FTSE Russell’s inclusion in the new A-share investment program says a bull market wave is brewing

Original caption: FTSE Russell’s inclusion in new A-share investment program says bull market wave is brewing

Summary

[La inclusión de FTSE Russell en la nueva promoción de inversión de acciones A dice que se está gestando una ola de mercado alcista]The latest investment strategy research report noted that companies listed on A shares are currently in the upward cycle of earnings from the second quarter of 2020, and earnings from A shares in 2021 will be significantly better This year, close to the By the end of the year, a valuation reversal will kick in and A shares are preparing for a more obvious uptrend. (Fortune Power Network)

FTSE Russell recently announced the results of the quarterly review of the global stock index series on its official website. In this review,Guolian valuesIt was recently included in the FTSE Russell Flagship Index Series-Global Stock Series. A total of 23 shares in overseas listed Hong Kong shares, A shares and ADSs were included, including new energy vehicles.the companyIdeal car. Data show that on November 20, the northbound funds bought 2.443 billion yuan net; Since this month, the northbound funds have bought a total of 36.139 billion yuan; this year, the northbound funds have a total net purchase of 129.904 million yuan.

《investmentExpress noticed,MerchantsThe latest strategyInvestigation reportIt is noted that companies listed on A shares are currently in the upward cycle of earnings from the second quarter of 2020. Earnings for A shares in 2021 will be significantly better than this year, and the valuation shift will be triggered near the end of the year. A shares are generating a more obvious bull market wave.

　　Guolian valuesNon-A shares of FTSE Russell removed

FTSE Russell recently announced on its official website the results of the quarterly review of the World Stock Index series. This time only one new action from action A is included.Guolian valuesA total of 23 shares in Hong Kong shares, A shares and overseas listed ADSs were included, including new energy auto companies.Ideal car. This time, no A shares were removed and the review results will go into effect on December 21. It is worth noting that the listing announced this time may also be based onmarketAdjust the situation and so on. If there are no emergencies, the list will be confirmed on December 7.

Specifically, FTSE Russell is in this setting,Large-cap stocks5 newly incorporated Chinese companies, namelySmol International(Hong Kong Stock),Tigermed(Hong Kong Stock),Ideal car(US stocks),Kingsoft Cloud(US stocks),DadaistGroup (US stocks) .Two new Chinese companies were added to the mid-cap stocks, namelyHaipuri(Hong Kong Stock) andGuolian values(A Shares) .Three Chinese startups have been added to the small cap stocks, namelyKangfang Bio-B(Hong Kong Stock),Move card(Hong Kong Stock) andZulong Entertainment(Hong Kong shares).

Eleven Chinese startups were added to the microcap stocks, which also did not include A-shares. 9 new Hong Kong stocks:Yongtai Bio-B、Fengxiang shares、Financial streetProperty,Pharmaceutical-B Development、Hongyang Service、Jiaxing gas、Grace Medical Management、New entertainment technology holdings、Litian PhotosThe 2 newly listed companies in the US areFunnyTechnology andBrothers of the blue city。

Data show that on November 20, the northbound funds bought 2.443 billion yuan net; Since this month, the northbound funds have bought a total of 36.139 billion yuan; this year, the northbound funds have a total net purchase of 129.904 million yuan.

On November 20, UBS announced its annual outlook for 2021reportHe said some stocks that underperform in 2020 are expected to have the biggest advantage in 2021, especially on a weekly basis.FuturesAnd a halfMarket valuevalues. If investors want to seize the “next golden opportunity”, they must start from sectors such as financial technology, green technology, medical technology or 5G. Asia is inDigital economySome of the key areas of the company have leadership positions, which means that industries such as automation and network security are expected to provide more opportunities. UBS is bullish on the Asian outlook and bullish on cyclical tech stocks and ancillary earnings in Asia from a tactical perspective.

The economy continues to accelerateto get better A shares are generating a bull market wave

Last week, the market showed a volatile uptrend, althoughAgreementThe volume has not expanded significantly, but the long-term power of the market has the advantage.In addition, unlike the previous increase, the Shanghai stock market has recently relied more onPlate rotationThe impact increases. The hottest sectors of the market last week were mainly the wine and automobile sectors.Bank, Real estate, non-ferrous metals, etc.HeavyweightRecent strength has also formed strong support for the broader market. Statistics show that the sector’s top five gains last week wereNonferrous metals, Automobiles, agriculture, forestry, livestock and fisheries, national defense, and the military and steel industry, while the weakest trends include the pharmaceutical, biological and electronics sectors.

For this week’s market, industry insiders believe the strong characteristics of the Shanghai stock market are expected to continue, while the Shenzhen stock market should pay more attention.To start a businessBoard trend, if the GEM canHeavy volumeRebound, the Shenzhen stock market is expected to catch up with the Shanghai stock market rebound.Guotai JunanValues ​​oneAnalystMedium,Shanghai indexThe focus of volatility has shifted higher recently, mainly due to strengthening heavyweight stocks, but becauseVolumeIf it can’t continue to get closer, the trend for heavyweight stocks will be twisted and twisted as well. The “bigs” are unlikely to continue to strengthen, and are more likely to develop in a rotating sector. After some leading companies in popular sectors continue to rise, the risk of chasing the increase is not small. Investors may want to seek fringe opportunities from low-end companies, and they should be in growth industries.PerformanceIt can not be so bad.

It is worth mentioning that China Merchants Strategy released a research report on November 22 that: Currently, companies listed in A-shares are in the upward cycle of earnings since the second quarter of 2020. A in 2021 will be significantly better than this year. It will activate the valuation change. After considering the earnings growth rate in 2021, the current overall valuation of A shares is at a historically low level. With the economy still improving, A-shares are generating a more obvious uptrend. The design idea can follow the chain of inflation,To exportAt the same time, considering that financial real estate is at the lowest level in history after the change in valuation, the possibility of a change at the end of the year is not ruled out.

Shanghai Securities analyst Tu Jun also believes that if the new corona vaccine is successfully developed and listed, it is expected to be vaccinated globally in the second quarter of next year. Once the epidemic is brought under control, global demand for travel, such as office travel, will gradually reestablish. Stock prices for the aviation and hospitality industries will rise in line with expectations for fundamental catering, and will be ahead of the fundamental tipping point; In the medium and long term, we can focus on thematic opportunities for technology, new energies, and consumer upgrades.

(Source: Fortune Power Network)

(Responsible editor: DF522)