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方正证券:关注券商三条投资主线

Founder Securities: Paying attention to the three investment themes of brokerage.

Breakings ·  Jun 20 08:38
Founder Securities research report pointed out that the top brokerage firms are expected to further enhance their competitiveness through mergers and acquisitions, industry supply-side reform is accelerating; the current brokerage sector is clearly undervalued and under-allocated. It is recommended to focus on three investment themes: First, the head brokerage firms that benefit from supply-side reforms of state-owned and central enterprises, focus on: China Galaxy, HTSC, etc.; Second, brokerage IT with high elasticity under the warming market trading, focus on: Beijing Compass, Hithink Royalflush, etc.; Third, the fintech targets in the STAR market, focus on: Shenzhen Fortune Trend Technology, Shanghai Newtouch Software, etc.

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