Category: Money tips Release Date: 2006-04-02
In 2006, revaluation of the RMB, theme concepts, potential mergers and acquisitions, industry trends in the economy, supply and demand relationship, the cost of change, institutional change is a key factor in judging the industry, in the company's stock selection has increased commitments and corporate governance reform two elements. Rate data can be seen from the industry in 2006, the market valuation of the positive factors are mainly the level of attractiveness of currency appreciation, the cost of split share structure reform and the impact of mitigation; negative factor is the industry's major imbalance between supply and demand, growth slowed down and efficiency .
In 2006 promising industries including: financial, cultural, media, real estate, shipping facilities, commercial, electronic components, electrical equipment, utilities. Proposes a focus on the full release of production capacity and cycle and there is an end to the recovery potential of the industry and cost pressures to slow down midstream and downstream industries such as engineering machinery, construction, household appliances and so on; but to pay attention to the pricing system reform, the impact on some industries.
In investment strategy, the "bottom-up" stock selection strategy will be further strengthened, the value of growth more popular, light asset based industries and companies, especially in services can increase the configuration. In addition, in 2006 flooding the market with a large number of strategic trading profit opportunities: One is a transformation of the opportunities offered by the system, such as the differences in domestic and foreign valuation system, generated by arbitrage opportunities, share repurchases and privatization, as well as implicit derivatives with the certainty of profit opportunities; second category is hot around the theme, the pursuit of growth in the value of band deterministic operation; The third category is the credit trading, index products and the introduction of stock index futures for the blue chips to enhance the strategic value of the company's triggered profit opportunities.
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