Sealand Securities high market sentiment, higher probability of dinner market in the four quarter-didadi

Sealand Securities: market sentiment in the four quarter to market a higher probability of national investment contest: Irving King peep catch demon shares of Sina Financial App: Live on-line blogger to tutor source: in Haifei silver after the eleven stock market transactions active, since October stock based daily turnover growth of 16%, two financial balance steady growth in the market active mood; policy perspective, the fourth quarter of Shenzhen Hong Kong and pension market favorable for the formation of the brokerage sector; valuation, the brokerage sector as a whole P B 2 times, is in the central position; game perspective, fund three quarterly still showed the brokerage sector allocation at historic lows, the historical data, the fourth quarter of dinner the market of higher probability, suggestions with brokerage and Internet banking related subject. The recommended target: flush (300033): 3 quarterly publication, we estimate the company’s 3 quarter advance receivable amount of new year is expected unchanged from the 2 quarter, new orders totaled 1 billion 60 million yuan, representing a decrease of 27%, significantly better than the same period of stock market activity decline (before three quarter average daily stock turnover down 51%). Reflects the anti cyclical and growth of business. Industry average growth rate of 30%, the company accounted for 13% of the city, the future promotion of space is still large, the current valuation is low (17 years P E 33 times), to maintain the "buy" rating. Baoshuo shares (600155): minimum market capitalization of high growth firms underestimate. CRE securities has been injected into the 7 billion 300 million quarter, supporting fund-raising four high probability in place, put in place after the company will directly increase the interest income and investment income, the next two years, the company net profit growth of over 40%, currently the company market capitalization of 6 billion 500 million yuan, is the minimum market capitalization of listed firms. At present, the corresponding P E 23x 35x 16x, P B 2.6 times, 16 years -18 years, significantly lower than comparable securities firms. Huatai Securities (601688): brokerage market share first, the market for the better performance when the elasticity is significant; company accumulated huge customer resources through the "low commission + Internet" three years, "one of three" policy, the brokerage business easily defensible, company stock customers advantage will gradually appear; the company currently P B 1.7 times next year, P E less than 20 times, low valuation. (Analyst: superb 18601923202) Sina statement: this news is reproduced from Sina cooperation media, Sina published this article for the purpose of transmitting more information, does not mean to agree with its views or confirm its description. This article is for reference only and does not constitute investment advice. Investors operate accordingly and take risks at their own expense. Enter Sina Financial shares] discussion

国海证券:市场情绪高涨 四季度吃饭行情概率较高 全国投顾大赛:偷看投顾大王捉妖股 新浪财经App:直播上线 博主一对一指导   来源:国海非银   十一节后股市成交活跃,10月以来日均股基成交额环比增长16%,两融余额稳步增长,市场交投活跃,情绪高涨;政策面看,四季度深港通和养老金入市对券商板块形成利好;估值方面,券商板块整体P B 2倍,处于中枢位置;博弈面看,基金三季报依然显示券商板块配置处于历史低位,历史数据看,四季度吃饭行情概率较高,建议加配券商和互联网金融相关标的。   推荐标的:   同花顺(300033):3季报发布,我们测算公司3季度预收账款新增额与2季度持平,预计全年新增订单额10.6亿元,较去年下降27%,大幅好于同期股市活跃度降幅(前三季度日均股票成交额同比降51%),体现了业务的抗周期性和成长性。行业增速平均30%,公司市占率13%,未来提升空间仍然很大,目前估值较低(17年P E 33倍),维持“买入”评级。   宝硕股份(600155):流通市值最小的高成长低估券商。华创证券已经注入,73亿配套募资四季度大概率到位,到位后将直接增加公司利息收入和投资收益,预计未来两年公司净利润增速超40%,目前公司流通市值65亿元,是流通市值最小的上市券商。目前对应16年-18年P E分别为35x 23x 16x,P B 2.6倍,显著低于可比券商。   华泰证券(601688):经纪业务市占率第一,市场向好时业绩弹性显著;公司过往三年通过“低佣金+互联网”积累庞大客户资源,“一人三户”政策后,经纪业务易守难攻,公司存量客户优势将逐步显现;公司目前P B 1.7倍,明年P E低于20倍,估值较低。   (分析师:高超 18601923202) 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: