Category: Money Tips Date: 2006-11-25
Source: State Yuan Securities
Broader market lower on Wednesday after the oscillation higher inertia to allow the market to ease the atmosphere of panic, in fact, a rebound after this crash was also expected, because history has also appeared several times. Tuesday crash has attracted so many bad rumors, the market always the case, when the thing happened on the ground trying to find. Explain in public rumors do not speak, we are still cautious view of the center line Quotes, market liquidity and sentiment may be short-term downturn, at the same time from the disk, the first two weeks the market has emerged banking, real estate, consumer and other mainstream plate peaked, and achievements Poor Unit and the crazy concept stock market signals. We believe that the market since the August 2006 rally since the center line has basically been completed, mainly afternoon in order to adjust the center line. Adjust the risk is likely to come from the lucrative real estate sector, financial, alcohol, engineering machinery, iron and steel. Therefore, we believe that after the broad market is bound to usher in a wave of mid-level adjustment, today's rally, we tend to technical repair, after all, two around the corner, a row is unlikely Yindie the broader market is likely to oscillations in the current location for some time, and then continue to adjust.
Disk analysis, individual stocks broad based, the two cities a total of two hundred stocks daily limit, and Tuesday the formation of冰火两重天pattern of limit-stocks mainly concentrated in 3G communications, non-ferrous metals, iron and steel, power plate, we believe that is quite profitable for the institution Feng blind rebound plate is not easy, but should be thrown by a rebound of the machine to avoid the risk. On the contrary, for small gains, valuation is reasonable, future growth can be expected that the variety of machines can take the callback bargain hunting. Example 3G plates, 3G is not a conceptual speculation, but a major investment opportunities, 267 million TD chopper small scale, on the right ZTE, TeamSun, China Telecom Test record profits of listed companies to bring a major positive impact. Once the TD started a larger scale, domestic listed companies will benefit from the huge, if we can go abroad, it would be 10 times more space for the huge investment opportunities. According to 3G in-depth industrial investment, capital markets will gradually realize that 3G significant investment opportunities. 2007 will be the turning point of the communications industry, the 2008 will be the year of the outbreak of the communications industry. Up will be completed the first half of the value of the return in the second half will be completed in 2008 is expected to rise.
The current operation may be concerned about the two main lines: First, price is not high, or not, performance may be turning point of the species, such as the TCL Group, although the 2006 losses, but after stripping, loss of assets, is expected to achieve profitability in 2007, and the current absolute stock prices and gains are not high; second is listed as a whole or group of assets into the enterprise, as some varieties of non-ferrous metals.
