Events: Looking for investment opportunities under price shocks
| Event Details:
Recently raised by the Irish as the source of the second round of the European debt crisis, the dollar index rebounded to more than 80 strong, leading to pre-boom correction in commodity prices, the other for the control of national regulators continued high level of inflation, the price of regulation adopted a package of administrative interventions, coupled with loose monetary policy from moderate to strong shift in the role of the above factors,
Related stock movements Yuntianhua Yunnan Salt Lake Potash Pacific Hai Tong Securities
The Shanghai Composite Index since the previous high of 3,186.72 points since the decline of up to 12%, brokerage, banking and insurance sector were not far away from the previous lows. However, domestic economic growth is still to the good, the stock market still on the basis of long-term upward, together with social security and insurance sector investment pressure, the stock market higher probability of long-term upward shocks. In addition, the investment desire of the residents are still strong, negative interest rates in the present case, the lack of investment channels for individual investors, the stock market continues to be a better place, which the market into a steady flow of funds.
Short term, the central economic work conference held soon, according to Shangzheng Bao information statistics, since 2000, successive Central Economic Work Conference held the previous week, the Shanghai Composite Index rose a total of 6 times there, 4 times down, but the magnitude of all Change limited, the largest increase for 2008, one week before the meeting of the Shanghai Composite Index rose 7.88%; drop top is 2007, but by only 3%. By convention, the central economic work meeting will be held in early December, the statistics show the week before the meeting, market trend in the stationary probability is higher.
Overall, the central bank next year to take an active fiscal policy and prudent monetary policy mix more likely, in the current A-share market as a whole undervalued situation, the probability of coming up higher broader market turmoil. Market shocks in the short term, the search for a certain margin of safety of investment products it might be a reasonable investment strategy. (Information Department Liu weight data only)
Since the stock price rose from 1664 points before the 30 smaller
Securities Code
Securities referred to
Price range (%) Date of IPO performance prediction comprehensive summary of the industry rating of their respective 2008-10-28 2010-11-30600096 SW holdings of Chemical 002,053 Yuntianhua -60.33041997-07-09 growth of Yunnan Salt -51.24282006-06-27 0% ~ 30% neutral chemical holdings of 600,837 Hai Tong Securities -47.70871994-02-24 Salt Lake Potash -30.66031997-09-04 Financial Services 000,792 601,099 Pacific Chemical holdings -25.33342007-12-28 not the fourth quarter of 2010 accurately predicted the neutral operation - Financial Services 601,186 holdings of China Railway Construction -18.03262008-03-10 sure building materials 000 578 601 006 Salt Lake Group -17.76141995-03-03 Datong-Qinhuangdao Railway -17.44352006-08-01 neutral chemical holdings + Yangtze Power -17.37552003-11-18 transportation 600 900 50% growth in purchase - Hebei Iron and Steel -14.43651997-04-16 Utilities 000 709 000 668 Rongfeng ferrous metal holdings Holdings -12.20591996-12-103186.72 neutral chemical 600717 Tianjin Port - 10.39861996-06-142820.18 neutral transport 601,390 Chinese holdings of construction materials of iron -6.51062007-12-03-0.115021088 000089 Shenzhen Airport -4.63431998-04-20 holdings - Transportation 601,333 by the Guangzhou-Shenzhen Railway -4.1572006-12-22 holding - Jilin Pharmaceutical -3.65851993-12-15 Transportation 000,545 600,009 to buy medical and biological growth of the Shanghai Airport -2.30821998-02-18 transport more than 50% overweight holdings -0.03012001-12-25 Shenzhen Expressway 600,548 000,728 State Transportation Yuan Securities 1.40091997-06-16 neutral + high-speed 4.45262002-03-18 financial services holdings in Shandong 600350 600005 Wuhan Steel shares 5.22641999-08-03 transportation holdings - Black Metal 600 011 600 808 Huaneng Power International 6.95832001-12-06 holdings of public utility Magang 7.5031994-01-06 black metal holdings 9.35971999-08-03 Valin Iron & Steel net profit of 000,932 yuan to -180,000.00 -200,000.00 million, down 1,766.11% 1,599.50% holdings of ferrous metals 600 320 Heavy 11.48972000-12 Zhenhua neutral machinery and equipment 600 030 -21 CITIC Securities 13.79932003-01-06 financial services holdings holdings of real estate 600 325 600 033 Huafa 14.23842004-02-25 Fujian Expressway 15.14912001-02-09 holdings - Transportation 600,886 SDIC Electric Power 15.62641996-01 -18 Phoenix neutral + utilities 600 716 Net income was 18,750 ten thousand yuan of shares 15.96151996-07-02 real estate holdings
(Editor: Jiang Jiong) |
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