Golden State Securities in a recent study

 Golden State Securities in a recent study underestimated the value of the plate is divided into three categories: the first is the cycle of growth, such as coal, cement, electrical appliances, machinery; second value is the cycle type, such as real estate, banking, insurance, car; The third type of consumer value, mainly first-line brand of consumer stocks.

Qin Xiaobin also said that, based on the 1-2 month range-bound market, the judge maintained that moderate increase in banking, mining, real estate underestimate the value represented by the allocation ratio of a cyclical industry to maintain high energy and involving new iron construction-related machinery industry over with recommendations.

from a valuation perspective, Galaxy Securities, said Qin Xiaobin, director of policy research, the current valuation of the structure with a clear huge valuation difference. Into the

underestimate the value of the three varieties of clues concern

integrated nearly a month of sun sustainable consensus forecast years 2010 and 2011 adjusted profit forecast of the industry point of view, the market generally increase the financial, building materials, nonferrous metals, machinery, mining and transportation equipment industries make profit expectations.

individual stocks fell on Friday the two cities 1644, the average decline to 2.70%. This week, 1,714 stocks declined, the average decline to 5.54%, cloud power, four shares of 140 stocks fell more than 10%. This year, the Shanghai Composite Index edged down only 0.6% of the cases, the two cities have the stock fell more than 1443 stock index, the average decline to 6.31%, shares of HSBC fell more than East 20%.

from the PMI Index trend, December 11 industries are still in rise. The fastest growing industry which include metal products, wood processing, electrical machinery, beverage manufacturing and ferrous metal smelting and other industries is also rising among the delivery of equipment manufacturing, non-ferrous metal smelting, petroleum processing and general-purpose equipment manufacturing.

Xiaochao Hu said that the selection from the plate, it should be inclined to choose the first quarter of periodic plate. From a fundamental point of view, more travel and middle reaches of the cyclical industry is currently represented by the economic recovery and the recovery of industrial production, the earnings trend to continue to improve, and there-than-expected factors.



years ago, part of the shares is expected to soar! Confidential! Market institutions will soon be reversed capital flows have changed dramatically! Main funding is plotting a new layout
current or choose >

face of the industry, stocks so drastically in just a dozen days, the decline in investors rally in early vision, also nicknamed A shares under way before the holiday had to However, this may be able to give us an option

Xiao Chaohu to provide investors with three clues: First, cyclical industry underestimate the value, benefit from the recovery of industrial production industries, including coal, chemicals, building materials; Second, the upgrading of traditional industries, and has a new industry characteristics, such as machinery, electronics; Third, the consumer is victimizes industries, mainly food and beverage, retail.

23   SW across the board to ink a trade on Friday, fell 4.49% non-ferrous metals, mining fell 3.44%. This year there are 19 million in an industry application down, up only 4 industries, electrical components, information equipment and other industries index fell more than 6%.