Category: Money tips Release Date: 2006-07-19
Source: Industrial Securities Author: Chen Yi Ang
Market Analysis: Friday, the broader market trend surprise to many investors, a set of Yinxian and everyone is just thinking of re-emergence of long shaken, investors have to ask the broader market is not to be down again. In fact, this column has pointed out Thursday, against the big long drive is not necessarily on the easily lead to a significant adjustment to adjust crop up so fast, or even contrary to the expected crowd. All day on the Shanghai Composite Index fell 21.94 points, or up 1.32%, have come back to 10-day moving average area, Shenzhengchengzhi day down 50.08 points, or reached 1.19% of full-stock showing a downward shock pattern morning of the fell more rapidly in the afternoon basically stock shock rebound in the low volume to maintain a high level.
Technological point of view, the above benchmark Shanghai Composite Index, for example, stock index since the 1620 break-point in the vicinity of the pressure area, it has been advanced to 1667 points, the adjustment of the area are not clear, air side the accumulation of a larger force that Friday's fall The rapid release of such power, but in order to assess the broader market has been finished on the less secure Quotes. First, the 1620 is a strong wave of bullets supported by short-term once the callback to this point and did not rule out broader market there would be another wave of innovation and breakthroughs in high-rebound; Secondly, Sinopec will resume trading next week, due to the share reform program of the Unit Comparison ideal, I believe that much higher power, I believe that tape will bring about a positive stimulus; again, volume continued to enlarge, indicating a strong desire for money approach, even if the broader market lower Friday, there are still three stocks in the limit-position, that the market sentiment remains strong. Therefore, next week is expected to quickly adjust the broader market place, and then again an ongoing rally.
Focus on the message side: 1, according to participate in ICBC's IPO, sources, from August 29 onwards, engineering firms and their underwriters and institutional investors between the "firewall" was removed, the ICBC IPO roadshow prior to entering the initial presentation. The tripartite meeting held yesterday, internal communication, investment bank analysts have also started to write the related investment analysis report preparation. As for the road show period, or to wait until the HKEx œ inquiry and Fashen Wei, "I would go" post. Previously reported, "ICBC will be held September 21 to accept the Hong Kong Stock Exchange œ hearing, a global road show in early October, in mid-October IPO, October 27 H shares listed A shares," the schedule has not changed.
2, Shanghai and Shenzhen Stock Exchange official said the recent interim report will combine in 2006 after the review of the existence to be occupied by the company to focus on the issue and urge the relevant parties of funds used to strictly fulfill debt settlement promises to further increase its refusal to fulfill a debt settlement commitment to the responsible person's punishment. In the September 30 must be completed before this battle. For the listed companies have the opportunity to also at risk. Will change the company's assets into the bonded texture, there are also non-performing assets will be injected into the fish head beads muddy conditions there.
Short-term operating strategy: trading, the majority of stocks are based on reported income fell, but only those with money take care of or hide the hot topics of the individual stocks, Friday to close red plate, because these funds focus on individual stocks become absorbed by the variety, the performance of out of the trend have been far stronger than other stocks, these stocks, once properly take in the broader market, they often speed up the stage is entered, the current broad market to adjust precisely determined a good time to bargain-hunting operation, we think that we should pay attention to find this type of species, such as the following worth noting stocks, Friday have shown significant strength, and the big money, big buying feature is very obvious short-term to focus on.
Concern about stocks: 1, G Yan Lung (000,955) - the military concept of a rising star company is a worthy non-woven industry leading enterprises, as well as national key high-tech enterprise, its non-woven fabrics, the total output ranks first in Asia. Compared with the traditional non-woven textiles, with high-tech and high value-added and cost-effective competitive advantage is a large market demand new materials for industrial use textiles in recent years, a very rapid development momentum. The use of non-woven fabrics mainly concentrated in the penetration of high-tech and new materials, construction, medical, aerospace and other industries are widely used and can provide for national defense modernization, breathable, waterproof, fire-retardant, high-strength fabric such as a military cap, strategic status is important, making the company the concept has the potential military theme. The Unit as the military industrial enterprises to dominate the Asian non-woven industry, its potential military theme, is expected to set off only 2 yuan more than its current stock price is expected to sharply rise, military concepts market outlook is expected to become a rising star.
2, G Luoyang Glass (600,876) - 100 billion of foreign investment and law partner has Saint-Gobain companies to restructure the company, Qingdao Sun Glass Company. Saint-Gobain, headquartered in France, is a Fortune 500 No. 155. Products related to glass, ceramics, plastics and other industries, is the world's first building materials supplier and the world's third manufacturer of flat glass in 2003 sales reached 29.55 billion euros, equivalent to the multi-billion RMB yuan, the strength is very strong. 2003 Saint-Gobain Group's sales in China reached 240 million euros, and an annual growth rate of 50%. So far, the Saint-Gobain Group in China invested in 31 enterprises and companies, according to sales, the glass business accounts for about 25%. It is described as the world's most powerful automotive glass industry, the industry elite, to include Volkswagen, Citroen, Peugeot, General Motors, Ford, Toyota, Nissan, Mercedes-Benz, including the world's major automobile plant to provide the glass. Saint-Gobain Corporation and co-operation can be called strong-strong alliance, the future does not rule out the possibility of group restructuring, the prospects of great imagination.
3, G Huayin (600,744) - showing nothing, the real estate upstart recent continued strength in the real estate section, institutions large positions signs of significant, G Huayin as showing nothing of the real estate concept, short-term has quietly strong, company's Hunan Huayin Park Development Co., Ltd. and Changsha Jin Lei Estates Development Co., Ltd., a subsidiary of real estate operating income in 2006 increased by 71.29% mid-term, authentic real estate theme to make the unit Friday contrarian strong, short-term is expected to speed up, bargain-hunting close attention. At the same time, the company has also invested tens of millions of shares of Hai Tong Securities and Yasuharu securities; In addition, the company has also invested with the China Datang Corporation and its subsidiaries jointly set up by Datang Group Finance Co., Ltd., the company would allow it to provide a stable long-term and strong financial support.
4, G Chung Wui (000809) - Blue-chip bargain-hunting small-cap stocks hot money "love"
The Unit is only 44.1 million of restructuring Liutong Pan blue-chip small-cap stocks, whose controlling shareholder is a private enterprise, the more rapid development of the company has laid a solid foundation. Currently only 4 yuan value of the stock itself is obviously a serious discrepancies afternoon is expected to show crazy hot money grab chip market, can focus on. The company through the reorganization, the introduction of powerful private enterprises in Chengdu miter Pharmaceutical Industry Investment Co., Ltd. turned to the pharmaceutical industry a better profitability. It is because of this, performance of the company has achieved rapid growth in the mid-2006's rapid growth in net profit 18.64%, in the entire pharmaceutical companies in the front rank. Short-term stock does not change the broader market weakened steadily climbing trend is expected to speed up short-term stock and even become a focus of attack of choice for hot money.
