Category: Money tips Release Date: 2006-02-21
Source: Wanguoceping Author: Ye Ping Tsat
This week, the last three trading days since the recent emergence of the largest fluctuations, from Hu Zhi-line combination of K, we found strikingly similar trend of Baosteel, Baoshan Iron and Steel This shows that the recent decision of the leading varieties of the market trend, in addition, Shanghai stock market volatility mainly by ICBC and Bank of China issued two shares of Bank of the leading driving force of the impact of stock index soared once triggered, but we found that stocks with index had risen at the same time it is to accelerate the decline, indicating the market continues to split, with the largest market capitalization Unit's influence gradually deepened, triggering the market value of shares of funds from small to large market capitalization stocks streaming. The current market situation should develop for the future era of stock index futures and index futures all the interaction pattern of a preview of future stock volatility may be much greater impact we should have to change some habits before investing. Because in the future is based on the Shanghai and Shenzhen 300 index futures index, so the plate in the species should be the focus, the recent rise in the highest market value is only part of the Shanghai and Shenzhen 300 species, when the late leader tends to Pingdan not rule out the second-tier stocks in Shanghai and Shenzhen 300 index of compensatory growth occurs , so we short-term market structure from the perspective of the potential of selected species.
Combination of assets, and industry hot spots into view, we can focus on the following few have the assets placed in the expected, or the important varieties of wine food plate: 1, Foton Motors (600,166): has the assets into the expected potential of the Shanghai and Shenzhen 300 varieties of . Shanghai and Shenzhen 300 plate is not yet substantially started varieties as the future of one of the factors affecting stock index futures would be expected to become the next wave of games targeted funding. The Unit also has the assets placed in and the overall market expectations, CITIC construction investment that take into account the current state-owned enterprises listed on the Group A shares of the overall background, a subsidiary of Beijing Automotive Holdings Fukuda departure became a very good shell resources, do not rule out future company orientation additional or other means to achieve the possibility of Beiqi listed as a whole. If so, the company's positioning will also benefit from a simple Beiqi jumped into robust commercial base in the Automotive Group of listed companies, the valuation premium is obvious. And we also found that stock reform controller after the company's actual holdings of 2718 shares Beiqi heavily, becoming the largest shareholder in circulation, but also a number of funds and Dong Fang Hong 2, is also a new Jiancang noteworthy. Orient Securities report shows that the company's management equity incentive now to do this year is expected should be able to complete, once the stock price will constitute a positive stimulus. Unit bottom this week, picked up a rebound is worth noting heavy volume Thursday.
2, Dianguangzhuanmei (000,917): to be the assets placed in the Shanghai and Shenzhen 300 media-related stocks. CITIC Construction Investment research report: expects the near future may be additional notice. Additional financing may still be mainly for integration, or part of the acquisition of Hunan regional network. Hunan Province, the company has integrated city, county most of the wired network resources, acquisition of Hunan Province, trunk network assets, only to be set up in Hunan cable network operators (the proportion of the company to its holding in more than 50%, while shares in their assets across the network) . Market-related assets have been rumors Super Girl or some pay channels into the listed company (such as operating a better shopping channel, etc.) to generate results rapidly. Once the implementation of the issuance of additional shares adjusted for the right there is a certain trade-related opportunities. At the same time as the third quarter, the fund Masukura 7% of the outstanding shares in Shanghai and Shenzhen 300 index of species, the latter evident compensatory growth opportunities.
3, Wuliangye (000858): Ranking fourth in the Shenzhen market leader in Shanghai and Shenzhen 300 species, the performance of the current stock market capitalization and industry to its position does not match completely, the recent three-dimensional Shenzhen Vanke Ranking ago, Shenzhen Development, ZTE are a sharp surge in market, the stock's recent performance clearly behind them, but also far behind the plate with the same wine at the leading varieties in Guizhou Maotai. Therefore, there is compensatory growth stock short-term requirements. Industrial Securities said: there is also listed as a whole idea. Wuliangye and Wuliangye to separate the interest groups is due to historical reasons, the two major shareholders, led to both the interests of the different indicators of trends and assessment inconsistencies, which also resulted in Wuliangye Wuliangye and between groups in the past existence of a large number of opaque related party transactions, the Group assumed that too much social responsibility, the actual profitability is not strong, which makes the market rise Wuliangye right Wuliangye groups "blood transfusion" of doubt. If the idea of Wuliangye Group, listed as a whole can be accomplished, then groups and listed companies will straighten out the relationship between the equity interests will be the same trend, equity incentives will also be a matter of course, to the capital markets will belong to a major positive. Recent attacks on the formation of the unit form of technology to keep the focus track.
