Category: Money tips Release Date: 2006-06-17
Grasp the new policy orientation, the latter part of the secondary market will be able to seize new opportunities. History, "5.19" Quotes, "6.24" Quotes are produced under the policy to promote, while the plates and stocks of the fighters also implicit in the new policies, from the policy side to find dark horse has become China's Securities Market Comparison of the unique stock-picking ideas.
The steel plate, for example, the State Development and Reform Commission recently published the "Iron and Steel Industry Development Policy", marks the iron and steel "New Deal" officially kicked off for the iron and steel stocks rebound injected new vitality. Implementation of the new policy, we should consider the market a comprehensive distribution, mineral resources, energy, water, transportation, environmental capacity and the use of foreign resources and other conditions, relying on existing business conditions, combined with merger, relocation, in the region has a comparative advantage to reform and expansion. In other words, some of the steel plant is located in central cities facing removal, large-scale restructuring of the steel stock merger will provide a wealth of speculation themes. And because cities are often higher than the relocation of the purpose of land area real estate prices, some steel companies will receive substantial benefits, the share price level of activity has also increased substantially. From the Beijing area, such as the relocation of Shougang shares is an obvious example.
In the steel the new policy, restrictions on foreign holdings of the most market concern. However, apart from holding a road, the foreign investment there is cooperation, acquisitions of shares in many ways, the New Deal after the implementation of foreign investment in steel industry mergers and acquisitions are more likely to occur, "its winding" situation. From scale point of view, has achieved a lot of foreign investors under the terms of the new policy, while POSCO, Nippon Steel, Arcelor, ThyssenKrupp, Mittal Steel and other international well-known companies have entered China. Some smaller and require urgent restructuring of companies, such as Daye Special Steel, etc., foreign investment is likely to increase the intensity of the operation of its secondary market shares will also be presented repeatedly sexually active posture, we can learn from their investment ideas.
