Category: Money Tips Date: 2006-12-03
Recently the Fund's investment portfolio in the second quarter report has been published in full is completed. We found a lot of Awkwardness of Fund is not only good fundamentals, but also very strong trend. In this case, the analysis of individual stocks in the fund each position and then found that the company's investment potential will become a major stock-picking at this stage know-how.
Such as the Baiyun Airport (600,004 market, information, advice, Comments, and more) by the Fund, JIN Xin, Soochow advantage of selected two funds, etc. At the same time Masukura, 3 months Masukura 746 million, which is clearly ahead of the broader market trend . Since the first quarter of this year, the company's main business growth was significantly higher than expected this year will achieve after-tax profit of 2-3 million, and in the future will show accelerating growth. The main profit of the company's future growth, including the opening of international routes, as well as international business growth. Currently the airport is in consultation with relevant government departments, the new airport, outdoor advertising business problems. If allowed to operate the project, has forecast that profits will increase 80 million yuan, the company's future development will provide a new growth point.
In addition, some individual stocks in the first quarter of Awkwardness of the Fund's portfolio does not enter, but in the Fund's second quarterly report has frequently appeared. Such stocks are the stocks the fund recently Jiancang, screened in this way out of the company, which tend to have higher rates of return. Such as the Dragon hybrid funds, Soochow Golden Harvest Advantage Select Fund in the first quarter did not hold Ma Ying-lung (600,993 market, information, advice, Comments, and more) of the chips, but the combination of second-quarter report, its position has been achieved 174 million shares, for a Liutong Pan only 1800 shares of small-cap stocks, the Fund's position has been as high as their proportion of the outstanding shares of 9.67%, of which period of relatively strong trend, it is worth focusing on.
It is noteworthy that more should pay attention to market timing stock selection. If the broader market followed a downward path, not the best time Awkwardness of Fund holdings. Conversely, if the broad market on an upward channel, that is the best chance of Awkwardness of Fund holdings.
