Category: Money tips Release Date: 2007-07-09
Source: China Investment securities Authors: Kou Jianxun
Just as the market hoped that appeared Monday in Shanghai and Shenzhen stock index rebounded, especially the Shanghai Composite Index, with "yin yang package" form started upside, the market added some confidence to a certain extent has attracted outside funding approach! In fact, the stock rebounded trend to be expected, three main factors, one disk hot spots come and go, the smaller the probability of instantaneous dissipated; second, industrial and commercial market trend yet, in order to avoid "Air" listed nearly enough to subscribe embarrassing situation, the urgent need for market stability; 3 is the CPC's recent Sixth Plenary Session on 10 October 8 meeting, in order to create a peaceful environment, also need to stabilize on the Shanghai Composite Index above 1,700 points. And because these three factors in the pre-holiday has always existed, it is expected to pay in the next two days, the Shanghai index to continue to 1700 points or more higher the probability of shocks! In addition, the Shanghai and Shenzhen indexes emerged in Thursday "Su Liang" bounced back, showing no signs outside the collective funds, indexes can continue to not fall is largely due to strong indicators of bank shares such strong, and policy protection, once the postganglionic disappearance of one of the above three factors, coupled with a large number of "small non-" the pressure of the lifting of the ban, when it would be very likely a certain amount of Konghuang Pan, from the whole point of view, in October in Shanghai and Shenzhen markets can hardly be impressive!
Disk, the market is still active in the hot old faces, belong to the same old tune, do not give the market greater popularity, suggesting that the main non-trump against the backdrop of poor market prospects! First, Dr. G acts on behalf of the bank shares continue to play a popular leader of the heavy plate; G Merchants Bank A because of the current share price far lower than the H shares, the price upside down severely, prompting the share price rose, in its lead, Other banking stocks also have upside, especially with the right to not stock reform of the Shenzhen Development A, is expected upside down in price expectations, the bank stocks to continue higher probability of upside! Second, with the right to not share reform plates continues to be active, such as Taiji Industry third "daily limit", Bluestar Petrochemical, AJ shares were also carried out the outbreak, indicating "grab power" stir-fried is still continuing. In this regard, this column believes that reform should not share the basic well plate and the stock price has not been paid great attention to stocks rose, such as the 000068 SEG Samsung; third, 3G plates continue to highly active, the larger the market sentiment, However, as the leading short-term peak G Gao Hong, the callback is expected to have an overall trend worth investing in carefully! Finally, Tianjin TEDA plates driven by the G to be seen, but the linkage between them is not large, but because of the development of Tianjin Binhai a major policy, it is expected to continue the possibility of greater investment on the part of the adjustment in place in Tianjin Unit as concern.
Operation, the shock city of the most important thing is to grasp the hot spots, hot spots may also be a strong attack beat the market. Wednesday in order to recruit G acts on behalf of the bank shares rebound once again play a leading, associate Aijian shares "daily limit" to show in the financial stocks are hot. Bank stocks move up so that we note that some of the banks holding equity shares of listed companies, such as the G Oriental (600,811), hold G livelihood 4.7886 100 million sale of the outstanding shares of restricted stock, stock prices continued upward in the G under the people's livelihood, the company's value will be more to the more undervalued, so we recommend investors to focus on in the afternoon. G holds G livelihood of the East limit of 4.7886 shares of 100 million shares sold for the fourth-largest shareholder of Minsheng Bank. G livelihood of the current price of 5.16 yuan, this calculation, the company shares held by G livelihood of the people has been as high as nearly 2.5 billion market capitalization, in a sense, is a quasi-Huo Tuotuo banking stocks! In addition, the Company holds 256.8 million shares of Jinzhou Port G limited sale of shares outstanding for the controlling shareholder of Jinzhou Port G, there are more than 1 billion market capitalization. The company also holds shares of Xinhua Life Insurance, 8.02%, while the Xinhua Life Insurance, the current net assets of 1.5 billion, non-listed assets of Xinhua Life Insurance, even though the two times the PB values, a conservative estimate of its market value of 240 million yuan. Can be seen, G, such as the East has a gold mine to be developed, with the "small non-", "cardinal" a continuation of the ban is in constant digging, it is worth attention.
