China CITIC Bank (sh601998) disk time-sharing plans
Friday compared the characteristics of personality is deliberately pull the broader market,UGG boots cheap, small cap stocks fell mad, the second GEM valuation bubble burst is the most important reason. Bank should Think about .
for the rise in bank stocks is the surprise, yesterday evening with a friend talked to banks, worried about big money to sell banks, but on Friday the market's financial sector, led by China CITIC Bank rose, not a conspiracy theory However, confirmation can be compared are: Goldman Sachs buy a bank in the recent Asian customers today are more likely to buy, and then small-cap stocks the basic to the death penalty. the ultimate revelation is this: the GEM and other great risks involved in small-cap stocks, looking for low- The blue-chip, to find re-finished, but the valuation is still in the low variety, value that has been on the road.
Here is my view of the banking sector yesterday, today, although the rose, but the view has not changed.
(1 ) consecutive banking stocks rose 4,000 points to wait for bank shares after a rise
, the basic price will be within 3 months is over. the market value of shares of big banks, only the institutions do not pick out the weight of cheaper varieties buy when the shares in the bank above will bother.
yesterday (December 3) the point is 3264.63 points, last month tourist island of Hainan, Shenzhen and the concept of urban renewal approach, liquor, low-carbon economy environmental protection, smart grid, a flow of drugs, the GEM, cement, fertilizer and other varieties have been wheeled to prove that there is enough enthusiasm in the market,UGG boots clearance, small cap stocks on the effort is needed, as long as the constantly hot,UGG boots, then what the Foundation did not take the initiative to attack banks.
which also wrote the previous blog, the fund did relative to income, you can advance, we do definitely gain a margin of safety must be considered. banks which, funds are holding, if necessary, the configuration, do not move, who are willing to spend Bank funds to go to pull it? I judge Gao Hua overseas customers may buy through the QFII channel in the bank, especially in China CITIC Bank, 11.16 Goldman Sachs Gao Hua Bank's strategy will be opened, it is reported, this is the meeting recording, you can separately Click here to download.
(2) interpretation of the path of the market next year
up a 30% if the bank, the index rose almost 30%, according to today's point of view, then the 4000 points or more, and the prices of the main stages may be necessary to end.
slowly than inflation, to 4000 or even 4500 points or more, the bank crazy to burst, and then end prices.
market next year, the path might be so interpreted.
(3) Who will take the initiative Banks did not attack the group will take the initiative
attack banks, private or in front of that big supermarkets such as to attack the Chinese construction market shares and found that there are other intentions, such as some sort of relief to China Metallurgical and so on, the conventional view of the Fund outside funding is not going to take the initiative over with bank stocks. no funds focused on buying, the stock price will naturally not transaction.
trust I know some of the sun, several hundred million of the scale of ten, a few will choose the current standard such as the development of a deep, joint-stock banks like Societe Generale, the performance of their expectations higher. essential to determine each bank magnificent market, funds are active, idle in what can only be done short-term oriented.
(4) Bank is the Fund's toys
we find that individual investors value more from the perspective of banks,UGG bailey button, such as many people want to take the Industrial and Commercial Bank that the bank will not collapse, as well as dividends; I like the China Merchants Bank, China Merchants Bank is optimistic about the management. but the lack of fiduciary responsibility of the fund is to bank as reasons.
Fund means the Fund if the rate of banks is very optimistic about the market, then you will naturally do more banks, in turn jiacang, I and a large fund's annual meeting in a deputy talked to the views of bank They did not conceal the current market structure, bank transfer as a tool for the ridiculous practice of position.
maybe you will ask, adjusting positions, with PetroChina, Sinopec, China Unicom market value of these large species ah. but financial industry and other different is that the right is the first focusing on Shenzhen and Shanghai, the bank, insurance, brokerage market value of the three sections of the circulation flow of Shenzhen and Shanghai accounted for 38% of the market value of between -42% and bank shares performance and stability, there is not much room for imagination, so there is not much difference between institutions.
but for the oil, China Unicom, surety, life, etc., different views of brokers and fund them to great, and the same insurance shares, some brokerages in the annual policy which strongly recommended safe, but some brokers from a security point of view, that life is more robust long-term, we are obviously many differences.
fundamental point of view before me is measured from the bank , but know that banks are so ravaged by the Fund, after a bit disappointed.
(5) Strategies for the Bank of
for long-term investors with the bank is a good long-term allocation, and for short-term investors, market madness begin , the plate appears consecutive banks rose after two days, and then go in too late.
interpretation of both the market still has its own characteristics, and now the market mainstream institutions are all the hot lug ambush in advance, a month later in speculation the market will like. banks lover, have had time to enjoy any time, liquidity is good enough to buy you can buy them at any time. Unlike the other small plates, rose up and catching, nothing can be worth the chase.
Bank shares will definitely rises, the market will be bullish, and this round of price increases did not destroy the foundation, the foundation also.
Bank since ruined by the Fund in 2007 after the next few years may have been reduced to adjust the position the tool.
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