Recently, investors can also feel that since the beginning of this year, technology stocks have continued to rise and performed well, while the large consumer sector, on the contrary, has fallen into a trend of adjustment for nearly half a year. Among them, there are many big white horse shares such as Midea, Shunxin Agriculture and Muyuan shares.
According to statistics, by yesterday's close, the home appliance index had fallen by more than 18%, food and beverage by nearly 3%, and leisure services by 0.42%. Even once the leading bull stocks, some stocks also showed a rare decline.
Statistics show that among the large consumer sector stocks whose latest prices are down more than 30% from their highs this year, 17 rating agencies are in more than 10.
In terms of the extent of overfall of individual stocks, the biggest decline was Shunxin Agriculture, which has fallen by more than 48% since the high point at the beginning of the year. In addition, Wushi, Yifeng Pharmacy, Jinhe Industry, Sofia, Hengrui Pharmaceutical and other stocks all fell by more than 35%.
These super-falling big consumer bull stocks are mostly big white horses in various sectors. For example, Hengrui Medicine, the leading white horse stock in the pharmaceutical sector, Midea, the big white horse in the home appliance plate, and Luzhou laojiao, China China exemption, Changchun Hi-tech and other stocks are all leaders in its industry.
In addition, although it has continued to decline, the performance of these big white horses is first-class.
For example, the focus of institutional attention is China exemption, and it is unanimously forecast that net profit will grow by more than 88% this year. The stock recently announced its mid-term results for this year, KuaiBao, with a net profit of 5.435 billion yuan, an increase of 484.12% over the same period last year.
In addition, Zhongju Hi-tech and Luzhou laojiao two stocks have a number of agency ratings. According to the consensus forecast net profit of institutions this year, the earnings ratios of some stock markets may have been adjusted to a reasonable position.
Among them, the list of Muyuan shares with a forecast price-to-earnings ratio of less than 9 times earnings is the lowest, while Sophia, Midea and Jinhe Industries all have a forecast price-to-earnings ratio of less than 20 times.
On the whole, most of the prices of these overfallen consumption horses have been adjusted to a reasonable position, and the growth rate is also better than expected according to the performance forecast of the China report. In today's high-tech stocks, these super-falling white horses may be a better choice.