Ideas determine. Investment is also true, in fact, is the current index of index stocks is more determined. August is the index of shares of the continuing consolidation of the correction due to the 10 month stock index rose is the result. Can not help but think of the property for the kidnapping of the Chinese economy. In the end the real estate in the up, or the purchasing power of renminbi devaluation it? It to the economists, we consider the market and opportunities.
agencies began today inside a crazy comeback. Here we mention the floor body is the core part of the agency fund. They focused on consumption and medicine, the biggest winner in the first half of this year and the consensus. But the market is often the case, when a tendency to become a common problem faced when the market appeared. October's crazy for positions, the fund is slow, because from overweight to underweight they need a time, pulled up outside the agency to market the crazy extreme market. From the beginning we see is that on Monday the venue bodies frenzied counterattack. Yunnanbaiyao, Changyu A, State Power NARI, Gujing Distillery, Shanxi Fen obvious purpose of such backlash, the data will immediately fund the positions there. The figure is one of our table today inflows.
with the present we summarize the idea of the market, as we follow the standard.
consumer to make the differentiation. The current focus in the cycle class of consumer stocks,UGG boots, the early training of our students have been analyzed. Such as aviation sector, engineering machinery, automobiles, household appliances belong to the plate. This became the focus of the current operation of choice organizations. Therefore, the focus of our tracker buy time to pay attention to this idea.
cyclical industry, we found coal, nonferrous metals will continue. But the division has already emerged, strong buying in today's organizations have no color. Their influence is mainly caused by the weak dollar appreciation of commodities. More importantly, they have not risen for 15 months. Cycle of the market will always be gradual, so we have to do to prepare, do not always sell their stocks when the stand to buy in the market are optimistic about the crazy time. Remember the recent small-cap and ultra with medicine. Is the same reason, growth can be sustained growth is the growth performance, which is the core. Our recent upward move will be the main tactics of class is key for the analysis of this idea. Want to give the majority of lost friends in the reduction of exploration time
tracking and monitoring of capital flows and Comments
Shanghai and Shenzhen stock chip institutional funds loose big parties Exposure:
number home daily limit death squads will ship on the following stocks to take profits, short-term chips will be loose, may consider payment of rallies do not approach: two heavy equipment, Road shares, Guoyang New Energy, Wing Wah Industrial, You Luoka, Jielong Industry, Kam Foo new materials, Yan net video, Han's Laser, leading technology, Feilegufen, day Mao Group!
10 月 19 日 plate tracking and monitoring of capital flows:
A-share market on Tuesday to do more recent approach of billions of capital. By ZF support policies for emerging industries boost, after a substantial taking of the continuous small-cap stocks regain sought after, all day access to funds with more than Qicheng industry holdings. However, real estate, steel plate under selling pressure. Monitoring data show that today's Shenzhen and Shanghai Total net inflow of funds 9.66 billion yuan, of which 6.48 billion net inflow of institutional funds, retail investors 3.18 billion net inflow of funds.
industries, 81 industries in Shenzhen and Shanghai, a total of 60 industries recorded a net inflow of funds, the two industries were net sellers into the half. Most popular coal mining sector, the net inflow of 1.644 billion yuan. Transportation equipment sector into 1.092 billion yuan, 1.056 billion yuan into the special equipment plate, computer application services segment into the 751 million yuan, 538 million banking sector has access to more information: Please create magic Finance Search Forum. Net capital inflows. Electrical machinery and equipment, electronic components, non-metallic minerals, chemicals products, integrated classes, beverage manufacturing, pharmaceutical manufacturing sector, inflows are about 3 billion yuan. Real estate development sector heaviest selling pressure, the net outflow of 398 million. Ferrous metal processing sector out of 200 million yuan, transportation assistance, business brokers and agents plates out of 187 million, respectively, 1.09 billion out of oil and gas sector 084 million yuan.
individual stocks, the net inflow of Zoomlion topped 481 million, Guoyang New Energy into 398 million, Jiangxi Copper, Wuliangye, Shanghai Automotive inflow of more than 2 million. Ningbo Port net outflow of 126 million,UGG shoes, 103 million out of Baotou Rare Earth, Industrial Securities, China Railway, BOE A out of more than 80 million yuan. In addition, net capital inflows relative on Tuesday the top five stocks are: Jin Fu of new material, the Central Plains equipped, two heavy equipment, Ireland Eye, Jiangxi Cement; the relative amount of net outflow of funds as the top five stocks: Ningbo port, Qizheng Tibetan Medicine, Daikin Heavy Industries, Industrial Securities, CITIC sea straight.
