Category: Money tips Release Date: 2006-11-19
Source: Chen Lin Chin-triple consultancy
Do more based on:
1, the insurance unit to turn the tide, clinging to positions in financial stocks.
From Friday to see the disk, although the long-short both sides more cautious, but it is worth mentioning that, in the broader market relatively dull when the two insurance stocks continue to rise, as the recent market's benchmark, and become the market's Dinghaishenzhen, China Ping An shares up to 81.68 yuan Friday, reaching a record high, while China Life rose 4.73 percent in intraday trading, its highest close to the early, another group of funds has come out of Awkwardness of a new high, such as Yangtze Power, mountain pushed shares, Shanghai Automotive , Paul Lee and real estate stocks have a strong upside, while banks are clinging to their positions plate, waiting for opportunities to come, it should be short-term bullish broad market.
Second, sharp drop in speculative return to value investing.
From the recent market characteristics can be seen, the market speculation Dodge, volume significantly shrink the original sensation in the low-priced trash stocks, pure stocks significantly weakened, there have been mass at low tide, while the value-oriented investment ideas fund investors launched a Jedi, and the market hot spots are also being gradually shift sustainable competitive advantage, with good growth of blue-chip growth stocks. In the "institutionalization of bullish" trend, the focus of the scale is bound to return to growth stocks, especially large-growth stocks will be the next hot spot. Can be said that the market environment for investment has been a great deal of purification, rational elements have occupied the initiative.
Short based on:
First, the macro-control has begun, interest tax could come.
In the message level, the China International Capital Corporation Ha Jiming, chief economist at the just-completed in June reviews monetary and credit data report that the abolition of interest tax could be formally introduced in the near future. Ha Jiming said by food prices push inflation pressures in the near future will continue to maintain the rate hike this year 1 to 2 times a judge. In the second half, the central bank will continue to use "window guidance" and other measures to control credit, while the exchange rate will also speed up the pace of appreciation. To this end the market is waiting for news of the uncertainty, but also resulted in relatively flat market performance, turnover volume of land supply, the lack of money effect under the present circumstances, investors should wait for certainty before making a news operation.
Second, in the amount of turnover opportunities are scarce, individual stocks polarization.
From the Friday of the disk of view, the Shanghai index has failed to cross the 60-day moving average has been moving averages firmly suppressed, and Friday's turnover reached 57.08 billion of land supply, transactions are withering as the lowest closing for quite some time volume, there is no amount of energy co-ordination can be expected to tape up against the body would be unrealistic, and from individual stocks to see alcohol and other stocks, such as the recent skyrocketing Gujing wine, wine industry emerged huangtai consecutive limit-down trend, although the Friday has Fanchou, but such a severe shock itself is short-term behavior and performance of pre-cut some of the varieties also showed a larger decline, so in the current or should some individual stocks to avoid differentiation of risk-adjusted, careful to keep the principal operation is the first spaces.
At a glance:
Tape the next target course ought to 60-day moving average, insurance stocks just like the market has become a leading military round, if the other blue chip varieties of timely follow-up, sustained rise in the broader market will inevitably turn just around the corner, in the current situation, investors should do Good hands ready to pay close attention to the movements of blue chip companies. Call next Monday.
