The rising trend of large shocks unchanged

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Subject to regulatory weekend worrying expected last week, large reach the 4,200 point loss. However, the public are suspicious of the weekend bad news does not exist. Thus, the choice facing the direction of the market trend will be more inclined to multi-week strength proactive Moreover, the market is very abundant funds, once the panic mentality to be calmed down, do more optimistic mood, and will promote large shocks this week uplink.

Raising interest rates, abolition of interest tax and the introduction of tax resources, environmental tax and regulatory means, as short-term investors pay close attention to the focus. Since the stamp duty unexpected incident, the words haunted the market individual investors, this psychological state is being nonbelievers. Similarly, the latest release of May consumer prices, industrial added value and fixed asset investment data, and the trade surplus and other economic indicators across the board, the community and aroused the concern of management. A surge in economic operation and regulation promulgated intensive expected, showing control policy is not limited to the stock market. But raising interest rates, abolition of interest tax and the introduction of tax resources and no change in the higher-than-expected economic growth and the listed companies in profit growth. In appreciation of the renminbi against the backdrop, securities, real estate, the bulk of capital flows into commodities the best alternative, residents can divert the savings trend will not change, it is clear the bull market has not shaken the foundation of the next bull market will continue.

Capital flows from last week, the blue-chip and high-quality pre - Hei Chung PO stocks funds chasing the target, showing new fund and OTC funds propelled the policy guidance, the market-leading performance of the main line toward speculation. The current management further delay in launch control policies, but continued to issue large-cap H-shares and speed up the return of the stock to increase the supply of funds to alleviate the excess. So calm market news and stable market environment, it will help continue to do more dynamic. However, in 4300 Heavyweights point region, still face-off sites and taking short-term pressure, which is over the rising trend not to change.

Based on the above analysis, quality blue chip units and the performance is reported waves rates will usher in investment opportunities, on the one hand, nonferrous metal, real estate, machinery, automobile boom continued growth of quality units should be worth the wait, on the other hand, the performance is reported substantial growth in units, in its short-term profit opportunities. However, holders of low-priced stocks is mainly low performers consecutive 45 plunged stabilized units groups of investors can still held on patience, short of such units, there are still opportunities to rebound.

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Medi stock suspension

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SSE yesterday’s suspension of a special order, in 2007 China A-shares on the “mad cow appliance” — the United States Electric (42.90,0.00,0.00%) of the rush pace awkwardly stopped. Hidden in America and the electrical extraordinary surge behind the hidden dangers have also surfaced.

Suddenly special suspension

“Just now called the past, has been confirmed (the US electrical) will resume trading today, the Commission heard that it is what is required.” Yesterday morning, 9:00 pm, a depressed netizens “network it shares” “US appliance?” Kept brief. For the last 10 trading days up to a day or 8.3% of the US electrical, natural day suspension so greatly depressed investors.

The same morning, the US electrical appliances (000,527) Shenzhen Special suspension. In response, the United States issued a public notice said that the United States stock prices of electrical consecutive three trading days the closing price declines rose from a total value of more than 20%, the abnormal stock company, the company is now on the issues of concern and verification. Shares on June 19 suspended, pending completion of the verification process and issued an unusual fluctuation in stock trading resumed after the announcement.

Then there is a market rumor that the United States is because of electrical violation of the Shenzhen Stock Exchange of information disclosure procedures, and in particular the Stock Exchange was suspended. Rumors have it, the State Development and Reform Commission of foreign capital utilization department on May 23 in the State Development and Reform Commission Web site Notice : US electrical decision in Bangkok, Thailand, to invest in air-conditioning assembly plants, a total project investment of 9.5 million US dollars, the project has been approved by the Guangdong Provincial Development and Reform Commission. But the United States has not adopted any public disclosure of the relevant news channels. Yesterday, the National Development and Reform Commission website to really find the above information.

However, rumors of the alleged reasons for the suspension has been America appliances to the Shenzhen Chunjiang denied. To Chunjiang said yesterday that the United States does electrical original investment in Thailand, had earlier sent a report to the Guangdong Provincial Development and Reform Commission. But after negotiations, the United States finally abandoned the plan, and the Guangdong Provincial Development and Reform Commission, upon the approval process, so only a “project has been approved by the Guangdong Provincial Development and Reform Commission,” one said. To Chunjiang said that the real reason for the suspension or the stock from the recent abnormal fluctuations.

