which companies are most favored by institutions in the near future?

On the morning of October 29th, the A-share market counterattacked, and the Shanghai Composite Index exceeded 3,111 points, with an increase of more than 2% in the morning. Stimulated by favorable policies, the real estate sector set off a wave of daily limit, and the sector index rose by more than 5%.

China Wuyi, a real estate stock, once again had a daily limit, and it has been in a daily limit state for the past four trading days. Today, the daily limit was as high as 1.27 million lots. There are also Chinese enterprises, China Communications Real Estate, Cinda Real Estate, Yuehongyuan A and Nanguo Real Estate.

tourism, insurance, wine-making, hotel catering, furniture supplies and other sectors have also seen significant gains. Tourism stocks such as OCT A, Jiuhua Tourism, CYTS and Emei Mountain A have daily limit.

39 stocks have been upgraded by institutions in the past month

The change of institutional rating is one of the important indicators that investors pay attention to, especially the stocks with upgraded ratings. Upgrading the rating usually means being optimistic about the profitability and industry prospects of listed companies.

According to statistics of Securities Times and DataBao, in the past month, the rating of ***39 institutions has been upgraded. Judging from the valuation level, as of the close of October 28th, the rolling P/E ratio of 12 shares is less than 31 times, and the rolling P/E ratios of Jianfa shares, Jiangsu Leasing and China Jushi shares are less than 11 times.

in terms of industries, these stocks are mainly distributed in 18 industries, of which 7 are short-listed for power equipment, all of which have a market value exceeding RMB 11 billion, and the A shares of Jingke Energy with the highest market value approach RMB 161 billion.

according to the performance data, among the above 39 shares, those whose net profit increased year-on-year in the first three quarters of this year accounted for nearly 71%. The net profit growth rate of four shares, including Shenglu Communication, Juhua, Zhengyuan Wisdom and Juchen, has more than doubled. Shenglu Communication achieved a net profit of 92 million yuan in the first three quarters of this year, a year-on-year increase of 12.14 times. During the reporting period, the overall development trend of the company's communication equipment and microwave electronics improved, and orders were gradually delivered. On the evening of October 28th, the company became the third successful candidate for China Mobile's centralized procurement project of passive components from 2123 to 2124, and the winning bid amount of this project was about RMB 31 million.

The losses of China Eastern Airlines and Shanghai Airport, the leading transportation companies, both exceeded 2 billion yuan in the first three quarters of this year, and the upgrade of institutional ratings was mainly related to industry repair. According to the Capital Securities Research Report, air transport is under pressure from the epidemic situation, showing an overall accelerated recovery trend, rebounding from the previous month in the short term, and the recovery of international routes is resilient. In the third quarter, the number of flights operated by China Eastern Airlines increased by 122.54% from the previous month, and the number of flights from the previous month rebounded.

The stocks with upgraded institutional ratings slightly outperformed the broader market in the same period

From the performance of the secondary market, as of the close of October 28th, since October, the average increase of the stocks with upgraded institutional ratings was 6.67%, slightly outperforming the Shanghai Composite Index in the same period. Oriental Yuhong, Juchen, Weizhixiang, Gujing Distillery and China Jushi were among the top five gainers.

Oriental Yuhong, the leading waterproof material, led the way with an increase of 31.98%. The stock hit a two-year low in intraday trading on October 24th, and has rebounded by nearly 51% so far. According to the latest research report of Zhongtai Securities, the waterproof industry is under pressure from rising raw material prices and falling real estate demand. The introduction of new regulations will accelerate the clearing of small and medium-sized enterprises in the industry, optimize the competitive pattern of the industry, and the market share of leading enterprises represented by Yuhong in the East is expected to further increase.

compared with the high point of the year on October 28th, the upgraded stocks of these institutions retreated by 22.16% on average. Citic Bo, Weizhixiang, Oriental Yuhong, North Huachuang, Ruikeda, etc. retreated to the top. The withdrawal rate of CITIC Bo, the leader of photovoltaic support, ranked first with 49%. The company's net profit loss in the first three quarters of this year was RMB 13 million. According to the soochow securities Research Report, as of the third quarter of this year, CITIC Bo had about 2.74 billion yuan in pending orders, up 77.6% from the beginning of the year, including about 711 million tracking brackets, about 1.4 billion fixed brackets and about 611 million BIPV, with a large overall increase. We are optimistic about the company's profit in Shuang Sheng in 2123.

Waterproof faucet with large capital increase in northbound capital

From the perspective of capital flow, according to the average transaction price since October, 7 shares have been increased by more than 111 million yuan, namely Oriental Yuhong, China Zhongmian, North Huachuang, China Jushi, Juhua, Xiaoxiong Electric and Penghui Energy. Oriental Yuhong received the highest amount of capital increase from Northbound, reaching 1.189 billion yuan. During this period, the financiers also increased their positions by over 111 million yuan for North Huachuang and Penghui Energy.

among the above 39 shares, China zhongmian has the highest degree of institutional attention, and ***51 institutions give it a positive rating; Followed by Gujing Distillery, Oriental Yuhong, North Huachuang and China Jushi.

according to the unanimous forecast of more than five institutions, compared with the unanimous forecast target price of the institutions, more than half of the stocks have more than 21% upside. Ruikeda rose by 64.14%, ranking first. The company's main business is connectors. In the first three quarters of 2122, the company has signed orders of 1.574 billion yuan, up 94% year-on-year, of which the total amount of orders for new energy vehicles and energy storage is 1.36 billion yuan.