129765260869843750_6Fund research, gold rush, weak: Wang yawei leading hot spots offer company
Public placement fund research on listed company again showed an image of a "weak gold rush in" map. With the gradual disclosure of listed company annual report, the daily economic news reporter found that in 2011, funds researchers conducting field research is mainly real estate, medicine, hotspots, manufacturing companies, as well as a number of policies to benefit industry stocks, or will occur this year for this FundSought after hot spots. In the overall context of fund research, fund companies around looking for opportunities to clear the intent of the policy, based on the "Twelve-Five" plan, thoroughly become the main purpose of the trip, a researcher at the real economy. The daily economic news reporter from part select more than the typical company in the industry, by showing details of funds field research, with a view to show 2012-year institutional investment and researchAuthority, to be entertained investors. Si Erte: "two kings" overweight research hot spots listed just over a year since the beginning of 2011, Si Erte quickly into the vision of public fund, in April or May of last year the company attract harvest Fund, Zhejiang securities and guangfa securities and securities institutions, such as the field research of the Yangtze River. At the end of last year, institutional investors again set off research heat, only in December, Western International, China Securities, on securities and Cheng Rui 5 institutions such as investment researcher to field research. Research hot spots for Si Erte this agency company, and Wang Weidong Wang yawei management of Chinese strategy optimization management of Xinhua grew both before entering the Division at the end of last year's top ten trading stock shareholders, after the market in the beginning of the year more than 30%, which is about to dispatch"High to go" feast. Two star as the first big raise from the secondary market, or will get money revenue. China vanke a: Research Fund 2011 real estate divestment backhand plate exceptions out of, but as a leading enterprise of real estate, Lyon, wanke, still attracts shenyin wanguo securities, asset management company, China Post venture capital of Wellington, Yinhua Fund, China assetAnd Bo Fund both at home and abroad, such as brokerages, investment agencies and domestic large and medium-sized firms in the field visit visit, meeting and conference call more than 620, is one of the most popular stocks in Shenzhen. Only four quarters of last year, the companies, funds and securities firms will participate in the meeting of up to 24 times, respectively in Shenzhen, Hong Kong, Shanghai, and Chongqing to conduct. When Bo involved in research fundsBackhand in the last four quarter reduction, body attitude of a typical. Bo theme underweight 1.0435 million shares, fair value when growth reduction of 25 million shares Boshi fund management of social insurance 103 combined reduction of 3.4 million shares. Almost the same period, a bonus insurance gallon more than 53 million shares owned by China life, leading institutional investors in the firm's camp.Drunkard wine: top holdings Fund missed the performance of market in 2011, driven by alcoholic wine since the beginning of this year, ushered in a wave of spectacular rally, rose as high as 50%, has significantly outperform the market, and industry leading dwarfs Guizhou maotai and wuliangye. Top holdings of the unit actually voted the Swiss new creative power and ocean energy and top holdings last year fourQuarter shares to decrease, to a certain extent, missed the proceeds. The same period, long Cheng Tongde gallon theme growth and access to the top ranks of trading stock shareholders a share, to be lucky. The daily news reporter learned that, as early as the first quarter of last year, changsheng, Pu Yin Axa Fund, Fund, Lion Fund fidelity fund and International Fund on 13 fund publicSecretary to field research, thus sparking a public fund layout of alcoholic wine boom last year. However the four quarters last year, participate in field research fund reduced to Boshi, tianhong the company, BNY Mellon 4, massive holdings of the Fund in the secondary market of the wind change, it also makes public fund rather to market participants criticized the effect of participation in research. Xinmao science and technology: offering free performanceWorrying that was presented by new energy stocks xinmao science and technology, suffered in the crash last year snubbed, is not a fund company "visiting" in 2011, the market as a whole down
star wars credits, making another typical case. Xinmao science and technology according to recently released annual report, although the reporting period operating income $ 1.209 billion, an increase of 40.06%, but its ownership in listed-$ 65.0029 million net profit of the shareholders of the company, no distribution of profits. Corresponding with, fell in the last year, xinmao science and technology hosted a Shanghai Securities, Taikang asset management Corporation and China International Capital Corporation 3 institutions field research, there is no shadow of a Fund, and as early as 2010, there were Chinese in the institutions involved in field research fund andChina Fortune SGAM funds offering fund the company. But reporters noted that the shares in the company after continuous frustration, selected Morgan Stanley huaxin factor has two consecutive quarterly increase since the third quarter of last year. CR 39: research funds saved differences CR sanjiu 2011 receive the social security fund 111 5.145 million shares to increase its stake, although the shares