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Data:2009-12-12 2:34
Source: Kim Merrill Lynch Investment
1, Market Guide:
Thursday tape heavy volume up. Benchmark Shanghai Composite Index to 2923 points Tiaokonggaokai morning, and then did not cover the case of a strong upside gap. 11 points had a brief dive after the tape market, but in buying, driven by the rapid recovery. Afternoon, and then steadily higher broader market. Zhong Pan index closed at 2993 points on turnover of 88.7 billion yuan, Jin Liangcheng larger than the previous day.
Message level, as of Wednesday, Shanghai and Shenzhen has 133 listed companies to disclose in 2006 Annual Report, which although less than the total number of listed companies into one, but it makes me know the whole picture glimpse reflected in: the fund, QFII, social security, brokerages and other mainstream investment institutions , in the fourth quarter of last year, are taking a jiacang strategy. According to the disclosure of annual reports of listed companies that have the top 10 largest shareholders, the circulation statistics, QFII holding total market value 2.2 billion, excluding the fourth quarter of last year's Shanghai Composite was up 52.67% of the factors, QFII in the 22 stocks in the actual Masukura 4 billion. Construction Trust, today's announcement that its fourth fund --- only the optimal allocation of funds to build the letter will be starting on the 26th through the ICBC, China Construction Bank, CITIC Bank and a number of brokerages issued offering a limited 10 billion. This is the only approved in the first issued stock to invest primarily in the direction of the new fund. In addition, the issue of covered warrants preparations officially started. Shanghai Stock Exchange convened last weekend, some innovative broker, on the "securities issuers of covered warrants Program (discussion paper)" seminar. This is the first time in the discussion paper surface. The securities industry expectations, time may be covered warrants issued in the launch of stock index futures, while the weight of the largest banks are expected to share in the first test plate.
Secondary market, today's broad market gapped gap left behind once again, the main attack force is evident. Intraday stocks appears broad based, down only a handful of stocks, but also a very small decline. Currently in Shanghai and Shenzhen 300 index has easy to hit a new high, indicator unit's strength to increase the confidence of investors prepared. From Handicap point of view, petrochemicals, steel, and other mainstream performance in a strong plate. Bank of plates has been repeatedly, leading shares of China Merchants Bank ascribed to fall, but the Industrial and Commercial Bank, Bank of China steadily higher, it's still easy to drive up stock. Present tape extreme excitement, the performance of individual stocks is extremely crazy. Non-ferrous metal plates the recent very active species, the international metals futures prices Xianyihouyang along the related Stock Quote Annual Report to start. At the same time, to Jiang'nan Heavy Industry Company, led by mechanical plate, with China Heavy Duty Truck led automobile plate, and the city, led by shares of brokerage stocks and other strong Hengqiang. In addition, large-scale profit sharing, Transmission and Distribution is expected to stocks, such as the Sanonda, have also been an active pursuit of funds. Today, the two cities significantly larger volume, although there is again a small disk, but the bulls clearly seizing the initiative, investors holding festivals will is growing.
Taken together, today's broad market rally heavy volume trading in hyperactivity. Preganglionic separate ways to do more active funds, indicating that the main force for the afternoon Quotes remained optimistic. Away from the current 3,000-point index within a whisker of afternoon broader market is expected to record highs. Comprehensive judged: Bullish
2, the operation recommended that:
1, position: 60%
2, attention: cheap oversold stocks
3, hot Analysis:
Secondary market, today's broad market gapped gap left behind once again, the main attack force is evident. Intraday stocks appears broad based, down only a handful of stocks, but also a very small decline. Currently in Shanghai and Shenzhen 300 index has easy to hit a new high, indicator unit's strength to increase the confidence of investors prepared. From Handicap point of view, petrochemicals, steel, and other mainstream performance in a strong plate. Bank of plates has been repeatedly, leading shares of China Merchants Bank ascribed to fall, but the Industrial and Commercial Bank, Bank of China steadily higher, it's still easy to drive up stock. Present tape extreme excitement, the performance of individual stocks is extremely crazy. Non-ferrous metal plates the recent very active species, the international metals futures prices Xianyihouyang along the related Stock Quote Annual Report to start. At the same time, to Jiang'nan Heavy Industry Company, led by mechanical plate, with China Heavy Duty Truck led automobile plate, and the city, led by shares of brokerage stocks and other strong Hengqiang. In addition, large-scale profit sharing, Transmission and Distribution is expected to stocks, such as the Sanonda, have also been an active pursuit of funds. Today, the two cities significantly larger volume, although there is again a small disk, but the bulls clearly seizing the initiative, investors holding festivals will is growing.
