Second, Intel Medical's share price rose in 2020, based on actual performance growth, future public health demand space and company industry expansion.
3.202 1 the new production line was put into production in the first quarter, and the company made every effort to expand production, which is a race against time; The market share will gradually increase, steadily moving towards the world leading position in the production of non-natural nitrile gloves.
4. Once the global production leader of medical gloves is established, it will ensure that it will be in an invincible position in the fierce competition in the future-leading technology (the best technology), low cost (the lowest cost) such as cogeneration, the most powerful sales channel, the rising volume and price of main products and soaring profits.
5. The most important fundamental judgment on the future trend of Cohen Medical is that with the development of the epidemic, we will reap enough profits in the outbreak period, spend the future trough period, realize the relatively balanced steady profit in the market, become a leading enterprise in the industry, and realize a stable valuation! (The above opinions are for reference only)
First, you should get used to looking for opportunities from excellent stocks. Where is the end of the growth enterprise? It is hard to guess. People who have been bearish on Maotai for many years have been ruthlessly hit in the face.
Second, adhere to value investment and embrace core enterprises.
For the winners of traditional industries, internationalization is their mission; For emerging industries, capital will be concentrated at an unprecedented speed.
No matter how abnormal the market is, the pursuit of core assets, high-quality track, high growth and weak cycle by big funds will never change. This has also led to the holding of white horse stocks and head enterprises, while stocks outside the holding group have been abandoned. Core assets continue to rise, and they can still fluctuate upward for more than ten times, at least not falling; The rest of the stocks were abandoned by brainless.
Third, what is a "core asset"?
First, the most prosperous industry in all industries, at least the industry that the market thinks is the most profitable, will continue to make money like this. Such as wine and medicine.
Second, it is a leader in the industry, preferably an enterprise in a monopoly position in the industry. The fewer monopoly enterprises, the better, such as Gree, Midea and duopoly; For example, the absolute monopoly of Wanhua Chemical. .....
Third, it is the intersection of the characteristics of the first two. Not only is it the leader of the industry, but it also makes special money. The industry is in the period of opportunity and prosperity, and it will continue to make money for a long time.
Fourth, to be aware of it, we need to accumulate it at ordinary times.
For investors, the depth of your research on the stocks you hold determines whether you can persist until the day of harvest. If you want to understand it in place, you must accumulate it at ordinary times-you must be sensitive to major political and economic information; We should constantly strive to expand and deepen the circle of competence and conduct high-quality exchanges; It is necessary to expand information channels, verify the core logic of shareholding according to objective fundamental information, and revise expectations from time to time. Believe in science and data, not greed, not fantasy, see the essence through phenomena and believe in logic.
5. If the investment logic has always been established, stick to long-term holding.
Whether a stock is worth holding has nothing to do with the holding cost, but with our investment logic. If the investment logic has always been established, it will always be held; Otherwise, it should be sold. Learn the long-term investment of northbound funds in core assets such as Maotai.