Category: Money tips Release Date: 2007-03-17
Source: Guangzhou Bandung
Abstract: In the constant gush Kong Huangpan circumstances, the two cities fell again inertia, Hu Zhi was once the biggest decline in more than 3%; however, the market in the petrochemical industry, led by banks and other blue chips, succeeded in reversing the decline in the situation of unilateral . Column view, and business development today, the situation has been relatively clear. . .
Game Analysis
A) the main and policies of the Game:
A) Recalling the causes and consequences of this crash: It now appears that May 30 will be another unforgettable day for investors, the market fell more than 6%, lower limit of the two cities more than 800 stocks. Caused the market crash because it was the stamp duty increase. For investors, higher transaction costs is a small matter, but the intention of the management control that counts.
Column the opinion that the sudden increase of stamp duty may be a pre-preparation behavior, but also a last resort move. First of all, 5 11, the Commission issued "on further strengthening investor education, strengthen market supervision and the relevant work," which called to firmly establish the awareness of the legitimate interests of the protection of investors and further strengthen their investor education initiative, to strengthen sense of risk. Although a risk is a very formal prompts, but the market does not seem to appreciate the themes hype stocks wind continues to prevail. In order to enhance the market's risk awareness, management, scoring twice in the 23 released the "Securities law compliance, and further enhance investor education-related work," which called for investors, securities companies and the media to fully reveal the objective risk.
The risk of re-prompt notification of the Commission, not only did not receive the expected results, but will be a catalyst for the market accelerated. It is in this context, ignoring the market risk management tips, and finally led to the wolf: the Ministry of Finance raised stamp duty on a sudden. This confirms the commonly known as a mantra: Shibuguosan.
In addition, it was revealed in the decided to raise the stamp duty before the stakeholders point of view there have been large differences between the arguments raised stamp duty is reasonable. In other words, a sudden increase of stamp duty is likely to be one of the management of last resort with the sole purpose to control the market, more and more overstepped the bounds of speculation.
2) To understand the true intentions of this fall: For investors who understand the real purpose of the management control and has a very important real significance. In this issue, this column remains in front of the view that the attitude of the management control should be moderate, the purpose is to maintain the healthy development of the stock market, together with the stability of Manniu pattern. From today's disk point of view, this view should be a certain degree of proof, the property market in the petrochemical industry, led by banks and other blue chips, succeeded in reversing the decline in the situation of unilateral and, to some extent, stabilize the market confidence.
From a certain point of view, the management, control measures announced a surprise is the investment philosophy of the current market, a shock therapy, is the investment in the current market trend of a thorough cleansing. Tip of risk in the market has become numb circumstances,
Only lessons can awaken people's awareness, after all, is to maximize the interests of the people's nature, since the effects of money can attract a continuous influx of small investors, it also allows investors to learn a lesson from collapse.
The most important is that stamp duty raised suddenly, breaking the subject shares Along the myth of heaven is very likely to completely reverse the current bad money drives out good unhealthy market pattern. Of course, this is needed to reverse the driving force, that is, replaced by a new profit opportunities for stock speculation themes.
Based on this analysis, this column has long been considered the silent pre-fund holding, weighted blue-chip will usher in the long-hoped-in the spring. Note that this transformation process may have some twists and turns of.
B) the main financial Game:
Taking into account the index is at a relatively high level with the upcoming stock index futures and other factors, some of the main body throw some of the lucrative chips to lock in profits, or to shift the focus of configuration varieties of higher margin of safety, but the overall position has also been a relatively early stage decline. New funds, although some species have begun Jiancang, but the intensity Jiancang not. In general, agencies have taken while walking to see, The Hills view of the cautious strategy of fighting tiger, even in the heavyweight competition, the same is not deep wading.
3) between the medium and small retail game:
Proposed to focus on the texture of a good investment in M & A unit, or a lower price-earnings ratio of second-line blue-chip. For the short-term performance gains without the support of individual stocks is too large, you can consider progressively lighten up.
Disk X-ray: tomorrow is expected to be repeated shocks.
The opportunity to plate is expected to: I suggest a relatively high margin of safety concerns varieties, such as asset into the plate and the large blue-chip plate.
Market Risk points: short-term or excessive stocks, pay attention to out rallies.
Protection measures: proper control positions.
