July 21 Bin Ling on behalf of the Eastern wealth network freely about today's stock market
lunch】 【Li Ying Moderator: Ladies and gentlemen Hello everybody, I'm your host Li Ying. Welcome to July 21, 2009 11:25-11 : 55 minutes of the Eastern wealth network broadcast the stock market. current guests on behalf of Bin, an analyst, Mr. Ling.
it is morning Beijing 11:25 pm, there are 5 minutes away from the morning closing time, we join the back Handicap early look at the overall performance of the performance index from the two cities run trend, continued rising, the emergence of a certain degree of oscillations, the Shanghai market, the lowest intraday lowered into the 3238.93 points, up into the house about the number two, brokerage, insurance and other sections remain active performance, the highest gain in front of the location list. At present the case of point and we look at individual stocks, look at the Shanghai market, 3,247.71 points, down 19.55 points, or 0.6%, down 756 varieties, turnover to the early currently 132 660 000 000, for the relatively large contribution to the intensity of China Life insurance stocks have a wave ascribed morning and is currently running around in the moving average, up 2.56 percentage points, the most recent stock price is 33.23 yuan. Ping is running smoothly on 3 points The rate of increase, including China Merchants Bank, CITIC Securities, Hai Tong Securities performance are relatively active, relatively large drag on the index, we see China Shenhua almost all the way to test a low level after opening, it fell 2.76 percent, the latest stock price is 31.57 yuan, today it seems more obvious signs of profit-taking, now is the process of decline. In addition other large drag on the index also China Coal Energy, China Aluminum, Baosteel, is to select a morning adjustment.
and then look at the case of the Shenzhen market, the latest index is now Shenzhen Component Index is 13,298 points, down 2.62% in early trading are in the process of a Pudie, trading volume was 62.85 billion to respect. Shenzhen market, the daily limit, there are three non-ST board stocks may limit, DICON medicine, Laobaigan wine. Baoguang shares rose front there, and now a quasi-limit situation, the share price 9.99 yuan. Tai Lung Properties also rose 9 points, gold seed wine into fat Science and Technology, Shanxi Fen also rose higher. decreases in the case list, Shanghai Belling fell 6.37 percentage points, down 6.39 percentage points Lucky Film, Lingyun shares fell 5 points, etc. about 4 points today, down about 24 varieties Shenzhen Stock circumstances force early Galaxy, we see that stocks are in a stall near the daily limit, up 10 points, quasi-limit situation, the share price 7.92 yuan. as well as with the force of cement, letters and so increase compared Knopp large in more than 6 points, down standings Rise shares, Kazuma cable BDStar decline in more than 4.76%. plate with a look we are today in terms of early plate, rose less or more, or better is a broker plates, insurance, plates and wine food plate, the top three, respectively, 2.51% 2.13% and 1.01%, falling more deeply the paper printing plates, scarce resources, steel, electricity, coal chemical industry is in decline in front position, 0.79 到 0.76%.
morning close look at the situation in early trading in the Shanghai market closed at 3249.53 points, down 17.39 points, or 0.53%, turnover of 134 billion, the Shenzhen market 13307.82 points, down 73.39 points , down 0.55%, turnover was 63.23 billion. to the characteristics of early disk summed up what everyone.
【Guest】 Ling on behalf of Bin: Just Host has been talked about, this is the trend of the three plates plus a very good venture capital, Add wine brokerage plate of food, of course, is a comprehensive concept of venture capital gains, while the decline in the forefront of the list, we found that in addition to technology, coal, petroleum, these plates, including automotive, early gains are very large plate , the current adjustment is essentially a technical adjustment, these plates did not say that his own financial reasons, or that the whole turning point occurred in the market. Now money has entered new areas, such as plate movement, like very good food wine. brokerages We all know that the first half of broker performance very good, in the context of increased investment banking, in 2009 dramatically increased performance is no doubt that this year we have seen the secondary market trends, the two cities yesterday, more than 300 billion volume, the contribution of the brokerage business economy is very large, as well as insurance, insurance companies have a lot of money, in addition to its direct investment in the stock accidents, there are some investment securities investment funds, investment securities investment fund itself is also investing in stocks, and So indirectly, the stock of capital invested over 50%, and the first half of the entire stock market is good, then increase the investment of insurance funds, the performance of the year is expected to have a major breakthrough, which coincides with the broker, but also means that the insurance stocks and brokerage stocks rose is the same reason, optimistic about the secondary market, investment banking, brokerage stocks and a promotion, it is very obvious.
course, the food we mentioned the wine, the 2009 can be divided as the second half of the first half of 2009 was driven by investment, I think the second half of 2009 with investment spending should be up today, the stock gains list, of course, food is a big wine consumption, as well as business groups such as Han Commercial stocks have also been started, this is a reflection of the consumer ahead of schedule. trade into next year, this is something. troika investment, consumption, foreign trade, the world economy improves, the trend should be said that the economy has completely take a good, It is concern is real estate, is the China Banking Regulatory Commission Chairman Liu message of the Second Suite, we found that the real estate sector today, whether or Golden China Vanke, there are adjustments, look at the afternoon can be tracked.
host】 【Li Ying : It is a market-based economic recovery can improve the secondary market valuation, which is expected to reasonably do you think?