fell sharply in the first half, notAs the public placement fund research rising in the second half, bodies floating in the consumption concept again heat holds the background, is expected to grab chips hot again. In August or September 2011, China Fund to fund, Jianxin, harvest Fund, Fund, Invesco great wall in the South and more than Morgan Stanley huaxin fund companies going to field research, Jianxin Fund and Bo Fund has repeatedly to research, Showing keen interest. Layout context from the Fund, visited offering fund the research of differentiation becomes evident in two camps, Everbright value of prudential advantage configuration, easy to grow and harvest theme fund holdings of leading the new power cartridge, Invesco great wall reduction of selected blue-chip 1.3 million shares, Taikang life its a bonus insurance product or reduction of 2.4 million shares. �� extended readingRead fund research "followed by" policy since the beginning of the new year, fund companies have nonstop, a researcher at the new round of "grassroots research". "Each week Fellows out there on business. "A Fund's Research Director in Shanghai, told the daily economic news reporter," new changes in the macro-level gradually, some focus on hot spots began to appear in the market, will have to pass more detailed micro-Research for validation. "Since the beginning of this year, with the easing of monetary and credit policy and the real estate is expected, there have been a wave of more substantial rebound in the market. "At present, passive plenty of liquidity, Enterprise real profit downward, from mobile games to the fundamentals of the market game. "Macro-policy Department General Manager Wei Fengchun Boshi Fund said. Thoroughly research and various institutions have come to the conclusionAlso a big gap between. A Fund for small and medium-sized companies in Shanghai, "said combination of credit, import data and feedback of grassroots research, we believe that the domestic economy is still weak, economic data have significantly improved in the short term. "A large fund company managers are clearly optimistic in Shenzhen," from the bottom up research, solid economic fundamentals, in particular the costs proper to develop in a good direction
buy swtor, Market expectations of economic fundamentals weakening trend would stop, so we see more of the medium-term economic performance. "The research findings among different is also reflected in the investment policy of the Fund, reporters learned from the number of fund companies show that current industry differences are larger. Real estate research in this year's survey, real estate industry became concerned about CokeOne point. Early in the attack on the real estate sector, long on power of the institutions is one of the major, in this year's policy improvements and advantages under the dual role of the valuation, judgment of the institution for property stocks clearly changed. According to the economic daily news reporter learned that many large enterprises in Shenzhen has received many organizations to research. In addition, two or three lines of urban real estate market researchIn the schedules of many fund companies. "We discovered through research, individual cities of depression than expected. Such as Wenzhou 2011 contract only 90,000 square meters, in million square meter level in previous years
diablo 3 gold, is the local government sit. "A Shenzhen fund company managers said. At the same time, real estate researcher in the North after a survey found that althoughRegulatory policy has no signs of loosening, but market demand has begun to rise. "Our investigation in Shandong, transactions are significantly warmer since this year. "" You can see is that property being rendered by the unit's policy up trend. "A real estate fund company researchers said, gradually easing in monetary policy environment, home buyer credit level is also on the mend�� Bo selected fund managers said Malo, variables in the real estate market, possibly after the end of the second quarter, performance for real estate investment, new construction area were Cliff fall. But only in terms of investment in real estate stocks, macroeconomic policy changes may occur in the second half, the current can also be considered. Based on "Twelve-Five" and in the "Twelve-Five" plan in the first year of year aroundIndustry related hot spots for the new five-year plan is undoubtedly the concern of the institutional investors.
Reporter learned that, since the beginning of this year, machine building, chemical industry, energy and electronics industry become the object of institutional-intensive research of listed companies. Dacheng Fund said, the demographic dividend ebbs, resource shortages, deteriorating external market environment, macroeconomic policies will be furtherEconomic model, enhance the consumption structure, needs to focus on investment opportunities include the upgrading of traditional industries and emerging industries of strategic investment opportunities. "With the deepening of economic restructuring, strengthened its own advantages, to achieve some success of import substitution of heavy machinery company will be able to come to the fore, and the industry is far from in the stage of duopoly, good future marketThe vast. "The Fund Manager said," we on some segments in the near future, a researcher at industry leading companies for a new round of research to determine the profitability this year will be better than last year, but the profitability of different companies may appear larger differentiation, which also requires we follow up to further tracks. ��
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