Transportation Sector Opens Up Valuation of Valuation

For the transport sector, people in the industry believe that it has strong growth. On the one hand, it is because the growth of passenger traffic backed by the transportation industry is relatively certain, and because the cars enter the family, the private cars on the highway gradually become mainstream. On the other hand, the transportation industry is a heavy asset listed company. After many years of depreciation, the overall profitability has gradually picked up. Therefore, the transportation sector has low growth and low valuation, but it has the advantage of high dividends. For example, the dividend rate of the highway and highway divisions of the transportation industry generally exceeds 2%, which is extremely valuable for equity investment.

For the transport sector, new funds also have certain preferences. For instance, Chutian Expressway, which has risen sharply this week, has strong performance elasticity. At the same time, the controlling shareholder of the company also has a lot of quality road resources. Once it is injected into a listed company, it may cause the company's scale and performance to a new level. At the same time, subject stocks that meet the current market context are expected to be active again and again, becoming the focus of the market. Such as Jiangxi Changyun, the company has the best quality coach terminal in Jiangxi, the land value of these terminals has been re-evaluated, but also monopolized the long-distance passenger resources in Jiangxi and neighboring provinces and cities, which means that the company's performance flexibility has gradually increased . In addition, the company also participates in the planning and construction of local cities and enters into land and tourism development, which further expands the company's business scope. Similar stocks include Longzhou shares, Yichang delivery, and Shandong Expressway.

In the operation, it is recommended that investors pay attention to two types of stocks. One is the leading type that has already emerged. Chutian Expressway's stock has been activated. If the stock price is pulled back in short term, it can be given appropriate attention. At the same time, stocks such as Yichang Delivery, Jiangxi Changyun and Shandong Expressway can also be tracked. The second is that the stocks that meet the advantages of high dividends may attract some long-term funds to join, such as the Central Plains Expressway, Expressway Expressway, and Shanghai-Nanjing Expressway. In addition, Hainan Express and other stocks with active stocks and numerous themes can also be tracked.