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Data:2009-12-12 2:34
Source: Kai Zhao Heng, Gu Li, Chengdu Business News
Broader market this week, a choppy session, stocks Shangcuanxiatiao, fluctuated considerably. Tuesday broader market plunged 269 points, more than 900 stocks lower limit! But Tuesday, after stocks there is a clear differentiation. This week, both up more than 30% of the shares, but also the week the stock fell more than 20% really be described as "冰火两重?"
Or through the table list and drop the forefront of the analysis of individual stocks, we can find the current market the main hot spots can be found traces of the operation of the main markets, which helps us to grasp in March of investment opportunities.
The stock market this week, big bang, "earthquake" out of the hot new market, that is, four main lines: cap, lower transition + growth stocks, technology stocks and shares subject matter (especially the military unit).
Cap, lower-blossom everywhere
What individual stocks this year, most cattle? The answer is that cheap stocks to save!
Since the New Year, particularly the recent, high-priced stocks and blue chips have been adjusted, while the large-cap, lower the absolute highlight of the market, attracting many investors eye. China Jialing has since February 14, the cumulative rise of 46%; Hangxiao Steel is staged six consecutive daily limit. Cap, lower in the bull market on the road and finally ushered in the spring.
Optimistic about the reasons
Is the advantage of low prices
Analysts believe that, since the plate surface is relatively very wide and varied stocks, rose the most simple reason is this: the price is relatively low, many individual stocks rose in 2006, generally small; with the completion of these stocks share reform has brought about some imagination, and therefore outside the new capital has great appeal.
Many have been neglected cap, lower profitability and performance as guaranteed, in the blue-chip low tide when the mining of natural resources will be so drastic surge.
Operational recommendations for the
Opportunities and risks with the
The rise of cheap stocks to save the one hand, the conversion performance of the market hot spots, it also exposed the irrational factors in the market because of speculative trading is full cap, lower number of ST shares or table in the front row can be seen.
Cap, lower in the rise of cohabitation, at this time, investors should be very cautious in the opportunity to grasp the cap, lower and not blindly chase, we should start looking for cheap stocks to save or too small for an opportunity, but for the lack of security for the performance, there is withdraw from the market risk of stocks, must be resolutely avoided. Can still focus on fundamentals, while small-cap, lower gains, such as the International Industrial, Sichuan Road & Bridge and so on.
Technology stocks began to rise
Since 2007, the apparent change in the market hot spots. Last year, underperforming the broader market performance of technology stocks very active. The old leader shares the same side, in the announcement equity incentive plan, the three consecutive daily limit; laborers Science and Technology has proposed to acquire additional assets, laser, after 4 consecutive days daily limit; Franshion technology from February 1 or as high as 132% since.
Optimistic about the reasons
Fundamental change is the key
The past, gives the impression that technology stocks are mostly illusory, however, as China's high-tech enterprises in independent innovation ability, as well as the strong national policy support, this phenomenon is gradually change. From the 2006 annual results have been published notice of a listed company point of view, Datang Telecom, Eastern Communications is expected to turn around the year, health benefits science and technology, Ningbo Fuda is expected to net profit rose 50%.
In addition, 3G imminent issuance of licenses, which not only gave the market an excellent speculation themes more relevant to the development of enterprises provides an unprecedented opportunity. According to the relevant analysts predict, 3G licensing of the operator base stations and related equipment investment is expected to more than 300 billion yuan, which means that the relevant enterprises will be the real real money.
From these fundamental changes, we can easily see, there were only the concept but not the performance of the tech sector has emerged a substantial change.
Operation Strategy
Concerned about the small stocks rise
Analysts pointed out that the disk shows that funds have been significantly involved in technology stocks, technology stocks stage to do so many opportunities that will arise.
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Operation, the first concern is the white horse leading stocks, for example Tongfang, Gehua, Datang Telecom and so on, but such shares or a larger front, investors should be concerned about the center line, the callback when the re-buy.
Secondly, there is a low-cost asset reorganization is expected to technology stocks, investors should focus on, such as the trillion-dimensional technology, science and technology and so on transit.
Transformation + growth stock performance improvement is the key
Take a look at the stock among the biggest gainers this week, there is an overall theme or assets into the listed stock, also quite eye-catching performance. Among them, Yueyang Xingchang (000,819, closing price of 28.98 yuan) this week, rose as high as 27.61%, the share price is close to 30 yuan, the rise of the reasons behind that? Answer is two words: grow up!
Nanjing Water Transport (600,087, closing price of 9.52 yuan) this week, another record high, the reasons for its rise, what is? The answer is: There is an overall listing of topics.
Optimistic about the reasons
Restructuring to enhance performance
This year, January 29, Hudong Heavy's announcement that the company will be not more than 10 institutional investors directed issuance of not more than 4 billion A shares, raising funds will be used to acquire the controlling shareholder of the shipbuilding assets in order to achieve the overall market the issue price was set at a high of 30 yuan. Stimulated by this news, its stock price doubled in 10 trading days. This opened the market to the overall market and asset into the subject matter sought after.
The rise of these stocks actually a very good reason, because after injection of quality assets, not only making a substantial increase in performance of listed companies, but also raised the valuation of listed companies. For example, Nanshan Aluminum, Aluminum in the buyout group to achieve the integration of assets, the company's valuation is expected to be increased considerably.
Therefore, the industry pointed out that, with the major shareholders of listed companies continue to be high quality assets into the listed company, will allow both companies to enhance the performance and valuation, this increase compared to the company's own growth, a more immediate effect, triggering a wave of new of the stock market is rational.
Operational recommendations for the
Concerned about the strength of the company's major shareholders
Injection of assets, the overall market, which has become the hottest market speculation themes. However, for performance of listed companies has increased substantially, and that the strength of the parent company or control person naturally not be underestimated. Therefore, investors can focus on the commitment of assets into the stock reform, as well as control of listed companies were relatively strong strength of the company, such as Sinochem International, China and other sea-sheng.
Military stocks a huge imagination
In addition to the recent market cap, lower-active stocks, there are theme stocks, as long as the imagination of a certain subject matter, and that stock is up top university. Military Unit as a theme stocks, the recent performance is enough to inspire envy.
Yesterday, the National Defense Science, Technology announced that it will encourage non-restricted military industrial enterprises, listed as a whole, while encouraging non-public ownership enterprises to participate in military research. This significant positive re-energize the market's enthusiasm for military stocks do more. Collective defense surged yesterday plate, in which space science and technology, space Changfeng, Hongdu Aviation, Changhe shares daily limit.
Optimistic about the reasons
High-quality assets into the expected
COSTIND's position yesterday for the military plates has led to great room for imagination. The continued quality assets into the military, defense industry stocks would be the next major investment theme.
National Securities analyst pointed out that after 50 years of innovation and development, China's national defense scientific and technological strength has been greatly enhanced the military's rapid economic growth, the military industry in the coming years will be in great period of development. High-growth expectations, making military unit appeared substantial premium. Although most of the military unit's performance is not ideal, but because there are quality assets into other potential topics, so this section of the great imagination, which makes the full adjustment of military plates, will be the near future the most eye-catching as a whole in 2007 One of the plates.
Operational recommendations for the
Choose low-priced varieties
Ferocious military concept stock's recent gains, such as China Jialing, just a few trading days from 2 yuan more than risen to 4 yuan, or very impressive.
The industry believes that, due to the relatively large short-term gains military plates, blind pursuit of high already has a certain degree of risk, may be bargain-hunting was concerned that some relatively low prices, or a substantive theme of military-related stocks, such as the Xi'an Aircraft International, Changhe shares, etc. and so on.
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