Category: Money tips Release Date: 2007-06-09
Source: Soochow Securities Author: Wang Hui
Crazy bull market is people to feel a little breath, the bad happens to cut the reserve potential for the plate made for renewal of liters of air refueling. Unconsciously, the stock has hit a new high in five years, in the turnover of moderate amplification, plate in turn led the broader market steady rising environment, the market is healthy, the investors happy. In my memory, Baosteel's daily limit is the second time ever, in my analysis, Baosteel is the limit-long cattle passers-by a declaration of the new long march! Look beyond the surface, Baosteel limit-only appearance, which we can see hope, but also to see the direction of investment:
First, in order to substantially the United States, concerned about the large blue-chip, large growth and large the recent reorganization of the hottest subjects is large capitalization stocks. Sinopec, the Hong Kong Group, Baosteel, could there liquidity is good, a great weight indicator unit, regardless of the expectations for stock index futures, or liquidity considerations, or is the industry leader in investment value, these stocks have a great the investment value. We have found that recent fluctuations in the disk, large blue-chip, large growth and large market re-emerging as the most dazzling investment theme. Baosteel's soaring performance of the causes is growing faster than market expectations and fully reflects the large blue-chip and large-growth characteristics, the Hong Kong, the Shanghai market, such as the overall market and the recent enthusiasm for private placement and other topics are presented the typical features of a big restructuring. Since the Group's investment funds have been set the tone of the main line, such stocks are still the mainstream financial future focus of attention.
2, wheel moving relay, concerned about the merit, monopolies and valuation of benefits
Recent large cap stock index is in a continuous red led turns off. Petrochemicals, finance, electric power, iron and steel, automobile and other plates have not resigned lonely, interpretation of the stock of the world's Achilles invincible myth. We believe that, and the prices will be fixed in the relay round plate to the depth of development, including those with merit, monopolies and valuation of the companies have the advantage of subjects with a tremendous wealth of opportunities for value-added effect, with the deepening of sector rotation, ports, railways and other roads is expected to become the new hot plate. Datong-Qinhuangdao Railway (601006) there exists a huge potential. Companies as China's first coal unit electrified heavy line, is the world's biggest coal transport volume, transport efficiency is the highest railway, and the ongoing transformation of 200 million tons capacity expansion by 2010, the total transport capacity is expected to reach 400 million tons, when the level of performance will also be greatly improved. In fact, such opportunities have been the first to tap the large number of bodies. As of the third quarter, quarterly, is the stock market just two months before the Datong-Qinhuangdao railway circulation ten shareholders together hold 19.16 percent stake in the unit, including funds, QFII, brokerages and insurance companies, institutions to raise the urgency can be seen looting such shares in order to substantially the United States, wheeled Relay environment, the afternoon did not show is unimaginable. From a technical point of view, the unit lighter Handicap has shown a good bargaining chip locked nature of the trend is also shown Jiashengliangzeng benign posture, there is a strong breakthrough in technology requirements, attention.
