Between November and March of the next year, that is, before the financial report is announced, there will be a "financial report window period".

(Photo by reporter Wang Menglun)

[Reporter Wang Menglun/Taipei Report] Today is the nine-in-one local election, and the market is concerned about the stock prices behind the election.

Investors in the credit industry said that between November and March of the next year, that is, before the announcement of the fourth quarter financial report, there is a large period of "financial report gap period", and the market usually has a wave of dreaming market, which is conducive to the stock market to push up; In terms of operation, investors can pay attention to stocks related to IP, Netcom, server, automotive, green energy, and compound semiconductors, and look for oversold stocks as overweight targets.

First of all, according to statistics, since November, as of the 25th of Taiwan stocks, the market index has risen by 14.12% in total, only losing to Hong Kong by 19.65%, ranking second among Asian countries; if the time is extended to one month (from October 25 day), Taiwan stocks rose by 16.68%, ranking first among Asian stocks.

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After Taiwan stocks rebounded strongly from the low point in October, the recent market has fluctuated and consolidated. Zhang Yilin, fund manager of Yongfeng Taiwan ESG Sustainable Quality ETF, said that the period from November to March of the following year is the so-called "financial report empty window" for Taiwan stocks. Expect",

It has been nearly 4 months, and before the financial report figures are not yet clear, industries with rich performance themes are relatively attractive to invest in, and the stock price is easy to perform.

According to the survey of Yongfeng Investment Trust, based on historical experience, in the past 10 years, from the announcement of the financial report in November to the announcement of the fourth quarter financial report in March of the following year, the weighted index has a 90% increase probability, with an average increase of 5.91%, and the only decline It was caused by the spread of panic about the epidemic and the plunge in oil prices in March 2020.

Zhang Jiawei, manager of Yongfeng Small and Medium-sized Fund, pointed out that with the post-epidemic normalization of various countries, the negative impact of the epidemic is gradually fading, and the pace of interest rate hikes by the Federal Reserve in December is expected to slow down, and international funds are relatively abundant.

Zhang Jiawei said that since the beginning of this year, no matter whether it is an electronic or traditional production stock, the correction range has been around 20%. At present, there are also many subject industries with thematic or forward-looking targets, which will greatly increase the chances of dreaming about the market in the future, which is beneficial to the stock market. On the other hand, judging from the current disk, there should be many performance opportunities for compound semiconductors with imaginable performance or board groups with less inventory pressure.

Zhang Jiawei said that in terms of operation, you can pay attention to stocks such as IP, Netcom, server, automotive, green energy, and compound semiconductors, and look for oversold stocks as overweight targets. However, under the uncertainty of terminal interest rates, the stock market remains stable. In view of the volatile pattern, investors must operate with caution.

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