Category: Money Tips Date: 2006-03-06
Source: Guangzhou Bandung Author: Ling Xue-wen
August Quotes Today is the last trading day, the Shenzhen and Shanghai tape basically extends the recent trend, showing a pattern of order within a narrow range; review in August of the stock market trend point of view, the Shenzhen and Shanghai show Xianyihouyang broader market in general, bottom recovery trend, the two cities K line is the monthly stock index closed out with a long lower shadow of the "hammer-type" K line, indicates that there is still further increase market outlook broader market requirements. The main line from the investment ideas with the mainstream context of view, afternoon can focus on four main lines: first, M & A restructuring, industry consolidation, asset injection and overall listing of topics. Benefit from the subject, followed by appreciation of the renminbi. Once again is the Eleventh Five-Year key investment areas and topics worthy of investors to pay close attention to the last thread is that investment in large cap value-type plate.
[Today's market conditions]
Thursday Shenzhen and Shanghai market continues to remain relatively volatile order patterns, volume slightly larger than the previous day, both received a small Yang Xian; one morning with the Shanghai Composite Index opened 1655.90 points, after the basic point in 1650 near the top of a narrow range of fluctuation, the highest intraday to 1661.47 points to close at 1658.64 points, the overall operation more stable. Shen Chengzhi trend is similar to inertia morning after opening slightly higher trend in the maintenance of order within a narrow range.
From the disk situation, Stock Quotes relatively active, G Guangyu, G Guangzhou Iron and Steel, China Sports Industry, G Hafei other nine non-ST stocks daily limit; specific point of view, some commercial tourism, food and pharmaceutical stocks such as consumer trend of good topics , such as the G CITS, G re-100, G 900, G Chinese Medicine, G Coconut Island, Zhangjiajie, alcoholic liquor, G Beijing tour, G Emei Mountain, Lijiang tour, G West Brigade, G and consistent. Secondly, the financial benefit from yuan appreciation, some real estate stocks may continue to perform well, such as the G China Merchants Bank, G livelihood, G Tian Chen, G Shen Shenfang, G Guangyu, etc.; the Olympic theme, 3G and digital television and other subjects have also maintained an active stock , such as the China Sports Industry, G and urban construction. In addition, the merger and reorganization, listing assets into the overall themes continue to perform well, such as G, Bao, G Bridge, G Guangyu and so on, as well as some steel stocks may have a good performance. The new "acquisition management practices of listed companies" will be officially implemented tomorrow, "the acquisition approach" to implement is expected to further invigorate the market's buying activities. Investors should be concerned about the late non-ferrous metal stocks may substantially aluminum plates pulled up, such as the G cloud aluminum, G Guan aluminum, Lanzhou Aluminum and Shandong Aluminum, G clad aluminum, etc. future to speak of further attention.
Thursday, the Shanghai Composite Index opened to 1655.90 points, up 1661.47 points, the lowest 1650.00 points to close at 1658.64 points, up 3.45 points, or 0.21% on turnover of 19.332 billion; New Composite Index (000017) opened today at 1401.29 points, the lowest 1395.40 points, the highest 1406.75 points to close at 1402.94 points, up 2.33 points, or 0.17% on turnover of 16.623 billion.
Shen Chengzhi opened 4159.94 points, the lowest 4155.72 points, up 4196.74 points to close at 4178.84 points, up 21.28 points, or 0.51% on turnover of 12.26 billion. Shenzhen, a new index (399.1 thousand) to 1690.28 points, opening morning, the lowest 1684.13 points, up 1701.74 points to close at 1698.87 points, up 10.29 points, or 0.61% on turnover of 10.59 billion. (Netease stock exclusive asked him to Ling Xue-wen / Practice Analyst)
[Today In news]
Thursday mainly in the following several news worthy of investor attention:
1, as of today, within the specified time semi-annual report of listed companies to disclose completed. 1392 listed companies, a total of 1388 published a semi-annual report, * ST precision, * ST Longchamp, G grasslands hair and * ST Lanbao four companies will be postponed to disclose semi-annual report. Data show that semi-annual report 1388 earnings per share weighted average of 0.12 million shares if the discounting factor, the weighted average earnings per share were 0.134 yuan, 0.138 yuan the previous year's level decreased slightly.
2, from today onwards, the public shareholding below 25% of the total share capital; share capital totaled more than 400 million yuan, the proportion of the public shareholding below 10% of the listed companies, such as the 20 consecutive trading days above conditions is not higher than , the SSE will decide to suspend its shares traded. Not compliance within 12 months, and will terminate the Exchange.
3, the SFC agency head, said with the new "Acquisition of Listed Companies Management Regulations" provisions of the financial advisers, the Commission is drafting a "financial advisor business management approach", to further clarify the qualifications of the financial consultants, detailed financial consultant's legal responsibility to establish responsibility and accountability for the implementation of the system.
