Category: Money tips Release Date: 2006-06-03
Source: Beijing in the first place
Shanghai and Shenzhen stock markets this week, sharp shock can be thrilling to describe, in particular Tuesday there are more than 800 stocks lower limit, the largest stock index hit a 10-year single-day decline in both the bull market risks to investors lesson education classes, but also for many unwilling to lonely hot money provides a re-smitten with all kinds of stagflation stock opportunities. From the Wednesday stocks had more than 200 daily limit, Thu, Fri dozens of individual stocks were limit-hot show that the highly anticipated next week, two will be formally held, agriculture, Beijing shares, low-cost serious stagflation caused by two blue-chip Quotes will be hot be carried out to the northeast, represented by two high-speed Quotes Niugu is expected to usher in a continuous explosive blowout.
First, to bring stability to stock held two sessions to build a big box shocks new opportunities conducive to stagnation, low-cost, defense is king of the two Quotes started.
Should be said that the collective fund Shigekura high blue-chip decline was triggered this week dropped the culprit Tuesday together Thursday for a huge drop in Yin Xian, so that short and medium-term technical patterns become more severe, the market depends on if you want the key to stabilizing bank , real estate and other blue-chip trend. Taking into account the two tax merger, to build a harmonious, people's livelihood, rural themes, independent innovation, and equipment manufacturing will be possible topics for this year's two sessions, thus not only lead to
Agriculture Unit, Beijing shares the concept of the traditional two units will take turns sharply upside, and, for consideration during the two sessions, "The People's Republic of China Enterprise Income Tax Law (draft)" and the motion, the two tax merger is essential for banks, steel, petrochemicals, coal and other heavy duty blue-chip blocks substantive large positive, beneficial to the banking, petrochemical, coal and other blue-chip stabilized active, the corresponding index for the stability of two more favorable during the period.
In the context of relatively stable, the market trillion hot money flooding, all kinds of agricultural stocks, Beijing Unit, the two stocks will usher in opportunity for speculation turns hot. However, in the high and the blue-chip sell into the history of Ju-Yin Tuesday under the blind pursuit of high-risk highlighted in the principles of defensive operations under the guidance of stagflation, low-priced big bang in the market limit-the main characteristics of individual stocks. Example trillion-dimensional technology, Chang'an information, Dandong Chemical Fiber, or a continuous loss of such a loss of species, there times of adversity as well as a continuous daily limit daily limit, up the core of power is absolute stagflation. Friday power source, seabirds development, and Nanjing Chemical Fiber, Shimao shares, and so limit-limit-element of its inherent characteristics of the common is also a stagnation can be seen operating in the defensive strategy, stagflation stock market of hot money into separate ways fierce attacks daily limit of the core focus. If a more robust point of view, remove stagnation in the loss of shares of stock, then consider supporting performance and fundamental factors such as the phenomenon of the Northeast can be made of such low-cost high-speed highway unit with excellent defensive, in the Quotes of two very easily become a super-large organizations limit-continuous violent objectives, short, middle of the possibility of a sharp blow great.
2, multiple positive factors to promote the value of the revaluation for the potential of leading company with strong middle lay a solid foundation.
According to CITIC Securities research report degrees to the highway industry, the economy is good, with the rapid growth of car ownership, road traffic volume growth will have a firm support. According to the statistics: China's car ownership of residents, or whether it is the total penetration is very low, the residents owned less than 1 per 100 vehicles, compared with per capita GDP lower than Indonesia and the Philippines, China is even lower in comparison with the United States is an even greater disparity. If the terms by family ownership, the situation in China may be even worse. From China's economic development prospects, per capita income and consumption growth, the development of the automobile industry shows that China's car consumption will continue to grow, a number of institutions predict that by 2010, auto sales in more than 20% annual growth rate of 2010 to-2020 Nian annual growth rate of at least 12% or more. According to projections from motor vehicles, popularize and heavy-duty truck transportation is bound to come factors such as traffic flow in the next 3-5 years will maintain rapid growth in the next 15-20 years will be rapid growth. Weight due to the universal application of fees will lead to lower maintenance costs and improve gross margins, as well as the company's cost control will greatly enhance the company's performance and valuation of highway.
At present, the highway is significantly lower valuation of shares, value mainly from the revaluation of push factors: trade policy stability and industrial economy to the good; abroad, the high price-earnings ratio of Bijiaxiaoying Highway Unit, its more than 10 years of Quotes has a strong trend ; a higher net profit margin CAGR and stable upgrade; continuous acquisition of the assets to achieve the scale of expansion; dividend (dividend yield) of the value will appear, the proportion of road dividend stocks more than 50%; toll roads currently on the market transfer of shares the premium rate and price-earnings ratio at about 2 times and 30 times. The basic conditions for the better in the industry, these factors will contribute to road stock revaluation and the potential strength as well as leading the company to double the center line has great potential.
Third, focus on grasping the two Quotes Low Highway Niugu big opportunity to make money.
Agriculture, Beijing and other stocks in the hot money, the violent siege, has now have gone against the tide strong, can be expected that a formal meeting with the two next week, agriculture, and Beijing, two concepts will be rallied together to Pentium Niugu daily limit, some have absolutely stagflation of the two concept stocks, short-term explosive energy may be extremely surprising blowout. The defensive and low-cost stagflation with the dual focus on the factors to stop the highway Zhang potential Niugu, its explosive upside consecutive blowout Zhang stop will be the same as agriculture, Beijing Zhang stopped Stock Exchange, echoes. Actual attack north-east high-speed (600,003): The company is the transportation industry, one of only two inter-provincial Qiangqiang joint ventures, one of the largest in the northeast first, typical of the regional highway leading enterprises. Deserves attention is that, the company invested more than 4000 million was jointly set up by the Group of Jilin, Jilin Province, vegetable oils and fats East High-tech Co., Ltd., the company is the Northeast region's largest and most modern plant oil processing enterprises, the main business includes : soybean vegetable oil processing, soybeans, soybean oil, soybean meal, and the purchase and sale of storage and transportation, salad series of product and technology development, enabling the company with a hot agricultural concepts; other investment shares of the twenty-first century and Technology Investment Co., Ltd., with the concept of science and technology venture capital. Trend since June of last year on a serious stagflation, Friday hit a new high explosive blowout major breakthrough imminent.
