Category: Money tips Release Date: 2007-02-13
- 20 institution investment strategy report analysis shows that
20 institutions (11 research institutions and brokerages 9 funding agencies) in December last year, announced the 2007 annual investment strategy report, researchers Orient Securities, said "Through these strategies report, we compare the study found that most agencies believe the market there will be about 30% of the increase. "
In 20 institutions, there are 17 analysis of the current market valuation levels, that the current A-share market's overall valuation of good fundamentals and ample liquidity to improve the dual support, there are still about 30% -40% increase in space, in the long run, the current A-share market boom is just the beginning of the Kai. For the A-share market movements, in the short run, most agencies believe that, since December last year, pulled up sharply, is still in the appropriate regions. The future trend of the market, there are 15 agencies that in 2007 the market has remained bullish tone.
Aside from the point of view for the bull market as a whole, the 20 institutions in the configuration of ideas on the industry, financial services, real estate almost all the agencies have strong hopes for the two sectors, compared to the fourth quarter of last year, most organizations still continue to be optimistic the middle of the machine manufacturing industry as well as the downstream consumer services sector, if the treatment of upstream resource-based industries (coal, iron and steel, nonferrous metals) there is a big difference; In addition, electronic components, information services, information equipment, high-tech industry is also subject to the majority of institutions concern.
However, banking institutions have strong hopes for real estate stocks, but it is the recent sharp correction in the market of the air force commander. In yesterday's rally, many brokerage firms have announced the "every rebound slimming down" signal, but also against the recent policy of the wind of the bearish real estate stocks, many brokerage firms have given a cautious rating. Guoxin Securities and real estate researcher, said a more specific point of view: the first half of property shares Moxi!
"We believe that some consensus may be more investment opportunities in the industry." Orient Securities researcher pointed out, such as financial services, real estate, machinery manufacturing and other industries, including the financial services industry, in addition to traditional banking, most of them consider that the securities industry has been The turnaround, performance worth the wait; while for the property under the control of the multi-industry, 'the strong Hengqiang' and choose a rich reserve of land resources, real estate companies as an investment clue. For the machinery manufacturing industry, most of them consider that the construction machinery industry, machine tool industry, railway equipment, shipbuilding and other key sub-industry is worthy of attention.
