A share of companies were bought by foreign capital to the police, these companies are very good fundamentals, but because of the overall bear market in A shares, the stock price continues to be the best, some have been trapped by foreign capital, but the logic of these companies is very hard, with the stabilization of A shares, these ** is very likely to be a dark horse in the future market, you can choose the opportunity to copy the bottom of foreign capital!
The first: CTI
CTI's current foreign holdings are 44.1 billion shares, foreign holdings accounted for: 2625%；Among them, UBS holds 55.8 million shares, and Aberdeen Global holds 39.05 million shares, which is a heavy position of foreign capital and social security at the same time, but the stock price fell from 35 yuan to 12 yuan, a decrease of 66%, and foreign social security is all **!
Investment logic: 1. The company is a third-party comprehensive testing leader in China, with a large industry space and fast growth; 2.The company's five major business segments, such as life science testing, industrial product testing, first-class security, consumer goods testing and pharmaceutical and medical services, have more growth points;
The second: Yutong bus
Foreign holdings of 53.4 billion shares, 24% of foreign shareholdings, this company Abu Dhabi, Morgan Stanley, Social Security 101 group into the top ten shareholders, the stock price basically did not fall!
Investment logic:1The company is the leader of large and medium-sized customers in China. 2.There is a huge demand for overseas buses. 3.The replacement cycle is superimposed on the recovery of demand.
The third: Hongfa shares
Foreign holdings 27.1 billion shares, 26% of which are held by foreign capital, held by foreign capital through the Hong Kong Clearing Corporation, and 8.51 million shares of Abuda are held in a heavy position, and the combination of social security 102 and 406 is heavy, but the stock price fell from 57 yuan to 23 yuan, down 50%, and foreign social security is locked together!
Investment logic:1The global market share of the company's relay products reached 194%, is the world's leading enterprises; 2.Actively expand new energy markets such as new energy vehicles, photovoltaics, wind power, charging piles, and energy storage, and achieve rapid growth in revenue.
Fourth: Proya
Foreign holdings 10.6 billion shares, with foreign investors accounting for 2673%, Proya Benben Global, Temasek, Singapore** Investment Authority, Abu Dhabi held together, but the stock price fell from 139 to 88 yuan, and the opportunity can be copied from the bottom of foreign capital.
Investment logic:1The strategy of large single products is strong, and the main brand has a wide space for growth. 2.Caitang, or has a strong momentum, and multi-brand widens the ceiling. 3.The cosmetics industry has good growth, and the company is expected to continue to increase its share through large-scale single products + multi-brand building.
Fifth: Inovance Technology
Foreign capital holds 64.4 billion shares, with foreign investors accounting for 2407%。Foreign capital is mainly held through the Hong Kong Clearing Corporation! However, the company's share price fell from 88 yuan to 55 yuan, a decline of 38%;
Investment logic:1Inovance Technology is a leader in industrial automation; 2.When the industrial control cycle bottoms out, the upside can be expected; 3.Emerging OEM growth + EU market penetration is accelerating, and there is still high room for improvement;
Sixth: Midea Group
Foreign holdings 17600 million shares, 25% of which are held by foreign investors. UBS, Temasek, and Canada Annuity are all heavily held; The national team's certificates and remittance are also holding together with foreign capital;
Investment logic:1In 2 years, the company's global market share of household air conditioning compressors has increased to 44%, continuing to rank first in the worldThe company's domestic market share of air conditioners continues to maintain the first place, and the multi-online market leads the domestic brand, with a market share of more than 18%. 3.The growth rate of the Robotics and Automation Division is relatively high.
Seventh: Sinocera materials.
Foreign holdings 24.5 billion shares, Hong Kong ** Clearing Company and Paris France hold a large proportion of **, but the stock price fell from 58 yuan to 18 yuan, a drop of 69%, and all foreign capital is ** firm;
Investment logic:1Seize the opportunity of low-orbit satellite + new energy industry to take off, and create a new engine for high-quality development. 2.Embrace the important opportunity of upgrading emission standards, and enjoy the dividends of domestic substitution in an all-round way. 3.The oral care market is booming, and both internal and external repairs are expanding the market space. 4.The leading position of the ballast stone business is difficult to shake, and the main business is expected to reverse the rebound in demand.