Although the stock price of financial stocks rose sharply more than a month ago and became a supporter, in the past two weeks, many financial stocks have completed their role as supporters after their stock prices hit new highs. (Photo source / Xin Media Editorial Department)
On May 5, US stocks fell sharply, and on May 6, Taiwan stocks and individual stock prices fell sharply. However, if the rise in the stock price of container shipping stocks did not play a supporting role, I am afraid that on May 6, Taiwan stocks would plummet by more than 4~5. At 100 points, the stock price of container shipping stocks rose, and the decline in the Taiwan stock market index narrowed. The National Protecting Fleet began to show its importance to Taiwan stocks, no less than TSMC, which protects the country.
Container Shipping Sanxiong has made good profits this year, and the profits from 2023 to 2025 are not bad. The price-earnings ratio is too low and the yield is high. They are also weight stocks. The bellwether that led the rise in the stock price of the company.Although the closure of China’s cities in March and April will affect the revenue in April and May, the stock price of container shipping stocks has fallen sharply since mid-March, and the reaction is negative. In addition, Europe and the United States currently have another month and a half of inventory. Once China’s unblocking begins Production and freight forwarding, it is estimated that the rush to transport will make the freight rate rise sharply or even hit a new high in the second half of the year, which will push up the demand for container shipping and the increase in freight rates, which will support the stock price of container shipping stocks stronger and stronger, which will help boost the demand for container shipping. The stock price of container shipping stocks rose for the main uptrend.
From the historical experience of stock market investment, whether it is a rebound in the right shoulder or a rebound in the initial decline, only undervalued stocks with an upward trend, substantial profit growth, low price-to-earnings ratio and high yield will be the stock market. The protagonist of the rebound; and because there are not many targets for electronic stocks to invest in stock selection, this will also be a time when the global stock market will rebound in the future. It will become an important beacon for Taiwan stocks, and the main reason why the stock price may soar or even hit a new high in the future. The following is an analysis article by Hongyuan Investment Consultants on the trend of Taiwan stocks this week.
In the short-term, chemical fertilizer stocks, which benefited from the Russian-Ukrainian war, which made the stock price rise and performed strongly, although the mid- and long-term performance will still benefit, making the short-term stock price strong or small new highs, but the short-term chemical fertilizer stocks have not been able to invest after the stock price has risen a lot. Therefore, the stock price has risen and fallen recently. Because the stock price of chemical fertilizer stocks has risen sharply recently, the investment risk is high and the reward is low. The market investment funds will be transferred to the good stocks whose stock prices have fallen sharply, and they will also be affected by the shrinking of funds by the FED. fell.
Stocks benefiting from the Russian-Ukrainian war closed and operated in a range
In addition, chemical fertilizer stocks with strong stock price performance recently need to beware of the first quarter earnings announcement that is lower than market expectations, so after the stock price rises, it needs to be closed; don’t hold too much stock in the high-end stock price area, In order to avoid a sharp drop in the stock price after the quarterly report was announced.
The recent stock price performance of steel stocks and bulk shipping stocks is still relatively strong, mainly due to the shortage of steel supply and food after the Russian-Ukrainian war, which has made the fundamentals better and better; however, if the stock price continues to rise or even rise sharply, two conditions are needed to cooperate. .
First, the stock price of container shipping stocks must rise sharply. This is because the after-tax EPS of steel stocks and bulk shipping stocks is much lower than that of container shipping stocks. The stock prices of steel stocks and bulk shipping stocks have risen to the top When the stock price of container shipping stocks does not rise sharply, the stock prices of steel stocks and bulk shipping stocks will not rise or even fall back; secondly, we should look forward to the reconstruction of Ukraine after the disaster and the start of the construction of the Sino-US infrastructure project. , will have a substantial contribution to performance and profit.
The stock prices of wind power and solar stocks have risen sharply when the stock market fell sharply in recent weeks, but after the short-term gains are too large, they can no longer chase up the stock prices, because the profit of one is still poor, and the two will rebound when the stock market rebounds. Stocks that have risen sharply in the short-term will not rise or even fall; because many stocks have fallen sharply recently, they will have more investment value than wind power stocks and solar stocks, and a set of funds in the market will move in the most efficient way.
Financial stocks range operation
Although the stock price of financial stocks rose and hit a new high more than a month ago, it became a support role when the stock price of electronic stocks and traditional industry stocks fell; but in the past two weeks, many financial stocks have completed the task of supporting the market after the stock price hit a new high, and the stock price evaluationThe price is too high and has no investment value, so the stock price has fallen from the high point recently. Although rising interest rates can increase the profits of the financial equity industry, rising interest rates will make life insurance companies face losses from falling bond prices. Compared with the nearly 4,000-point rise in the Taiwan stock market last year, the non-industry earnings of financial stocks increased significantly last year. exist.
Even the global stock market and individual stock prices have fallen sharply since the beginning of this year, not only the investment income of non-industry stocks has declined sharply this year, but may even lose money. In addition, because the central bank’s tightening of the housing market has reduced lending to the financial industry, the recent surge in raw materials and the decline in orders may increase corporate failures, and the decline in wealth from the stock market will reduce consumption. low last year.
Recently, after the stock price of financial stocks has risen and fallen, there is only a deep rebound structure and the function of supporting the market. At most, the stock price may make a small record high, but it is expected that the previous record high or the small record high in the future will be the highest point of the stock price this year. Don’t expect too much. Moreover, even if the Russian-Ukrainian war eases and China’s lockdown ends in the future, financial stocks have recently risen sharply and hit new highs, and financial stocks may experience a deep rebound or only a small rise, because the stock price of many individual stocks will be more expensive than financial stocks after the recent sharp drop. With investment value, a set of funds in the market will move the most efficiently.
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