Today is still the home of low valuation, I will not interpret the disk, because it has been mentioned many times, my point of view remains unchanged, it is still: in addition to the previous mention of several major sectors, there is another

Today is still the home of low valuation, I will no longer interpret the disk, because it has been mentioned many times, my point of view remains unchanged, it is still:

In addition to the several major plates mentioned before, there is also a section that has risen again - the aquaculture plate, which has run very seriously, has risen a lot, and there is currently a problem of whether it can be cashed in and when it can be cashed.

In fact, I also participated in this wave of rushing, that is, the Ao Nong's debt conversion in January, but it has fallen into the bag. Ao Nong to Bond is the leader in the renewable bond agriculture, forestry, animal husbandry and fishery sector, and now the price is slightly higher, so it is prudent to chase, and then consider doing a wave after falling.

There is also a plan to read the bottom of the Zhengbang debt is also because it did not arrive at the point of purchase and soaked up, wait, the pork market in January soon after the correction, this time it is estimated that soon there will be a chance to get on the car.

Therefore, the pork plate can be paid attention to first.

In stark contrast to the undervalued sector is the medical sector.

In the past few days, the medical leader has fallen very badly, and the network rumors that "there are large insurance funds/financial sub/FOF special accounts to redeem funds managed by Gülen, with a total redemption of 40 billion yuan." Because of its high-level layout of many new energy varieties such as the Ningde era. ”

This news does not sound like the truth, the total size of the fund managed by Lanlan is only more than 110 billion, the redemption of 40 billion, the funds are evenly shared far more than today's medical decline. Looking at the net value estimate of today's CeIBS medical innovation, it has only fallen by 2.58%.

But this indirectly reveals a signal that the medical sector has fallen so much that the citizens have begun to panic.

This news, I interpret as a positive, when the Internet began to spread all kinds of negative news, this means that medical treatment is not far from the bottom.

The bottom reading tool has been established, Lanlan's Central European medical innovation and Beibei's ICBC frontier medical treatment can be, wait a minute, I think it is not the end, the PB of the full finger medicine is still in the valuation center position, and it is far from undervalued.

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1. Convertible bond account these days to sell more to buy less, originally did not hold a few positions, the more up the more selling, now the position has dropped to less than 20%, the position is getting lighter and lighter, the valuation can not come, can not start the target is really difficult to find.

Now I am looking forward to the big pullback and giving a chance to pick up the cheap.

2. I think the Internet is almost to the end, I am preparing to start to collect chips for fixed investment, and if I start to buy now, I may copy the bottom of most people.

China Internet (513050), China Internet (164906) and Hang Seng Technology (513180) may choose their initial investment in the field, and if they buy it, they will be announced.

Since its inception, the company has been engaged in the research and development, production and sales of rubber conveyor belts.

The company is the domestic conveyor belt leader, in the rubber conveyor belt industry firmly in the leading position. According to the appraisal of the Hose Tape Branch of China Rubber Industry Association, the company has been ranked among the "Top Ten Conveyor Belt Enterprises in China" for ten consecutive years

In terms of convertible bonds, the scale of issuance is 514 million yuan, the rating is AA, and the value of the conversion is 101.9 yuan.

The current price is 123 yuan, and the price positioning of double arrows should be above the three forces.

4. There is only 32 billion big Mac bonds are very interesting, today into the double low ranking of the third, The Great Qin to bond, the price of 115.11 yuan, the premium rate of 15.27%.

In terms of parameters, it is indeed not bad, but this kind of turtle jogging type of debt, not necessarily likable, and now the market's main low valuation direction, I don't know if it will lift him up.

I flipped down its main stock, the Daqin Railway, which has risen by nearly 18% since last December.

The current price-to-earnings ratio of Daqin Railway is 7.8 times, the price-to-book ratio is 0.9 times, and the dividend yield is 6.7%, well, it is also undervalued.

Do you want to turn the whole qin into a debt?