Tuesday, March 4, 2008
[ Hong Kong"s share focusing ] receive A share to slump to implicate permanent finger fall first after rising Cuo at thirty-five o"clock
Abstract: Follow peripheral liter tendency, it is been the A site of the stock market high that Hong Kong's site Monday of the stock market early, part rushes , permanent raw index most rising at 247.95 o'clock or the newspaper of 1.06% at 23.55299 thousand o'clock, but geting immediately slump in burden, fund melts , telecommunications and real estate etc. one after another take off Cuo, drive Hong Kong's share a plate of afternoon to turn head go is weak, permanent raw index is declining at most at 140.07 o'clock or 0.60%, but end city receives local communal share and local bank share mention to shake and fall receipt is narrow, permanent raw index last receipt city is declining at 35.9 o'clock or 0.15%. . . . ..The excellenceThe tendency1 , permanent finger receipt city2 . Asia-Pacific the stock3, Hong Kong's share4 . closing comment: AThe big trip1 . virtue silver: Going2, rub to know: Give netContain high 3: Go down portContain high 4: Buy into change5, rub root to know: WillCompany'sIn 1 , move alone big general2 . Ali Ba Ba: Hold wait-and-seeIn 3 , sea oil: Red chip "4 . Chinese supernatural5 , risk Qi snow calamity damage Permanent finger receiptFollow peripheral liter tendency, it is been the A site of the stock market high that Hong Kong's site Monday of the stock market early, part rushes , permanent raw index most rising at 247.95 o'clock or the newspaper of 1.06% at 23.55299 thousand o'clock, but geting immediately slump in burden, fund melts , telecommunications and real estate etc. one after another take off Cuo, drive Hong Kong's share a plate of afternoon to turn head go is weak, permanent raw index is declining at most at 140.07 o'clock or 0.60%, but end city receives local communal share and local bank share mention to shake and fall receipt is narrow, permanent raw index last receipt city is declining at 35.9 o'clock or 0.15%.Today, permanent raw index is opened high at 241.07 o'clock or 1.03% in, plate lows see at 23.16497 thousand o'clock opinion at 23.55299 thousand o'clock, receiving city newspaper falls at 23.26914 thousand o'clock at 35.9 o'clock or 0.15%, conclude 63.688 billion, more last one trade day same than atrophy near ten percent of 4; Red chip index is opened high at 11.56 o'clock or 0.22% in, plate lows see at 5,256.05 o'clock opinion at 5,346.19 o'clock, receiving city newspaper falls at 5,297.16 o'clock at 20.49 o'clock or 0.39%; State-owned enterprise index is opened high at 163.11 o'clock or 1.22% in, plate lows see at 13.11362 thousand o'clock opinion at 13.5 thousand o'clock, receiving city newspaper at 13.20298 thousand o'clock, fall at 133.91 o'clock or 1.00%.Observe from a plate of surface, the today Hong Kong's site 519 of the stock market falls 353 rises. 43 blue chips possess 21 risings, Fuji Kang international rise 5.83%, to show the strongest blue chips; China Unicom falls 4.71%, is the blue chips with the most weak expression, since hearsay company will again financing 60 billion. Permanent raw communal index rise 2.33% is the strongest profession index of expression; Permanent raw industrial and commercial index falls 0.41%, to show the most weak profession index. Permanent raw inland index falls 0.64%, the rise of index 0.22% far runs to export to permanent raw Hong Kong.Remit plentiful control share will announce achievement in next Monday, add to contain high pick it to make Asian district believe Gu sell name list, causing market to catch up to hold enthusiastic, whole day receive city rise 1.66% , at the same time also stimulate local bank share collective rising. Forever grand bank rise 2.51% is popular and financial to rise 3.00%, have Bang bank rise 4.52%, dregs dozen group rise 1.96%s.The depression of market stimulates fund to tend to defensive quality more, local communal share receives to catch up to hold. In electronic-controlled share rise 4.05%, Chinese coal gas rises 1.14% and the rise 0.88% of Hong Kong of electric light.In capital share expression breaks up. In in which, get the burden of A share, capital insurance, bank and close all fronts such as telecommunications and aviation are declining , in capital safe share falls in average in 1.81%, capital telecommunications share falls in average in 1.70%, capital aerial share falls in average in 2.00%, capital bank share falls in average 1.11%. In however, capital shipping and metal etc. have bright beautiful expression , in sea development rise 2.05%, the shipping of Pacific Ocean rises 4.35%, horse steel stock rise 4.50% and saddle steel stock rise 5.83%.The former today Hong Kong's site ten big of the stock market concludes volume share includes: Remit is plentiful to control share rise 1.66%, port delivers place to fall 4.08%, Chinese life falls 1.69%, China Mobile falls 0.52%, Chinese petroleum is fair, construction bank falls 1.25%, Chinese petrochemical industry falls 1.30%, industrial and commercial bank falls in 0.96%, sea oil rise 1.11%, the iron in China falls 1.78%. ( full