5 brokerages next Monday bullish on 32 shares of 6 plates-qqzb.cc

The 5 firms optimistic about the 6 plate next Monday 32 shares of big data: focus on the security field opportunities recommended 3 shares of A shares of the company are safety leading to speed up the layout of the new blue ocean, recommend Venus, NSFocus, North source. Venus "Tian Gong" series of products with a complete industrial control industry layout, is one of the two companies with information security research and development platform. NSFocus gene technology well, their products and shares of ForceControl huacon layout of industrial safety. North source and industrial safety leading enterprises, the company established a joint venture network, layout "terminal security + industrial control" market. Shenwan Hong medical medical intelligent era recommended 3 shares investment advice from data and solve platform layer attention: such as IBMWatson, medical information leading strong medical benefits of 300078 A shares, the only company to provide mobile medical hardware equipment company nine medical cloud 002432; remote inquiry platform enterprise wandongyiliao 600055. China and Thailand Securities Building: benefit from the PPP project started recommended 9 stocks investment advice: because the PPP project is the Ministry of Finance in the two quarter before the library started, leading the company three quarterly performance is expected to accelerate the real estate regulation after the government will further promote the PPP accelerated landing to steady growth, while the subsequent PPP project tax incentives, asset securitization, PPP method is expected to introduce or promote the policy, with the fundamentals of sustained upward. Continue to focus on the recommendation of the board core leading company long yuan construction, Oriental Garden, Gezhouba Dam, Tiehan ecology, Masson technology, Su cross section and Anhui water conservancy, Yueyang forestry paper etc.. Shun Securities: coal production security for the coal bearing release recommended 9 shares to maintain prices 2 times P B N font and judgment, after adjusting the focus on two types of stocks: government regulation of coal prices reverse pressure maintaining coal N type judgment, regulation in place after the market will gradually form a long-term bullish expectations of future coal prices, coal stocks trend similar to since the beginning of the gold future small coal prices continue to rise, the stock rose. P B valuation of coal stocks can be seen more than 2 times, compared with the current still more than 50% of the space. After the adjustment may be concerned about two types of stock: (1) the high elasticity of metallurgical coal stocks: Hebei, Lu’an, West coal and Yangquan; (2) the transformation of stocks: Mountain coal, Yongtai, and Anyuan. Recent key recommendation of mountain coal. China Merchants Securities machinery and equipment: September excavator sales expected to recommend 5 shares from the excavator sales growth, since March, sales growth gradually accelerated, and the trend of heavy truck is highly consistent, confirming our previous real demand pick up point. But because of the difference between the stock of the heavy truck and the construction machinery and the balance sheet of the enterprise, the performance of the enterprise and the performance of the stock price will also be different. We continue to give the engineering machinery industry "hold" ratings, recommendations from the two lines: (1) earlier recommendations concern the capacity to reduce the leading enterprises and supporting parts enterprises, such as Sany, ZOOMLION, Liugong and Hengli cylinder; (2) pay attention to construction machinery market in the field of enterprise after the proposal, the aerial work platform as the representative of Zhejiang Dingli, construction machinery lifting equipment leasing as the representative of the. Considering historical factors, we recommend paying close attention to the balance sheet repair schedule of the host plant. GF Securities communication: pass; 5大券商下周一看好6板块32股 大数据:重点关注安全领域机遇荐3股A股公司安全领军均加速布局新蓝海,推荐启明星辰、绿盟科技、北信源。启明星辰“天工”系列产品具有完整工控行业布局,是全国两个具有信息安全研发平台的公司之一。绿盟科技技术基因出色,自身产品与参股力控华康布局工控安全。北信源与工控安全领先企业匡恩网络成立合资公司,布局“终端安全+工控”市场。申万宏源医疗:医疗智能化时代开启荐3股投资建议:建议从数据和平台解决方案层关注:如合作IBMWatson,医疗信息化龙头思创医惠300078,A股国内唯一一家提供移动医疗硬件设备的公司九安医疗002432;远程问诊云平台型企业万东医疗600055。中泰证券建筑:受益PPP项目全面启动荐9股投资建议:由于财政部库内PPP项目二季度才陆续开工,相关龙头公司三季报业绩有望加速,地产调控后政府将进一步推动PPP加速落地以稳定增长,同时后续PPP项目税收优惠、资产证券化、PPP法等有望出台或推进,政策面与基本面持续向上。继续重点推荐板块核心龙头公司龙元建设、东方园林、葛洲坝、铁汉生态、美晨科技、苏交科以及安徽水利、岳阳林纸等。安信证券煤炭:释产保供煤价承压荐9股维持煤价N字型和2倍P B判断,调整后关注两类股票:政府反向调控煤价面临压力,维持煤价N字型判断,调控到位后市场将逐步形成煤价长期看涨的预期,未来煤炭股的走势类似于年初以来的黄金,即未来煤价不断小涨,股票大涨。煤炭股票P B估值可以看到2倍以上,较目前的尚有50%以上的空间。调整后可关注两类股票:(1)高弹性冶金煤股票:冀中、潞安、西煤和阳泉;(2)转型概念股:山煤、神火、永泰和安源。近期重点推荐山煤。招商证券机械设备:9月挖机销量超预期荐5股从挖机销售增速来看,从3月份以来,挖掘机销量增速逐步加速,趋势与重卡保持高度一致,证实了我们前期需求真实回暖的观点。但由于重卡和工程机械行业存量和企业资产负债表的差异,在企业的业绩和股价表现上也会有所不同。我们继续给予工程机械行业“持有”评级,建议从两条线关注:(1)建议关注较早进行产能缩减的龙头企业和配套的零部件企业,如三一重工、中联重科、柳工和恒立油缸;(2)建议关注工程机械后市场领域的企业,以高空作业平台为代表的浙江鼎力,以起重设备租赁为代表的建设机械。考虑历史因素,我们建议密切关注主机厂的资产负债表修复进度。广发证券通信:关注业绩超预期品种荐3股此虽然不希望于普涨行情,但是基于后市个股行情,给予通信板块“看好”评级。操作方面轻仓低吸以上板块中的滞涨股。股票池推荐硕贝德、鹏博士和永鼎股份。渤海证券股市早报,投资前瞻,涨停预测,牛股捕捉,尽在微信号【凤凰证券】或者【ifengstock】 盘后剖析A股走势,指点明日走势,请关注微信号【复盘大师】或【fupan588】 相关的主题文章: