Monday, January 3, 2011

Rogers to buy property stocks resurgence in China.

According to information, real estate section yesterday midday meteoric rise, the plate has been adjusted for two consecutive months, it is not just a re-take a good rebound, compensatory growth that simple. .As real estate prices continue to rise, real estate section of the generally good performance of listed companies, so the processes most likely re-emergence of the beginning. .Re-emergence. .Real estate sector out of a few leading shares have gradually strengthened early weakness: If Poly Real Estate, in February entered a stage of adjustment, up to down Jinsi Cheng, nearly two months after its own run has fully recovered lost ground, showing a new .The strong rise, especially after ex, the share price showed a strong desire Tianquan, k form a significant upside line shape; Vanke rose 6.58% yesterday, the stock's recent downturn trend, the trend was weaker than the broader market yesterday on heavy volume acceleration .Chong, burst on the scene determined to challenge the previous high. .Real estate stocks is likely to become a focal index continued upside is another important tool. .Yan Jun, an analyst at BOC International analysis, on the one hand, and various steel plates, real estate sector stocks during the previous months, most of the state in the callback. .This makes them a more fully whipsaw, leading to the increase for the re-laid a good technical foundation; the other hand, increased sharply in recent months the steel plate, compared to some non-ferrous metal plates, significantly behind the real estate section .in the broader market. .This makes them a relatively large compensatory growth space. .Stocks continue to lead the broader market soared to re-valuation, comparison, real estate stocks staged the risk is relatively small. .Capital to absorb. .The reason why real estate stocks significantly underperform the recent trend, mainly regulated by the state continue to exert pressure. .LAT regulation, twice raised the deposit reserve ratio and the current round of interest rate, so that the performance of the market growth prospects for real estate stocks started to worry. .But data show that from January to February 2007, the real estate investment growth continues to be accelerated. .1-2 months the real estate industry's fixed assets investment grew 24.3%, slightly higher than in 2006, 21.8% and 19.7% a year earlier. .This indicates that although the state has adopted a series of austerity policies, but the heat of the real estate industry has not reduced. .National Securities research report pointed out that the real estate industry profit margins will be as the credit costs and rising land costs and the increased tax burden affected, but the industry as a whole there is no fundamental change in supply and demand structure, there is still room for profit growth, while the macro-control will be .accelerate the polarization of the industry, high-quality companies will further increase market share, we remain optimistic about the long-term investment value of the real estate sector to maintain the industry's recommended rating. .The re-active real estate stocks is also more consistent with the current direction of the market speculation chasing performance. .Securities analyst Zhang public into that the performance of listed real estate companies in general better. .Large companies generally have a quarterly growth of 50% or more, such as Vanke over half a quarter to growth. .And some smaller faster growth performance of listed companies, such as Shenchangcheng, Huafa quarter growth such as a 100% or more. .Under the regulation, real estate sector to rise again, indicating a large-scale funds are entering. .Yan Jun judge, Jiancang capital funds should be released just as the Fund has been very optimistic about the long-term development prospects of real estate stocks, and now is the rapid expansion of fund scale. .How to choose from a stock investment perspective, the real estate sector there are still many factors to the good. .In addition to the improvement of living standards and accelerate the urbanization process is still so strong real estate demand, the yuan appreciation is expected to still strong, some foreign institutions this week to increase the expected appreciation of the yuan during the year, real estate still attracting a lot of money abroad .International public statement to Jim Rogers to buy a house in China, in 2007 the implementation of new accounting standards make the real estate companies also have more room for imagination. .GF Securities report said that given the regulation of the housing market has a stable cash flow and great appreciation of the prospects of investment opportunities in commercial real estate companies, such as the Financial Street, China Vanke and Poly Real Estate A. .National Securities reports that Vanke A, Qixia building, Street, investment real estate, Golden Group, the real development, the Beijing Urban Construction growth strong, long-term good. .Changjiang Securities believes that the property is closely related to the Olympics with the opening of the time Ushimata approaches will continue to stand out from the plate, you can choose from two main lines: First, the development project is located in the vicinity of Olympic venues, the project rapidly rising sales prices and sales .in good company, with Beijing Urban Construction, Asia Standard building, a large dragon estate; Second, Beijing has more land in the reserves, bring the Olympic Games in Beijing urban infrastructure and environmental improvements will benefit the listed companies, mainly in Poly Real Estate ., First City Chase and so on..

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