Six months went seven times

In fact, the stock changes from May since has become a focus of attention in stocks, its shares rose from the beginning of this year, as in 2007 Chinese appliance companies listed first “mad cow.” The first trading day (January 4), the US appliances at 11.85 yuan, to the trading day before the suspension (June 18), right after the Minute shares soared to 86.4 yuan, up more than seven times. Alternately, the US appliance market rose to 54.085 billion yuan, ranking the market value of 76.1 billion yuan Suning Electric (53.11,0.32,0.61%), home appliances category listed total market capitalization of listed companies second.

Especially in the recent “fell 5.30,” the US is a disaster in the market has demonstrated a strong resilience : three trading days fell by only 8.53%. From June 5 market rebound since the US electrical ten day of trading up 83%, far more than the same period Stock rose 25%.

QFII foreign capital to the United States also agreed to the good. As of the first quarter of this year, in the United States, the electrical flow of the top ten shareholders a five QFII, including Morgan Stanley, the Bill and Melinda Gates Foundation, Goldman Sachs, the rich banks, with a total of 7336.07 million shares, accounting for the electrical flow of US equity 16.08%. June 15, the United States also notice that its orientation to the United States Goldman Sachs additional applications of Commerce has been approved, the additional completed, Goldman will become shareholders more than 10% of America’s second-largest shareholder.

State Securities analyst Wang Nianchun that this year the US central air conditioners, refrigerators and washing machines, both business development with high growth potential, and with the entire appliance industry concentration and the rise of America as the leading enterprises in the market pricing power is greatly increased, which makes the US in the next five years is expected to have a better .

Shares of suspected manipulation

“Although the United States has good electrical performance and Goldman Sachs injected support, but within six months shares rose more than 7 times remains normal, the US is obviously behind the main funds through their positive signs of stock manipulation.” A securities industry said yesterday that “more than 900 million shares of Siemens son, a dozen within minutes storms Rafah, storms hit 34 yuan, definitely not the individual can do, and this kind of situation in the United States, daily transactions appeared and rallied to the main control can be described as arbitrary. ”

The person that the United States of electrical current nearly 70 times earnings, far higher than Qingdao Haier (17.80, -0.52, -2.84%) and 50 times the Gree Electric (36.70, -1.19, -3.14% ), 46.5 times the price-earnings ratio, the US has a positive full year advance. After all, if we do not consider the factors rose, 70 times the price-earnings ratio means that investors now actually invested in the 70 years to recover.

“America appliances to the A-share is actually a rare good stock, since the listing date, from the A-share total financing 1.097 billion yuan, but its shareholders dividends accumulated 13 total allocation has now reached 1.243 billion yuan, the statement of shareholders is based on the returns of investors.” The person that is precisely the kind of companies that can not allow herself to the stock market in two traffic accidents, otherwise public confidence will be a heavy blow.

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The second half of what industries will continue to grow

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How to get the results reported significant growth in the company find the same performance report significant growth and even faster growth in the report is the performance of the company An important issue is the industry’s choice. We can data from the past, some industries were inspired choice (see left). When we tracked in 1998 full-year earnings up 20% of the company, we saw a small part of the company to which more than 20% to maintain the rapid growth of recent years. If we were tracking from 1998,1999,2000,2001,2002,2003. beginning in 2004 until 2006, we found that to maintain rapid growth of companies with a wide geographical distribution, not enumerated. But it is also the law can follow, which is that they had to belong to meet the national industrial policy, with the prospects of companies. As noted above, industry choice in the selection of high-quality companies for investment plays an important role. In the second half of 2007, we believe that efforts to increase regulation of the real estate industry in the short term with a certain risk (in the long term.

Due to the strong demand, the real estate industry has good prospects for development), comparison, in accordance with state industrial policies of the financial, automotive, aviation, new energy, tourism, food, new means of circulation of commercial enterprises and other industries will have a very good performance in return. high pollution, high energy industry do not meet the national industrial policy, while in the second half, the company will face increasing tax resources. export tax rebates and lower import tariffs, non-ferrous metal industry performance of the company is subject to negative impacts, pure processing downstream smelting enterprises and other industries will be more negative effects; the lower export tax rebates to foreign trade.

export revenues account for a high proportion of the total income of small businesses that have no negative impact. We chose the above list of prospects for the development of industry leading enterprises, the value of long-term investment, much can avoid short-term fluctuations in the performance of the company’s revenue generated by uncertainty, enjoyed sustained economic growth and trade expansion and development of the relatively stable high yield.

