Category: Money Tips Date: 2006-12-24
Noam fund investment strategy in the first half report, anticipated initial public distribution system changes, will be an important factor in A-share market. The key is to have a good listing of resources and a reasonable price to sell, if the two mix, which will attract a large number of incremental funding admission.
Reported that the 2006 A-share market will be more active balance of city. In the tradable context, the need to pay close attention to initial public offerings, mergers and acquisitions, asset consolidation opportunities.
Report revealed that the Fund's investment idea is to focus on sustainable growth of listed companies, for a cyclical industry, defense industry are taken to different categories, different treatment strategies.
Noam Fund believes that in a cyclical industry, petrochemicals, steel, automobile, shipping, represented by the boom cycle has peaked, but still far away from the bottom of the whole does not have investment opportunities, only to find a cycle of investment opportunities in individual stocks and external factors ; building materials, aluminum, engineering machinery industry in 2004 represented the first being the impact of macro-control has reached the bottom of the cycle, in 2006, is expected to slow recovery, choose its leading enterprise configuration; coal, nonferrous metals, electrical equipment, real estate, etc. at the top of the industry in the boom cycle will continue for some time, will be taken to optimize individual stocks and lower allocation.
In the defensive industry, highways, airports, ports and other industries through the second half of 2005 the full adjustment, the risks have been released, will keep its original configuration and be optimized, stop reduction; agriculture, food and beverage, pharmaceutical and other industries to small and medium sized, information disclosure and management are not standardized, do not have the valuation advantage in the first quarter to be underweight, but for individual stocks to choose, optimize the allocation; services, in particular, can improve the quality of life of the people the service industry will gradually increase the investment ratio, such as banking, telecommunications services, digital television, urban public transport, tourism, environmental protection and other industries.
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* Boshi Strategy Report: A share stock reform will enhance the level of the daily valuation of real Nuggets report in the spring of 2006 the stock market bargain-hunting the first wave of "super-Wang Wang," the absolute leader Shen 10000 Paris investment strategy has baked in 2006 Nuggets report actual report postganglionic
