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国信证券：跟踪行业复苏节奏，跨年度配置优质龙头

Guoxin Securities: tracking the pace of industry recovery, cross-year allocation of high-quality leaders

智通財經 ·  Nov 7, 2021 03:00

Zhitong Financial APP learned that Guoxin Social Service released a research report saying that the leisure service index rose 3.28% in October, while Jinjiang Hotel led the rise of 19%. Empirically, the recurrent epidemic still has a significant impact on the operation of enterprises. In the short term, performance certainty is still the best criterion for selecting relative income stocks. As local epidemic prevention and control is becoming more and more experienced, and listed companies also pay more attention to operational flexibility at different stages of the epidemic, no matter in terms of market sentiment or business performance, the worst time has passed. Short-term comprehensive track prosperity, operational stability, policy orientation, etc. Key recommendations are China Free (601888.SH), Jinjiang Hotel (600754.SH), first Travel Hotel (600258.SH), Songcheng Performing Arts (300144.SZ), Kerry International (300662.SZ), Guangzhou Restaurant (603043.SH), China Youth Travel (600138.SH), Tianmu Lake (603136.SH), Sante Cableway (002159.SZ), Middle Public Education (002607.SZ), Chuanzhi Education (003032.SZ), Huazhu Group Limited-S (01179), Yum China-S (09987), Haidilao International Holding (06862), 99 Mao (09922), Helens (09869), Nai Xue's tea (02150), etc. From the perspective of "track + pattern + governance", we will continue to recommend tea leaders such as China exemption, Jinjiang Hotel, Songcheng Performing Arts, Zhonggong Education, Jiumaojiu, Helens, Haidilao International Holding, Huazhu Group Limited-S, Yum China-S, Nai Xue and so on.

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