Sunday, March 27, 2011

In the search for trading opportunities in Ruoshi.

Two cities with the previous session on Tuesday, the broader market opened higher on rebound in homeopathic trend, but the heavyweights of the increasing weakness makes the market sell-off, the final index to reports received in Yin Xian. .Meanwhile, the disk was not accompanied by the amount of oversold bounce can be effective amplification, the cautious attitude of investors that the market is still difficult at this stage to reverse the weak pattern. .However, the continuous decline in the early process of stock market volatility on the external market pressures and domestic economic adjustment has been adequate and over-reaction, while continuing to drop in to create some of the trading investment opportunities. .Waiting for the future operation of the market trend to reverse the process, three types of investment subject worthy of our attention. .First, look for substantial growth in the three quarterly results, with net profit growth rate of the relative advantage of oversold valuation of variety. .Only last week the Commission issued the "cash dividends of listed companies on the modification of certain provisions of the decision" will no longer be included in the stock allocation of profits linked to the proportion of re-financing, some with strong profitability of the investment value of the intrinsic blue chip stocks will be excavated .. .In the current phase of the three quarterly disclosure, these stocks should seize the opportunity. .Notice of the situation observed three quarterly results, these companies focused on agriculture, forestry, animal husbandry, fisheries, financial and mining and other sections. .Policy changes on the visual strategies to take care of the band to participate, but be careful to avoid three of the companies quarterly results below expectations. .Second, less affected by the economic downturn, cost less anti-cyclical industry pressures. .In the continuing cycle of domestic economic adjustment process, the follow-up of macro policy shift will be an important positive factor to promote the stock market. .In a preferred development of the industry with high growth potential businesses at the same time, you need to strictly defensive strategy, concerns the sensitivity of the economic cycle, the smaller the media, communications equipment industry, choose a relatively low valuation of commercial trade, trade boom of the higher .Medical Biological stock. .In addition to the recent changes in the disk hot spot situation, the Government to promote infrastructure investment will bring construction, construction machinery, heavy truck and other related industries to benefit, in which high-speed rail, passenger rail transport network construction has become a top priority, .the future is bound to generate new investment opportunities. .Third, the subject class of investment products in the stage index is expected to rebound in the process of the formation of local hot spots. .Promote rural economic reform will lead to investment opportunities in related industries such as agriculture, chemical industry. .As the price system to promote water, electricity, gas price increase is expected to increase, which had advanced into the economy to the previous low performance of the enterprise to bring new growth. .With the state-owned holdings and holding shares in construction related to improving the system, some state-controlled funds face plenty of major shareholders of listed companies holdings of shares in turn, not only to stabilize the market, boost confidence play a role, but also to a certain extent .mitigation, "size of the non" of the lifting of the ban pressure. .Valuation of which has been at or near the bottom and the history of corporate finance and cash flow steady medium-term investment opportunities in the listed company. .Overall, we believe that the global financial crisis and economic recession for the interference of the domestic capital market in the future for a long period of time is still difficult to eliminate, A-share market trend of the opportunity to form conditions are not met. .Therefore, in the investment strategy in the control position on the need for optimization of the premise of high uncertainty, the future growth rate remained relatively stable in the defense industry, to avoid falling trend, the cyclical slowdown in demand industries..

No comments:

Post a Comment