|
|||||||||||||||
|
||||||||||||||||||
Data:2009-12-12 2:34
After last Friday's shock, A-share market renewed strength, the Shanghai Composite pulled out two successive Changyang K line, closer to all-time high, the corresponding, the new stocks that is rapidly emerging, your research continues Platinum two limit-board, Asia Standard construction is another record high after the power recovery.
Achieve "eye + patience"
The strength of these hot stocks, investors mostly feel powerless and frustrated, many investors and even eat grapes Yueputaosuan Buzhe psychological, that these strong stocks mostly mastered the insider information on funding-driven. At this point, I do not rule out the atmosphere of the gathering as the bull market, part of the funds use of the market do not know about the possibility of the information to manipulate stock prices, but as your research platinum industry, emerging Asia Standard building a strong unit, it becomes a real The White Horse is in stock, which has a strong underlying logic of the relationship between disclosure of information.
For example Fanhai construction, December 9 announcement that it would buy 35% stake in pan-Hisense China, the pan Hisense China is currently the real estate project has been sold for 10 billion net profit is expected, so the data is not difficult to infer Fanhai the construction of performance will thus explosion, which may also be the reasons for the recent stock continued daily limit.
Thus, in the present context, investors do not need to have inside information from the public information unit will be able to find a dark horse, but just to do two things: First, a pair of eye can be sensitive to information from the public to find a the intrinsic valuation of listed companies will have a substantial impact information. Second, investment in patience and self-confidence, because sometimes the information is not recognized by the market at this time need to self-confidence, but also requires patience, a square can be immortal. From the practical point of view, investors often have the eye, but the lack of sufficient self-confidence and patience, the results with the dark horse stock brushed past the empty lot of regret and sour grapes left on investment psychology.
Concerned about the two types of stocks
Thinking in this manner, suggesting investors look at two stocks: One is an investment in the stock reform highlights stocks, such as Jilin, pharmaceuticals, the company's stock price reform has promised that the future reduction of not less than 6 yuan / share, while the current market value of only 2.41 yuan, while the controlling shareholder of the reduction of prices and the market value of such a huge difference reflects the controlling shareholder of the company's confidence in the future not even rule out the possibility of further capital operation, which is investment opportunities. Similar to the stocks are still Xinhua media, after the share reform, major changes in the company's fundamentals, from the third quarter, the Quarterly Bulletin of the relevant information can be inferred, the new business profit in September to reach 12.89 million yuan, and so on, the company's profitability will be mutation appeared in 2007, which may also be the unit of funds in the near future Jiancang signs of momentum, we recommend investors to follow. Second, the assets of the company highlights started to emerge to re-valuation of power, but the market has not yet fully realized, this time to intervene and hold, you may return on investment will be costly, such as Guidongdianli, which currently holds nearly 15% Guohai stake, equivalent to a share of 0.75 shares held by Guidongdianli Guohai equity, due to the recent wave of rolling backdoor listing broker, did not rule out Guohai have also entered the possibility of heat waves, so the value of Guidongdianli faces a re - assess the driving force, the share price soared yesterday, is the best signal. Similar to the stocks are still Tianfu Thermoelectric, Xiamen International Trade, building and other firms issued shares.
