First, the North Exchange concept stocks
1. Public Utilities 600635: Holding the equity of Shenzhen Venture Capital 1 1%, which highly benefited from the establishment of the North Exchange. Judging from the ROE in recent three years, the compound growth rate of ROE in recent three years is-1.49%, and the lowest ROE in recent three years in 2020 is 6.23% and 2065433.
2. Zhizhen Technology 003007: The company does not involve the business of serving the North Exchange. According to the ROE in recent three years, the compound growth rate of ROE in recent three years is -22. 15%, the lowest ROE in recent three years in 2020 is 1 1.5 1%, and the highest roe is 20 19.
3. Beixin Luqiao 002307: The company has not participated in the listed companies of Beijing Stock Exchange. From the perspective of ROE in recent three years, the compound growth rate of ROE in recent three years is -0.35%, the lowest ROE in recent three years in 2020 is 2.8 1%, and the highest roe in 20 19 years is 3.89%.
Second, it is estimated that purchasing Haixi Communication is the best choice.
How much money will the first batch of selected new shares attract after the establishment of the North Stock Exchange? At present, there is no exact data, only the statistics of brokers themselves. According to media reports, on June 8th, 10, CICC Fortune Company, one of the leading brokers, increased its capital by 194 billion yuan, with a total of14,700 customers. Among them, 2,684 clients of CICC Fortune applied for Guangzhou Consulting International, with a total capital of 6,543.8+85 million yuan; Haixi Communication subscribed to 2,978 customers with a total capital of 695 million yuan; In Henghe, there are 2,942 customers who subscribe for shares, with a total capital of 232 million yuan; Guangmai has 365,438+077 technical users with a total capital of 283 million yuan. Jinhao has 2926 medical clients with a total capital of 544 million yuan.
Since the announcement of the establishment of the North Stock Exchange, the level of stock selection has generally improved, and the valuation has been driven by stars. At present, the average PE(TTM) of the selected layer is 42.27 times and the median is 28.90 times. Even the valuation of the innovation layer has risen to 28 times. However, the average P/E ratio of the eight newly issued stocks is only 18 times, showing obvious valuation differences. There are some differences between the selected layer and the layers in Shanghai and Shenzhen. First, funds need to be used for purchase, and market value placement is not implemented. Second, according to the principle of time priority, if you buy ahead of time, 100 shares will be put into the broken shares. Third, implement the distribution system, do not draw lots, and distribute according to the proportion of funds.