Category: Money tips Release Date: 2006-12-25
Su Liang shrink a lot and Kung Fu Shanghai a few days from 100 billion to 70 billion reduction. Adhere to bullish who will say that this is "down Su Liang, selling, reducing, relatively healthy." Up in the process of small adjustments, Su Liang is healthy, but a heavy volume after the Suliang up on behalf of low tide. State can not be confused. Mainstream funds in the bank real estate, short-term hot money are engaged in non-ferrous, as the oldest child in the petrochemical industry, several major blue-chip coordination of the pace of the core, and the reverse indicator ST who observe their movements, second-guess markets rebound desire and strength. Big guys are out of step in the rally and not a record high, non-ferrous get up and no new hot spots, ST continued to scurry about, then the rebound is "not mention past the bridge, and I know the person's remedy is" down "chasing "opportunities. The right trading institutions are accustomed to kill the time the action will be Genghen. As the drift of the followers, want to hold rally cool and objective understanding of the psychological luck does not exist, not because of rebound paralysis.
There are several data recorded: Hong Kong H-shares (H shares) in 2006 on average 13 times price-earnings ratio is the highest level in 98 years; Hong Kong blue chips, in 2006 the average price-earnings ratio 10 times; the Hang Seng Index constituent stocks in 2006 the average price-earnings ratio of 13.9 times the average city the net rate of 1.96 times. Over the past price-earnings ratio of Hong Kong blue chip stocks higher than the state-owned enterprises, now reversed. Lights side of the body, the H shares to buy blue-chip stocks sold. The mainland side of the body finally heading for the big A-shares close to H shares for themselves to find a "valuation floor," the heart has just laid down, H share began to fell. Dier out, your heart is another panic, this can do?
China ran out all over the world to buy oil from foreigners to buy Chinese companies. China's appetite for assets in foreigners very well sweep all sectors Na Zhaoqian bag. Gillette to buy batteries, Carlyle to buy machinery, Mittal to buy Steel, Lafarge, Hyde treasure to buy cement, and Warburg Pincus to buy medicine to buy land to buy mall, Morgan to buy milk, buy meat to buy brokerage Goldman Sachs, Citigroup to buy Bank of bridge . Can say that they are directed at RMB appreciation, but encourage them to buy Chinese company's grounds where there is hidden opportunity for China's industrial structure has changed, A-share market is not enough premium to the industry leading companies, the domestic institutions is not a thorough understanding of certain sectors pricing a deviation of the causes? Some people from the petrochemical industry, privatization and foreign acquisition of a variety of industries to be inspired by that first wave of the bull market is often not the value of a profit-driven growth, but the value of the assets found in the next revaluation. Another bull market bull market did not say learn from the industrial point of view of capital and foreign capital A shares, equity investment is very important indeed.
The company's science and technology researchers did an analysis of the Datang Telecom. 0.60 yuan loss in 2005, according to ZTE rate of 1.07 times the commercially available calculation, the value of 4.26 yuan. If the 10-stock reform to send 1.5, into 15% of Datang Mobile, a value of 7.08 yuan; if Major Holders injected 20% of Datang Mobile, a value of 7.17 yuan. The researchers, has been careful analysis that the Datang Telecom Meisha engage in head. 3G is a big theme, only buy ZTE, then a little bit sorry this big subject, Datang Telecom is still staring at bar. Kim thinks that the Shenzhen Airport in the airport industry, "the lowest evaluated risk minimization", and as a first choice, Guoxin that Shanghai Airport "seriously underestimated" and raised the rating. Guotai Junan the automotive industry from "neutral" raised to "overweight" on the grounds that a moderate sales growth, profitability will not deteriorate further, the advantages of market segments the company worth investing in, recommended SAIC, Yutong Jiang and steam. It seems that in some of the old industries and old company looking through the pick pick, and strive to look at, nor is it can not find the bullish reasons.
Nothing is difficult, as long as willing to climb; from another angle, his old head become the new Yan.
