Since the beginning of this year, the big consumer sector has come out of a good market. The second quarterly report of the fund has revealed that the biomedical sector in the large consumer sector is particularly favored by the fund and has a large allocation. Some fund managers believe that the biomedical sector still has a good opportunity as a follow-up to emerging industries that represent the future direction. However, some fund managers have emphasized that the stocks identified by fundamentals and performance growth are the focus of allocation; in the short term, high-valued precision medical concept stocks need to be avoided.
The second quarter of the fund's active layout
Low valuation medical sector
The fund's quarterly report showed that in the second quarter, the biomedical sector in the large consumer sector was heavily allocated by the fund. Dai Bin, the manager of Soochow New Trend Value Line, said that in the second quarter, he maintained a neutral position, and gradually increased the layout in the direction of medical services and media. Xinhua Pan Resources Advantage Fund Manager Qi Jiangwei also actively looked at the multi-medicine sector. He said that in the second quarter, the sector's rotation was accelerated and it was more difficult to make money. The fund's position is medium to high, with a focus on the medical sector.
Although the market still sees more "drinking and taking medicine", but Jiang Weiwei said that the early third quarter should be based on defensive risk, and then increase the position after a period of adjustment. He predicted that there may be another systemic opportunity in the market at the end of the third quarter. In the medium and long term, emerging industries that represent the future development direction have the opportunity to repeatedly speculate. In the second half of the year, they can focus on investment opportunities in the modern service industry such as pension and medical care.
In addition, the fund manager noted that in the near term, the regulatory layer continued to implement financial risk prevention measures, or to reduce market risk appetite in the short term, and to allocate consumption, pharmaceutical stocks or better choices with low valuations and relatively high margins of safety.
Ni Quansheng, manager of Zhejiang Merchants Tide Industry Fund, said that the supervision layer will strengthen financial risk prevention and help the long-term market market. Market risk appetite may be reduced in the short term. Since the second quarter, asset allocation has shifted to the financial, consumer, and pharmaceutical sectors with low valuations and relatively high margins of safety.
Looking for performance white horse stocks
Avoiding high valuations
In the second quarterly report, the fund manager also stressed that the stocks identified by the fundamentals and performance growth are the key allocation targets. In the short-term, the highly valued precision medical concept stocks need to be avoided.
Zhang Jiarong, fund manager of UBS Healthcare's healthcare industry, said that in the allocation of individual stocks, low-value stocks determined by performance growth and Chinese medicine companies and medical service sectors that are not affected by negative policies and have clear future growth are the main targets. . In the context of a weak economic recovery, focusing on the marginal improvement of corporate earnings, the third quarter will actively lay out the target of a significant improvement in the growth rate of the mid-year report.
Some fund managers believe that the future trend of the pharmaceutical sector may be differentiated, and the stocks with higher market segments are more worthy of attention. Chen Weifeng, manager of Puyin Ansheng Medical Health Fund, said that the medical sector maintained a high overall position in the second quarter due to factors such as medical insurance control fees and enhanced supervision of medical technology applications. Cautiously optimistic about the market outlook, it will look for high-quality stocks with relatively reasonable valuations in the segmented industries with relatively high prosperity.
In addition, the concept of precision medicine as a star concept stock in the biomedical sector has always been the focus of the market. However, some fund managers recommend avoiding high-value precision medical theme stocks in the short term. The manager of China Merchants Medicine Health Industry Fund believes that in the operation strategy, a balanced allocation is adopted to select stocks with excellent fundamentals and performance support from the bottom up, and to avoid the highly accurate and accurate medical theme stocks.
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