Category: Money tips Release Date: 2007-05-23
July 22 Zhongguancun Securities Xiaojing
Last night, I and my husband while eating while watching the news network. When you see the 2 percent revaluation of the yuan against the dollar this news, I am very confused: Is the appreciation of the benefits or disadvantages large greatly? What would cause the stock market impact?
Husband good theoretical research analyzed in detail: from the past historical experience, an appreciation of most of the country's economy have a positive effect. And the appreciation of the RMB has stimulated the market effective demand, QFII and other foreign institutions will increase their investment in China's stock market, so the stock market is a big positive.
Sure enough, today's broad market gapped sharply higher open five points, followed by oscillating the way up, covering the pre-gapped gap in one fell swoop. Tape severity of the individual stocks are not weak, appears broad based, intraday trend, Hechi chemical, Sanonda A is both outperform, so Liu sister, Ch'en, and Jessica Green good unhappy. I bought the Rhine Xiao Erhei home buyers are bold, strong limit-end unit, in order to bring us a rich short-term gains.
After the close, we started a heated discussion. Character, Wind & Fire, Liu sister to speak first: At present, the concept of plate have a strong appreciation of the yuan rise, such as aviation, paper, real estate section has a huge gain in the stock market outlook what we buy in order to make money then?
Jessica Green suggests that we can focus on appreciation of the RMB will benefit the industry and plate, such as with the real estate industry is closely related to the cement industry, that is, the market is still being ignored by a revaluation of the RMB will benefit the industry.
After some screening, I found the Fujian Cement [600,802]. Company is the largest cement producer in Fujian Province, regional monopolies have obvious advantages. As the appreciation of the renminbi will further accelerate China's real estate outside the capital investment, especially in coastal provinces, the pace of real estate, according to experts predict that real estate-related with the highest cement industry is expected to bring about short-term double-digit growth, the company With this unique environment, an excellent future development of the situation.
Xiao Erhei are more optimistic about the ancient Han Dynasty Purple [000.59 thousand], as a hundred years of Chinese medicine businesses, the Unit also benefit from yuan appreciation, performance is expected to grow rapidly. In 2005 a quarter of the company to achieve profitability. The future benefit from the positive appreciation of the RMB, the state introduced the policy of protection of traditional Chinese medicine, the company a monopoly of Chinese medicine products will bring higher profits, full-year results are expected to maintain rapid growth.
Silence of Letting Ch'en asked: two stocks are good, but the broader market on Monday, how would it go?
Xiao Erhei Analysis: As the general rise in individual stocks next week will be faced with a big large profit-taking pressure, is expected to be high oscillation finishing tape.
To leave the large room, I passed the retail hall, to see normal brows of investors launched a series of smiling faces, I am surprised to find: China's investors are the most lovely.
