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Recently, under the inspiration of relevant policies, the "Zhongzitou" sector has surged again, and on January 25, 2024 (Thursday), PetroChina and China Unicom are all up and down, which is rare. At present, the market is enthusiastic about the "Zhongzitou" ** again, but most investors still see the "Zhongzitou" with speculation. Some funds are also indiscriminate, and the "Chinese prefix" with a small market value is specially selected to rise continuously, and the speculation is strong. In the end, how to look at the "Chinese prefix"**How to choose the "Chinese prefix" that really has long-term investment value, instead of taking risks to blindly speculate.
Our opinion is:
First, "Zhongzitou" is not a simple concept hype, "Zhongzitou" is a symbol of China's strength and strength, and the rise of "Zhongzitou" is actually the rise of China.
Second, the valuation of the company with the "Chinese prefix" is generally low.
Clause. 3. However, from the perspective of investment, not all "Zhongzitou" companies can become investment targets at will.
Clause. Fourth, we need to find companies that meet our unique investment standards in a large number of "Zhongzi" enterprises, that is, strive for excellence and select the best of the best. After all, ordinary investors just choose one or two targets, and under such a premise, they must not be arbitrary and sloppy.
Clause. Fifth, what kind of "Chinese prefix" has a higher and more long-term value, and what are the standards? We have sorted out the following criteria:
1. The company must have global advantages. It is not enough to have a domestic advantage. The greater responsibility of the "Zhongzitou" enterprise is to go global, so it must have global competitiveness, and preferably global advantages.
2. The track where the company is located must have a high degree of prosperity. This is the core factor that can guarantee the company's performance. At present, there are not many tracks that really have a high degree of prosperity, which requires careful selection.
3. The company is not only a "Chinese prefix", but also in the track industry of the core development of the country in the future, such as the first industry, the first track, etc.
4. "Zhongzitou" enterprises often have strong shareholder backgrounds, so generally speaking, major shareholders have good high-quality assets that can be injected into listed companies. We look for and lock in the "Zhongzi" of major shareholders with good resources and good backgrounds, and if the major shareholders meet the requirements, or even have promised to inject and integrate, it is the best choice. For example......shares and ***
5. The company's valuation is low, the performance is good, and it continues to maintain a certain growth. Consistency is key, for example, a company's performance continues to grow at an annualized double-digit rate.
In line with the above five points, we think that the "Chinese prefix" enterprises will not only be in the wave of concept hype, but also reflect its super value and long-term value. It has become the target of big money and long-term holdings of the national team.
After mastering the method, all that remains is to find and lock some industries according to the conditions of this method, and then lock in investment objects. In the tide of "Chinese prefixes", we can obtain a return on value investment.
For more detailed analysis and research, you can continue to pay attention to the exchange meeting, details+v:dongpoyudaigaoToday's content is here, let us grow together with good companies with good tracks!
Disclaimer: The content of this article only represents the author's personal views, for exchange and learning, not as operational advice, **risky, investment needs to be cautious, please operate at your own risk!