Category: Money tips Release Date: 2006-02-19
Yesterday, the Shanghai Composite Index almost equal to 3000-point mark, "Dog tail Quotes" and most people have amazed even dramatic.
Mr. Dauda panic below 2600 points to "terrorism" posture admitted surprise, not only have had some gains, but also successfully conducted a position adjustment, after the Spring Festival of the stock market for the ammunition supply thereafter. He how to analyze the recent "dog tail Quotes"? Year of the Pig to the operation of any wisdom on this? Let us hear his voice.
Do not doubt the bull market
Reporter: Quotes since January this year, thrilling, how do you look at the big adjustment?
Dauda: the beginning of the shock amplitude is large, broad market often hundreds of points up or down, which is rare in the history of the status of the stock market this year, probably inseparable from the big bang pattern, do not rule out shocks by more than the beginning, perhaps even more horribly.
Reporter: shock so great, what can be done?
Dauda: No matter how shocks, we must first clear ------ This is an unprecedented bull market. Do not adjust the one hand, I recall the 2245 points in 2001, and only on the bull market there is no doubt people can withstand such a test.
Reporter: Is it a sharp drop when you did not suspect before?
Dauda: There is no doubt too. In fact, this problem is simple, play a decisive role in China's stock market is what people? The management of listed companies and large shareholders, listed companies, executives, policy, funding, resources are in their hands, and this round of the bull market is their most profitable. But now there are not many large state-owned enterprises listed on financing, the vast majority of companies are yet to engage in equity-based incentives, that is carried out for the majority is not yet fulfilled, and in the best interests of the principal does not take into cash book profits before the end of the bull market can be do? Obviously not!
Bearing in mind the "anti-corruption" and the "war on terror"
Reporter: Even if a firm confidence in the bull market, operate, or it is very difficult ah?
Dauda: This year, as long as the mind "anti-corruption" and "anti-terrorism," these two on the list.
Reporter: When "anti-corruption" or "anti-terrorism" mean?
Dauda: When the public crazy, when stocks novice feel like God, when more and more people to borrow money when the stocks, when most people feel good to make money when they need to "corruption" of. Understand the "anti-corruption", "war on terror" is like understanding, but takes even greater courage to buy down, so the first firm to see more state of mind.
Reporter: This year will appear mid-major top do, how to judge the medium-big top?
Dauda: Intermediate big top arises, there are several phenomena, either a 200 yuan to 300 yuan a share, and second, a premium of closed-end funds begin trading.
Reporter: 200 yuan to 300 yuan in stock?
Dauda: Yes, ah, do you think of it, "5.19" Quotes of the first high-priced stocks Yiankeji a maximum price of 126.31 yuan, and this round of the bull market Moutai risen only 116 yuan, illustrate how the market is also far from crazy. In a mid-roof before the advent of large, investors are always let you imagine the madness.
Year of the Pig new ideas for stock selection
Q: say a few words of your stock picking ideas.
Dauda: Well, first, the stocks of independent innovation in technology stocks and bio-pharmaceutical stocks are more common. Last year was the discovery and revaluation of the value of this year should turn to innovation and growth of; 2 is an overall listing of stocks, such growth is the rocket speed of company performance, stock prices naturally a rocket; third, four in May into the largest non-reduction of the individual stocks, large shareholders have to earn more money, should be a lot of good, right? 4 is a small board stock, Suning Appliance's boss on equity value of the wealth explosion, which is much faster than the industry has worked hard to do; 5 last year, ranking behind the cap, lower rise, 3 yuan rose to 9 yuan to turn a two - times, more than doubled in Guizhou Moutai much easier.
1 million fund operation: Shen Tianma (000050, yesterday to close 11.07) annual report published yesterday, I decided to look again today to continue holding; Chunlan shares (600,854, yesterday to close 4.73 yuan) a day away from my plan purchase price, there was no transaction.
Stock Pool Operation: an average price of 52 yuan yesterday to sell two million shares of Poly Real Estate (600,048, close at 52.02 yuan yesterday), and to an average price of 5.06 yuan to sell 30 million shares of China Unicom (600.05 thousand, close at 5.04 yuan yesterday). Today, the market value is not more than 8.8 yuan to buy 30 million shares of Zhejiang University Insigma Technology (600797, yesterday closed 8.62 yuan), and to 21.98 yuan (down 10 points) all stores to sell Tsinghua Tongfang (600.1 thousand, close at 20.99 yuan yesterday) . I did not sell Tongfang are not optimistic about it, mainly in the hands of technology stocks to make chips more concentrated.
