Category: Money tips Release Date: 2007-05-28
Source: Northeast Securities Author: Zheng Li Ting
Pre-market speculation, regulators to resolve the issue B shares set up a specialized agency, adding that B share issues will be resolved within the year. However, this newspaper has consulted with the SFC and the B share issues related to three departments, the answer I got were not yet formed to solve B share issue. Even pointed out that, since stocks are still promoting the reform process, the Commission had yet to discuss the subject. Affected by this news, this week, B shares rose across the board. B shares of short-term hot Quotes can to the current year to face a new high of A-share market to produce a good example and lead the effects of it?
At present the market, A shares B shares of the relative prevalence of premium. It is the existence of a premium, so that B shares into the market to solve the problem have some room for imagination. At the same time from a longer-term perspective, with the past two years, with the H share premium of A shares narrowed, so the relationship between the line of succession to the A shares and B shares produced a narrowing price gap between a driving force. In particular, indicators such as Vanke shares, B shares price has also more than the price of A shares. In the short term, at present no doubt that B shares rose on the current A-share market hit a new high this year play an important role. The long run, plagued B shares once the elimination of negative factors, A, B share premium will continue to narrow until the two are identical, which means that the opportunity to bring to the market will be very great.
A unit from its own point of view, the current A-share market into a relatively strong period of consolidation, expansion pressure is being accepted and digested by the market. The focus of the current market concentrated in the expansion rate, the macroeconomic impact and policy side surface of the three focuses. The profitability of the business will become the market later on how strong or weak performance of the fundamental driving force. It is noteworthy that the potential impact of the appreciation of yuan appreciation driven stocks may benefit from the opportunity, especially those leading to G Vanke Quotes capacity, led by continued strength in property shares. But overall the market after a huge rise shortly after its re-create a big bull market is unlikely. After the continuous dilution of large-cap stocks, the index has emerged a certain passivation future, it will not change from 1700 points, fell to 1000 points, almost impossible. Entering into a relatively high level, the funds to promote a broad based, obviously Quotes Quotes clearly insufficient to support the depth of development, and take to wait for the adjustment of the evolution of a structural bull market characteristics. Therefore, the opportunity to grasp the plate is more critical in the afternoon. Underestimate the value of good, such as growth, equity incentives, the overall listing or injection-related stocks such as the theme to continue upward in the adjusted record high. At the same time blue-chip current broad market valuation is generally low, with a good defensive. In particular, as margin trading and the gradual introduction of stock index futures, will enable the market to reposition the value of large-cap stocks, and therefore its strength is expected to become the backbone of the next phase of the market.
Recent stock selection ideas: 3G concepts and military subjects such as stocks become very active disk plate. G Air China Science and Technology, G stocks of nuclear and other military super-power of the short-term outbreaks. The initial inflow of funds clearly identifiable 3G plate has been showing apparent signs of adjustment in place. Especially with the advent of 3G licenses may be saying that the coming 3G era, which for the future performance of listed companies related to the outbreak provides a good market expectations. So this should investors focus on the two plates. G Linkage (600,363): The company is a set of defense, 3G and green GDP subjects in a large enterprise. The company has been to seize the domestic military and civilian communications equipment areas of the two possible, together with the South Korean communications giant, fully seize the 3G industry, the bridgehead. Western Union and the company's long record communications companies to provide for the military command and dispatching thousands of sets of all types, exchange transmission equipment and nearly 10 million telephone sets and other communication devices. It also assumed the Army Battle Command System Optical, self-propelled artillery and other research projects within the military communications system, the entire R & D system and capabilities are very powerful. With the introduction of the requirements of green GDP, the state support for energy-saving industries increased year by year, especially the green LED lighting industry, the rapid development of energy-saving lamp and, as the only company with LED semiconductor lighting technology enterprise-wide processes of production, the company performance of the next two years is expected to enter high-growth periods. The secondary market, the stock has been since the shares were poised to fully reform the current stock price has been successfully stop a 5-day moving average, forming a potential breakthrough. As the concentration of the two currently on the market to do more with a hot spot of the Unit, will herald a Tianquan Quote began, investors can focus on.