10 月 19 Japanese Market Comments:
size wheeled disk shares, bringing the continuous inflation and large-cap stocks small cap stocks continued to decline. However, there is no need therefore never converted their own style and personality, the Chinese stock market has always been flourishing, there is a little difficult to model Riders, so you can wait. List or may be concerned about today's strong science and technology 002 006 refinement, the energy of electrical 300,062, Xin Branch materials 600 255 (Note: The only area of concern, what we need. Firm offer insurance in San Francisco, those who can not protect themselves, do not know how fund managers Do not blindly participation).
Tuesday, it is natural, small plates, the GEM stocks lost and lonely, have daily limit. Always made in the style of transition edge of the investors may be confused and not quite sure which way the wind blew. But it really necessary to do a clear picture every time it? That an expert Wu Qi, 4 years, 2 300 times the stock to make profits. Although already a legend, but it also has become a reality, more information at: Please create magic Finance Search Forum. Who can not be denied. When we noisy with style conversion and wait for a buy low and sell high, buy low, sell high throw, people may be drinking tea in a leisurely manner. Today, as the first major Wuqi tradable shares,Bailey UGG boots, 307.99 million shares held by the East Fortune 300,059 daily limit. Calculate day. Is not too far from the Annual Report, the market shares than the Big Mac, whether it is small cap stocks, shares, or small plates theme, the GEM and * ST, will have stories to tell. Some stories may be true, smooth, exciting, multi-year; some may be false, laugh it off of.
which way the wind blows, depending on your heart.
Tuesday's closing (plate) and the inflow and outflow of funds Reviews
10 月 19 日 plate net inflows top 5:
name of the net inflow (million)
coal, oil 285842
Automotive 272474
non-ferrous metals 250173
Electronic Information 239305
machinery 215820
【transaction Reviews 】 coal, nonferrous metals and other resource-based industries rebounded today, colored short-term gains have been large, the higher the valuation, based on U.S. dollar weakness remains a cause of persistent market speculation, the coal is relatively advantageous valuations, pre-plate money was involved, short term may still have support, but there are downside risks to the overall industry sales. Car as a strong cyclical sectors, access to more information: Please create magic Finance Search Forum. The current high profit in the next cycle is the cycle of decline, we do not recommend as a middle species, but one of the new energy sub-sectors are worth in the long-term tracking. Plate for the electronic information market in the short squeeze in the adjustment is large, the concern by the market again today. Machinery continued strength, especially in the lower valuation of construction machinery movement strong, the market outlook is still expected to remain strong.
10 月 19 日 plate net outflow of funds before the five
name of the net inflow (million)
steel -77865
broker -37026
real estate -35324
transport -19201
foreign trade transactions -10198
【Comments】 steel, brokerage net outflow of funds, we believe that the basic two plates surfaces are not solid, the industry growth this year, pressure is still very large, the current unspeakable large investment opportunities. Real estate funds are outflows, although the outflow is not large, mixed plate ups and downs, but the uncertainty of the industry is still large. Transport facilities and other species also appeared slightly out of funds, short-term is expected to mainly sideways. Net outflow of foreign capital, although the current export data is still good, but as the yuan's appreciation, export-oriented enterprises will also be increasing the pressure, the current trade friction is still larger.
Tuesday's close (stock) capital inflows and outflows and Reviews
10 月 19 日 net inflow of capital stock
name the top 5 net inflows (million)
< br> 000630 Tongling Nonferrous 75335
600348 Guoyang New Energy 64287
601268 b heavy equipment 54536
601101 Haohua Energy 53335
600100 48864 shares the same side
【Comments】 Tongling Nonferrous transaction, Guoyang New Energy and other resource-based stocks strong again today, and a strong limit, the industry pre-funding intervention is more obvious and short-term still has support, but currently does not recommend investors to chase high. Haohua Energy announced three quarterly by substantial growth in early closure in the limit recently hit a new high, is expected later there is still room. Daily limit of two heavy equipment to open and release massive early, short-term volatility may be exacerbated. Information technology in strategic policy meeting is listed as emerging industries, boosted by a strong party shares the same limit.
