Category: Money tips Release Date: 2006-06-24
Source: Department of Yang Investment
1, the market description
Friday on the Shanghai Composite Index opened 2133.35 points, up 2164.02 points, the lowest 2090.4087 points, to close at 2093.64 points, down 63.11 points, the amount can reach 48.51 billion, compared with the previous two days the amount will be shrinking.
Fri undertake stock opened 23 points lower yesterday's trend, then, after a brief test a low pull up once and meteoric rise to popularity, but because of the emergence of an atmosphere of panic in the market, selling pressure gradually increased, multi-almost no decent counter-attack to close down 63 points . Broader market in order to round up more than 600 points in the history of the pattern of high rendering massive shocks, we believe that stock is still down for the short-term support requirements.
2, hot track
Early re-emergence of stock volatility, Industrial and Commercial Bank, China Minsheng Banking intraday sharp rise in the market sentiment will undoubtedly have a positive effect, but as part of a strong early varieties have a dramatic correction, rapid re-emergence of stock in late fall, the market turnover amount over the previous few trading days has been shrinking. Ranking drop from the rose can be found today by the market adjustment, the impact of the two cities only a few contrarian stocks rose, stocks appear to fall broadly, which has been pre-strong varieties of North Star lower limit for two consecutive trading days, after trading lower limit closure One more than 100 million shares, while China Unicom, China Merchants Energy Shipping, represented by a strong variety of disk also has a more substantial decline, led directly to 3G, communications, closed-end funds and real estate section as a whole callback occurs. The aerospace defense plates continue to fall, non-ferrous metals such as HTC shares, and so lower limit also greatly affect the popularity.
Third, the external market scan
The RMB exchange rate parity to 1:7.827, up 39 basis points. Hong Kong shares the recent move by HSBC shares fell 2 heavy impact dragged down the whole big city atmosphere, dropping two days, the Hang Seng Index closed at 18,739.99 a day, down 103 or 0.55%, volatility between 18,666.89-18,799.25 turnover of 47.662 billion Hong Kong dollars, the performance from the market point of view, fought in shares of funds; blue-chip individual development, Chinese-funded telecoms pressure, China Mobile fell more than 2%.
Fourth, the mainstream middle track
China International Capital Corporation in 2007, Investment Report, considered that the pharmaceutical industry: In the coming period of time, pharmaceutical shares invest in the overall lack of clear clues hard to find the perfect investment in individual stocks, investors can only invest in accordance with their respective orientation depicting appeal to their preferences. In specific investment advice on individual stocks, do not rule out the formation of excess liquidity could have a very high valuation of the valuation of the White Horse there further pulled stocks (market consensus promising Hengrui Medicine, Sinopharm shares, Yunnanbaiyao and Tiantan Biological) ' However, from next year as the investment allocation point of view, more willing to choose Tong Ren Tang, Huahai, Tonghua Dongbao and Kang edge of medicine, and focus on a number of reserves with a monoclonal antibody products of research-oriented enterprises. From the perspective of equity investments, China Pharmaceutical (1093.HK) the book value is only 0.74 times the performance of a substantial reversal in 2007, after only 11 times forecast earnings, their stock investment value significantly; and North China Pharmaceutical, and Baiyun Mountain While obviously not yet available on the relative attractiveness of the valuation, but the situation has improved, and events company may form factor of the stock trading opportunities.
5, potential units: Shanghai Zijiang Enterprise Group (600210)
Company is the domestic plastic packaging industry, leading enterprises, is currently the Shanghai and Shenzhen cities of the largest and most complete product range of packaging types listed companies, the main products PET bottles and preforms, Coca-Cola and Pepsi accounted for 40% of the amount of domestic procurement share crown cover accounts for 30% of the share of the domestic market.
The company also owns Shanghai Hongqiao Business Building Co., Ltd. 100% stake in its real estate value-added potential for revaluation. Second, the company purple spring Beverage subsidiary Shanghai Industrial Co., Ltd. awarded the 2005 Coca-Cola, the world's highest level of compliance audit "A class", which marks the company's beverage quality OEM health and management system has reached the Coca-Cola's global standards of excellence.
The secondary market, the stock has formed a V-reverse exchanges, and in two days to accelerate broad market turbulence was not caused by changes in company's share price, but adverse economic strength, indicating the main are well poised to fully prepared. Second, the relative gains were at a severe lag, compensatory growth of the technical requirements are very strong afternoon surge was triggered at any moment, we recommend investors to focus on.
