主流险企两大理由看好传媒板块龙头股

Mainstream risk enterprises two reasons for the media sector leading shares.

证券时报 2018-03-20 07:50:00

据上证报20日报道，主流保险机构投资经理表示，根据他们内部的预判，成长股仍在上行趋势中，目前相对看好传媒板块，尤其是业绩与估值相匹配、在细分领域中具备较强竞争优势及“护城河”的龙头型公司。他们将持续精选符合上述条件的部分个股进行布局。

他们给出了以下两个理由：一是低估值，历经两年多时间的持续消化，目前该板块整体动态市盈率处于5年来的最低位，部分细分领域已经呈现出较高的安全边际和性价比；二是基本面不断向好，业绩稳健增长，受春节长假等因素影响，预计电影、娱乐等细分产业链的传媒股今年一季报将普遍报喜。

Mainstream risk enterprises two reasons for the media sector leading shares.

Securities times 2018-03-20 07:50:00.

According to the Shanghai newspaper reported Saturday, investment manager, said the mainstream insurance institutions according to their internal anticipation of growth stocks is still in the upward trend, the current relatively optimistic about the media sector, especially the results match the valuation, have a strong competitive advantage in the niche and type "moat" leading company. They will continue to select some individual stocks that meet the above criteria for layout.

They are given the following two reasons: one is the low valuations, after more than two years of continuous digestion, at present the sector as a whole dynamic price-earnings ratio at its lowest level in five years, part of the niche has presented a higher margin of safety and cost performance; The second is that the fundamentals are constantly improving, the performance is growing steadily, and the media shares, such as movies and entertainment, are expected to be reported in the first quarter of this year.