Shrinkage
market rebounded yesterday. Analysts believe that investors most difficult end of the day finally came, and now is ready to receive red envelopes the time. So, what sections are most likely to give investors red envelopes it? The judgments from the market point of view, machinery, holiday plates, water, annual reports are the most pre-holiday rally hopes of the plate.
plate one
machinery stocks in the red envelopes and more
machinery sector as the broader market rebounded yesterday, led plate, 3.18% of the overall increase home cities first. Among them, the strong afternoon GSI limit, Shanghai Mechanical & Electrical soaring 8.98%, heavy machinery and China Linzhou rose more than 7% of a heavy, large stocks within the sector gains across the board. Industry sources, the upcoming construction season could be stronger than expected. Because since November 2010 has been the investment of new projects has soared. Construction machinery manufacturers in 2011 recently sold his equipment and the industry demand outlook has become more optimistic. Even this type of wheel loader construction machinery sales slump, its sales in 2011 is also expected to grow by 15%.
In addition, investors can be found in stocks of coal machinery Analysts pointed out that property from the industry point of view, is now entering into a new round of economic cycle. Since 2008, coal machinery industry growth rate of fixed asset investment hit a new high of 33.6%, after declining every year 2009,2010, 2010, the industry growth rate of 23.3% of fixed asset investment. However, the four quarters of 2010 year on year growth rate of 29.95%, respectively, 19.57%, 14.04% and 38.82%, and the second half of 2010, the industry met the annual increment of 62.5%. Such stocks, investors can focus on heaven and earth science and technology, high growth performance of the stock for years.
Plate II
plate concept is becoming more active holiday
on holiday with the growing Chinese New Year draws near, the relevant benefit from plate movements are also becoming more active, such as tourism and hotel , retail and other sections have good performance yesterday. Guotai Junan pointed out that as a large area during the holiday surge of tourists than usual, a great opportunity to travel section, the proposed operating area as the representative of concern listed companies greater flexibility in its performance, such as Lijiang tour, Guilin tourism. In addition, and tourism is closely linked to air heat plate, the current outbound flights have been Zhangshengyipian, Hainan Airlines, in particular, this performance has been good listed companies. Individual stocks, the four Eastern Airlines and China Southern Airlines in the most promising.
the same time, large consumption during the holiday season is, investors can also pay close attention to the retail sector. Guoxin Securities believes that retail stocks had continued to fall, has victimizes some quality stocks, including Wangfujing, Fiyta, Suning Appliance, the United States have long-term value of shares of grams, recommended buy. The Societe Generale Securities believes that the expansion of the national chain already has the experience or the establishment of regional dominance, retail and rich talent pool of companies are more likely to win during the Spring Festival, the proposed focus on leading companies. Department store industry, the key recommendation of Brilliance shares, Xidan Market, Eurasia Group; appliance industry, it is recommended Suning; supermarket industry, Highlights, backgammon, Hualian.
plate three
water sector policies favorable high popularity
Yesterday, the water sector performance well. Anhui Water Resources, the Three Gorges water conservancy, Qianjiang Water Resources, Guangdong, hydropower, Gezhouba such shares outstanding performance, the average rose more than 6%, more stocks have been the impact of daily limit. Analysts believe that good because of policy support, water shares is expected to continue strong.
Chief Planner, Ministry of Water Resources and General, Department of Planning and Programming, has revealed preliminary estimation, billion. This week, the Ministry of Finance, National Development and Reform Commission, Ministry of Water Resources jointly issued a With the policy of continuous clear, the performance of water stocks is also a force, this year the trend was independent of the broader market. Analysts said this will promote the development of water leaping an important opportunity for the water sector secondary market for stocks, it is a performance guarantee for future development.
Nuggets routes: the theme of Water bodies that investment opportunities will also be concerned by the market in the future, from the point of view the focus of future investment in water conservancy, irrigation fund will tilt, specifically including reservoirs, irrigation, rural drinking water projects; investors can benefit from the industry, the logical point of looking for investment opportunities. Analysts suggest that investors continue to focus on reorganization of the central enterprises Water. Bohai Securities recommended Gezhouba.
plate IV
adjusted annual theme will no longer be concerned about
time in the recent market correction, stocks had quite a good annual performance. While some stocks have
recently submitted a number of companies to disclose the transfer of the program. GEM Yoshimine agricultural example, in creating RISE; small board of St agricultural development, Jiang, motor and other stocks. Prior to the transfer program to send notice of these stocks have a continuous rise in performance. In addition, the performance of high-growth stocks also have blowout-type performance. It is noteworthy, perhaps because of surface tension in financial markets, these stocks after the disclosure in the annual report there were Jianguang Si performance. Debon securities analysts that the After a panic sell into corrections, the results do not rule out that some of them good, the industry is victimizes species have obvious advantages. Once stabilized the broader market, these stocks will continue to report excellent hot market.
Nuggets line: It is worth noting that this year the high number of companies report plans to send transfer appeared not to follow the report, but through the performance newsletter, notice of such notice in advance. Such as the Hong real estate, sincere Copper, Silver Tech, Tsuen, frequency and other companies co-Kang High Bonus plans, which were published in the Annual Report of the exposure before they advance. Analysts believe that investors in these stocks should pay attention to the Nuggets take rhythm.
(This article Source: Sichuan News Net - Chengdu Daily)
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