【Guest】 Ling on behalf of Bin: I think that is reasonable, at present the price-earnings ratio is 30 times the broader market down, from a historical point of view, the price-earnings ratio of 30 times up and down the recovery phase of the bull market, has not yet reached the stage of crazy, crazy bull market phase of up to 50 times or even 60 times, this time no one say how many points the stock market to how many points you have to be careful, Now the level of the broader market in 3000, the valuation of 30 times the upper and lower levels I think it is possible, taking into account the economy is 8% in 2009, on behalf of outstanding enterprises listed companies in China more than 8% of their performance, and estimates from the current market view value point of view is quite the level of health, said last week I have been playing football with you, now or in the intermission, not how to rest, directly into the second half, and now is only the second half kick five minutes, ten minutes, I think it is not over , and the play at the back.
Moderator】 【Li Ying: Indeed, early today, although the index is to maintain the oscillation, but still we see the focus gradually moved up. After today, we analyze the performance of good blocks, Today we look at the front of the species decline, dragged down today for large stock index plate, we see that a few days ago as non-ferrous metal sector performed well, has led the broader market, today met with profit-taking seems to suppression, have front position at the top of declines, rose early for large non-ferrous metal plate, it will keep going up the continuity?
【Guest】 Ling on behalf of Bin: I think as the troika hot stock, you notice that I comments will be noted, the stock has three carriages, non-ferrous metals, financial and real estate, that is what I give you the first half on various occasions pointed out the troika, the performance of non-ferrous metals after the Spring Festival is very popular, and some stock one month double, or even more. non-ferrous metals in the case of a change at the international situation, in the international futures prices up last week, some have scarce resources, non-ferrous metals rose a bit from last week and now is too large, there is now a callback I think it is a normal technical fall, I think the outlook there is the desire on the red.
Moderator】 【Li Ying: We look inside a set of data, the CIRC to a set of data, we see that the insurance capital market directly or indirectly through the fund of funds is reached 564.4 billion yuan, as of the end of the first quarter, the figure was 448 billion yuan, 116.4 billion yuan three-month periods of incremental risk capital market, insurance funds which it will select industry ?
【Guest】 Ling on behalf of Bin: choice of insurance funds from previous years, the industry point of view, is identical with the fund choices where, for example, non-ferrous metals, such as banking, real estate, funds go the wrong door, the insurance money will not go the wrong door, the insurance funds into the market to emphasize a security, in this case, the insurance money from the first half of many listed companies report came out, we will provide more detailed information, from historical traditions of view, I think the insurance company blue chip will be biased in favor of some of the broader market, some financial bias, nonferrous metals, tend to things like oil, petrochemicals such shares. certainly does not include passive index funds, insurance company investment funds, some insurance companies also equity brokerage, etc. Insurance companies can be said that quite a lot of great power on the stock market.
Moderator】 【Li Ying: let's look at the situation today, stocks, stocks rose in early trading today, look at two percent or so in the majority of stocks decreases are relatively large, early investors in the hands of individual stocks may have 4m5-point decline in the afternoon for them to continue to hold, or sell?
【Guest】 Ling on behalf of Bin: see what kind of stock, the Housing real estate stocks losing streak for five days, I think we can be retained. coal resource stocks rebound in the afternoon of the same opportunities exist, and some stocks are done, we can rise very high in the case, you can avoid this stock. of course, the inevitable rise in the market outlook for the broader market to 3500 points or more, all stocks will have the opportunity, including some junk stocks, ST stocks, I do not suggest that you frequent operation, but if you have the energy and level to band operation, all the better. But according to our experience, many Investors benefit from speculation to speculation to go far as he took a stock, such as to get from January to now has held the profits on the books today to be large, so good to good to go, I suggest we do not recommend We carried out this operation strategy.
Moderator】 【Li Ying: Here, we will see that many users have sent us some questions, would like to consult the texture of individual stocks in their hands and basic face, and then growth will be how to run, where we help you answer your stocks Ling teacher's questions, advanced an ad, be right back.
Welcome back, here is the broadcast market, the next question and answer time into the stock today We go for the well-known analyst Bin Ling Ling on behalf of the teachers give you answers to stock issues, the first investors to consult the 600,446 shares of gold card, I was 11.3 per buy, the market outlook, how?
【guests 】 Ling on behalf of Bin: because it is tech stocks, today's decline is relatively large, but it is early there are relatively large gains, technology stocks with the software, they are early in the 3, 4 and July have a very large increase, but by 5 month, the sideways very long, including software such as China, the wave of software such stocks, shares of gold cards have essentially identical with them, many of the software stocks have made the current edge, we say the morning, and now Jonas Dark side, the trend is very good technology stocks may be affected here, today, I think it is a break halfway, future software technology stocks like these, I think there will be a very good trend, because the whole technology of Internet stocks, including like Tencent, which has 100 dollars a share and many Internet stocks, technology performance, the recovery may precede the traditional industries, particularly software technology stocks like China, is a big market, and it is also a considerable increase in the market , so that the software category, as technology stocks, I think there should be a great opportunity, gold card stock suggest that you do not sell if the price is high can still cause for concern, because the small-cap technology stocks also tend to be strong explosive force .
