All cyclical stocks are stock prices first and then the performance is realized. The performance exceeds expectations and continues to rise. The performance is not good and the performance is falsified and falls back. When investing in cyclical stocks, you must remember this rule. Most of the main rising waves with the most fertile gains are before the results come out. As long as the results come out, the stock price will keep rising.
Jiu’an Medical’s performance rose tenfold before it came out.
The performance of COSCO SHIPPING Holdings rose tenfold before it came out.
Hopson Silicon’s performance rose tenfold before it came out.
Zijin Mining’s performance tripled before it came out.
Chip stock owner Shenglang will be ahead of performance in 2020,
Pork stock owner Shenglang is ahead of its performance in 2019,
Lithium mine owner Shenglang is also in 2020 before the performance is realized.
. . . . There are too many examples like this
Before the performance comes out is the time when the imagination is most abundant
To do cyclical stocks must be foresight
No imagination until the results come out
At this time, unless the performance continues to exceed expectations, it can continue to rise
Therefore, in many cases, the performance is often a high point.
Investors who don’t see rabbits and don’t throw eagles are at a loss as cyclical stocks
Then back to the boat cycle on the title
The shipbuilding cycle is super long, about 20-30 years
Is it in a new round of the shipbuilding cycle?
There is great uncertainty
But what is certain is the second half of this year and the next year
The performance of Chinese ships will get better and better
I’ve been following the ship for a long, long time
There are also many golfers who have pressed the calculator many times.
I’m very impressed with the performance growth that follows
I’ll just give some logic here.
One of the large accruals last year
The second high-priced new orders will be reflected at the end of this year and next year
The three main raw materials, steel, are in a price reduction cycle
Fourth, the devaluation of the renminbi is conducive to the realization of performance
The fifth shipping oil boom will be transmitted to the shipbuilding industry
The sixth itself is already at the starting point of a new round of business cycle
Its seven carbon neutral Beijing will speed up the upgrading of ships
The last doubling of Chinese ships
I focused on it before it started
For various reasons, I was not able to participate
I watched doubling and didn’t dare to chase
Now it’s back down because of the bad environment.
The price I most want to buy is around 50 billion market value
But I am afraid that I will be too greedy and miss it like last time
So first get on the car and some positions fall down and then add
Be prepared to hold until at least the end of next year when results are realized
What is certain now is that the next year or two will perform well
I don’t know if the super cycle is coming.
Other targets include China Heavy Industry and Yaxing Anchor Chain
The most important thing is Chinese ships
It’s just a simple combing of ideas, and I’ll talk about it in detail later.
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