According to the recent institutional research report, summarize the investment points of related industries for your reference:
Education industry:The teaching and training industry may usher in a new normal, so it is suggested to pay attention to legal and compliant teaching and training institutions, such as Xueda Education, New Oriental, Good Future, Kevin Education (002659), Tianli International, Siweile and Only Education (600661). In addition, vocational education, AI educational products and educational informatization are also investment directions worthy of attention.
Hotel & Travel Plate:Recently, there have been many callbacks, but the valuation of the core target is in a historically low position. It is suggested to focus on Jinjiang Hotel, BTG Hotel (600258), Junting Hotel, Huazhu Group, Jinling Hotel (601007), Tongcheng Travel, and American company Atour Group.
Human services section:It is recommended that Beijing Manpower, whose business model is defensive, pay attention to Career International (300662) and Foreign Service Holdings.
Mio Exhibition:Benefiting from the high prosperity and growth space of outreach business, it is worthy of attention.
Scenic plate:Song Cheng Performing Arts (300144) and Tianmu Lake (603136) with solid fundamentals are recommended, as well as CYTS (600138) and Changbai Mountain (603099) with complete tourism industry chains.
Duty-free plate:Benefiting from the backflow and upgrading of consumption, it is suggested to focus on China Zhongmian and Wangfujing (600859), as well as Hainan Airport, Haiqi Group (603069) and Hainan Development.
Catering industry:Recommend Naixue Tea, Haidilao, Tongqinglou, Guangzhou Restaurant (603043), Jiumaojiu, as well as catering leaders Xiabu Xiabu and Helens, which are expected to be restored in the same store after the epidemic, with strong growth fundamentals and new brands and new formats being hatched.
Risk warning:Macro-economic fluctuation risk and industry competition aggravate risk.
Look at the investment jokes and relax:
I heard that the education industry will usher in a new normal, and vocational education, AI education products and education informatization are also investment directions. So, will these educational institutions get good grades like good students? In the catering industry, Naixue Tea, Haidilao, Tongqinglou, etc. are also studying hard like classmates to prepare for the post-epidemic exam.
Hexun self-selected stock writer
Risk warning: The above contents are only the opinions of the author or guest, and do not represent any position of Hexun, and do not constitute any investment advice related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products according to their own conditions and consult professional investment consultants when necessary. Hexun tries its best to prove the authenticity, accuracy and originality of the above contents, and does not make any guarantee or commitment to this.
Linghexun Plus members can watch more exclusive content for free: 8 financial columns, exclusive market interpretation of the latest and hottest information on dry goods, and quickly grasp the market investment trend.