From the perspective of global finance, the financial system of the United States is undoubtedly the most mature. And it is the most invested-in financial sector, which belongs to the leading stocks, and the super-micro computer has risen from 11 yuan to 880 yuan. Countless ** have tens of thousands of times, Coca-Cola, Nvidia! Tesla, investing in the United States is indeed happy! If we can have such a market, I believe that there are not a few new billionaires every year!
Why is our market so sluggish! I think the P/E ratio is too high! It is the peak as soon as it debuts, and it is a yin decline in the later stage! ** Issued 40 or even 100 times PE! How normal is it! If the issue price-earnings ratio is controlled at about 10pe! Then there is a huge potential for new stocks!
For example, PetroChina! It would have been an excellent business! But the issue price-to-earnings ratio and market capitalization are too high! It is overestimated, and there is a decline in the next few years! If any investment is overvalued, it will undoubtedly be a devastating blow to the asset! For example, 100pe to 200pe**!
There is an investment mindset that is to value on the bright side! For example, with an annual growth rate of 50%! I think that in a few years, PE will be able to return to a reasonable valuation! But I didn't expect that if the performance changed! Negative growth, then 100PE will become a devastating blow, the stock price is superimposed back to 15PE with negative growth, basically becoming 100 yuan** left about 15 yuan! What a horrible kill!
Why can the United States be the first, because the United States company has dividends and reasonable valuations, such as Coca-Cola, which is currently less than 30peIt has risen tens of thousands of times, hundreds of thousands of times, if the valuation of excellent companies is less than 30, if Coca-Cola is listed on the big A, I estimate that it will be at least 200pe as soon as it is listed, and then slowly return to 30pe! This is devastating for us investors! Therefore, it is important to invest in understanding the reasonable valuation of the company!
This is also the reason why small-cap stocks are preferred, because the Beijing Stock Exchange currently has no hype for small-cap stocks, the trading volume has shrunk, and the hype of the theme can only be switched quickly, and those who really have investment, some must give a long fermentation! Unlike theme stocks, it doubles in a few days and makes quick arbitrage!
Fuling mustard stabilizes an annual profit of about 1 billion yuan, superimposes billions of cash flow, expands the production of kimchi, and the brand does not generate more advertising expenses, and the extension strategy is good! With a reasonable valuation of 1 billion, it is worth a market value of 20 billion, and there is basically no possibility of loss, which is a leak under 20 billion! And it's a branded enterprise!
Many people make a logical mistake, that is, what kind of money can be made by selling mustard, and what kind of profit can be made! Just like I told my friends, they basically don't study the internal value of the enterprise, and simply think that selling mustard is unprofitable! But it's true that people make money! Stable at about 1 billion per year! There are basically few companies that can find a stable 1 billion money-making company in Big A!
After Shunxin Agriculture was issued, many people also made a logical mistake, that is, to dig a little mistake for a loss-making enterprise! Many people don't see the brand of Niulanshan, the sales of Niulanshan Erguotou, and the annual profit of Erguotou every year! Currently divesting real estate! It can be seen that the company is developing for the better, and the stock price is constantly ** in this bear market!
It is abnormal for a company with sales of 10 billion to only have 14 billion, and it is still in Niulanshan, and it is in this liquor sector! The divested real estate sector, the future positive profit is already a certainty. Moreover, Fuling mustard and Shunxin agriculture belong to downgraded consumption, and this wave of tuyere will have to be hyped in the future. The current layout is the best time to pick up leaks.
How much profit can a little price increase bring to the enterprise, huge profit space appreciation, huge sales capacity, a slight price increase, and the performance will grow sexually! I believe that the management will not fail to see this!
At present, enterprises either buy in the underestimation period, like Fuling mustard, or buy in the dilemma reversal period, Shunxin Agriculture!
When all the profits of the enterprise come out, the stock price of the investment has soared, such as Shunxin Agriculture, if the annual profit is 2 billion, how much valuation it has to be reasonable, and 2 billion is completely achievable. With the valuation of the liquor sector at 20 times, plus the brand, it can also be worth about 40 billion, and the current 14 billion is not the era of leakage!
So what if it can grow to 3 billion annual profits in the future?