How To Do Soundness Value Investing: Outstanding Blue Chips Deserve Attention

The Shenzhen and Hong Kong exchanges are as soon as we expect, and the chairman of the SFC, the chief executive and the Hongkong stock exchange have all stated their position. Why do they not believe it? Should we consider why? It is indeed not true. We repeatedly emphasize that liquidity will not be released at this time. But why is everyone expected to be so strong? I hope to see the truth of the world and predict accurately. This is my motto, and I hope it will continue.

The prediction is accurate, but there are not many letters, and remember less. Thank you. Don't mention it. It must be a problem.

Now it is a deep concern that the international game is escalating. The South China Sea, the Taiwan Strait and the East China Sea are clearly showing signs of upgrading. Is it so easy to get rid of Europe? I do not believe that domestic anti-corruption is entering the deep water area. The adjustment of leadership is also going on. The game will naturally escalate and not to mention.

As far as the fundamentals are concerned, the prudent monetary policy and the large-scale water release will enhance the bargaining power of the formal finance, which will benefit the future profitability.

Ah.

At present, the mood of the market is really similar to that of the end of last year. When we went out to see our customers, we were all too excited to do so. For example, the revival of the theme and the rise of the spring market, it is also said that there is a deep Hong Kong market, and all the efforts are being made to increase the number of small ticket, and all the positions have been raised.

Now? See lots of fun.

In the clearance of the reduction, some customers are desperately trying to add up. Is the customer more intelligent than the big shareholders? I think it is difficult to configure the financial resources. It is very difficult to reverse the political system. Of course, short term speculators can be powerful and medium to long term, so be careful.

Future

How do you go? Remember the eternal Fisher constant equation: MV=PQ, the latest bank has been informed that to reduce stock allocation leverage to 1:1, high leverage often corresponds to hype speculation, so the M money (money support) on behalf of the small monster is decreasing, and the SFC recently strengthened supervision over mergers and acquisitions, and regulated the market speculation. In fact, it also lowered the V (hype speed) of the small monster stocks, while the supply of Q (stock supply) was still in flux, and the P (stock price) might be.

Don't be too nice to say, because it's true.

For outstanding financial blue chips, I recently feel that there is a mysterious incremental capital coming in. Recently, the China Life Insurance Group of Minsheng Bank and the Oriental Group have revealed some of the mysterious funds. I understand that the mysterious capital is far more than that. If 13 years after the Anbang copy of the people's livelihood bank, the 15 year's life insurance will get huge profits.

As for the use of high leverage to buy finance, it's not much, and it's not much affected by the new rules of leverage. So the M of the blue chip is actually improving, and people who buy financial stocks are basically value investing, so V itself is very low. Look at the trading volume of large market capitals, so V remains unchanged, and Q, the main financial stocks have been listed. The financial stocks that will be listed in the future tend to be small plates, and Q will not be significantly improved, so finally, the P (price) of financial blue chips is likely to increase.