Category: Money Tips Date: 2006-09-28
Source: Guangzhou Bandung
Abstract: At present the market is the management's fear of the stock market rise, while the medium and small retail investors fear that the situation of the stock market drop! In fact, the market arbitrage funds already in the use of the market this very strange phenomenon arbitrage crazy action!
The market is the management's fear of the stock market rise, while the medium and small retail investors fear that the situation of the stock market drop! In fact, the market arbitrage funds already in the use of the market this very strange phenomenon arbitrage crazy action!
1) The market does not license in accordance with common sense out of the deep-seated reasons: the current market trends can say no in accordance with common sense out the card. The impact of 1678 points in last Monday, after unsuccessfully, last Tuesday, three, four have emerged relatively large adjustments. In accordance with past practice, at a high level following the shock, the market is likely to produce substantial technical fall, but the index after last Thursday stabilize the situation there. This technology trend now than ever before, has changed a lot, since the market generally felt that 1600 was intended to point the top of the market turmoil to build the head, but the recent strong performance has been demonstrated superior characteristics of the current market. Therefore, some market participants to see a row of air, still will keep a record high oscillation! This is not the so-called analysis wrong, but no real insight into the management's intentions! On management's current stock prices are not afraid with this, because as long as the outside of the hot money to enter a little bit with the policy guidance, the market will be a continuous boom; on management's current most worried about and most feared, most concerns are rising too fast!
2) management worried that the market rose too fast: At present, although the issuance of new shares has already begun, refinancing has been a long time, warrants and innovation has introduced varieties, and some tradable shares to be honored, but the broader market is still stifled the rising rate, and even appeared The more control the management of the more up situation, it is management's most afraid of. Management of at least 10 months ago are afraid to broader market rose. Air China aims to speed up because even a super market in financing to dilute the hot money takes time and speed! Therefore, the only Shazhao management is to use indicators of stock to suppress tape! Because the inflow of capital is increasingly apparent. As the market effects of the formation of profit, A-share market is attracting more and more money to join the current new capital inflows become increasingly evident. Management's fear of the market out of control! These funds include: a new fund to raise money --- get very good gains in the fund after the fund for many investors to buy options, which also created a single fund issued more than 10 billion new record, due to the fund, after issuing the inevitable climax bring about a new upsurge in the stock market, short-term markets, capital flows will be a major trend; ordinary investors ---- number of accounts opened in the early May Day break through 50000, the average investor has been a force to be reckoned with , from the recent sales department point of view, the enthusiasm of investors enter the market is still very high. Continue to be granted a new QFII foreign investors continue to be optimistic ---- A-share market, this information will bring about a stable capital inflows. Apart from the above three channels of regular inflow of funds, the most recent two types of speculative capital is also very popular A shares, first in the Hong Kong stock market fell, the part of the funds will return to A shares, although the linkage between the two markets are increasingly strong, but the capital flows in recent years this has not stopped.
Secondly, the real estate finance regulation will drive real estate speculators into the A shares, relative to the real estate markets, A-share market liquidity better, current investment value of more obvious, since under the new rules more and more difficult real estate speculators, So liquidity and better for more investors are expecting the stock market will be the best place to go. This is nearly a hundred points, although the broader market although there are still stocks of the oscillation speed up the causes of the rising! Because the management of large funds have seen through the soft underbelly of the management of such big ideas, our conclusion is: the more broader market fell more secure! According to this line of thought: Suppose one day, or sing a certain point and strong management, multi-market time, it will lead to positive arbitrage funds flee! But one thing is certain: this strange phenomenon will not last long, the speed of new stock issues in the management of the initiative on the right, will move toward normal, so pay close attention to the current stage will be to maximize profits is a smart choice for investors.
3) A true leader is rational investors do not want to plate to see: yesterday's column pointed out that the non-ferrous metals, and new energy is half of the leader, then the real leading what is it? In fact, this plate has been forgotten by the market out of scale! For example: ST multi-good, since the stock suspension changed to today rose by 200%; while the ST-sing the source has not yet share reform has been a continuous daily limit of 200%, and this is the style of the leading T family. The market will speak for themselves! This is the current leading plate - T family shares. The plates act as the lead, can be said to be the so-called rational investors disgraced! In fact, consider themselves the so-called rational investor is a half-opportunists, speculative investment in comfort in their own self-inflicted defeat on the Bale. The essence of the stock market is highly speculative art. In fact, T to do the leading tribe has its policies and funding to do background. As the stock reform deadline approaching, the company will be able to fulfill the share reform into three panels, no shares of reform in particular, underperformance of the company's market pressures, policies, and psychological pressure, will force them to use equity, a major shareholder to inject capital, restructuring and other measures to address the accounted for the majority shareholder shall issue, so it is ST companies in tackling the disease a good opportunity for them later. In this policy, and funding to promote and pressure, T Tribe plate will eventually outbreaks in silence. Stock market outlook has not changed although there is a big part of the company's difficulties, but often where the opportunity to make huge profits, these companies completed once the debt settlement, or the success of the reorganization of its share price will soar.
Market opportunities plate
1) No stock of needy households, at present the Commission's new policy will urge such a qualitative leap in the company late games. 2) The resurgence of the pre-strong unit; 3) New Energy Plate 4) ST segment has emerged a new style of leader
Market Risk points:
The new fund could be bubbling plate Jiancang poor sustainability of the proposed cause alert!
Risk Plate:
Higher risk of high stocks this week
Protection measures:
This week, proposes a focus on low-priced stocks are not stock reform of the compensatory growth opportunities and the Shanghai stock market time shares as well as new varieties of funds involved in a new leader
