|
||||||||||||||||||
Data:2009-12-12 2:34
Source: Luo Lu Shi Galaxy Securities
Impact 3500 will be welcomed by broad market, currently has closed at 3497 points, Hu Zhi, tomorrow an opening 3500 may have been trampled underfoot, of course, is to accelerate the breakthrough in 3500 after the broad market rally has also occurred in a holding or trim, the estimated long-short The two sides will be full of contradictions and differences. The current problem is the impact of 3500 points, who is shouldering heavy tasks? Recently, we talked about our "technology and blue chip" idea, the recent technology-related stocks is indeed a radiant, more typically four times the impact of limit-Tongji Science and Technology Board, yesterday we suggest that you focus on science and technology section of another branch of medicine stocks, today's medicine plate in the Qianjiang constraints Sanpu medicine, medicine, and pairs of herons on the real medicine on the seal at the daily limit. We recommend Kunming Pharmaceutical seen a dramatic change hands, large single-frequency current, and we continue to be optimistic midline stock performance, propose that we continue to focus on.
So, tomorrow, a breakthrough 3500 hit points, who is shouldering heavy tasks in turn do? We believe that none other than the non-blue chip, because it can play 42 pulling Flemingia role, especially those accounting for a larger weight, the main controller chips are more easily pulled up the Shanghai and Shenzhen 300 blue-chip stocks, as they both pull - Taiwan index futures can also be for the future introduction of looting chips, in which we recommend that you focus on the focus of our promising a middle species Shengao Su (600,548), because after in-depth study, we surprisingly found that Shengao Su is a rare midline varieties! First, it is a present value has been seriously undervalued stocks in Shanghai and Shenzhen 300; secondly, its top ten shareholders, together holding up to 91%, which does not include the top ten shareholders held outside the body chips, in other words, In addition to outside the top ten shareholders, only 9% of the need to control the flow of chips (which Liutong Pan of only 2.1 million) can control up to nearly 200 billion total market capitalization, is the so-called "42 pull jin." Usually, a high degree of control chip stocks agencies, the future or a big rise or drop, because low-priced at the bottom, at present only 31 times earnings, far below the market average price-earnings ratio level, while the top ten shareholders of circulation is mainly Social Security and investment funds, rather than "Zhuang Gu." Combined with fundamental analysis, the possibility of its future belongs to the former great. In addition, the Unit also has a large potential themes and bright, as the company will issue a separate trading convertible bonds, convertible bonds is the separation of trading domestic capital market, innovative products, saying that white is the 'get warrants to buy bonds', due to maturity of the bonds could be serviced for investors to bring stability returns. The general price is overvalued at present warrant a typical clouds of warrants has been highest in the 13 yuan or so, so, if Shengao Su future of subscribers for each bond the non-availability of the company distributed more than 22 copies of the warrants, which warrants If at a later listing fired high, no doubt the equivalent of the company gave investors a big "red envelope." This may be the institutional unanimously bullish reasons.
In addition to the potential of blue-chip, we are also optimistic about the financial sector, as shares of financial stocks Quotes recent hot, there has been both sides of needle such as high-priced shares, huge wealth effect triggered a market value of this revaluation of such stocks. With the return of Bank of China CITIC Bank and China Everbright Bank IPO is expected to be the impact of IPO in Hong Kong associated with the wind shadow of stocks moving, and the present A plus H-linkage between them began to increase, is definitely worth focusing on. In the equity in the financial sector, it is recommended to focus on Southern Fujian spun (600,483), because the company shares of Bank of Communications 1500 shares, while Bank of Communications have been listed in Hong Kong, which is trading at 8.38 yuan per share book value of equity investments to achieve 7 yuan / share around, or about 100 million or so, according to the South spinning the total share capital of 288 million calculations, is expected to add value per share of about 0.3 yuan. In the upcoming Bank of stimulation, the market is the next hot spot is likely to cross the line around the shadow shares started, similar to the south of Fujian, like spinning off such stocks are expected to line up with fulminant Quotes. In addition, it shares of 19 million shares of Societe Generale Securities, whether banks or shares of equity securities, the market has been the subject of hot pursuit of the most rare is that both the company's equity, insurance, banking and securities these three hot hot, so that when was the main phase, stock prices soared on the possibility at any time.