Industry analysts in 2006 the top ten investment strategy Money Tips

Category: Money tips Release Date: 2007-02-14

1. CITIC Securities - in the Army: road network effects, the story of the industry will continue,

â–?from the first three quarters of 2005 view of the circumstances, the main trunk roads to achieve a higher share of revenue growth and profit growth.

â–?2006 year on year will be re-charged in full swing. Weight fees have been implemented from the company's situation, generally about 10% to achieve revenue growth is the company's greater good roads.

â–?The introduction of fuel tax negative impact on the toll road would be very small.

â–?Compared with H shares, stocks, shares of A to change the road after the stock will have a parity edge.

â–?Highway industries to remain strong in the big city investment grade. Jiangxi and Guangdong Provincial Expressway Development bullish, Chutian high-speed, modern investing in the future development prospects.

2. Shenyin - Li Yamin: banking yesterday keeping a low profile today perturbed

â–?moderate monetary policy will support the macro-economic soft landing.

â–?asset quality will not be deteriorated significantly.

â–?decline in yields is limited.

â–?had accumulated sufficient provisions to ensure the steady growth in net profit.

â–?falling stock levels to make the investment in a safe range.

â–?industry comparative advantage still exists. Optimistic about China Merchants Bank, Shanghai Pudong Development Bank, China Minsheng Bank and Huaxia Bank.

3. Guotai Junan - Yao: electricity power industry, coal, utilization of the three elements of the re-wheeled

â–?optimistic expected the first half of 2006 is expected to implement the second coal linkage, price rises 0.01 to 0.02 yuan / kwh.

â–?coal price in 2006 is expected to fall again 5 ~ 10%.

â–?unit utilization rate in 2006 a larger variables, adjusting the forecasts of increased production average utilization rate of 05 ~ in 2007 fell 1.4%, 4.9% and 4.7%.

â–?The new electric power industry policy will be up again contribute significantly to energy development, wind energy is a truly workable "new energy" variety.

â–?the current decline in fuel costs is greater than the utilization rate of decline in the marginal effect of side-effects, gross profit margin will allow power companies to continue to rise.

â–?recommended overweight G Huajing, Yuedian Li, Shennengyuan and GD Power, cautious overweight Huaneng Power International, G and G Shen Chang-electric energy, long-term, attention to crown power.

4. Guotai Junan - Zhang Yu: Real estate industry trade debate in the industry the opportunity to flash

â–?Following the 2005 decline in the real estate industry in the economy channel, in 2006 the industry will be in a relatively stable period.

â–?sector investment remained at a high, but growth is slowing down, from the tight market supply and demand into a temporary equilibrium.

â–?commercial housing price increases around the vane control into policies, policy, within the tight loose, policy changes aimed directly at business models and industry concentration changes.

â–?sector investment rating to "neutral", but many individual stocks have a transactional opportunities, such as Vanke Group, China Merchants Property, Golden Land Group. OCT continue to recommend holding, strongly recommended Shen Baoheng.

5. Guotai Junan - Weixing Yun: The computer industry, look for stocks in the industry bright spot in dull

â–?06 the domestic PC industry will maintain steady growth, annual growth will be basically the same as in 2005.

â–?06 the domestic software industry will continue to maintain double-digit growth, an increase will be basically the same as in 2005.

â–?the overall performance of the domestic computer industry is relatively flat circumstances, the investments should be directed to focus on the business range is uniquely positioned with technology advantages and market monopoly of room for growth company stocks may be concerned about the space information, the New World. A total of 2 1 [2] Hot Articles latest articles reporting the daily combat the Nuggets in 2006 Outlook: out of the plate Board, entered the initial stage a new round of Quotes Best Jiancang time: 06 major industries and leading shares investment analysis report of the daily combat Denver Nuggets daily combat report of Ting Choi: successful breakthrough after years of line positions to adequately mitigate the
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