock market is thrown away.

Turning off the lights and eating noodles is common, and it is not common to get rich overnight.

It is said that the fund is very good, and the actual loss is really cruel.

You tricked him into taking the stage and cut off batch after batch.

Only the new people laugh, who hears the old people crying?

By the way, there was new news on the market yesterday. Saying that China Telecom can't play in the United States is obviously not good news for some A-share "technology" companies. After all, ZTE and others have learned from the past.