Data Golden Ten June 23, Cathay Pacific Securities research report pointed out that as the end of June approaches, the peak summer will come, and the A-share market in the second quarter of 2024 will also come to an end. The volatility of the Shanghai Composite Index in this quarter is relatively large, which is partially similar to the market situation in the first quarter of 2024. Before the interim report season arrives, the factors that have previously affected the market are being fully priced in. As uncertainty decreases, market participants' willingness to accept risks is also increasing, and positive changes are beginning to appear. The process of reducing uncertainty is not immediate for the market. In the current situation where investment is still relatively conservative, the market will focus on low-risk characteristic blue-chip stocks. The main investment themes are concentrated in the following two directions: First, stable large-cap value stocks such as A/H dividend assets still have allocation value, and the industry direction includes coal, power, finance, and Hong Kong-listed central state-owned enterprises; Second, in addition to large-cap value, it is also possible to increase allocation to technology blue chips, etc.
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Guotai Junan: Perubahan positif mulai terlihat, pasar beralih ke saham blue-chip dengan risiko rendah
Data Golden Ten June 23, Cathay Pacific Securities research report pointed out that as the end of June approaches, the peak summer will come, and the A-share market in the second quarter of 2024 will also come to an end. The volatility of the Shanghai Composite Index in this quarter is relatively large, which is partially similar to the market situation in the first quarter of 2024. Before the interim report season arrives, the factors that have previously affected the market are being fully priced in. As uncertainty decreases, market participants' willingness to accept risks is also increasing, and positive changes are beginning to appear. The process of reducing uncertainty is not immediate for the market. In the current situation where investment is still relatively conservative, the market will focus on low-risk characteristic blue-chip stocks. The main investment themes are concentrated in the following two directions: First, stable large-cap value stocks such as A/H dividend assets still have allocation value, and the industry direction includes coal, power, finance, and Hong Kong-listed central state-owned enterprises; Second, in addition to large-cap value, it is also possible to increase allocation to technology blue chips, etc.