The recent rapid turnover in Shanghai and Shenzhen, seems to be "6 · 8 quotes" drifted away, but A-share market yesterday was a rare rebound momentum, especially small and medium-sized plate stocks soared to let market.
Small and medium-sized Board is expected to become the market breakthrough
National business news on June 10, 16, respectively, to the small and medium-sized Board "so seductive" after market "," e "stimulating small and medium-sized Board gold rush," ", had been forecast for small and medium-sized Board units will become" 6 · 8 quotes "in the new hotspot. Yesterday, the small and medium-sized Board of prominent didn't let us down, weixing co., Han's laser, Kane Co., three units daily limit.
We all know, Sany heavy industry in the near future, a 50% increase, not because their construction machinery industry inflection points have emerged, and the performance is due to its relatively generous equity division reform programme for the price, that is, similar to the Sany heavy industry that have a low price-earnings ratio of a stock, if in the equity division reform be higher on the price, then most likely appear similar to the Sany heavy industry this trend.
On the contrary, the present and medium plate 50 company, almost every stock of basic surface and Sany are similar, although not low price-earnings ratio of dynamically, but only 22 times greater than sanyichonggong also has two advantages: first, the small and medium-sized companies by industry sector of the cycle factors, more easily cause funding concerns; the second is the total share capital of small plates, circulation unit is compact, which means that such a unit after the unit into a more responsive to market funds flavor.
Therefore, small and medium-sized plate will enter a second batch of equity division reform will improve the message, the inherent and small plates and greatly valued for its activation. Whereas it is important to note that due to the small and medium-sized plates mostly private enterprise, in the share-trading reform, more active and positive, considering the small plate is positioned as the future exploration of the gem, therefore, small and medium-sized plate most likely become the share-trading reform, which is expected to become the vanguard market breakthrough.
Unit into improving the market expected
Although the equity division reform has brought to market expansion, and many other uncertain expectations, but accompanied by a series of policy arrangements and holding a substantial shareholder of commitments, its pressure on the market is being transformed into power.
One is the equity division reform establishes A right to share markets, means that currently included CSI 300 index of average price-earnings ratio despite 14 times, but if you take into account the Sany heavy industry, and so share package, actual earnings may only 11 times, extremely attractive valuation. Push the blow and do not consider factors such as growth, with the share-trading reform, including the right to expect A stock market bottom price can enhance 20% or more.
Second, the trial has brought the power of doing more directly. Tsinghua tongfang stock reform programmes have not been adopted, but still a daily limit, this is because the market is expected in the share-trading reform is the trend of the background, which modify the programme will provide investors make more profits. The Sany heavy industry continues to increase, and also to the market shows that the share-trading reform established the right to A share of the investment opportunities.
Pilot concept, industry recovery unit will be leading a trend
Because of this, we believe that the "six · 8 quotes" Although precarious, but warmer as a result of policies as well as the share-trading reform, benefit factors exist, 1000 integer points to the test in the short term is unlikely, but the pilot stocks and industry recovery unit prices, there is still a shock Hu 1100 points.
In this way guided, we recommend that investors pay close attention to the three types of units:
First, the above mentioned industry recovery unit, including the power unit, motor unit and the liquor industry unit, yilite at yesterday's Rose showed. Gordon drunkard, sprinkle, Shanxi fen Jiao, and other units may also be concerned;
The second is a pilot unit of share-trading reform, including the number and the second batch of pilot has a "scandal" of a unit, which recently sustained capacity but has nothing to do with the industry recovery units, such as raw water, Liaoning Chengda, one of the most notable is the small plate of a unit;
Third, the shell resources unit, including ST unit and acquisitions worth more obvious than one unit, including * ST Black Dragon, ST Gilles light industry, ST tunhe, * ST in hops, Wuhan, group, etc. This class a shares as a result of having a strong industrial base, is expected to become the objects of industrial capital acquisitions, worth investors closely tracking.
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