加载中…[转载]2011年的股价强度排名及明年的投资建议
(2011-12-26 11:30:14)
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转载 |
分类： 投资文摘 |
|
股票名称 |
股价强度 |
市盈率 |
净利润增速 |
历史增速 |
ROE |
毛利率 |
净利率 |
资产负债率 |
|
万向德农 |
99 |
50.9 |
163.3% |
11.2% |
17.4% |
37.8% |
19.3% |
48.4% |
|
东软载波 |
99 |
32.3 |
132.9% |
32.2% |
12.2% |
64.1% |
46.2% |
5.4% |
|
康得新 |
99 |
47.3 |
80.6% |
55.6% |
11.0% |
18.9% |
9.5% |
38.4% |
|
正海磁材 |
98 |
23.3 |
110.0% |
141.6% |
24.9% |
30.1% |
19.7% |
37.7% |
|
老凤祥 |
98 |
23.6 |
130.9% |
103.1% |
23.0% |
8.6% |
3.3% |
68.8% |
|
开尔新材 |
98 |
33.7 |
44.7% |
48.4% |
17.0% |
51.5% |
23.6% |
15.8% |
|
洋河股份 |
97 |
30.5 |
88.4% |
72.2% |
37.5% |
56.2% |
31.3% |
41.1% |
|
张 |
97 |
30.9 |
41.8% |
26.5% |
30.9% |
75.4% |
28.7% |
31.8% |
|
上海家化 |
97 |
37.5 |
33.8% |
21.8% |
17.8% |
54.8% |
9.8% |
34.7% |
|
迪安诊断 |
96 |
53.7 |
36.4% |
119.4% |
13.4% |
33.8% |
8.5% |
17.3% |
|
富安娜 |
96 |
30.6 |
86.8% |
38.7% |
11.1% |
47.7% |
13.6% |
25.4% |
|
蓝色光标 |
96 |
47.0 |
71.4% |
17.0% |
10.4% |
40.4% |
14.7% |
21.4% |
|
贵州茅台 |
95 |
25.8 |
57.4% |
15.2% |
31.3% |
91.5% |
50.8% |
29.8% |
|
海隆软件 |
95 |
28.5 |
92.3% |
45.0% |
14.8% |
40.5% |
17.0% |
8.3% |
|
森远股份 |
95 |
31.9 |
70.8% |
43.0% |
11.8% |
51.4% |
28.8% |
11.4% |
|
昆明制药 |
94 |
37.1 |
50.3% |
61.7% |
11.9% |
30.0% |
6.0% |
42.8% |
|
新华医疗 |
94 |
40.4 |
84.1% |
42.0% |
10.6% |
22.7% |
5.6% |
55.6% |
|
通策医疗 |
94 |
46.8 |
38.2% |
73.5% |
19.9% |
47.5% |
25.3% |
13.0% |
|
凯美特气 |
93 |
41.7 |
103.3% |
37.8% |
10.6% |
70.2% |
64.9% |
6.6% |
|
罗莱家纺 |
93 |
30.0 |
96.0% |
37.7% |
18.3% |
39.6% |
17.2% |
21.7% |
|
天士力 |
93 |
33.1 |
61.8% |
31.7% |
15.3% |
30.0% |
11.3% |
37.1% |
|
悦达投资 |
92 |
7.3 |
56.6% |
224.5% |
33.6% |
31.7% |
50.2% |
60.8% |
|
酒 鬼 酒 |
92 |
53.9 |
46.3% |
38.8% |
10.8% |
73.8% |
13.1% |
35.1% |
|
峨眉山Ａ |
92 |
32.4 |
33.5% |
93.2% |
13.8% |
48.3% |
16.3% |
26.1% |
|
伊利股份 |
91 |
22.6 |
157.5% |
52.6% |
28.8% |
30.3% |
4.9% |
70.2% |
|
宇通客车 |
91 |
12.0 |
34.3% |
17.9% |
27.1% |
17.3% |
6.7% |
63.4% |
|
古井贡酒 |
91 |
33.4 |
145.4% |
194.5% |
19.5% |
74.8% |
15.7% |
32.5% |
|
九牧王 |
90 |
26.3 |
42.1% |
36.4% |
16.3% |
56.2% |
24.4% |
17.3% |
|
工商银行 |
90 |
7.0 |
28.8% |
21.4% |
18.8% |
NA |
46.6% |
94.0% |
|
永利带业 |
90 |
26.2 |
24.3% |
24.5% |
13.4% |
41.7% |
17.6% |
13.8% |
|
股票名称 |
股价强度 |
市盈率 |
净利润增速 |
历史增速 |
ROE |
毛利率 |
净利率 |
资产负债率 |
|
佰利联 |
89 |
22.5 |
186.3% |
253.7% |
16.4% |
36.6% |
21.6% |
26.0% |
|
欧亚集团 |
89 |
24.9 |
24.3% |
9.3% |
11.9% |
14.6% |
2.9% |
72.5% |
|
上海钢联 |
89 |
32.5 |
