The company's consistent ROCE and capital employed increase don't hint at multi-bagger potential. High current liabilities introduce risk. The stock's modest five-year gain may suggest investors are considering these issues.
Limited investor expectations depicted by low P/E ratio of China State Construction Engineering. Low P/E root cause is the company's inferior earnings outlook, which likely keeps the stock price at current levels.
The market has felt torn since last year. From consumption and medicine to science and technology, new energy and periodic table speculation, the right buy is a bull market, the wrong buy is a bear market. However, there is no investment "if", we can not assume that they can predict the market trend in advance, more can not predict the short-term trend of stocks. As individual investors, we are unable to do a comprehensive, in-depth and detailed study of the macro trend and individual stocks. This year the top managers have suffered a significant pullback, so we have to be more cautious and in awe of the market. My strategy is to select individual stocks, dynamic balance positions, lower expectations, no margin trading. By selecting 5-7 leading (or partial leading) stocks in different industries, choose a safe margin to intervene and hold for the long term. When picking individual stocks, we tend to think that they are more likely to go up than down, but sometimes we get them wrong. But even if we get individual stocks wrong, the probability of getting them all wrong is very low. Stocks between profit and loss hedge, holding investment income retreats during the range will be controlled, investment during the feeling will be better. If one or two stocks perform better than expected, the overall rate of return will be o...
中國建築股票討論區
• 全球鐵礦石發運總量有所回落,目前處於業績季,鐵礦供應將會逐步增加。 $F山證鐵礦石(03047.HK)$
• 鐵水產量仍處高位,鋼廠利潤修復,端午節後鋼廠小幅累庫,短期礦價震盪偏強。
• 宏觀層面,6月製造業PMI爲49%,仍處收縮狀態,地產需求維持弱勢。
供給方面
• 全球鐵礦石發運總量3231萬噸,環比減少63萬噸。澳洲巴西19港鐵礦發運總量2678萬噸,環比減少184萬噸。
• 本週澳洲檢修基本完成,後續發運保持穩定。
需求方面
• 247家鋼廠高爐開工率84.09%,環比上週基本持平;同比去年增加3.30%;高爐鍊鐵產能利用率91.98%,環比增加0.38%,同比增加4.38%。
• 日均鐵水產量246.8萬噸,創年內新高。
庫存方面
• 全國45個港口進口鐵礦庫存爲12742.00,周環比降50.98;日均疏港量308.31萬噸,增4.49萬噸。
• 預計到港將繼續增加。
A股市場週報與全球資金市場週報
本週a股週報:
1、市場整體交易...
As individual investors, we are unable to do a comprehensive, in-depth and detailed study of the macro trend and individual stocks. This year the top managers have suffered a significant pullback, so we have to be more cautious and in awe of the market. My strategy is to select individual stocks, dynamic balance positions, lower expectations, no margin trading.
By selecting 5-7 leading (or partial leading) stocks in different industries, choose a safe margin to intervene and hold for the long term. When picking individual stocks, we tend to think that they are more likely to go up than down, but sometimes we get them wrong. But even if we get individual stocks wrong, the probability of getting them all wrong is very low. Stocks between profit and loss hedge, holding investment income retreats during the range will be controlled, investment during the feeling will be better. If one or two stocks perform better than expected, the overall rate of return will be o...
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