Category: Money tips Release Date: 2007-07-01
Source: Guangzhou Bandung
Abstract: The new entry 70 billion fund to promote, no doubt is to promote the development of the market up another force, in this context, several large plate turns started flourishing once again become the main features of the market. We believe that at this stage, to comply with the selected blocks in three directions is likely to become the market's short-term hot worthy of our focus.
In the right of a major blue-chip-round at low tide, the broad market began to fall into a hot scene stage. The new admission of 70 billion fund to promote, no doubt is to promote the development of the market up another force, in this context, several large plate turns started flourishing once again become the main features of the market. We believe that at this stage, to comply with the selected blocks in three directions is likely to become the market's short-term hot worthy of our focus.
1, the new funds may target Jiancang
11 holiday, the newly established Fund for a total of 16, raising the scale as high as 778 million copies. Even taking into account restrictions on investment ratio can be used to invest in the stock market funds are still more than 70 billion yuan. At present this part of the fund is in Jiancang period, taking into account that the latest addition to the market in the capital market's driving force, this part of the funds may Jiancang investment objectives, should be that we should focus on and attention.
The column that this part of the funds may flow in two directions:
1, early intervention by the Fund, subject shares were Shigekura
It should be said early intervention by the Fund are subject Shigekura stock due to increase in large, mainstream financial involvement of the deep, there is no position to complete the whole process of adjustment. These shares after a period of silence after the first, the relatively low increase in the beginning, the market began to receive recognition so easy to produce a certain market capitalization of the general attractiveness; two new funds is needed to intervene to adjust their level of activity to re-back the center of attention to the market to meet the old main funds in the final stage can be smoothly adjusted positions.
2, in the number of undervalued stocks on the potential of Jiancang
The key players here are defined by their pre-large blue-chip class-based state-owned listed companies, including the current most of the second-line blue chips. As this column article (see the November 27 "is currently the main market is large the main plot") mentioned in a variety of reasons, these shares still belong to the main collection period. We believe that this collection would be very much on the line by turning on the second-line collection of heavyweight blue-chip collection. In the funds collection process, this is no doubt is expected to take a good part of the individual stocks.
Overall, we believe that these two plates is most consistent with the direction of the current goal of the fund Jiancang worth investors attention.
2, large main objective of funding the activities of
In our previous series of articles already mentioned, the central force in the market prices are not only capital, but also is rapidly becoming the main force in the market. The largest will undoubtedly be the main targets of the market the more dazzling star.
We believe that H-shares (including the blue-chip heavyweights and most of the second-line) will enter their field of vision, this part of the listed company will mainly focus on electricity, coal, petrochemical, and other several major industries, the main capital in this part of the plate to establish positions will no doubt push up its stock price.
Here, we suggest investors to the relative concentration of several major state-owned industries to find the relatively low increase in second-line stocks, where appropriate, the location of intervention. In addition, some funds for the central enterprises are involved in stocks, funds will also become the focus of the lift of the goal, which is of great concern.
However, because we believe that this part of the stocks currently in the preparatory phase of the main collection, it may not have significantly pulled up the situation, this should be worthy of attention.
Third, pre-main plate
Early commercial real estate, non-ferrous metal, military, banks and other mainstream sections, due to the deep involvement of the main funds, lift large extent, the strategic lift in the final position adjustments, would have positive cash there, eye-catching features such trends.
Of course, this column also felt that the greatest feature of these plates are: the final stage of the market will surely be a high degree of recognition, while the trend is extremely crazy, such as the current limit-continuous injection of the concept of real estate stocks. However, because of its large and raised the main rate of capital lucrative, the risk is obvious, the operation of such plates should focus on attention to risk control.
Overall, we believe that more than three directions to comply with the principles of stock picking will be easier to grasp the most in line with market trends hot stage.
