Differentiation market or continue to improve the basic layout of private equity stocks shdoclc.dll

Differentiation market or private placement continued to improve the fundamentals of the stock We want you! The first 2016 China Potter Rockefeller award officially started! Funds, insurance, brokerage and other financial institutions, information management capabilities which is better? Please click [vote], select the strongest institutions in your heart! The reporter Qu Hongyan, editor of Pu Hongyi near November, for the majority of institutional investors, and summarized the past market operation, and combined with the macro and micro fundamental research, anticipation, reserve the market for next year, far more than the short-term market volatility concerns. Zhengbao according to the reporter, the current institutional investors a more consistent view is that stocks differentiation pattern is expected to further deepen the mechanism, ahead of the layout ideas tend to see "traditional" and "growth" such as labels, to find the focus on bottom-up brought by the real demand fundamentals and good varieties. Representative viewpoints for QFII investment adviser as general manager of capital investment company Ruixing Wang Zhongyuan: "image, since this year the market is like a big screen, the screen is a good company to come, not only have positive earnings, and stock price hit a record high. The other end is sifted through shares which are too horrible to look at the past two years, the super star shares." Statistics show that, excluding IPO this year, this year the number of shares of the company to obtain A positive earnings over 900 only, except for some companies involved in the reorganization of assets, improve the fundamentals of positive earnings from most of the stocks down. At the other end is "down the screen" this year, stocks fell over 20% so far is just over more than and 900 years, the decline of 30% or even 40% of the stock number is 2013 to 2015 super star shares, is the first unified feature in the air, flying too high, but the "story" has not to cash after falling into a performance, valuation is still superior, no lack of funds. In fact, A shares is not only reflected in the trend of differentiation between different industries and sectors, the same industry or the same concept of the company’s share price began to deliver good performance differentiation, price may be high, but the poor performance of the stock price is still in the doldrums. This means that the A shares market, differentiation is coming of age, and may continue for quite a long time." Wang Zhongyuan said. Analysts said that the fundamentals of listed companies to improve attention to survive in the market standard, investors need to take this as a starting point, the bearish "traditional" and "growth" such as labels, bottom-up looking for future investment targets. From the analysis of mechanism of last stage of research, future performance is expected to improve the observable object has three kinds: one is the traditional partial value of the company, concentrated in home appliances, automotive, food and beverage, engineering construction, water conservancy construction and other fields, such as food and beverage in the liquor; two is the partial hardware really growing company, including new the energy and electronic sector in the apple industry chain plate and automation. However, the bias of the software and the contents of the growth stocks because of the early valuation is too high, still need to be treated with caution; three is to benefit from the price of the bulk of the cycle of asset classes, such as coal nonferrous metals. Enter the Sina financial stocks] discussion相关的主题文章: