Category: Money tips Release Date: 2006-02-11
Source: Guangzhou Bandung
Abstract: Large-headed SAC yesterday and today, suddenly announced that Fashen Wei's speech next week to continue to open their floodgates to new shares, indicating a problem, that is, the stabilization fund has bugger! So how the stabilization fund to open linger for?
First, the game between the market and policy process:
1) down the amendment period is coming to an end: This part of the qualitative nature of this rally for the period decreased by amendment to the technical nature of rebound rally driving factor is the interest groups and arbitrage game; say clearly that is limited to the SASAC for cash sale non-negotiable and the use of funds to support the market approach for political action. Yesterday, the SASAC big headed just begun his speech today, Fashen Wei again jumped out to public announcement, indicating the management has begun to prepare Huyou's market, is a chain meter. I have repeatedly stressed that, in order to Quotes go high, go far, we must hold-up Queen's funds, stuck with funds to support the market. However, today's Fashen Wei Cong continue to work to analyze the news, Queen's funds have been escaped. Since July 26 after Air China over the SFC Fashen Wei had "rest" of the three weeks. Yesterday, the SFC website Fashen Wei hanging out of the 27th Working Conference this year, a notice will be announced next Monday, Dalian zhangzi Island Fisheries Group AG and other three companies I would go. So only give the market a signal, a break is over, the broader market will continue to Tandi.
2) stabilization fund exactly how the escape:
Only stuck with the main market stabilization fund, it may be game management policy Bu Zhiyu great too, but this point is very difficult because it is impossible to accomplish. Because, there is also the tricky than the stock market. G CITIC is a "small non-" large-scale lifting of the ban has been the most concerned about a stock market, not only because of its non-tradable shares of the distribution of bulk and large quantities, and, since the stock has been changed, G CITIC risen dramatically, according to complex calculations right, the Unit In one year, rose nearly 3 times. The last two trading days, G CITIC trend is still robust, but the intraday turnover pulse amplification signs, some analysts believe that "small non-" is a great possibility of escape. In fact, this is only superficial, see through nature of the market! Nature of the market is the central focus of enterprises inside and outside the colluding enterprises have already received a management mandate, entered the era of Ming Zhuang! Today's G Hongsheng is also limited circulation sales, why lower limit? Because it is not the central level, there is no background! The G CITIC Why limit sales will go up? Because of the SASAC background! Sale of shares of restricted cash after the lift, selling the best option for investors to flee, rather than the collection, control chips a good time. As the number of non-tradable shares is far greater than the number of outstanding shares, they "lifted" after holding the contrary, will present the main pressure, and their sell-off would "ban" before a severe blow to the dark village. Because tradable, each enterprise is almost Liutong Pan Liu Tongpan on the basis of the original double double, which would lead to the old banker could not Kongpan. However, the five stocks is indeed a smooth transition, indicating a very big problem. That is unless the former is the company's own hidden village, there is a possibility that the tradable before the dark village has been the major shareholder with the company signed a "cooperation" agreement. Full Circulation after "due to the dominance" of the non-tradable shareholders in the "lifting of the embargo," after the embodiment of the Ming Zhuang, and so bring out a dark "cooperation" which makes the focus of central enterprises a smooth transition! So, I guess Stabilization Fund escape route is to use back-room deals, rather than the secondary market! Suppose stabilization fund in the secondary market access after-hours, and the non-tradable shareholders, the proportion of cash profits to share, then even if a serious hold-up in the current price will not lose out! In regard to the G CITIC For example, in accordance with the general theoretical analysis, to restore the secondary market price is 17 yuan, the lowest cost of non-tradable shareholders is 1 yuan, 16 yuan in profits and less money to support the market for a semi-open, even if the G CITIC fall 4 yuan, to support the market capital is also a tie. This may be a new era of full circulation model, that is tradable age, background must buy the stock, otherwise, no matter how good the performance is also a Si Qiaoqiao!
Second, the main money game:
The game currently on the market entered the political game stage, the main and the management game is a political background and policy risks, so this is not a normal stage of the game is between the main subject matter, rather than merit. Market investors and the main game is the plate resonance and subject matter, rather than merit. Today's G Hongsheng lower limit and the G-limited sale of the limited sale of CITIC rose, indicating a very serious problem, and that is very deep and special background of the context of tradable shares only the most secure, there is no background stock performance Even the best are down. Ming Zhuang market is entering the era. This will be the follow-up of the stock market to guide and influence of those mainstream investment institutions as a whole manipulator of ideas and research methods. The market became more and more game complicated. Because, after back-room deals, and the stage of the operation of trading practices will be combined beyond the ordinary in the secondary market, fundamental analysis and technical analysis.
Third, among the small and medium retail Game:
Game currently on the market is becoming increasingly complex, in the full circulation of the initial impact of the market's investment philosophy and investment techniques of the new changes took place, it is proposed that the short-term maintain a large cash position would be more appropriate!
Disk X-ray ----
Fashen Wei will re-start next week, indicating that the rally will be basically finished! Tape technology is the next high point of 1612, it is recommended to carefully assess risk.
Market Analysis of Multi-cycle resonance point ---
This week, the opportunity to Plate: Plate and commercial real estate property is a major focus this week's plate
Market Risk points: tradable limit sales background will change the secondary market, conventional techniques and fundamental analysis, speculation since the background will be the mainstream. Therefore, there is no background stock proposed to be vigilant.
Protection measures: It is recommended amount of control positions, the use of bounce-band operation to the cost of beach.
