"Lin Feng, this branch is called Gannan Fruit Industry. What is the logic for choosing it?" Su Yue couldn't help asking.

In his memory, it seems that this stock is not available. It should have been changed to the name in later generations, and there was no particularly outstanding performance in later generations, which led to no impression on him.

Gu Yunxi entered this stock in the stock trading interface, browsed the overview, and looked puzzled.

This stock was listed in the past few years. After listing, it has performed mediocrely and has no good performance. Moreover, since it is a traditional agricultural sector, the market valuation is not high. Judging from its main business, there seems to be no sign of a particularly obvious explosion. The only thing worth noting is its market value.

Listed companies with a market value of more than 1 billion yuan can be regarded as small-cap stocks in the entire A-share market.

Easy to manipulate and dealer.

"Su Yue, Sister Yun Xi, you can take a closer look at the business composition of this company and look at the profit components of its recent financial report and you will find something." Lin Feng said, "I thought this company was a normal company selling fruits and growing agriculture. But after careful study, I found that it was not as simple as I saw."

"From its recent quarterly financial report, it can be seen that its main business has been shrinking, but its business has transformed, but it has begun to make profits."

"Mobile phone distribution?" Su Yue looked roughly at the source of profits in the financial statements and said.

Lin Feng nodded and continued: "I have checked the company's specific relevant information and found that their business has focused on mobile phone distribution business. The subsidiary of Gannan Fruit Industry has now obtained the agency rights of internationally renowned mobile phone brands such as Motorola and Nokia."

"The profits and market size of the mobile phone sales industry will become more and more popular with the improvement of technology. This is foreseeable. The company's turn to this area will cause the company's texture to change essentially."

"This will increase its market valuation. At the same time, the performance growth brought by mobile phone distribution will also increase its market value and stock price. If the bull market comes and the overall market valuation level rises, I think... the explosive power of this stock will not be small."

Yang Liguo thought for a while and smiled: "The value revaluation of his own, coupled with the explosion of performance, and the valuation level of the bull market, is indeed a good growth stock."

"And, judging from the recent two quarterly financial reports, the company's performance explosion should not be far away."

Lin Feng continued: "The financial reports in the first two quarters showed that although the company's overall profits have not changed or even decreased slightly compared to last year, it was due to the shrinking of the main business of growing fruits, and the profits brought to the company by the main business was 60% year-on-year."

"The profits brought to the company by its mobile phone distribution business showed a 100% increase. Regardless of the sales volume and profits of the mobile phone distribution business, it was increasing rapidly. It was just that the previous one was covered up by the main business. The profits of mobile phone distribution began to accelerate in the third quarter, and it gradually became apparent."

"This stock is currently an absolutely unpopular stock in the market."

"There are basically no funds to pay attention to, and the overall investment environment of the stock market is cold and no institutions are willing to issue research reports, which has caused the valuation to be outrageously low, which is a good opportunity for investment."

Listening to Lin Feng's analysis, Gu Yunxi took a closer look at the situation of the stock "Gannan Fruit Industry".

It was found that the price-to-book ratio of this stock is lower than 1, and the price-to-earnings ratio is less than ten times, which is indeed a very low valuation level. Even if Lin Feng’s analysis is different, as long as the company’s profits continue, it will be difficult to fall further.

"I think it's an opportunity." Gu Yunxi said after pondering for a moment.

After listening to Lin Feng's analysis, Yang Liguo's eyes lit up and he was obviously excited.

Su Yue looked at the expressions of the two, smiled, and said, "Since everyone is optimistic, then this stock should be one of the holdings of the 'Bentayga No. 1' fund."

Gu Yunxi thought for a while and said, "I think we should go on a field inspection. This kind of small-cap stock is not like a well-known company. It is very risky. Although the investment value is shown in the financial statements, in fact, whether there is moisture is only known after the inspection."

Lin Feng nodded and said, "Since the investment target was proposed by me, let me go!"

"Take the two newly recruited market investment researchers with you," said Yang Liguo. "Take them a little familiar with them, and they will run away from now on."

Lin Feng continued to nod.

Su Yue summarized the stock selection of the three people, and then circled the "Qianzhou Moutai, Gannan Fruit Industry, Minshang Bank, and Su Yun Electrical Appliances" and said: "The investment funds of our "Benyue No. 1" fund are only 56 million, and ten investment targets are enough. According to the current market transaction volume, it may take some effort to build a position without knowing it."

The average holding of a stock is more than 5 million.

Large-cap stocks like Huaxin Securities, Qianzhou Moutai, and Minshang Bank have millions of funds, and it is easy to build positions, and they can be completed in one or two days at most.

But if it is a small-cap stock like Gannan Fruit Industry and Shenhuo Group.

The daily trading volume is less than 5 million. It may be difficult to establish a position of several million without causing severe price fluctuations, and it will take at least more than a week.

"The market is still fluctuating at a low level, and the overall trading volume and investment sentiment have not improved. We should have time." Yang Liguo said, "We are just guessing that when the gap between the economy and the stock market is getting bigger and bigger, there will be a bull market with value return, but it is still a bit vague when and whether it can really come."

"As for investment, there is never something certain." Su Yue said, "It's almost done if you can judge the general direction. Just be more precise in stock selection."

The ten stocks they selected need field research, which is only one of Gannan Fruit Industry.

Others are mostly industry leaders, and the company's news is flying all over the Internet. Although it is true or false, you can understand it almost the same.

After discussing the investment target, it is time to start building a position.

Lin Feng took two newly recruited market researchers to Ganzhou, and three days later, he brought back the exact news.

The next day, everyone divided the tasks and began to focus on the market and build positions.

First, Su Yue had no hesitation about these three stocks, and directly placed an order to buy, waiting for the consumption of selling orders.

Qianzhou Moutai, Huaxin Securities and Minshang Bank have been attracting the attention of various funds since its listing.

It is an evergreen in the stock market. In addition, the circulation of the three stocks is relatively large, and no institutions or dealers can control the market, so he is not worried that funds will pay attention to him.

Even if I noticed that in such big blue-chip stocks, they just go their own way and no one can do anything to anyone.

On Qianzhou Moutai, Su Yue built a 1,000-order order at a price of 46.3 yuan; at Huaxin Securities, he built a 1,000-order position at a price of 4.95 yuan; and then at a price of 6.58 yuan, he built a 1,000-order position at a price of 6.58 yuan in Minshang Bank.

On the other side of Gu Yunxi, it’s easy to say about the list of Chinese ships.

At present, this stock has begun to leave the platform, and there is funds building momentum. The daily trading volume is more than 30 million, so it is relatively easy to build positions.

It’s just that Gannan Fruit Industry and Yunnan-Guizhou Copper Industry are more troublesome.

The average daily trading volume of Gannan Fruit Industry is only more than 3 million. Although Yunnan-Guizhou Copper Industry is better, it is also limited in quality, and the daily trading volume remains around 5 million.

Such a sluggish trading volume made her unable to operate at all. She could only entrust the task to three novices in the investment trading room, and asked them to buy it bit by bit with small orders until they held a position of 5 million.

But this time will probably take half a month or even a month.

On Yang Liguo's side, Su Yun Electric Appliances and Shenhuo Group, which need to be built, are both in the suspension stage and are happy.

The two strands observed in Lin Feng's hand, Chihong Zinc and Germanium, and Qilu Gold.

Although Qilu Gold is in a sluggish trading volume, it can barely buy the trading volume of 15 million a day, and it just takes some time.

But Chihong zinc and germanium are not that simple.

Its plate is smaller than Qilu Gold, but the trading volume is flat.
Chapter completed!