10 月 19 日 net outflow of capital stock
name the top 5 net inflows (million)
601390 China Railway -25435
601288 Agriculture Bank -23339
600837 Hai Tong Securities -19507
600028 Sinopec -19484
600111 Baotou Steel Rare Earth -17908
Comments】 【transactions in China Iron callback, but stock up early heavy volume, the current shrinkage callback, short-term volatility, not expected. Agricultural Bank of China net outflow of funds, banks rebounded by a big margin early, technical pressure behavior, and industry funding, currency regulation, regulation and control have a negative impact on real estate. Hai Tong Securities net outflow of funds, securities firms this year, growth pressure, in particular the proportion of self-service brokers should be noted that risk. Sinopec has recently increased selling pressure, market outlook upward trend may be slowing. Recent selling pressure has increased Baotou Steel Rare Earth, but the overall trend of the stock is still not go bad.
death squads, an aggregate daily limit daily limit 10.20
death squads Information Summary: Geeya Technology (300028) completed the acquisition lead to optical, Sichuan Province, is expected to receive triple-play set-top box will be tender (this information is provided by daily limit death squads capture editing, please carefully refer)
death squads, an aggregate daily limit: Jielong Industry (600 836) is to discuss cooperation in the Disney-related color printing products, the end of the announcement (death squads of the information collected by the daily limit editing, please careful reference)
death squads, an aggregate daily limit: Hailiang shares (002,203) shares of Red River Mining Co., Ltd. Heng Hao has entered the final stage, to be renamed the recent (Death squads of the information collected by the daily limit editing, please carefully refer)
death squads, an aggregate daily limit: Jinxi Axle (600495) private sources, the mechanical unit contains a large opportunity to grab yesterday raised a number of private equity (This information is provided by daily limit death squads capture editing, please carefully refer)
daily limit death squads Information Summary: Han's Laser (002008) LED industry will be the next 5 years into the golden period of development; development opportunities in mainland China LED industry show, the future will be in the global LED industry occupies an important position in the (death squads of the information collected by the daily limit editing, please carefully refer)
death squads, an aggregate daily limit: SDG Information (000070): Shenzhen state-owned assets will begin to integrate into the two strong profitability of rental car companies (death squads of the information collected by the daily limit editing, please carefully refer)
death squads, an aggregate daily limit: Thunis (000 938) sixth national census was officially launched on November 1, the census by the developed optical recording system (death squads of the information collected by the daily limit editing, please carefully refer)
death squads, an aggregate daily limit: Qianjiang Water Resources (600,283) assets into the next day after the announcement, the major shareholder of China's water will be injected Shanghai, Jiangsu Water and water services assets, the company will be (Death squads of the information collected by the daily limit editing, please carefully refer)
death squads, an aggregate daily limit: Fu Jing Science and Technology (002222) led investment projects announced tomorrow (death squads of the information collected by the daily limit editing, please carefully refer to)
death squads, an aggregate daily limit: Huadian Power (600027) thermal power prices benefited the most significant species, there are many brokers out of the recent report of the recommendation, the company recently also prepared to invest another coal project (death squads of the information collected by the daily limit editing Please carefully refer to)
death squads, an aggregate daily limit: Ningxia Hengli (600 165) issues of non-public offering will soon be approved by the SASAC (death squads of the information collected by the daily limit editing, please carefully refer)
< br> death squads, an aggregate daily limit: Brilliant communication (600,880) researchers believe that embryonic form of new media business platform, the new media business development of the company strategic direction (death squads of the information collected by the daily limit editing, please carefully refer)
< br> death squads, an aggregate daily limit: Sany Heavy Industry (600031) is expected to achieve strong growth this year, digging machine sales in 2010 will reach 1.2 million units, an increase of 100%, and 11 years is likely to more than 2 million, is expected to reach 2010 EPS 2.3 yuan (death squads of the information collected by the daily limit editing, please carefully refer)
death squads, an aggregate daily limit: Chongqing, Hong Kong and Kowloon (600,279) shares Cuntan Maersk Hong Kong has entered a critical period of negotiations (death squads of the information by the daily limit capture editing, please carefully refer)
death squads, an aggregate daily limit: Wuhu Port (60075) CITIC Securities, the report will recommend a target of 25 yuan (death squads of the information collected by the daily limit editing, please carefully refer)
< br> daily limit death squads Information Summary: Shield Security Environment (002011) subsidiary 1,000 tons of lithium hexafluorophosphate put into operation in early trading today, net capital inflow of 7.76 million (this information by the daily limit death squads capture editing, be careful reference)
daily limit death squads Information Summary : Dragon Optical (300 029) is expected to Japanese customers will soon get 15 orders, customers in the industry is characterized by very strong general customers, once the projects are negotiated, it may order the scale of hundreds of (this information is provided by daily limit death squads capture editing, please carefully refer)
death squads, an aggregate daily limit: U.S. electrical appliances (000527) expected the company with about 8-10 million or so energy subsidies has yet to be confirmed (this information collection edited by the daily limit death squads Please carefully refer to)
death squads, an aggregate daily limit: Guangdong Pearl (600 382) a majority shareholder profits to be involved in the wine industry. (Death squads of the information collected by the daily limit editing, please carefully refer)
death squads, an aggregate daily limit: Jinbin Development (000897): by 500% at pre-announcement. (Death squads of the information collected by the daily limit editing, please carefully refer)
death squads, an aggregate daily limit: Jiuquan Hongxing (600 307): China Merchants Securities report about a strong push for the first time is highly recommended rating, target price of 18 yuan (death squads of the information collected by the daily limit editing, please carefully refer)
daily limit death squads and Investment Information: trends in metal prices will continue the trend of copper
more to look forward to the metal prices continue recent uplink, according to researchers looking for understanding of the industry, basic metal new supply is limited, but demand is not strong, the possibility of future decline in demand. Rare earth, tin, tungsten, antimony and other small metal expected to be very good on the demand and supply is limited more and more intense; molybdenum, titanium and other small metal demand is expected to the poor to offset changes in the supply of such pessimism. It follows that this wave of liquidity driven up metal prices, a trend expected to continue for, which is most worth the wait trend of copper.
