Falling sharply, the opportunity to make money is coming!

Since the beginning of 2022, A shares have been continuously adjusted back. Except for a small number of low-value stocks, most stocks have fallen a lot. The market in the beginning of the year is not good, and market sentiment has gradually entered a trough. Most star public funds have fallen by more than 10% since the beginning of the year

When the environment is not good, we should pay more attention to industries and companies whose fundamentals are no problem and whose valuations fall out of the margin of safety

In this wave of callback,$Contemporary Amperex Technology Co.,Ltd.(300750)$The leading track stocks led the decline. At present, the valuation is still on the high side, which may further bottom out and need to be patient

And there are rumors today that$Kweichow Moutai Co.,Ltd.(600519)$The increase in consumption tax has led to a sharp drop in the liquor sector

The consumption tax has been passed down for a long time. The last time this news came out was last October, when MIK combed the valuation of liquor leaders:

Is there still a big market for liquor?

At that time, the valuation of liquor leaders was as follows:

One month after the publication at that time, liquor consolidated and bottomed out, and then generally rose by 20%-30% from the bottom +:

When Maotai began to rise in December, MIK reminded in the circle that it could start cashing liquor:

The last wave of liquor market bought from the bottom to the high position, and made a good wave band

MIK mentioned in the special supply in the circle at the beginning of the year that from the second half of last year to the new year, Buy&; Hold mode is no longer applicable, Buy & amp; Sell is the right way to open the market this year

It is difficult to make money when buying and holding this year's market. Buying at a low level and stopping profits at a high level can make profits fall into the bag

After a lapse of one month, after a wave of callback, liquor slowly fell back to its position in October. Let's take a look at the overall valuation of liquor at present:

It can be seen that the current valuation of liquor is generally 25-40pe in 22 years and 20-35pe in 23 years

The current valuation is reasonable. If you can fall by about 10% on this basis, then the cost performance is very good

As for whether the current liquor stocks have the cost performance to buy and which ones have more investment value, it is a matter of opinion. I believe everyone has their own judgment

I hope everyone can get their favorite chips in this round of callback

In the new year, the market fluctuates greatly. If you can't accurately grasp the rhythm, it will be very difficult to make money. The public number is only a small part of MIK's views, and the detailed views are usually published in the internal circle

If you also want to seize more opportunities in the new year, welcome to add MIK's WeChat, Royal_kaka and join MIK's exclusive investment circle

I am MIK, an interesting and interesting post-90 s investment driver. MIK has a rich growth record, and the whole network has the same name. Pay attention to me and seize more opportunities to make money

After reading it, friends are welcome to help praise and forward it. Your praise and forward it is a great support and encouragement to me

# 美联储加息信号来袭,有哪些应对策略?

Disclaimer: The above content represents only the personal views of the poster and does not constitute investment advice on this platform.

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  • [Lovely]
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  • old_gun
    ·01-16 09:09
    It's still far from the bottom
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  • 荆棘谷大龙虾
    ·01-15 23:58
    This article is good, forward it to everyone
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  • 荆棘谷大龙虾
    ·01-15 23:58
    Not bad, not bad
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  • 。。。
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  • Broad
    ·01-15
    Read
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  • tsususu
    ·01-14
    Learning
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  • LeoFang
    ·01-14
    Cattle
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  • 🍎🍎🍎
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  • 虎君子
    ·01-14
    LearningIt's over
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  • lengyue26
    ·01-14
    Read
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  • It's your turn
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  • 大小龙
    ·01-14
    Read
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  • 勇椒
    ·01-14
    This article is good, forward it to everyone
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  • 🤔
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  • ArthurSune
    ·01-14
    66
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  • Tsss
    ·01-14
    Back and forth harvesting
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  • Rotation too fast
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  • 赫那静
    ·01-14
    Crisis crisis, opportunity comes from crisis.
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  • 青霄
    ·01-14
    To make a lot of money, you go first
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