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Despite rising stock market trend remains unchanged

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Tuesday the cities of Shenzhen and Shanghai index’s main contract, in Saudi Arabia. Financial stocks, property shares callback, steel shares, non-ferrous metal stocks showing strength. Stocks end at 4651.23 points, while 181.93 billion yuan. Deep element refers to 16523.27 points, while 98.78 billion yuan. News from the surface to see : Office of the State Council issued the “mandatory for the establishment of the government procurement system and energy-saving products notice,” again on the market for energy-saving wind bursts plate “policy and dismal.” Analysts, from the previously announced “energy-saving products in government procurement list,” and are generally home appliances, IT, lamps, electrical equipment, including five occupants of the related industries, listed companies will benefit from it.

Allocation to enhance online distribution efficiency, the Shenzhen Stock Exchange decided on August 8, 2007, Shenzhen Municipal Allocation adopted T +3 thawing process requisitions issued capital, Shenzhen City than the original issue price of new shares online requisitioning funds frozen by a shortened trading day. Judging from the ISM : shares of the overall indices, the pattern was 16.5%. Financial stocks, property shares callback, steel shares, non-ferrous metal stocks were the focus session. Appliance Energy Conservation Unit, the machinery stocks, coal oil stocks also have good performance. China Petrochemical (Reuters) The ride is greatly improved the market sentiment. Shock index has increased, units began to divide.

Together, a few days of strength in property stocks, profit-taking in financial stocks, triggering market turmoil. But non-ferrous metal stocks, steel stocks were led into the main multi-market hot switching more orderly, blue chip performance remains stable, strong market pattern has not changed. Index concussion uplink in active trading, the upward trend has not changed. 5,000 points to the example of mind has not changed. Intraday units differentiation has started to chip stocks continued to be concerned about the funds plunged strong opportunity is still great. investors should hold on the operation of such units thirds.

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Heavyweights or bring greater pressure

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Yesterday’s 1700 high of stagflation mill today opened sharply lower, but in low-priced banking stocks led rising rapidly, to 10 : 00, the Shanghai index closed at 4683.13, down 31.91 points, to 1,185.41 at 16429.91. fell 85.15 points. Once the morning was fast Xiaxian Industrial and Commercial Bank of China and Bank of China’s rapid spiraling resolve, banking Units are also two low-priced banking stocks led the overall force, but petrochemicals, real estate, steel, brokerages such’re familiar plate decreases shown in the forefront, as a town northeast revitalization planning, related companies with greater opportunities for development, but the concept of the revitalization of the Northeast market by repeatedly tapping, Northeast concept stocks rose sharply with a larger short-term means that investors should pay attention to high lightened.

Although large in banking stocks led gains again, but relying on the heavyweights of 1,207 to maintain the deals will bring greater adjustment of the pressure large investors in the rapid rise of China to refrain from pursuing high, or are still large units during the quarter-thirds. In morning Kanpan recommended investors lightened varieties will continue to underweight, recommended 600,426 Chinese Lu Heng (RM3.80 billion) short-term recovery is not appropriate, in large shocks could continue to attract bargain hunting.

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Bank stocks rebounded Bloomberg index

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Today the two cities index opened slightly lower, reportedly opened hu Share 4614.59 points. 1,185.41 16346.53 reportedly opened, small plates Index was reportedly 5312.42 points, Call volume was 1.63 billion yuan. Indexes immediately rapid slowdown in the vicinity of the 5th MA will be supporting.

Banking stocks plate trends remain very strong, the weights of the largest bank rose more than 5% over 6 billion However, non-ferrous metals and steel plate appeared certain adjustments, today’s two new stock market remains to be pursued. Policy information surface, the more important is the revitalization of northeast town planning, a number of listed companies to usher in a new opportunity;

processing speed, financial futures license “to the point of” I-40; American secondary mortgage crisis sweeping across the world, China also did not succeed; the Securities Investor Protection Fund will be open to pay at least 50 brokerages NT 400 million; SSE shares held in check transactions, warning related accounts; imports of iron ore prices rising sharply. Overall speaking, the weights plate turns to the performance of circumstances, the index has maintained its high technical patterns, but after consecutive rose to a record, investors should remain cautious attitude fanatical in the market when the initiative may lightened prevent sharp fluctuations in the index risk.

Technically, the recent innovation index even higher short-term profit-taking more, the market needs to digest for profit-taking, recent index is expected to be for a certain shock, short-term operation to the attention of risks, those who choose to be good quality basic basket of chips involved.

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