Category: Money tips Release Date: 2007-03-13
Source: Jiangsu Tianding
The Shanghai Composite Index this week, two upper leaving a 14.86-point shadow lines, markets, upward pressure on relatively clear.
Strengthen the cabinet structure shocks
The face of such trends, the industry there is a big difference, optimism, believed that broad market is now coming down, there is still poised for further expansion after the space capabilities. But prudent persons, that the tape ascribed to the pressure drop means that the market rebound appeared in the short term further on the impulse can be difficult.
In this regard, I tend to view with caution, first appeared yesterday disk auto stocks, real estate stocks, sub-shares, technology stocks and other traditional hot want to vibration fatigue, indicating the market has not recognized, while the new market is not yet led the formation of hot spots; The second is ascribed to heavy volume down, it seems there is money disarray lighten up.
Of course, this does not mean that there is much room for adjustment broader market, the main target is the front-line stocks are still in low lying areas of history, while the level of the valuation of these stocks also extremely reasonable, therefore, not much room for such adjustments in individual stocks, broader market The adjustments are also relatively limited. Thinking in this manner the broader market to shocks in the cabinets, the cabinet is very likely the Shanghai Composite fell 1550 points to 1700 points range.
Three investment opportunities appear
The trend from the previous term, investment opportunities in shock box does not lightly, because the stable large-cap stocks will explore the potential of funds to stimulate the passion of going separate ways, for now, there are three types of stocks can cause investor's attention.
First, no shares of stock reform brought about investment opportunities. This does not rule out the theme of opportunity for innovation, such as underperformance in the shares of the stock reform process is very likely by means of the "Green Channel" and the introduction of strategic restructuring side, the emergence of new investment opportunities. Investors are advised to focus on Textile City, Hebei declared work.
Second is the information reported is expected to show rapid growth performance of individual stocks. Investors are advised to pay close attention to sales of main business gross profit margin, or profit margins continue to own run-stocks, such as the G gold from, Westlands biology, crystal source of electronic, G Temple of Heaven and other firms. In addition, the main business revenue growth and companies are optimistic about the fundamentals of individual stocks may also be concerned about the expected, such as the G Mount Emei, G too so.
Third, the future of industrial development is in line with changes in individual stocks. For example, energy-saving industrial policy in line with national industrial policy-oriented, G a strong confidence in the recent trend is the best example. Such growth is expected relative performance of individual stocks to determine, or even break out of the market's cabinet shocks independent market, such as G Chong Yuan, G Linkage and so the focus should be tracked.
