When the tide fades, we know who is swimming naked.

Since the beginning of this year, the conflict between Russia and Ukraine has triggered global energy tensions and the food crisis, with high domestic inflation in the United States, substantial and frequent interest rate increases by the Federal Reserve to change liquidity expectations, and increased selling pressure on US stocks. Many star stocks have suffered a sharp pullback, but there are also a number of low-key cattle stocks that still maintain their unique elegance when the tide fades, and even set an all-time high against the trend.

《Detective Niugu"the column is committed to finding these high-quality companies and working with Niu friends to explore more investment opportunities. The bull market can fight and the shock market can resist falling. Today, let's review how these companies can not only iron out cyclical fluctuations, but also achieve good results even when the macro environment is low.

Freight rising, listed tanker companies finally become winners

The shipping market was mixed in the first half of 2022. From a profit point of view, container transport is the biggest winner, while the finished product tanker sector is the biggest winner in the stock market.

Demand for diesel, gasoline and aviation fuel has risen as a result of geopolitical conflicts and outbreaks, pushing up freight rates and company share prices.Since this yearScorpio tanker ($Scorpio Tankers (STNG.US) $）The cumulative increase has reached 208%.As one of the largest tanker owners of refined oil products in the world, it is mainly engaged in maritime transportation of refined oil products, providing services to end-users in the oil supply chain by distributing refinery gasoline, heating oil and fuel oil.

At the same time, Scorpio tanker is also the youngest tanker company in the world. the average age of its tanker fleet is 6.3 years, while a large part of the global short-and medium-haul tanker fleet is over 15 years old.

Lithium is the new oil? Musk shouted that lithium refining can be called "money printing machine".

Thanks to the explosion of the new energy car market, the unpopular "industrial monosodium glutamate" lithium has been gorgeously transformed into the "white oil" of the new era. Tesla, Inc. CEO Musk has also said that lithium batteries are the new oil.

As the world's largest iodine producer and a leading supplier of lithium productsBenefit from the rise in lithium prices and its long-term business strategy$Chile Mining and Chemical Industry (SQM.US) $It has risen by more than 93% this year.Its business scope is mainly related to special plant fertilizers, iodine, lithium, potassium and industrial chemicals.

SQM began to produce lithium carbonate in 1997 and lithium hydroxide in 2005. It has rich experience and production technology of extracting lithium from salt lake brine. Its main business involves five sectors, including special plant fertilizers, iodine and its derivatives, lithium and its derivatives, industrial chemicals, potassium and its derivatives.

Guojun Nonferrous and New Materials team believes that thanks to the outbreak of new energy vehicles and energy storage demand, the demand of the lithium industry is expected to maintain a compound growth rate of more than 30% in the future.In 2022, the contradiction between supply and demand in the lithium industry is still prominent, and the gap between supply and demand lies in the resource side of slow production expansion, which is optimistic about the high lithium price and its sustainability.

The United States is engaged in climate investment! The photovoltaic solar plate is awesome.

On Thursday, July 28, as Democratic Senator Manchin finally relaxed his support for a bill to allocate huge amounts of money to develop clean energy in the United States, photovoltaic stocks generally rose by several hundred points. "the whole clean energy industry has breathed a sigh of relief," some industry insiders said. "

Among them, the global micro inverter leader$Enphase Energy (ENPH.US) $It rose by more than 45% in July and nearly 60% so far this year.The company mainly manufactures and sells miniature inverters and provides household solar solutions. Compared with other aspects of photovoltaic, the inverter industry is a light asset operation mode, high turnover, high ROE, is the birth of cattle shares of the high-quality track.

As the situation between Russia and Ukraine escalates, Russia has threatened to cut off oil and gas supplies to many European countries, causing natural gas and electricity prices to soar and the global trend of new energy substitution to further accelerate. Enphase Energy is one of the main beneficiaries of this wave of energy revolution.

Low-key power: industrial optimization control software leader Espen

When it comes to software, people often think of all kinds of life, office and entertainment software programs used on mobile phones and computers, but are relatively unfamiliar with industrial software. among them, optimal control software is one of the highest barriers to process industry software.

As a leading global manufacturer of production process optimization control software, in the past 10 years$Espen Technology (AZPN.US) $The stock price has risen more than tenfold.Specifically, the company generates revenue from three sources: ① software licensing revenue; ② software maintenance revenue; and ③ services and other revenue, of which software licensing accounts for 70% of revenue.

Over the past five years, Espen's technology income has grown steadily. Gross profit margin and net profit margin declined in fiscal year 2020, but rebounded in fiscal year 2021 and exceeded previous levels, reaching 91.52% and 45.08% respectively.

In addition, in may, the company announced the completion of a merger with Emerson's industrial software business, in which Emerson holds 55% of the new Espen shares on a fully diluted basis, while Espen shareholders hold the remaining 45%. The deal will help Espen break into emerging markets and expand existing markets. After the news, Espen technology jumped 10% on the day.After that, it continued to climb, rising more than 37% so far this year, easily beating the market.

The stock market has abused me thousands of times, and I treat the stock market like my first love. Cattle friends who have been fighting in the stock market for many years will have one or two "grinding leprechauns" in their hearts:

Is there any stock that you love and hate?

What stocks are there for you to stick to in a bear market?

Which stock do you think can withstand the volatile market?

Leave your comments in the comments section.