agricultural sector investment strategy of the late
the recent emergence of rare agricultural sector declines, the researchers view, this mainly because the market valuation of high style and short-term result of conversion, although the short-term trend will still be weak, but the impact of production cuts by domestic and foreign, agricultural prices have soared, which further strength for the agricultural sector provides the basis, and because national inventories may be insufficient, it is expected that food prices will further rise in the second half, more information at: Please search for creating magic Finance Forum. 20% of the domestic market price is expected to rise, the state purchase price could reach double-digit rate increase, so continue to be optimistic medium-term seed and breeding industry, listed companies, recommended Denghai Seed, Long Ping High-Tech and Xinzhong Ji.
shipping section has an active interest in compensatory growth
chance to have researchers pointed out that, at this stage, the shipping sector has reason so to determine compensatory growth opportunities, mainly based on three considerations, one bulk raw materials sector is expected to rise due to inflation, or large. Though not with resource properties shipping, but shipping costs will follow the bulk raw material prices and rising, will indirectly benefit. Second, the current valuation of seaborne absolute and relative shares of PB in the historical average valuation of the following; PE valuation is also under the historical average. Third, the expected four-quarter high season this year, oil tankers and bulk market effect will be more obvious; more information at: Please search for investors family. The markets may be shipped into the off-season set, but overall still break even or profit can be maintained. Listed companies, based on the 4-quarter rebound in freight rates expected, recommended to choose bulk and tanker companies: such as the China Ocean (601 919), long CAO Yun (600,087); mid-cycle operation based on industry expectations,UGG boots clearance, it is recommended CSCL (601,866) and COSCO Shipping (600,428) (death squads of the information collected by the daily limit editing, please carefully refer)
Technically, the Stock Index continued upside today, were a record closing high, volume, although yesterday's apparent decline, but still high level of short-term market or to maintain the pattern of stronger shocks. (Today, the broader market rising again, went through several rounds of intraday volatility still, half of trading on Tuesday after the market again after the shock rise in 3000 again topped the last important point. But a dramatic drop in volume, individual stocks, there is still broad based pattern. pre-market adjustments before the small plates and GEM once again demonstrates the style of the King, coal, nonferrous metals lead late in leading stock index above 3000 point mark. rapid cooling of the volume to become the biggest characteristic of the market today, to lay a solid description of the main funds have been the bottom. If in line below, it is certainly an excellent entry opportunity. new energy, new materials, new energy vehicles, energy-saving environmental protection, bio-pharmaceuticals, new generation of information technology and high-end equipment manufacturers will be the future a period of sustained hot spots. short-term pressure on the broader market is still in the vicinity of 3030!)
silicon Symbol Comments:
GEM anniversary of the Shenzhen Stock Exchange issued a panoramic view of the plate report. Evaluation: growth continued to highlight the main industry of high margins. And institutional shareholding increased to 20.92%. GEM dropped the first three trading days, the index was near record lows, today's positive stimulus, a substantial rebound. Symbol Technologies line of silicon pulled up short daily limit.
Haohua Energy Comments:
Haohua Energy recently released shows three 1-September quarterly profit of 728 million yuan, an increase of 73.88 percent, earnings per share 1.74 yuan, 7-9 month profit of 282 million of them. Good results, the company is accelerating expansion of the coal business. Secondary market, the stock, opening to go, and instantly closed limit.
Geeya Technology Comments:
yesterday Technology 100 new listings rose today, the index base date is June 29, 2007, basis points to 1000 points. The company is currently able to provide end to end the few total solutions of professional service providers, has completed nine projects total solution, in implementation capacity, success stories, accumulated experience, etc., is the industry leader.
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