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Data:2009-12-12 2:34
April 3 Morning essence agencies
As of 10 o'clock sharp, in gold, Shenyin, Everbright Securities and other research institutions in 19 morning released the report. A number of hot spot in the message body washed up on the RMB exchange rate expressed concern about the 8.01 platform. Parties believe that President Hu Jintao visited the United States, as well as the Federal Reserve is expected to raise interest rates uncertain, the RMB exchange rate likely to rise further in the near future. By the second stimulation, real estate, finance and other industries will steadily higher.
Tape last week, many institutions that, while the stock value of several washed Qiansan platform, but did not form an effective breakthrough, coupled with profit-plate not fully digested, the market shares led the gains with limited hot spots and other factors, institutions are expected this Zhou consolidation trend will continue, the broader market there is still a downward adjustment possible.
In individual stocks, many agencies have only blue-chip stocks on the annual report of Sinopec detailed Comments. Institutions have generally agreed that was affected by the impact of oil price increases, the performance of Sinopec in 2006 than in 2005 increased steadily, along with oil prices still go up space, Sinopec prospects for future investments. In addition, the agency is also concerned about the optical network and Shennengyuan and other firms.
The following is part of the broker's morning report on key points:
China Merchants Securities
China Merchants Securities concerned about the rapid rise in the RMB exchange rate, but did not give me Comments. On the broader market last week that China Merchants Securities to close at K flat plate, indicating that the 1300 will still be near the psychological pressure of heavy, afternoon volume and price with the crucial, if 5, 10-day moving average the re-formation of Sicha, is likely to form the medium-term head.
Individual stocks in China Merchants Securities attention on Shennengyuan's Major Holders + is + put warrants sending the share reform program that its entire program has been innovative, integrated on the price of 10 sent to 3.08, slightly higher than average, for investors to avoid part of the risk to safeguard revenue. China Merchants Securities recommended investors after its stock to resume trading at 7.6 yuan to buy the following.
Everbright
Everbright did not rise in the exchange rate to Comment. In Dashiyanpan on, the group considered as short-term profit-plate digestion and internal needs and uncertainty of future stocks in 1300 watching is near a major factor in the formation of short-run equilibrium. If this situation continues, the formation of the short-term high broader market more likely. Short-term look at the broader market will continue to organize around the 1300-point oscillation.
Everbright Securities analysis of China Petrochemical Annual Report 2005 Annual Report that basically in line with expectations, the future still lies in the key petrochemical refining. From February to March will be the next to form a new oil price mechanism, the formation of the future, the performance of Sinopec is expected to significantly improve, EPS a reasonable interval between 0.5-0.75 yuan, target price 6 yuan, it is recommended overweight.
GuotaiJunan
Cathay Pacific on the RMB exchange rate view is that, as President Hu Jintao will visit the United States, China's foreign exchange reserves rank first in the world, Wall Street expects the Fed to continue raising interest rates and other factors all contributed to the uncertainty of the RMB exchange rate rose to 8.0170 yesterday, the highest since last year a new high since the exchange rate reform. Real estate, finance, basic metals, own real estate business, also will continue to be to stimulate the appreciation of the RMB. In the May to August, the yuan will emerge as the center from top to bottom of 8 floating RMB exchange rate will be a breakthrough year, 8 possible.
Cathay Pacific did not make a Comments trend. Focused on analyzing individual stocks side, Sinopec's annual report that the high oil price, Sinopec 05 Annual barely in line with expectations. 2006 of the refined oil price reform will be hoping Sinopec's largest and highlights. Cathay Pacific is expected to Sinopec 2006 Results 0.5 yuan / share, in 2007 was 0.55 yuan / share target price of 6 yuan, we recommend investors overweight.
Shenyin
Shen 10000 not too concerned about the appreciation of the yuan. On the last Friday of the index, Shen 10000 reviews as the main by the international non-ferrous metals market prices rise, non-ferrous metal plate led the market slightly higher. As for the broader market this week, Shen Wan not make predictions.
Shen Wan today is equally concerned about the Sinopec's annual report. Commented that, although the 05 annual reports in line with expectations, but burdened by high oil prices, Sinopec's refining segment in 2005 the actual loss of 250 billion yuan. With the formation mechanism of this year's reform of the oil plus refining losses are expected to improve the plate, coupled with the sound development of the exploration blocks, is still optimistic about the future development of Sinopec. Shen 10000 EPS is expected to 06,07 years, respectively, 0.506 and 0.572, the Ministry of price bit further 6 yuan or more, investors can overweight.
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