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Data:2009-12-12 2:34
Source: Chase Securities Author: Dong Zheng
Recalling the past three months since the A-share market, "28" phenomenon is very conspicuous. However, some varieties have a strong bullish. Such as Air China, China Minsheng Banking, China Merchants Bank, China's Sinopec and even Qingdao Haier. Clearly grasp the mainstream market is the key to a return, or index is not only earn money! From the above we can find behind the big Niugu some common? By analyzing the individual stocks of the three quarterly reports from the recent among the top ten shareholders, we note that a common super-main - open-end fund "Castrol Topic Distillation."
If the information shows that as of the end of the third quarter of this year, "the theme Select Harvest" funds were in circulation in China's largest shareholder of Air China, China Merchants Bank's seventh-largest circulation of A shareholders, the bank's second-largest shareholder in circulation, Qingdao Haier No. a large flow of shareholder, Sinopec's third-largest circulation of A shareholders. The trend of the five stocks is obvious to all. While the other data show that "Castrol Topic Distillation open fund" is established only in September this year. In other words, the above-mentioned several leading varieties, is a "super-main" in September this year, only large positions, but since October has been one after another into the bullish. In this way, follow the footsteps of the main tap was the main phase, but still "hidden" in the bottom of a potential future market is expected to become Niugu, it is important to invest in short-term thinking. Very fortunate that the Jidong Cement (000401) It is one such stock.
According to Jidong Cement (000401) The latest Quarterly Bulletin revealed that the theme selection of Harvest Fund for the third quarter, opening up substantial holdings of Jidong Cement (000401) 2625 million, has become the company's second-largest shareholder in circulation. The analysis of stock trends in September, the new fund Jiancang costs should be in the vicinity of 4 yuan. In other words Jidong Cement (000401) The latest closing price of 4.02 yuan turned out to be the main cost of capital Jiancang! The analysis of China's Air China, Minsheng Bank, China Merchants Bank and other firms, the latest report of the third quarter, the top ten shareholders are to see, "Castrol Topic Distillation open fund" figure! This shows that the recent market, the main force behind the super Niugu has quietly settled in Jidong Cement (000401). The analysis of the company's fundamentals, set the Beijing Olympics and two hot spots on a coastal development, according to Societe Generale Securities Research Institute predicted that the company for 2006-2007 EPS were 0.25 yuan, 0.32 yuan, to 2007 earnings valuation of 16 times PE the target price of 5.2 yuan to maintain the company's "recommended" rating. The Unit is the trend of the fourth quarter and even next year we should look forward to.