Category: Money tips Release Date: 2007-07-21
Shanghai Securities February 20 Niugu Analysis of Investment Strategy Investment advice
Investment strategy in the industry, we recommend that concerned about the holiday in February consumer sentiment of the consumer industries such as catering tourism, drinks and retail industries. At the same time to the transport industry is also proposed to increase the categories configuration ratio, such as aviation, highway and other non-cyclical steady growth in the industry. Also suggested that concern about the rising prices of agricultural products affected by the impact of an increased spring caused a positive growth trend in agricultural goods, benefiting industry, mainly seeds, fertilizers, and other industries.
In February I think we should focus on steady growth in investment products, while the month's investment hot spots also reminds concern, individual stocks, we suggest attention: China Petrochemical, Yangtze Power, China's Air China, Shenzhen Development, China Vanke A, Datong-Qinhuangdao railway, star new materials, Nanshan Aluminum, the Great Northern Wilderness, Hua Lu Heng-sheng, Weifu Hi-tech, Torch, Chang'an Automobile, Shenyang Machine Tool, the Czech Republic shares, Gehua, Tung Wai shares, the country voted in Shandong, China Youth Travel, and Yellow Mountain tourism investment opportunities in individual stocks.
Read: Shanghai Stock Exchange in February 20 Niugu Analysis of Investment Strategy
Golden State securities recommended in February Investment Strategy: Top Ten Niugu PE valuation levels rise as the market too fast, has continued to improve the management concerns, we suggest that the recent investment portfolio could be considered a modest risk prevention, based on this, we adjusted some sectors of the configuration:
The coal industry: raised to super-distribution. Rise in the cost of the coal industry policy, a smooth shift to the lower reaches of the power industry in the coal out of order will be embodied in the relationship between the game of view, the upstream resources, businesses took advantage; the same time, the government has increased the integration of upstream resources, goods, efforts to expand coal production capacity and disorderly During the Eleventh Five-Year issues will be a certain degree of containment; and coal chemical industry hair
Exhibition, will greatly expand the industrial chain of coal industry depth.
Non-ferrous metals industry: with raised levels. Down global economic growth was weaker than expected, non-ferrous metal prices fell after the short-term risks have not continued to fall sharply, the overall valuation of the industry currently has a certain comparative advantage in
Real Estate Industry: reduced to a low distribution. The macro-control policy obviously will squeeze profit margins for real estate developers, and such regulation and control policy has not ended, the market is too optimistic about the short-term real estate industry, and did not fully reflect changes in fundamentals.
Read: Country Gold securities investment strategies recommended in February. Pdf
States Securities: February invest in stocks and 50 stocks most valuable pool of From a global view, one of China's economic future will face a long period of appreciation of the renminbi, consumer upgrades, heavy industrialization, urbanization and international industry transfer and other macro background, in this environment, we propose to focus on consumer upgrades, high-end services , China's manufacturing and industrial recovery of the four main themes for investment opportunities. The upcoming launch of stock index futures prices of listed companies the right to speak to the struggle intensified, A-share market have a chance to fully review the "beautiful 50" legend.
The future of China's stock market will continue to provide systematic opportunities for the evolution of structural risk; growth and value stock picking will be the basis of revaluation, while concerned about the merger and reorganization brought about investment opportunities. Is expected in 2007 the stock market will continue to be oscillating up, have the opportunity to break 3,000 points, the maintenance of five-year bull market is expected to remain unchanged.
Read: States securities: February 50 in stock investment pool of the most valuable stocks. Pdf
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