129784668171460000_265Three stocks market turbulence caused by two factors
tera gold, or win in the chaos war
Statistical data show that already disclosed annual report more than 1000 in the number of listed companies, profit growth slowed compared with last year to nearly 700 or so. Nearly one-third of the listed company's earnings growth is negative
tera power leveling, reflect the depth of economic downturn brought about interference in the market trend, according to the statistics, from January to February this year, the national scale5.2% over corporate profits fell, since negative growth for the first time since November 2009, in the context of such a large market to transfer to other use for some time, then the market will enter a clear cycle of shocks, note that indexes can change in between at 2220-2280. A measure of future spatial size is a reasonable rebound the most importantReference index. Two factors does not have the effect of strong stock Foundation make money, but industry analysts believe that the rebound in two factors remain the biggest "spell". Are banks worry behind the high performance. According to statistics found that from the absolute number of profitable banks remain alone, China Construction Bank and agricultural Bank profits in excess of billions of Yuan, respectively$ 168.2 billion and $ 120.7 billion. Looks perfect ' Iceman ' male performance data comparisons of banks, but worry will be the market's largest psychology behind risk, as banks high profits on some level from small and medium enterprises suffer. Stealth in Bank loan rates and loan costs continue to rise, increasing the enterprise's financing costs, deterioration of the real economyLiving environment and therefore, in macro-economic downward cycle in other industries will increase performance volatility, sudden surge in market pressures of disclosure in the annual report and quarterly set in April. Second, industry data gap between fear, constantly found in annual industry data to increase the gap between marketing companies are difficult to see in the first half performance set release processBecause, we found visible from the iron and steel sector, due to higher raw material prices, prices of steel products, the steel giants in winter. Angang steel full year loss of $ 2.27 billion, fell by more than 215%, MA steel net profit fell more than as much as 100%. Visible behind the performance of the Foundation is to support speculation, how such data toTo market a large space of prejudging, and worth noting is, real estate regulation has been relaxed, but real estate's leading enterprise performance is still very beautiful. Vanke, China Merchants property of net profit growth in excess of the 2010 year, the real estate sector has published annual report of 64 companies in 41 net profit growth in 2010, visible behind not only if they are happy,Fear is more for further stringent regulation of the industry, near the markets back in 2000, equivalent to the real estate industry market in the vicinity of 5
tera gold,000 points, visible behind the depth of thought-provoking further regulation, are even more detrimental to the current launch any market. Whatever is behind the good performance of worry, or an enterprise real difficult struggle ��Way, suggesting that in 2011 we complex under the influence of macroeconomic environment and the overall policy of tight, many companies profitability than the 2010 year, before the current there is no fundamental change, launching market and the big bounce attack is clearly outdated. Three stocks or won in the war, however, in my view, reflects the earnings expectations of stock market,Data, including annual reports, profits of industrial enterprises have some lag, and stock opportunities in the market as a whole is still very strong, since 2 quarters of main arteries elastic band is market liquidity shocks, market opportunities in stocks will be in the near future in the escalating. In accordance with the current funding trends and the analysis of companies ' performance from the basic opportunities are concentrated in the following threeIn the direction. First, the age of electricity shortage and then come. In April last year under the influence of electricity shortage across the country, gain amazing the power unit, last April, power plate weight up 8.34%. Leading stocks rose 25% in more than one month, and environment of the power unit of the year better than last year: first of all, residents stepped electricity prices after the trial, rising electricity costs to a certain extent;As the second coming in the summer, air conditioners and other high-power electrical power consumption of electricity price increases will certainly increase the second document; third, planning or alteration of power NET in Twelve-Five introduced in the first half, will create a huge market, therefore, remains a good stock is the subject of the power unit groups. Second, new energy times and then turn on. "Renewable energy in oil and gas in refinery planning, planning, planning is about to publish, is developingNuclear security plan and adjust and improve nuclear medium-and long-term development plans, completed the total work programme of rational control of energy consumption. "State Energy Secretary Liu tienan recently in" 2012 International Congress of aviation fuel and exhibition ", said. New energy stocks also became visible April institution focused on layout of objects, particularly in renewable energy planning unit isHeavy. Third, a quarterly stock market staged. Last year there were 9 stocks at the moment first disclosed a quarterly bulletin, during which there are 5 individual stocks beat the index was 3.23% per cent, overall rendering significant stocks of strong movements and unique ability to attract funding, and this year the first batch of quarterly disclosure of time on April 10, the day a total of 11 stocks quarterly results announced,Shares of quarterly time this year happens to be during the market's correction, shocks caused stocks in heroic style of deep research and think about. To sum up, I still insist on preliminary market judgment, elements of market does not have a strong foundation in the near future, and confidence in the unit's war hype is also activated, in the cycle of shocks, constant observation scale changes also noteThe difference between force and energy and quarterly stocks, so that both can see the trees and see the deep forest.
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