Category: Money tips Release Date: 2006-05-11
Source: Department of Yang Investment
While last Friday was once A-share market plunge, but because of the expected macro-control policy and the expansion of information has not been confirmed by the market, so funds are going separate ways, "morale" promptly stabilized, the Shanghai Composite rose 20.83 yesterday, re - point, reproduce the "Red Monday."
Who is in the promotion of "Red Monday"
Judging from the current A-share market point of view, appreciation of the yuan to upgrade the market awash with liquidity on the future expectations, because the yuan revaluation will lead to endless follow-up funding, A-share market will run out of cash to promote the broad market focus of up-shift posture.
Looking at the present pace of A-share market expansion, as is widely expected to Industrial and Commercial Bank of China will be released in October and listing, so there are in the industry believe that the expansion in September should be a vacuum period for the issuance and listing of Industrial and Commercial Bank do more to create an atmosphere. In fact may also be the case, because in August Fashen Wei suspended for 20 days before issuance of new shares will be, the current arrangement has been listed to the September 28, and so can be deduced in the "11" before the long holiday, A stock market is not big expansion rhythm, a coincidence that in September "small non-" lifting of the quota is only 665 million yuan.
Thus, the lower the demand for funds in September, but the money supply is endless, so there are in the industry believe that the expansion in September "vacuum period" as the funds are going separate ways it is a golden season game. Is reflected in the disk, is a recent A-share market turnover of the re-amplification, Shanghai stock market trading volume is from 8 months in early 11 billion to 15 billion yuan of box shifted to the current 170 billion to 21 billion Yuan's new box, so would push up the stock price. It appears that funds are used separate ways expansion of the "vacuum period" to create a rebound, this week, one of the "Red Monday" may be just a prelude to rebound only.
Quotes relatively optimistic in September
The strategy of the major brokerage analyst from a macroscopic point of view is relatively optimistic in September Quotes First, semi-annual report in 2006 showed net profit of listed companies rose 7.54%, completely reversing the 2005 Annual Report, 2006, a quarterly performance of listed companies the downward trend. The Gengrang encouraging is the industry, G Unit, the company's performance is very rapid growth, more funds are going separate ways conducive to boosting the center of gravity of the A-share market optimism.
Second, the current A-share market price there is the typical characteristics of the structural bull market, not only because of competitive industries continue to produce sustainable growth of listed companies, so as to provide an A-share market has an upward impetus to do more. But also because a number of large capitalization stocks undervalued, G Unicom, G Long electricity, Air China, Bank of China, Datong-Qinhuangdao railway, making the valuation of A-share market has further focused on the shift space.
Thus, this week's "Red Monday" has been to the market that the A-share market in September there will be more eye-catching trend emerged.
Lock three investment themes
Because of this, investors in the current operation can be relatively positive and optimistic thinking some, as much as possible from the current A-share market to grasp the hot market in September Quotes opportunities arising from the band. A-share market from the past, the trend point of view, band of the opportunity to not only require more excellent fundamentals, but also need to mainstream bands Quotes fundamental characteristics of hot spots coincide.
For now, the mainstream of the current round of Band Quotes There are three major hot spots, one yuan appreciation themes, including real estate stocks in the G Shennan light, G Jinqiao, G Lujiazui and other stocks that also includes the airline stocks in the Southern Airlines, the East Air. Second, the Olympic theme, which lies in Beijing's real estate stocks and tourism stocks, G Beijing tours, Beijing Capital Tourism daily limit yesterday sealed plate, in this driven, G Huangshan, G Emei Mountain and other firms are repeatedly trying to flaunt, G Gui tour, Lijiang tour and other firms may continue to be concerned. Travel + Expo shares the advantages of real estate can also be cause for concern. Third, the concept of semi-annual re-mining stocks, mainly in semi-annual report information revealed sustained high-growth stocks, yesterday's G Kam, is a typical, G Hing Fat, G Chengxing, G too, G Kuei Tung, Textile City and other firms can also be tracked.