37.8% |
35.2% |
11.0% |
78.9% |
14.7% |
36.3% |
|
七 匹 狼 |
88 |
25.1 |
59.8% |
36.0% |
16.8% |
41.0% |
13.8% |
36.9% |
|
华夏银行 |
88 |
9.1 |
44.4% |
36.5% |
13.3% |
NA |
26.6% |
94.4% |
|
农业银行 |
88 |
6.4 |
43.6% |
34.7% |
17.3% |
NA |
36.1% |
94.7% |
|
格力电器 |
87 |
9.0 |
30.5% |
42.5% |
26.5% |
17.3% |
6.0% |
80.6% |
|
五 粮 液 |
87 |
20.5 |
41.9% |
53.0% |
24.4% |
66.0% |
32.0% |
33.3% |
|
泸州老窖 |
87 |
19.5 |
27.0% |
32.0% |
32.3% |
66.9% |
37.5% |
33.5% |
|
永辉超市 |
86 |
47.6 |
75.9% |
19.6% |
9.4% |
19.3% |
3.0% |
45.7% |
|
银河磁体 |
86 |
43.2 |
171.7% |
32.0% |
11.7% |
38.1% |
26.8% |
4.9% |
|
新 华 都 |
86 |
26.2 |
72.1% |
12.2% |
18.5% |
20.2% |
2.6% |
69.1% |
|
长荣股份 |
85 |
23.5 |
101.4% |
29.7% |
13.7% |
47.7% |
29.5% |
14.2% |
|
片仔癀 |
85 |
41.1 |
33.0% |
21.0% |
16.9% |
46.6% |
25.8% |
25.5% |
|
水井坊 |
85 |
31.3 |
82.0% |
-12.0% |
14.1% |
55.5% |
20.1% |
27.1% |
|
威孚高科 |
84 |
14.4 |
38.7% |
161.9% |
19.2% |
26.2% |
20.1% |
33.0% |
|
东阿阿胶 |
84 |
33.3 |
45.9% |
42.4% |
20.1% |
64.0% |
33.4% |
22.3% |
|
中国银行 |
84 |
6.3 |
21.5% |
28.0% |
19.2% |
NA |
41.3% |
93.7% |
|
深发展Ａ |
83 |
7.6 |
62.4% |
24.9% |
17.6% |
NA |
37.4% |
94.1% |
|
歌尔声学 |
83 |
35.9 |
81.9% |
16.0% |
19.6% |
28.1% |
13.4% |
60.3% |
|
益生股份 |
83 |
15.3 |
411.9% |
-19.0% |
20.7% |
42.5% |
33.6% |
17.4% |
|
山西汾酒 |
82 |
31.4 |
31.8% |
42.0% |
29.3% |
76.1% |
24.0% |
37.2% |
|
东华科技 |
82 |
28.7 |
43.4% |
47.7% |
15.0% |
23.8% |
11.6% |
72.4% |
|
招商银行 |
82 |
7.8 |
37.9% |
-1.5% |
19.7% |
NA |
40.4% |
94.2% |
|
鑫龙电器 |
81 |
31.2 |
82.6% |
21.4% |
9.9% |
34.9% |
8.2% |
61.8% |
|
双鹭药业 |
81 |
24.0 |
124.3% |
12.0% |
32.2% |
76.6% |
100.8% |
4.6% |
|
永泰能源 |
81 |
32.9 |
112.1% |
33.0% |
10.2% |
61.7% |
21.2% |
70.6% |
|
湖北宜化 |
80 |
11.3 |
71.6% |
47.9% |
23.9% |
20.3% |
9.0% |
75.4% |
|
东材科技 |
80 |
22.5 |
60.5% |
66.2% |
14.6% |
31.4% |
18.7% |
14.1% |
|
立讯精密 |
80 |
32.5 |
160.6% |
38.2% |
11.0% |
22.1% |
14.9% |
32.6% |
注：历史增速为过去两年的净利润复合增速，流通企业不受毛利率限制，个别企业净利率过大是因为投资收益过大所致
对股票的评价每个人都不一样，而每个企业的发展也不是一成不变，所以，我们可以在股票的选择上有所不同，但在根据企业的发展动态调整投资策略上应该保持一致。表格中红色字体的十只股票为笔者目前相对看好的，个人持有的五只股票全部来源于此。为何选择这十只股票不展开谈了，观点不一定很准确，随时会根据公司业绩表现和市场表现动态调整。投资者完全可以有不同意见，但这种意见应该是基于客观事实和自己的研究分析，而不是仅仅凭借主观想象，凭借公司的名气、产品或者规模就简单下结论。
股票选择需要一定的标准，笔者认为，这些衡量标准至少应该包括：ａ、这只股票过去两到三年和今年的盈利是否稳定可靠；ｂ、目前股票的估值水平和未来潜在的成长性是否匹配，ＰＥＧ是否有足够安全边际；ｃ、公司财务的状况是否健康，如毛利率、净利率和净资产收益率是否稳步提升、资产负债率是否合理、经营净现金流和净利润是否基本保持一致、应收账款、存货的增长是否和营收增长匹配等。
今年市场很差，没赚到钱很正常，情有可原。笔者相信明年的市场表现一定远超今年，还赚不到钱那就说不过去了。祝各位好运，新年快乐！
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