Category: Money Tips Date: 2006-01-21
Source: Changjiang Securities Author: Song-Qing
Wednesday Bank of China listed on the market to open higher led to huge oscillations, Bank of China's position in the sector is expected to close in the middle range, but also more reasonable in the afternoon due to the elimination of the Bank of China location uncertainty, market confidence has been restored, two City, a sharp rebound in some individual stocks and even hit a new high. Of guiding significance to the Shenzhen index fell 54.31 points, on turnover of 15.97 billion yuan, to close out with a long under the shadow of the Yin Xian.
From a historical point of view, whether or Sinopec Yangtze Power's market, large capitalization stocks listed on the first day did have an impact on the index, but the broader market trends, and will not affect the trend based on the original tape still running, it is not listed Bank of China will fundamentally change the market's running track. After the Bank of China listed in stable, we are more concern is the performance of mid-year report 2006, the disclosure of short-term stock price impact and the second half of the liquidity crunch, the macro-control, against the big initial public offerings, and a series of trial margin trading policies on the broad market shock.
Plate, we have the concept of pre-repeated concern of 3G outstanding, Eastern Communications, G Tang was ignored and the market's oscillations in order to limit-reported income, we still think that this plate is worth investor tracking observations, in the second half of this year is expected to be 3G Plate Fund Under the theme of the value of the investment hot spots found in the large oscillation, the real gold will issue a flash of G-Tang may be repeated strong focus on, perhaps it is leading the next section. Mechanical adjustment plates are strong signs of an end, G too, G marine engineering, G Liugong, G Hill take this chance to push the morning after the rapid decline in late again showed the strength occurs when the whole machinery plate movements, gave us the signal is the leading stocks in the machinery section rise is not yet over.
It can be expected that the Bank of China listed stable after the After the initial oscillation, will tape a period of stability in this period, individual stocks would be more opportunities for more listed companies and brokerage firms continue to focus on 3G plate, mechanical plate in the stocks.