Category: Money tips Release Date: 2006-01-26
Source: Jiangsu Tianding Author: Qin Hong
The light heavyweight dance last Friday sparked the market's future trend of the positive A-share market is expected, but the index is also seen on many of its own run-making process of index does not make money and, therefore, in the next strong Quotes, how to grasp the investment hot spots is the key to profitability.
For the A-share market, the market mainstream investors have been around two main themes explore the potential shares, one theme of RMB appreciation, real estate stocks is a masterpiece of the subject, G Vanke A, G Qixia, G Golden, G China Merchants and other firms by means of RMB appreciation and real estate industry, the economy has become the recent A-share market continues to do a multi-plate; second theme of share reform, China's Sinopec and other big change with the market value of shares of stocks are driven by the right to expect to become of the past year's Niugu 1, also contributed to the broader market steadily higher.
Disk from the recent term, the market quietly formed two major new theme, first, changes in raw material prices and leading products brought about by investment theme. Because of the recent oil prices continued to fall, thus giving a long-term subject to pressure from high oil prices, Air Transport Unit provides a great driving force to release the valuation, so Air China with a large body last Friday early in the daily limit. With the same time, Shanghai residents gas prices, water prices will increase expectations of a very strong, therefore, G Shanghai Volkswagen, G Shenergy, G raw water and other firms has become a driving force for the recent rally. Second, injection-related stocks, G-yang the light, G Shennan light, G Unit, together with the Tung Wah Group and other recent popular acquisition of quality assets, additional information such as closely related.
Interestingly, both the old investment themes, or new investment themes, both in the near future there is the trend expected to continue an active appreciation of the yuan in recent themes have been re-excavated the market trend. Example, a sudden movement of air transport stocks light up, both because of high oil prices brought out of the valuation constraints, but also because the concept of stocks benefited from the appreciation of yuan is expected in the near future, spurred by frequent reversals favorable trend higher. At the same time, also benefit from the appreciation of the renminbi concept stocks the paper plate, also in King Hing Paper, Sun Paper of information such as issuing and listing appears driven by the phenomenon of revaluation, G Chenming, G stocks such as China and Thailand are expected to become A-share market a bright spot.
Apart from that, the theme is also expected to introduce new brewing two types of potential shares: First, changes in prices of raw materials or products under the theme of the stocks chance. With the Air Transport Unit, similar to the power unit, there could be a wave of rally. One reason is that the downward movement of international oil prices will be adjusted downwards the price of China's coal produced psychological hints, and partly because the coal stock price does have to adjust pressure. Therefore, G Changyuan, G Yuedian Li, G Shennengyuan and other firms should follow. Second, introduce new stock subject to change brought about investment opportunities, mainly reflected in the outstanding stock of assets has a bright spot in the body change unit. Because it has a bright spot of assets, means that in the reorganization process only need to strip the assets of other non-performing assets remain bright spots, we can give new life individual stocks, stock valuations have changed. At the same time, no stock reform Hanquan Gu, providing an excellent margin of safety. If * ST Asia and China, * ST North Asia, Textile City, Zhejiang Guangsha, Titan Oil, * ST Tianfa and other firms should follow.
