"What's the third power stock you're bullish on?" Qi Fei asked again.

"Guidong Electric Power." Ding Xu replied.

Guidong Electric Power only has 6o710,000 outstanding shares, and after hitting a new low of 7.93 yuan on January 28, it began to rise with the broader market. Last Thursday and Friday, there were two consecutive daily limits, and after today's opening, the daily limit was again raised, hitting a new high of 13.32 yuan, and closing at 11.44 yuan, down 5.53%.

In addition, Guidong Electric Power was listed in 2oo1, with a market price of 8.8 yuan and a closing price of 17.7 yuan on the same day. If you look at it with the post-compounding method, today's closing price is only double the market price 7 years ago, and the main force does not make much profit, and there is a demand to pull up.

Compared with other loss-making power stocks, Guidong Power's performance is very good. This year, there was a profit of 520,000 yuan, and the earnings per share were O.33 yuan, an increase of 13% over the o.29 yuan in the same period last year.

"Just these three shares?" After listening to Ding Xu's explanation of Guidong Power, Qi Fei smiled.

"Well, you have a lot of requirements, and other stocks either don't meet this requirement or don't meet that requirement. For example, Kaidi Power's circulating share capital is more than 200 million, which does not meet your standards, and it has nearly doubled, so I didn't consider it. ”

Ding Xu replied, "However, when I was selecting stocks, I focused on considering factors such as technical indicators, capital absorption and control, and I gave less consideration to the return on assets you mentioned." Because even if the performance is not good, after a year of decline, the current stock price has fully reflected the fact that the performance has declined. Therefore, there is no need to consider too many performance factors when we choose stocks, including stocks that are temporarily losing money, as long as they do not lose money for two consecutive years and become sT shares. Even if we lose money this year and continue to lose money in the first half of next year, we can withdraw early in the middle of the year and don't have to wait until the end of the year to gamble. ”

After listening to Ding Xu's words, Qi Fei was silent for a while before he said, "Then which stock are you most optimistic about?" ”

"Qianyuan Power!" Ding Xu replied, "I think this stock has the most requirements for making up for gains." ”

Among these three power stocks, Ding Xu believes that although the performance of Guidong Electric Power is relatively good, the stock price has been more than ten yuan, the dynamic price-earnings ratio is not low, and it has risen by more than 5o% recently, and there is a need for a callback, so he is the least optimistic, but the best performance of Guidong Power.

At the beginning of the bull market, the first to rise are generally penny stocks below 1O yuan. Therefore, the stock price of more than 10 yuan is relatively less attractive to funds.

Ding Xu agrees with what Qi Fei said just now - since you want to choose stocks in the falling power sector, then you should choose stocks that fall enough, and Guidong Electric Power does not meet this requirement.

Although Chendian International fell enough, and even fell sharply below the market price not long ago, hitting a record low of 2.7o yuan, the loss of this stock was very strict, with a reported loss of 224 million yuan and earnings per share of -1.o6 yuan.

The fact that the stock price hit a record low in itself speaks to the disappointment and flight of funds. As a result, Chendian International closed at only $3.31 today, up only 22% from the low of $2.7O.

The situation of Qianyuan Power is much better.

Qianyuan Power was listed in March 2oo5 with a market price of 5.97 yuan and a closing price of 9.24 yuan on the listing day. If calculated according to the post-compounding method, today's stock price has risen less than twice compared with the market price three years ago, and the main profit is less.

Of course, the weak share price of Qianyuan Power is closely related to the decline in performance this year. In the interim report of this year, Qianyuan Power had a net profit loss of 240,000 yuan, and earnings per share were -o.17 yuan.

However, the loss of 240,000 yuan is not high, only one-tenth of Chendian International. A slight improvement in performance at the end of the year could lead to a turnaround.

Turning losses into profits has always been the favorite hype theme of funds.

The number of shareholders of Qianyuan Power is also knowledgeable, and like Chendian International, there was a slight decrease in the second and third quarters of 2oo8.

The performance declined, but the chips began to concentrate, indicating that the main force is likely to take advantage of the opportunity of performance losses to vigorously collect the bloody chips of retail investors, and the process of collecting chips has basically ended.

A clear example is that in the daily limit on November 13 this year, the main force only used a buy order of 545 hands to pull the stock price to the daily limit position at the last minute, completing a difficult action of "second stop". Coupled with the fact that there was no deal for 2o minutes in the intraday, it is enough to show that the main force has collected chips and has a high degree of control.

The next day, Qianyuan Power fell sharply, closing down 4.27%. But the strange thing is that in the case of the previous trading day's daily limit, the trading volume of this day was still surprisingly low, with only 5.19 million yuan traded throughout the day, and the turnover rate was only o.54%.

For a small and medium-cap stock with a circulating disk of 132 million yuan and a circulating market value of nearly 1o billion yuan, on the second trading day after the limit, as long as it is not closed, there will generally be a turnover rate of more than 5%, while the turnover rate of Qianyuan Power the next day is only one-tenth of that under normal circumstances, which further proves that the main force has a very high control process, so high that the main force is too lazy to waste funds to do trading volume, but allows retail investors to buy and sell freely, in order to test the strength of stock price support.

