Category: Money tips Release Date: 2007-01-10
Article REVIEW 1.06 Analysis of annual Hot Industry Outlook
2. The most long-term investment opportunities in leading industries
3.06 years, the focus will become the highlight of industry analysis (Table)
4.06 years, and the company recommended list of key industries
2006 Industry Outlook Analysis of hot spots In 2006 the restructuring of corporate profits may be two start lines. A line is the profit has been growing rapidly, such as textiles, clothing, food industry profit growth was inertia to gradually change the investment goods industry, the past two years into a pattern of large profits; the other a line is a major event in 2006 is likely to occur so that some industries Profit growth in a turning point, such events may include energy prices, refined oil pricing mechanism reform, 3G and aerospace engineering major investment and so on. If such incidents occur, the related industry will have a significant impact, and accordingly form a market hot spots.
From the industry level analysis of the data in a comparable industry, A-share market has been a large number of the industry average of book value with the international market close to book value in some industries was significantly lower than the international market average. Of which: automobile manufacturing, shipping, rail transport, paper, chemicals, railway transportation and the international market close to book value; food products industry, tin, copper, aluminum, platinum, general machinery, textiles, clothing, business retail, electronic components, electronic components, chemical raw materials, steel, computers, biotechnology, software, cement, real estate and other industries were significantly lower than the international market average; communications services, oil and gas, electricity, steel, gold, coal mining industry in industries such as book value and earnings are lower than the international market average.
In the investment strategy, the best choice for a bottom-up investment strategy, at the same time and a reasonable valuation and market potential hot spots. Industry profitability through an integrated cycle, the market valuation, development prospects and other factors, we think that could be overweight in sectors such as electricity, steel, gold, forestry, oil and gas extraction, food manufacturing, electronic components, telecommunications services. However, the flow of the market in these sectors only account for market circulation of the 17.60% total market capitalization. Therefore, we believe that under the current circumstances, the industry's role in fall configuration, bottom-up investment strategy would be more effective. (Full Text) Total 5 1 [2] [3] [4] [5]
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