At present, the trend of A-shares is still weak overall, and it has once again fallen to near the previous low. However, the current ** is below 3000 points, whether it is compared with the historical trend, or compared with other capital markets around the world, the overall valuation of A-shares is at a historical low, and has been **3 consecutive years, which is extremely rare in the operation history of A-shares for more than 30 years. In addition, the expected improvement of China's economy and the fact that the United States will enter a cycle of interest rate cuts also provide a good external environment for the big ones in 2024. Therefore, I personally feel extremely optimistic about the performance of the capital market in 2024, which is likely to be a bull and bear turning year, and some appropriate allocation can be made at the moment.
1. Over-falling and low valuation. Opportunities always fall out, and the more a good company falls, the more space there will be in the future. The low valuation ** high margin of safety is more likely to be favored by funds and usher in a great repair**.
2. High dividend yield. Companies with high dividends not only have strong profitability, but also are willing to let shareholders enjoy the fruits of the company's development, so they will be held by funds for a long time, and the probability of a perennial slow bull stock price is very high. For example, many high dividend yields** such as China Shenhua and Agricultural Bank of China will buck the trend in 2023, and their stock prices will hit a record high.
3. The fundamentals are of high quality. **It is necessary to fry the faucet. The leading company is the leader in the industry, has a deep moat or core competitiveness, is difficult to be replaced in the short term, has a long-term stable earning ability, and the future performance is expected to be good, which can provide good bottom support for the stock price.
4. Obtain the firm holding of the institution. As the leading force in the market, social security, QFII, insurance capital, and public offering are all very good companies, and the stock price is more likely to be stable.
In accordance with the above four conditions, and taking into account the principles of risk diversification, both offensive and defensive, etc., the top 20 potential stocks worth paying attention to in 202 were selected, including 5 over-falling white horses, 5 over-falling consumption, 5 over-falling high-growth stocks, and 5 low-valuation and high-dividend yield stocks. These are all industries that institutions are generally optimistic about in 2024.
Below I will use a chart to list the 20 shares. The information is for informational purposes only and does not constitute any recommendation. Please do not blindly intervene, be sure to combine your own positions, and make in-depth analysis before making a decision. If you find it useful, remember to follow me, and I will often sort out valuable data to save your investment time and effort.