|
||||||||||||||||||
Data:2009-12-12 2:34
Source: Wang Tian Guo Hai Securities
Straight up by the broader market averages and 4000 point away from the crucial point in the impact of broader market Wednesday appeared wide shocks market, closing another record high 257.2 billion yuan Shanghai stock market turnover, compared with 207.4 billion yuan Tuesday to increase two-five. Experience, there are currently able to push up the amount of excessive suspicion that such a large number of people feel fear, the corresponding stocks is almost the same as excessive turnover, the main difficult to control, while providing a rare opportunity for profitable shipping, combined with broad market morphological acceleration, because acceleration would mean adjustments, with Wednesday's big bang, this is theoretically a dangerous signal. Meanwhile, the broader market pulled a big bank scene Wednesday from happening again, once the root cause disk big bang, in the general large-scale stocks pulled after one quarter, underperforming the banking stocks since the present phase of the characteristics of the final pull, which is When the characteristics of investor attention.
However, the broader market even if the peak phase, usually is not the day to complete. Wednesday is still a large daily limit individual stocks, being the case, then, in theory, still has some short-term opportunities. Investors are advised, it should only a small amount of positions to participate in short-term.
Small-cap stocks-year-old Bao thermoelectric (600,864) the value of shares held by the China Minsheng Banking, the stock has climbed in 2007 by more than 300%! From January 2006 has risen as high as nearly 10 times more! Coincidentally, the same shareholders holding large cap side Minsheng Bank Group, this year also rose by about 206%, equity Youngor greater holding the CITIC Securities, also exceeded this year rose 210%, hold the same on both sides of CITIC Securities stake needles were up 278%! Since the broader market this year, up 50%! Can see that equity investment income of the units will be the focus of this year's Quotes. But the market ignored the Wah Kwong shares (600,475), holds 466 million shares of CITIC Securities, representing 4.5 per share value of the original cost of 11.6 times, which is only 25.6 thousand million for the total capital of Wah Kwong shares, the share contribution is evident. Meanwhile, further to 12.98 yuan Huaguang shares subscribed for 450 million radio and television networks, book income has almost doubled. From the fundamental point of view, in the current market average price-earnings ratio of more than 50 times the circumstances, the Huaguang shares continue for many years the image of small-cap blue-chip growth stocks, the current price-earnings ratio is only 30 times. Even without considering the potential benefits of their equity investment has brought huge premium, only its industry, growth, order and equity point of view, its value significantly underestimated. Wah Kwong shares (600,475) Company in which the value of the environmental policy of the boiler opportunities in the industry at a relatively monopolistic position, fully booked through 2009, its total share capital of only 256 million shares, similar to high-growth small-cap stocks tend to be far from higher than the market average premium. Technically, since mid-December 2006 has been maintained in daily for more than 5% April 17, 2007 before the stock a large number of consecutive Yinxianxipan, Wed massive close-yang, the Unit found that the new rates, or a value will start, the proposed attention.