Chemical stocks concentrated on the three-quarter report forecast optimistic.

China Coatings Network:
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stock index, the performance growth of listed companies has once again become the focus of market attention. As of yesterday, a total of 311 listed companies in Shanghai and Shenzhen had reported third-quarter earnings forecasts, including 195 companies, accounting for 62.70 percent of the companies that had announced their results, according to the Securities Research Center. From the industry distribution point of view, electrical equipment, chemicals, machinery and equipment, such as the three industries of pre-happy companies in the number of the first. This paper specially combs the performance of the above three industries, and taps the investment value of the relevant leading stocks in order to win readers.
Chemical three-dimensional screening stocks
According to the market research center statistics show that as of yesterday's close, there are 22 chemical industry listed companies in the third quarter of the results of the positive, ranked second in the Shenwan first-class industry.
From the forecast of the largest change in net profit, the above 22 listed companies in the chemical industry, 7 companies in the third quarter forecast net profit growth of 100% or more, these 7 companies are, Hubei Jinhuan, Yu Three Gorges A, China Materials Technology, Yongtai Technology, Jinpu Titanium Industry , ST Huajin and Kanda New Materials, net profit growth was 616.34 percent, 304 percent, 300 percent, 230 percent, 192.08 percent, 122.21 percent and 115 percent, respectively. In addition, brother technology (80%), Huabang Yingtai (70%), TD Optics (60%), Wynn Belt Industry (60%), Kandesin (50%), Jinyi Industrial (50%) net profit growth is also more obvious.
market performance, the above 22 listed companies in the chemical industry, in addition to China Technology, Jinpu Titanium, Sanlix, United Energy Saving suspended, 11 companies in the stock price rose within a month, of which, Yongtai Technology and Wynn Belt industry rose more than 20% in the month, reaching 29.74 percent and 21.37 percent, respectively, in addition to the rise of the shares, TD Optics (18.82%) , Hong Baoli (15.9%), ST Huajin (15.23%), Lubei Chemical (12.73%), Yu Three Gorges A (12.4%), Hubei Jinhuan (10.73%), Kanda New Materials (9.68%), Brother Technology (4.89%), Huifeng shares (3.52%).
in the chemical industry, Anxin Securities said the stock selection criteria will focus on:
. 1. Valuation is already at the bottom of the region, performance and growth certainty is strong
2. Leading enterprises in the industry really have the ability to integrate the industrial chain (horizontal vertical mergers and acquisitions, touch the net);
3. Cash flow is abundant, pre-issue completion, money on hand is best prepared for winter companies,
4. SOE reform to find a safe variety of definitive valuation.
current position firmly recommends:
. 1. Undervalued white horse value leading stocks: Xinyangfeng, Kim Zhengda, Stanley, United Technologies, Yang Nong Chemical;
2. High-growth leading stocks, with strong industry integration capacity and development space: Kangdexin, Huitian new material, Yongtai Technology, Dinglong shares, Xiyi Chemical, Amway shares, Knopfson, Huifeng shares;
3. State-owned enterprises in the reform to find a strong, valuation of large varieties of safe space: long-term development, Black Cat shares, Qingdao double star.
it is worth noting that from the interim results report released so far, some traditional machinery manufacturing companies to be seen, 2015 valuation is not cheap, while 2016 results are uncertain, you can judge the future market will be divided interpretation. Select key recommendations from two perspectives: the underlying stocks with large growth space and a bit of "wind" and relatively low valuations that are revalued by the transformation. Focus on companies with good ideas in the next new share, and focus on the underlying stocks that benefit from the depreciation of the yuan or exceed expectations.