Moderator】 【Li Ying: ING Group 600,408, the investor would like to Jiancang, what price you can buy right?
【Guest】 Ling on behalf of the bin: the same stock will decline today, it is also the case the company's fundamentals by the financial crisis, the coal and oil sector, resource stocks this year if the coal, coke price has improved, this year's mid-term losses without any problems, despite the current oil and coal shares of pre-or larger, and now the trend is somewhat adjustment, but resource stocks must be the resource stocks, look at the broader market higher in the premise, I think we still have a certain ownership patience.
Moderator】 【Li Ying: The investors are heavily loaded with a File species is 600,961 Smelter Group, to help analyze.
【Guest】 Ling on behalf of Bin: Zhuzhou Smelter Group are non-ferrous metal plates, the stock really good, but it is relatively large gains, there have to adjust, there go after the adjustment, of course, I think it is far from the high point reached, if it fell 五日 price to take it back, if you throw away from the 5 day moving average, or, as it has great benefits, because the stock soaring, and now wish to look out If the 5 day moving average fell to get it back, do not have full warehouse operation, if there are opportunities to buy stocks fell off, heavily loaded with the first out of that, or leave one-third, or to do some consumer tech better comparison.
Moderator】 【Li Ying: re-look at the ST segment is asking investors for a variety of stalls, ST China Eastern Airlines 600115, short-term there is no room to rise?
【Guest】 Ling on behalf of Bin: Continuous After a few daily limit, 600115 China Eastern have fallen, China Eastern and Shanghai Airlines merger is good for the integration of resources, but the company is in a state of loss, of course, the Expo is expected to expected economic recovery there, in front of the reorganization of the Unit success, sparking several consecutive daily limit down, it is normal, the stocks in a rebound, the economy in recovery, I believe one day China Eastern Airlines will turn around, although there are some uncertain factors next, CEA is absolutely the price is relatively low , the average price is more than 11 money, CEA-known name as a comparison, Or you can invest, and we then again, do not put your eggs in one basket, we can make investments in the dispersion, such as airlines generally often been compared in the performance of medium-term economic recovery, as investment in the early stages, relatively large investment needs, such as steel, cement, construction, China Eastern Airlines after the company if the economic recovery to the first half of this year and next year will be relatively good performance.
Moderator】 【Li Ying: This is for the Eastern ST and the performance of the entire aviation sector, a situation analysis carried out for everyone, and then look at the small board asked the investors Suning Appliance, has been sideways, it is near the cost price, then how?
【Guest】 Ling on behalf of Bin: Suning Appliance has been sideways, after the ex-dividend, no bonus shares, Suning Appliance has indeed not low valuation levels, of course, is not good compared with the United States, the United States is 2 dollars or so in Hong Kong, Suning Appliance constant bonus shares, is the two markets. valuation level is not low, we can look at its earnings in the first quarter is not diluted, is a dime. last year's performance good, but slightly larger dish, If you take Shigekura Suning Appliance, certainly not a good investment strategy, more of our investment strategy is to find some value in an underestimate of the species, or by the market victimizes the variety, add some other hot market, forward-looking varieties, such as the tech sector, if the take is more of Suning Appliance There are some problems.
Moderator】 【Li Ying: re-look at the 600,268 National Power South, then how to operate, will not be ascribed?
【Guest】 Ling on behalf of Bin: State Power and Electricity South Needless to say, the relative go better, a lot of the power plate does not go well, the National Power South has surpassed the previous high point, his biggest market is characterized by relatively small, the total share capital of 1.8 billion, only 1.7 million are in circulation last year, is doing well this year, a substantial down, of course, still under re-examination, the situation or the placement of some reorganization of the situation is still in progress, the company is relatively active species, the plate is relatively small, the reorganization is expected to have, I think certainly the opportunity or the market outlook great.
Moderator】 【Li Ying: 600,509 in Tianfu Thermoelectric, morning, all the way down in the afternoon have the chance to rebound?
【Guest】 Ling on behalf of Bin: go up the same channel, no problem, 5 fast-day moving average also touched, in general, Tianfu Thermoelectric performance of a general, have full circulation, and there is no place where too many bright spots, but there are many bodies inside the funds, is not there are some asset restructuring or asset injection , of course, have the resources for the region's advantages, there are some coal chemical potential opportunities, it is difficult to say no more chance of the stock market outlook, but as the Xinjiang region of stocks, I think some pretty good stock performance, the entire plate is still very active, I think there is wait and see what continues to hold.
Moderator】 【Li Ying: Today, because of time, we only asked questions of friends here, thanks to friends of the message, and thank Ling teacher's comments, these are the guests point of view, for reference only, the morning program on all over, in the afternoon 2:55 pm to continue to pay attention to our stock market broadcast, then in the afternoon panel will be final.
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