Play in the market, do less, more to deal with, the market is like this, either up or down, is a factor that we can't change, so what needs to be done is, what is your coping strategy.
Find less excuses, find more ways, let's not be too pessimistic, if it falls like this in January, the space in February will be cashed out.
Those who listened to the persuasion had already had empty positions, and during this period of time, they reasonably avoided the risks, and rushed into it with a hard head, but it is conceivable that the results were miserable.
Friends who often read Lao Gan's articles have learned logical thinking, as well as have their own unique ideas, and become an independent investor.
On the plate, the front end of the more popular prefix, state-owned enterprise reform, weight, etc., now the Shanghai plate is basically pressed on the floor can not get up, the front row of the word has been good to cash out, began to break the board, enough to see the phenomenon of funds rushing to ship.
In addition to the strong China Television Media in the front row, others like special services, Yangtze River Investment, etc. are all directly pressed under the floor, some people are still very happy, and some people are beginning to be sad, and they can't come out of it.
The market is also lacking the main line, technology stocks continue to stop, track stocks can't stand up, in the short term, just look at the performance of the back row of the word.
Back to the topic, the annual restructuring is expected to come, who will turn the clown duck into a white swan?
In this regard, Lao Gan's view is still that of enterprises with the background of "Zhongzi" and local SASAC.
Since a team bailed out the market, the first Chinese company may be the only safe haven in the follow-up market, and at the same time, the restructuring is expected to meet after the year, this direction is still a hot topic in the future.
Sometimes we can think about a question, the state proposes to include the market value management of central enterprises in the performance appraisal of the person in charge, so which way should the person in charge manage it well?
To make the market value up, it is not just a slogan, it always depends on performance or other aspects?
At this time, the importance of "restructuring" is reflected, it is a catalyst, like the previous cases There are many, such asIn the past 15 years, the market value of CRRC has increased dozens of times! Looking at it closely, last year's AVIC market value increased by 6 times.
and Zhuhai state-owned assets have fired the first shot of the "state-owned assets restructuring" in 2024, and a new round of restructuring and integration actions will be launched.
In the context of the market value management of central enterprises, 2024 may usher in a new round of "restructuring tide"!
Therefore, the blogger has also sorted out several companies that "restructure expected" small market capitalization, who will turn the ugly duckling into a white swan? Let's take a look!
The first: League of Nations**
The company is a comprehensive brokerage company controlled by Wuxi state-owned assets, holding 33The main business of China Shipping, which has a 409% stake, is fundraising, sales and asset management, and is expected to be restructured.
The second: Shen Zhenye A
The company is controlled by Shenzhen State-owned Assets Supervision and Administration Commission, relying on professional real estate development capabilities, strengthening the integration of state-owned enterprise resources, and actively seeking project cooperation opportunities within the system.
The third: East Lake High-tech
The company is controlled by Hubei State-owned Assets Supervision and Administration Commission, belongs to the construction industry, and is a high-tech industry investment holding company with engineering construction, environmental protection technology and science and technology park as the three main sectors.
The fourth: Xianglong Electric
The controlling shareholder of the company is Wuhan Gehua Group, and the actual controller is the Management Committee of Wuhan East Lake High-tech Development Zone, which is the largest commercial chlorinated benzene production base in China.
Fifth: mostOptimistic one, the first leader of A-share "state-owned assets restructuring".
The company is a small-capitalization central enterprise controlled by the transportation sector, and the controlling major shareholder has many assets to be listed, with excellent performance and an annual report is expected to increase highly!
The chips are concentrated at the peak, the number of shareholders is more than 10,000, the bottom of the "** pit" is started, the market value is less than 5 billion, and the small and beautiful "Zhongzitou" central enterprise!
From a technical point of view, there is a "morning star" signal, the bottom of the price limit is started, and a strong breakthrough through the annual line, MACD three-line golden cross, the main high control.
Big bull started in an instant, and friends who want to know this company send a 6 to the blogger envelope, and get it for free