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Data:2009-12-12 2:34
Source: Hantang Securities Author: Chan Chi-kwong
As a phase of brokerage stocks has been the focus of the most popular hot spots, including mass transport, nine Chi-tang, there will terrific. Mining is currently operational goals under a new mass transit-type explosive dark horse.
Many institutional investors to adjust positions to step up to meet the bank issue, making China Petroleum and Awkwardness of Fund appears certain to bring down short-term shocks to the broader market. ICBC's IPO release will hit the size of the history of the most, the ICBC A shares to be issued this 13 billion shares, green shoes, after the full implementation is expected to reach 14.95 billion shares, is expected to finance the scale of A shares will be 400 billion yuan, becoming the A-share market's largest distribution. ICBC's IPO release will hit the size of the history of the most, the ICBC A shares to be issued this 13 billion shares, green shoes, after the full implementation is expected to reach 14.95 billion shares, is expected to finance the scale of A shares will be 400 billion yuan, becoming the A-share market's largest distribution.
Short tape delay, Shanghai and Hong Kong stock plate is expected to play a more important role. From the disk performance, last Friday sealed daily limit rapid mass transit and other Shanghai is also a remarkable performance of local stocks, such as Shanghai Jahwa adjourned to the uptrend appears the third principal Shenglang Shanghai Pharmaceutical, Shanghai, Hong Kong stocks over a long period After finishing the platform may be bred a larger investment opportunities. Especially after a large number of stocks rose after the Bijiaxiaoying of 3,4 million shares already have a great growth momentum in the broader market context of the short-term disruption, Shanghai has always been an important local shares as the main plate, throughout the large panel quickly linkage is expected to greatly stimulate and promote the index of market sentiment.
Thus, summing up the market under the present three types of shocks disk Huoyue Gu, one is a mass transit such as brokerage shareholdings in listed companies raised the subject matter, although the unit also issued to clarify the notice, but the Unit has been attacked for two consecutive trading days daily limit; second category of machinery and equipment the company once again become a strong plate; The third is a local Shanghai shares outstanding. Therefore, combination of these three points, the best varieties is the brokerage largest holding in listed companies in Shanghai local machinery companies in the next of the stock market is expected to be in a good performance, could focus on Shanghai in the local stock outstanding industry leading quality Long shares (600,836).
Jielong shares (600,836): from Guotai Junan become the second largest shareholder of mass transit, triggering the stock performance of a continuous daily limit of view, Jielong shares are likely to be the next outbreak of a mass transit because Haitong Securities is Jielong Share the second-largest shareholder, also has an extremely thick so the concept of stock brokerage grade. The company is a machinery and equipment such companies, machinery and equipment, a stage plate in the recent signs of renewed activity. S XCMG daily limit Monday, while a number of companies are out of the machinery and equipment category consecutive upside trend.
