2011年1月29日星期六

"Guotai Junan �� Hebei" 1.26 "market analysis and recommendations for action" _ guotai Junan Hebei

"Guotai Junan �� Hebei" 1.26 "market analysis and recommendations for action," "financial highlights": u SASAC: promoting yangqi the structural readjustment, expedite merger reviews: Wang Yong, Director of the State authority pointed out that 35 to comprehensively improve the overall quality of Central enterprises and the development of quality, strong central enterprises, foster internationally competitive world-class companies. At the same time, pointed out that encouraged yangqi the development of new industries, for non-ferrous metals industry of listed companies, five color, gold and aluminum ore, will benefit from the restructuring is expected. QFII u SFC publication guidelines on participating in futures trading comments: the Securities and related official said, China to allow QFII participation in stock index futures, but according to "gradually open, limited participation, risk-controlled" principle, transaction type, transaction behavior, and other restrictions. Message to improve price discovery mechanism, market return to reasonable valuations. U Beijing Bank to cancel the first set of mortgage offers, second mortgage interest rates to 1.5 times times comments: following the Nanjing, Shenzhen and other places the first set of mortgage lending rate after the abolition of, securities times understands that Beijing has a small number of banks to cancel the first set of preferential mortgage interest rates, banks have even second mortgage interest rates from 1.1 times times the benchmark interest rate by up to 1.3-1.5 times. Suite rate increase is actually the first banks in order to make timely adjustment of market development, and limited impact on the market. U seminar: State will introduce a real estate tax matters comments: 25th news, discuss the upcoming special session of the State Council estate tax matters. Recently, members of the Shanghai Municipal Government is planning to Beijing, waiting policy messages. Asymptotic property tax row, although the influence on forming the real estate industry, but given the bad release for a long time, and effect is limited. But ground boots, bringing relevant industry transactions window. U India's central bank interest rate 25 basis points, in March 2010 for the seventh time interest rates comments: India price observations of the most important indicators of wholesale prices in December 2010 annual 8.43%, higher than the per cent in November. Early reports that India central banks raise rates several times last year, but the high inflation rate in the country became the most serious negative real interest rates of the market. Majority of economists estimated 2011 India's Central Bank will raise rates 0.75%-1%. Policy tightening around the stock market, forming bad influence on the Chinese market. "Market": two cities on Tuesday continued trend of decline, resilient in the early of railway infrastructure, a strong strength of zhuanggu varieties appear fill down, steel plate movements, financing, delivery is better. Two stocks rise almost 1:3, trading volume shrunk again. Overall market is still in the process of structural adjustment, index is limited, however, some individual stock decreases. Gem index and szse SME index continues after the callback, declines narrowed most index specification deviation occurred, note there is a rebound opportunities. Huzongzhi on Tuesday tried to cover gaps, but did not entirely to cover, the current market sentiment is in the doldrums, direct selection limited to cover gaps in stimulating effect on the market, perhaps in the region repeated shocks, rebounded later to cover. "Operational recommendations": investors can consider decreases in varieties of beats rally, rebound, but weak was tantamount to reach for "knife", expected returns not too high, determined to fast forward faster. all of the above content can see guotai Junan blog http://blog.Sina.com.CN/hbgtja share

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