"Stock market god" Lin Yuan: The market is forming an upward trend, now is a good opportunity to invest.

2024-03-19 07:27

Zhitongcaijing
"" translates to "Investing now is a reasonable range" in English.
On the afternoon of March 15th, Lin Yuan, Chairman of Linyuan Investment, made judgments on market trends and opportunities in specific sectors during a live broadcast. He pointed out that the (bear market) bubble has almost been squeezed out, and now is a good opportunity for investment, within a reasonable range. The trend is gradually becoming clear... the upward trend has formed, if you say it is unreasonable, it will continue to rise. Currently, Hong Kong stocks are not following the trend of US stocks, but aligning with A-shares. In this position, Hong Kong stocks have investment value. I usually don't buy products listed in both mainland China and Hong Kong. Long-term investments focus on pharmaceuticals, consumption, and oral-related products, which are our top priority. Our positions are gradually increasing at the moment, becoming more proactive and decisive in buying.
In terms of the bull-bear market bubble, Lin Yuan believes that the bubble has almost been squeezed, and now is a good opportunity for investment within a reasonable range. The trend is gradually moving in a positive direction, whether it's investor sentiment, valuations, or management desires, the trend seems to be stable and moving upward. I believe no one wants a market downturn, but predicting the stock market accurately is difficult, but the trend is becoming clearer, and the direction is upwards.
Lin Yuan emphasized the importance of consuming pharmaceuticals and products related to oral health. While there are many opportunities in the market at the moment, he also considers short-term investments. Short-term and long-term investments are not contradictory. Based on market conditions, our positions are gradually increasing, becoming more proactive and decisive in buying.
Regarding the recent large drop in the market, Lin Yuan suggested that there is a certain probability of the market dropping by 30%. This is a trend that has been observed and analyzed, and these trends eventually materialize due to various factors such as leverage. However, the situation is gradually improving, and positive results may be on the way.
Lin Yuan also highlighted the importance of the real estate sector, stating that it is currently a cold period but also a good opportunity for investment, emphasizing the need to invest wisely and keep an eye on the situation. He believes that the real estate market will remain crucial in the future. While the current situation may seem abnormal, he is confident that it will not last too long.
In the field of medicine, Lin Yuan mentioned that Chinese pharmaceutical companies will eventually reach the same market value level as American pharmaceutical companies, with several possibly even reaching a market value equal to those in the US. In the area of traditional Chinese medicine, innovation is not necessarily the main focus, as most innovations are related to improving technology and convenience of consumption.
Regarding pre-packaged meals, Lin Yuan noted that with the increase in labor costs, pre-packaged meals are undoubtedly a growing trend. As labor costs rise, the development of pre-packaged meals is inevitable. This is a direction he has been following for many years, as the rise in labor costs will drive the development of such products. The market potential is enormous for standardized and procedural production.
Overall, Lin Yuan discusses various investment opportunities in the market, highlighting the importance of strategic decision-making and keeping an eye on trends to capitalize on potential gains.