Category: Money tips Release Date: 2006-06-07
Although not involved in the securities investment industry for too long, but what they have learned expertise or a great help. Worked for First Capital Securities Co., Ltd.'s Takeyoshi in the stock market this wave of Quotes on the taste of sweetness. In his own words is "stock investment, or to go in front of the hot spots. Otherwise, the old rear end with the others, there will always be in trouble."
From the beginning in June 2005, the stock market by the "leading stocks," led the broader market rise, let people see the long-hoped-bullish hopes. Although the "leading" this is not necessarily hot stocks every day to flush or table in front of, but their stock changes slowly will become the stock market is any indicator, then investors to buy these "leading stocks," "hot stocks"了吗? Even got, is not on the rise again in the process to sell, but I lose a lot of profit? If the answer is yes, that is not in these stocks began to rise before the Jiancang.
"If you want in the stock market this year, make money, then learn to walk in front of hot spots."
For this round of stock market, Takeyoshi said that this round up of the stock market the most people concerned about the gold stocks, a few pieces and gold-related stocks in a short period of 3 months which rose more than 100%. The reason is that since 2004, the international market, spot and futures gold prices have been steady rise, more money, hot money started to pay attention gold. The rise in gold prices did not affect the relevance of domestic listed companies, the emergence of such a departure from the correlation, giving rise in stock prices of these enterprises provide a good subject.
Such as real estate, which is closely related to the industry and people's lives, in this round up Quote of the same play an important role. The rapid rise in domestic prices, real estate developers of the house, "thin for sale" operation, as well as the real estate industry's high profits, have been related to listed companies as speculation "chips." And this industry leader "G Vanke A ?000002" is a place with as much as 2.68 billion Liu Tongpan large cap stocks, which rise to the whole of Shenzhen index is concerned, is no small impact.
There are oil, known as the Earth's lifeline, "black gold." Global oil prices continue to fluctuate, Sino-Japanese East China Sea oil and gas field development in order to dispute the right to bitterly with Sinopec subsidiary companies were acquired, the implementation of privatization, are the petroleum and petrochemical enterprises the driving force behind stock price rise. Must not look down while Sinopec was repurchased four subsidiaries, and their buy-back market value in excess of a market value of the SME board.
In addition to oil, the energy resources has also led the subject matter focused on copper, aluminum, metals, coal, electricity, etc., while being sought after because of its global metal prices rise, coal, electricity demand increases, prices are expected to rise and so on. Therefore, the relevant company's stock price is also a corresponding "rise in the price," 1.
"In addition to the reasons for increase in all industries, the key point is that scarcity value", Takeyoshi said, whether it is gold, real estate, metals, or coal, etc. are all non-renewable resources. The Earth's reserves of gold must, there is only speed the pace of development issues; population growth, but the property can be used for living space has not kept pace of population growth; oil, the most in short supply on the planet and most of the resources of various countries a headache, it does not burdened with the needs of life alone, but also an important part of the national strategic, demand huge; the economy pick up, boosted demand for metals, whether it's traditional industries of copper and aluminum, or high-tech industries of the rare metals, are pushed to the contradiction between supply and demand the wave on the crest of wave. Non-renewable means that less and less, at this time is a scarcity value reflected in the truth, and commodities prices, corporate profits increase, the expected increase in dividends of listed companies to attract investors to foot the bill, which eventually led to hot spots formation.
Takeyoshi view, linked by the global effect of China's stock market, after years of baptism, has returned to the road of value investing, and this road is bound to be, and international standards. Global information has been the speed of light to transmit, in the current global economic rebound and the recovery process, really want to sync with the world economy, it is necessary to achieve symmetry of information received, they must take the initiative to reach out, to understand the various sectors the current state and future expectations. Does not mean that everyone holds the same data as the analyst to study the analysis, but rather a variety of newspapers and reviews, web sites, a little tidying up, we can draw a simple conclusion - good or bad. Of course, if that really do not understand, you can also find their friends, the investment banking advisers, and even personal financial management personnel, so that can also get a considerable amount of information. On this basis, walk in front of hot industry is not myth.
However, Takeyoshi also pointed out that needs to be emphasized is that should not be blindly chase, but if the industry or a particular stock oversold that there is a lot of space for investors to chase, it might as well look at a small herd of funds, earned course delighted, costing him but would not hurt.