In addition, after the stock bottomed out at 6.2O yuan on September 18, it walked out of the bottom more than a month earlier than the broader market, and is now taking a clear upward channel, but the current upward channel is relatively slow.

Today's closing price of Qianyuan Power is 8.36 yuan, which is only 35% higher than the lowest price of 6.2O yuan, which is smaller than that of Guidong Electric Power and higher than Chendian International.

Ding Xu believes that Qianyuan Power is currently going through the first wave of the callback part, and it is completed with a quick callback. Now that the main force has collected chips, the control range is very high, and the adjustment is basically in place, it is possible to increase the price at any time in the future.

In fact, this can be seen from last week's situation: on November 18, Qianyuan Power quickly adjusted, close to the fall limit, and the next day at the end of the sharp rise, only about a thousand hands, the stock price directly rose four or five points, and the end of the market was close to the limit.

Therefore, Ding Xu has the best feeling about Qianyuan Power and believes that among these three stocks, it should be listed as a choice.

"But it's a loss-making stock." Hearing Ding Xu's analysis, Qi Fei reminded.

"I remember you once said that when it is difficult to choose between two stocks that are about the same, choose the one with poor performance, preferably the one with a loss!" Ding Xu replied.

"Yes, this is the common problem of our A-share market now, good performance can not rise but poor performance, and even the more loss-making stocks are, the stronger they can rise."

Qi Fei was silent for a long time, and then sighed, "In the final analysis, the main force is still playing psychological tactics with retail investors. The more high-performing stocks retail investors are bullish on, the more they have to sell. The more retail investors dare not follow up on the underperforming stocks and loss-making stocks, the more they have to pull up. When they reach a high position, the performance of underperforming stocks has improved, or there is a new theme, retail investors dare to chase it, and then they will take advantage of the situation to ship. It is no wonder that some people say that China's stock market is not only a policy market, a capital market, but also a speculative market, and the market bubble is created by these main forces. ”

"That's why you're bullish on the power sector?" Ding Xu said with a smile, "The performance of this sector this year is generally not good, and many stocks are loss-making, such as the three small-cap stocks I selected, two of which are loss-making. But once the industry recovers, it is also very easy to turn around losses, which is just in line with the taste of big money. ”

"Well, that's a factor. As for why I am optimistic about the power sector, let's put it this way, first, because this sector belongs to the falling sector and has a requirement to make up for the rise. The power sector has fallen a lot this year, but its performance is not too bad, and the technical graphics are good. If the market turns stronger, this sector has the willingness to explode and has the opportunity to break through. ”

Qi Fei explained, "Second, the recent news of agricultural power transformation and additional investment by the State Grid has led to the capital agitation of a number of beneficiary stocks, and this sector has shown signs of starting." For example, Kaidi Power pulled 11 yang wires in a row some time ago, which is almost doubled. Third, the investment of 4 trillion yuan is good for the electrical industry in the medium and long term, compared with the first echelon of the cement infrastructure sector, the power sector belongs to the second echelon, which is an indirect beneficiary. Now that the hype of the first echelon is over, it is naturally their turn to be the second echelon. ”

"Well, the recent rise in the power sector is indeed not large, and there are requirements to make up for the rise, such as Qianyuan Power, which has fallen very much in the early stage, and the recent increase is also small, and it has been lying on the floor. Now that the first wave of the market rebound is almost over, it should be made up, and it is not bad to do it in the short and medium term. Speaking of this, Ding Xu asked excitedly, "Brother Qi, what kind of stock is that stock you are optimistic about?" ”

"I haven't had time to pick stocks yet!" Qi Fei laughed, "Okay, since you are most optimistic about Qianyuan Power, then I will tell the fat man tomorrow morning, and then I will go to the bottom!" ”

"Isn't it?" Ding Xu was depressed, "Brother Qi, I don't take you to play brother like this!" ”

"Haha, even if I give you a test question, you passed!" Qi Fei smiled and said, "It's late, let's sleep." ”

After finishing speaking, Qi Fei hung up the phone, then stared out the window for a while, and finally lit a cigarette depressedly and took a few deep puffs.

He just told a little lie.

He had actually selected a stock in advance, but compared with the three stocks selected by Ding Xu, he suddenly felt a little unable to do it.

That's right, the stocks he chose performed well, the plate was small, and the stock was small, and the performance was excellent, which was the most popular gold stock model a few years ago.

But after listening to Ding Xu's words, he was shocked to realize that he hadn't picked stocks much for more than half a year, and he forgot that what is popular now is not small-cap high-performance stocks, but small-cap low-performance stocks.

"Is this my sorrow, or is it the sorrow of A-shares?" Qi Fei thought a little sadly, unable to sleep for a long time.

………………

(The market is up another 22oo points, congratulations to everyone for making money again.) Ask for favorites and recommended tickets. ）

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