Wednesday, January 26, 2011

Real estate stocks is a rebound or reversal? .How the future trend of real estate stocks?.

<P> Weekend, National Bureau of Statistics August economic data, although the CPI continues to be ascribed to bad news, but no further follow-up, the market can be successfully rebound. .Real estate sector to adjust the weights in place, led by heavyweight bounce back. .Point of view from the disk, close to the rise of real estate stocks when closed led the index upward. .The rise of real estate stocks, I think there are two reasons, first weekend, the central bank to raise interest rates and other markets is not expected to announce the bad news, the second is real estate stocks have hit the half-line callback is technically strong support. .</ P> <P> that real estate stocks is a rebound or reversal? Its 25 times earnings is really underestimated it? Latest data show, August 70 cities nationwide housing sales price rose 9.3%, or more than .narrowed by 1.0 percentage point in July, the chain with the previous month. .So how can we look at these data and future trend of real estate stocks? </ P> <P> strong growth in new construction is still expected that the developer still optimistic. .New construction in August changed the trend of decline in July, once again picked up the chain, indicating that the developer still optimistic of expectations. .Home prices in August than in July although the flat, but may enter the market with the August ratio of less 高价房 related to the coming season with the traditional buyers and some buyers panic admission, the future "Golden September and silver October" may be .ushered in not only the big bang, a new round of prices may rebound. .</ P> <P> trend for today's real estate stocks, I think, the recent rebound in prices is expected to lead to future regulation. .As long as housing prices rebound, the market that will include credit, interest rate and the expected introduction of the austerity policies will affect the valuation of real estate stocks down, and banks as its high-growth real estate aura has faded, and its .valuation by the market re-positioning in turn, so did not return to rational prices until the arrival of the industry's big chance to be difficult. .</ P> <P> So, today, although the real estate section of the strong, but also a flash in the pan, too many uncertainties due to the plate, and although the valuation is not high, but if high prices do not turn around, it is estimated the national follow-up control policy .will also be introduced, the real estate sector would be difficult to take a good! </ P> <P> but poor prospects in the real estate sector under the circumstances, there is still a number of protected investment will increase the impact of housing stocks, of which central investment .63.2 billion in the year based on the additional investment to 104.9 billion yuan, benefit from this protection of housing construction in the listed companies have investment real estate, deep Tianjian and Hualian Holdings, is not suppressed by the commercial real estate on behalf of China International Trade and China Baoan ., built of shares, etc., these listed companies within the real estate section is not within the national macro-control, investors should be given due attention. .【】 </ P>.

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