Category: Money tips Release Date: 2006-11-22
G recently had large stocks may fall after the first Friday is almost whole line, and to 19.23% of capital flows among the various sections on the same day the first place. This is really to let the market down an up dizzy. Investors do not know how to participate in speculation, is the value of short-term speculation or investment? So, how do think G Unit plate Quotes whether there is a profit opportunity?
G Unit capricious show differences of opinion
The stock reform can be said to do is to spend all the capital market resources can be called, or even do more frequent in the policy environment, the recent resumption after the G-type stocks are generally posted the right trend occurs, in particular, similar to the G SAIC, G Baosteel and other listed companies, management to spend the money more than 100 million did not stop the stock's decline. Analysis of the reasons are more stocks in individual stock price changes prior to a certain gain in full circulation of financing under the pressure and the value of re-adjustment of the valuation carried out in position, it does not exclude the sector combined collection of low-cost chips, and so deliberately suppressed. However, G shares fell along with its favorable factors gradually appear, on the one hand, the Commission Chairman Shang Fulin published in last Thursday on the "emphasis on supporting G, optimization and improvement of investment environment, G Unit," the speech, no doubt pairs of G Unit, provides a policy face plate take a good strong support. On the other hand, the SAFE QFII investment quota in the near future will be an increase of 875 million U.S. dollars; 10 securities firms and introduced a collection of innovative financial products, to raise funds more than 10 billion; the Social Security Council, Vice Chairman pointed out that the need for pension system reform and the capital market development to promote synergies together; Gao said that the social security fund is actively involved in the domestic capital markets, investment practices; China Insurance Regulatory Commission official said the insurance department funds is under preparation; central bank vice governor Wu Xiaoling said that for the timely resumption of introducing securities credit transactions; SFC also announced that two QFII qualification and so on. Shows noodles current policy and funding to support the G type face are active in individual stocks.
QFII funds for speeding up holdings of Class G plates
While domestic funds transfer positions in the process of continuous reduction of convertible G Unit, but the QFII holdings have accelerated the pace of the plate. Latest statistics show that, as of September 30, a total of 13 QFII holding 27 G shares, the total market value reached 2.465 billion yuan, 462 million shares of the total shareholding, which is better than the medium-term increase of 120.55%, respectively, and 100.2%. Among them, the most obvious QFII holdings of the Swiss bank, the third quarter, added a total of 525 million yuan float market capitalization of G on a long electric holdings nearly 320 million yuan, while Baoshan Iron and Steel G 1 on the holdings of nearly 138 million yuan. In the third quarter, which just three months, a total of 10 QFII pairs of G Unit's 19 Jiancang are recent intervention, and the new Jiancang most notably Goldman Sachs, the market value of the holdings of G Baosteel reached 383 million yuan . Second place is Citigroup Inc., for the people's livelihood, as well as G and other G Fengyuan 6 G bought shares worth a total of 110 million yuan of new. Illustrate how the market is facing from the mainland QFII funds and foreign funds intense game situation, as domestic funds in various sectors to experience growth in a deep cycle, adjust the position belongs to the investment strategy of the normal behavior, while the QFII funds is the level of large-scale involvement of more from international investment strategy and the continued growth of China's future macro-economic point of view as a starting point.
G class highlights the investment value of stocks
Nature diluted in program implementation, in addition to the individual G Unit appears Tianquan market, stocks remained low in most of the G class, but the project had dropped sharply after the sound fundamentals of its own G-class investment value of stocks highlight. The latest data show that as of November 18, 133 G Unit, the first three quarters of this year an average earnings per share reached 0.28 yuan, higher than the cities listed company as a whole 44.46%; main business income of 306.366 billion yuan, an increase of 25.32% higher than the overall level of 1.6 percentage points; net profit of 29.496 billion yuan, compared with the same period last year increased 21.18 percent, while the overall net profit of listed companies increased by -2.81%. Shows that after the share reform has been the overall profitability of listed companies is higher than the current two cities in the listed companies. And substituting November 18 closing price and the first three quarters, earnings per share basis, the listed company's overall earnings and book value respectively, 17.2 times and 1.99 times; G shares of the company's corresponding indexes were 10.19 times and 1.88 times. Apparently already has the value of investments based on quantitative analysis, which is the recent large-scale involvement of G Unit QFII funding reasons.
Investment strategy, we recommend investors to focus on two ways to find G stock investment opportunities. First, an active interest in the positive Masukura QFII varieties, such as the G Baosteel, G Long electricity, G Fengyuan, G people's livelihood, and so a similar investment products, as QFII Masukura variety of course, have their own reasons, not the specific details on the know. And only the main attention of the investment products will have profitable investment opportunities, follow the main Masukura variety also reduce investment risks. On the other hand, companies with strong profitability and sustained growth in capacity of G-class stocks, such as the main business revenue growth faster G and thinking about the first three quarters this year, the completion of main business income of 343 million yuan, up 174.94 percent year on year growth rate. In addition, G high-fiber, G aerospace, G Baosteel, G Jinshan's main business revenue has also increased very rapidly over the previous year were more than 90% increase, which is particularly bullish on G space, G-axis research and other firms.
