Category: Money Tips Date: 2007-05-02
Source: Wanguoceping Author: Ye Ping Tsat
Broader market has already priced in the morning of Hua An Fund Management Company executives disciplinary events, performance was relatively stable, but the afternoon of the financial sector began to rapidly decline, leading decliners in the broader market will induce broader market complementarity gap, but ultimately failed to cover 3:00 left. Judging from the current point of view, there are two factors that affect the market trend, the first is; gap problem, we mentioned repeatedly in front of the broader market this week should cover the gap, the gap should be covering, in accordance with the gap theory, if the cover, which means plenty of room behind the rise, but at present all aspects of broader market conditions are not conducive to soar, so the gap has to cover the broader market can only cover up again, therefore, technical term, broader market need to cover the gap, once again covering the gap may be Uplink; past two trading days broader market may soon cover the gap. Second. ICBC is the issue, the ICBC listing will inevitably lead to institutional arrangements and ICBC separate ways, and each institution has a ratio of asset allocation, and therefore a large number of configurations ICBC the same time, will be reduced as the configuration of other financial stocks, so we began to find financial stocks led decliners Tuesday the broader market did not rule out the first part of the funds of some financial stocks lighten up the bank through purchase of new assets to complete the placement, so short-term financial sector restructuring in the temporary attention. And October 19 is the online and offline investors, placing the bank under the Placing as of date, so this day broad market is expected to be tested. Judging from the current point of view, we believe that a new tape covering the gap could be an important factor in a technical rebound, ICBC completed their issuance and will be an important factor of surface resources. Therefore, market trend this week, is relatively more important.
So the opportunity to begin from the investment over the past few trading days is too frequent to switch hot spots, did not last hot stocks a relatively more difficult, so we do continue to fund short-term point of view to select the part of the surface potential of species.
The following hot topics with a little incremental funding support and a variety of admission could be followed:
1, North Star (601,588): funds a high degree of concern a large market shares. Great Wisdom, LEVEL-2 high-speed Quotes system shows the unit has been listed on the first day of the total purchase is greater than the total sales, Tuesday, the Unit Committee under the 10 stalls to buy technologies are millions of pay, pay the forefront of 10 files total commission accounted for the total buy 70%, indicating a strong willingness buying. 2 days change hands more than 100%, indicating significant involvement of funds, the Unit the biggest bright spot is that the Olympic Games, the leading real estate, low-cost large market capitalization, shares and other features. The company has a natural "Olympic economy" concept. Government for hosting the Games is set up, and have accumulated a relatively rich "fair economy" experience. The "Olympics" held areas, mostly in Asia, North area, two fully integrated together, so if the company is the real "Olympic Plate," the leader. Currently the real estate business is divided into two parts: a huge amount of leased properties and fully in the "Olympic area"; development operations has been largely in the "Olympic zone" in the vicinity, with the large amount of infrastructure investment and the "Olympic Circle" highlights the value of , the company the value of each item will be greatly improved. China Merchants Securities research report that under the company's existing property reassessment, revaluation of net assets per share of about 3.62 yuan. The Unit is expected to become the latter part of the Olympics plates new leader.
2, East China Computer (600.85 thousand): funding involved in the assets placed in a clear species. East China Institute of Computing Technology major shareholder is the China Electronics Technology Group Institute No. 32, so the actual control of the unit are China Electronics Technology Group, China Electronics Technology Group (CETC) is one of 11 large military industrial complex, which is in the information Department of directly under the 46 electronics industry research institutes and 26全资或控股high-tech enterprise established in 2002 on the basis of the registered capital of 6.35 billion yuan, the Group's long service in their respective units in defense, communications, aerospace, finance and other industries, the successful development of aerospace measurement and control system, space command center security systems, joint information release system, navigation systems, air traffic control systems, railway stations comprehensive information processing systems, financial networks, systems, social labor and social security systems, urban lighting management system for automatic monitoring, public security police in conjunction Integrated networking systems. China Electronics Technology Group is currently only have four hit Electronics, East China Computer two listed companies, owns a number of military and civilian assets, military assets into listed companies with a military industrial complex important means of capital operation, the East China Computer as a unit of assets that have not been started into the concept of low-priced varieties worthy of military expectations. Unit most worthy of concern is the recent substantial change hands, the mysterious intervention of funds obvious change hands five trading days 55%, turnover is so high, very rare, and Space Technology (000,901) is similar to start before the disk transaction of funds may indicate the latter part of the assets into the stock market expectations. Long moving average is currently arranged, the share price moving average oscillation up relying on the 5th, the middle lane to continue to focus on.
3, Little Swan (000418): the concept of restructuring and relocation. The SASAC, after re-holding companies face a new turning point in September 2006, Xi'an postal Technology Investment Group Co., Ltd. and Sweet Little Swan Group each hold 24.38% and 8.64% of the shares have been ruled to be returned to Wuxi City, the SASAC, the Urban SASAC-owned equity ratio rose to 50.8%, therefore, which is a listed company the actual controller. In addition there is the relocation of the unit subject matter: in 2006 the Government intends to require the company to 150 million yuan acquisition of the majority shareholder in the Wuxi New District, 360 acres of land and factories, in order to prepare for the relocation. , Division, as a high-tech enterprises can better enjoy the Wuxi New District, as state-level high-tech industrial park provides an excellent location, perfect matching, and various preferential policies. It is also the Festival abnormal contribution, from the previous month average daily trading volume is several times larger, the new capital admission clearly show the current trend of K-line staggered and orderly pattern of yin and yang, the small platform facing the breakthrough due attention from the technical point of view.
4, Shanghai Pharmaceutical (600,849): CRC re-create new expectations. From the fundamental point of view, the company is operating at no great change in stock's recent strength may be related to major shareholders under adverse significant reorganization of the relationship between early media reports: Huayuan funds have been basically finalized the restructuring, China Resources Group, invested 50 million CDH Fund invested 20 billion entered the Huayuan Group and Shanghai Pharmaceutical Group Huayuan Group holds 70% stake, which means that CRC re-Huayuan also a big step forward. Also means that China Resources Holdings Shanghai Pharmaceutical. Resources shares have soared recently on the corporate restructuring is expected to mean, so the unit can be re-watch point of view. From a technical point of view, the recent stock price to keep the amount of the upside with the trend of technology are strong, the unit can be closed at the end of note.