4, China Securities Regulatory Commission will be held September 4 Fashen Wei met for the first 32 meetings, review, Suzhou Gold Mantis Construction Decoration Co., Ltd. and Guangzhou Seagull toiletries Inc. starting the application.
5, yesterday, the Chinese Foreign Exchange Trade System announced central parity of RMB exchange rate against U.S. dollars 7.9598 compared with 7.9669 the previous session down 71 basis points, and then a new high since the foreign exchange reform.
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6, the National Standards Board recently in the "2006 No. 8 Announcement of Newly Approved National Standards of China," approved "Digital television terrestrial broadcasting transmission system frame structure, channel coding and modulation" as the national standard, the standard in 2007, August 1 formally implemented. Analysts believe that this means that China's radio and television digitalization process will be in full swing.
7, the National Development and Reform Commission announced yesterday that China and South Korea recently signed an agreement on promoting TD-SCDMA project cooperation memorandum of understanding. South Korea's largest mobile telecommunications company SK Communications, Inc. --- (SKT) will work with our government to participate in China's 3G communication (third generation mobile communication) business program. TD-SCDMA is China with independent intellectual property rights, was the International Telecommunication Union (ITU) approved and promulgated the three major third-generation mobile communications standard.
[Afternoon Brief]
Today is August the last trading day, the Shenzhen and Shanghai tape basically extends the recent trend, showing a pattern of order within a narrow range; review in August of the stock market trend point of view, the Shenzhen and Shanghai show Xianyihouyang broader market in general, bottom recovery trend, the two cities K line is the monthly stock index closed out with a long lower shadow of the "hammer-type" K line, indicates that there is still further increase market outlook broader market requirements.
From the next phase of the macro-control policy direction of view, August 19, after the central bank announced the rate hike, "walked to see" may be the principal regulation of the central bank thinking, follow-up will continue to produce a comprehensive policy tightening will mainly look at the interest rate increase After the economic and financial data situation. Is expected in mid-September the relevant economic and financial data before the release, the relative-control policies will be more stable. The expansion pressure from the market, the recent simulation of road shows on the ICBC, China Life Insurance, Industrial Bank will issue the message to the market does bring some concerns, I believe that although the new shares will not be deliberately slow pace of expansion, it is expected before the National Day holiday , issuing new shares may be slightly slow pace. Also noted that, in September lifted G shares of restricted sale of the pressure is relatively light. In the capital expansion, the Shanghai and Shenzhen Stock Exchange has issued the "Rules of the pilot implementation of margin trading," the China Securities Depository and Clearing Corporation also issued a "registration and settlement business of margin trading rules" so that the core provisions of margin trading system, to be a clear, to a certain extent, to the market a positive impact on capital face; Second, the new "QFII investment management approach" significantly reduced the threshold for QFII investment and encourage long-term funds into the market; once again why the management system and vigorously promote the setting up of the insurance fund companies and encourage the development of the Department of fund companies and other banks. On the whole, in September the market will face a relatively liberal market environment, further upward expansion of space for the index foreshadowed.
The main line from the investment ideas with the mainstream context of view, I think we can focus on four main lines: first, M & A restructuring, industry consolidation, asset injection and overall listing of topics. "Acquisition of Listed Companies Regulations" will be officially implemented in September, and a great extent, the activities of an active market for mergers and acquisitions. Commission officials also said that "the stock of M & A can improve the quality of listed companies through private placement to achieve the overall market, to achieve high-quality asset injection and the introduction of strategic investors, is that supervision departments in the relevant distribution and M & A activity is most concerned about the The two goals. "from the recent market performance, with the theme of M & petrochemical department, military, steel, aluminum and other related stocks have outstanding performance, with the full circulation era, securities market in the merger and reorganization activity has long been simmering, investors can actively explore the related investment opportunities.
Benefit from yuan appreciation, followed by subject, including the real estate section, the financial sector and so on, the recent activity related to plate again and become the main driving force promoting the stock pick-up one. Once again is the Eleventh Five-year key investment areas and themes, including the independent innovation of machinery and equipment, recycling economy in the context of energy-saving environmental protection and new energy, new materials, 3G and digital television and other topics such as consumer and consumer to upgrade. Finally, it should investors pay close attention to the investment theme is the large cap value-type plate. The author notes that FTSE Xinhua A50 index of the sample stocks are samples of the Shanghai and Shenzhen 300 index of shares, of which the first 10 heavyweights are: G China Merchants Bank, Bank of China, Datong-Qinhuangdao railway, G Baosteel, Sinopec, G Wanke, G people's livelihood, G Long Electric, G Unicom, G Maotai in total index weight of 52.26%, which accounted for 10 shares in Shanghai and Shenzhen 300 index, weight of 30.83%. With the FTSE Xinhua A50 index and the launch of the Shanghai and Shenzhen 300 index futures, as well as the implementation of margin trading, the major impact of the market value of the index heavyweights as the scarcity value and the weight will gradually be reflected in the value of the investor can follow closely.
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