view)Asia-Pacific the stockOn 25th, it is possible by second big bond underwriter Ambac of America to get the news stimulate financed , going one after another on the financial share 25th of the Asia-Pacific region is high , and drive the stock market in district to exclude share A and port share outside go up raise. In which, day share big rise the 3% that exceeds , liter to at least the high point since 5 weeks. South Korean, Australian and Singaporean the stock markets also rise. What is declining at most is A share.A share: Hu fingerLast week big plate since Pu a huge sum of financing news that sends bank( 600 thousand) , making a plate of get heavy strike. Though in weekend certificate prison, can criticize some of stock type funds again to save city urgently, but in year, line falls , add again China Unicom( 600.05 thousand) to again spread financing 60 billion Yuan , leave empty strength to strengthen again after, today opening quotation, Hu finger is fast down, arise diving quotations in, plate arises 10 minutes once to fall urgently at one-hundred o'clock diving quotations, fall to break 4300. Though when at ten forty control Hu finger again stands again go up at 4300 o'clock, however share go is weak, undoubtedly, again let the stock market suffer disasters one by one , fall again to break at 4300 o'clock since, make this ship adjustment is new and low, up to morning, it is closing, Hu finger newspaper at 4,241.02 o'clock, slump at 129.27 o'clock. Afternoon, in petroleum chemical engineering two "bear"s, petroleum and China are petroleum chemical engineering( 600.028 thousand), join effort to kill plate, early stage resists relatively to fall blue chip kind also mend one after another to fall , to closing Hu finger newspaper at 4,192.53 o'clock, slump at 177.75 o'clock.Hong Kong's share: AAnd message stock news 25th, beautiful share goes , A share diving, the permanent raw index of Hong Kong drives high is low to go , receive on permanent raw index whole day to announce 23 , at 269.14 o'clock, fall at 35.9 o'clock or 0.15%. State-owned enterprise index receipt newspaper at 13.20298 thousand o'clock, fall at 133.91 o'clock or 1.00%; Red chip index receipt newspaper at 5,297.16 o'clock, fall at 20.49 o'clock or 0.39%.Other Asia-PacificDay is countedJapanese the stock market is strong on 25th to rise , financial share goes generally is high, get second big bond underwriter Ambac of America mainly possibility gets a huge sum of news inspiration that finances. Up to 25th, it is closing , goes through 225 index energy liter 3.07%s on day, newspaper at 13.915 thousand o'clock since, is of January 15 highest closing price. Eastern certificate index rises 2.58% , newspaper at 1,355.54 o'clock.In share, bank and safe kind of share rise generally. Aioi insurance once Biao liter 17%. Analyst expresses that Ambac may get the news of financing , have alleviated investor as this hide the worry of huge risk profession prospect. American media report claims that the relevant aspect of this week will be enacted according to the salvation plan of Ambac, estimate to contain 3000 million dollars finance.FinancialThe South Korean rising of the stock market of 25th and the financial share collars such as national bank rise , second big bond underwriter Ambac of America probably obtains the news of financing , has given up the misgiving of investor for financial share partially. Up to 25th, it is closing, South Korean head Er the newspaper of composite index at 1,709.13 o'clock, more former a trade day rising 1.34%.In national bank plate, rise exceeds 1%, formerAustralian the stockAustralia marks general / Ao 200Beautiful share: FinancialRaise on beautiful share Friday after restraining first, Ambac probably obtains the news of financing to stimulate financial share end a plate of rebound , and driving share to point at receipt is high , say to point at rising 0.79% in, plate is declining at most to exceed at one hundred and thirty o'clock.EuropeanEuropean early plate of the stock market of 25th rises , American bond underwriter may obtain the news of financing to make financial share and then obtains to catch up to hold. Up to the 25th of Beijing time at sixteen ten, European 3 big the stock markets rise to exceed 1% generally. In which, Paris CAC40 index rises 1.34%, newspaper at 4,889.63 o'clock; When British London has , 100 indexes rise 1.79%, newspaper at 5987 o'clock; German Frankfurt DAX index liter 1.18%, newspaper at 6,887.12 o'clock.On American media, weekly road is claimed , second big bond underwriter Ambac of this country gets 3000 million dollars probably in this week finance , so, have protected the highest credit of AAA to grade , this news promotion Friday on this share Biao liter 16%, and drive finger and mark 500 general indexes to receive rise 0.8%.European closing all fronts of the stock market of 22th are declining , beautiful share early plate goes is low to have implicated the Europe share tendency of same day, get oil price mainly the again big factor influences such as rise. Hong Kong's shareIn last Friday, beautiful share little receipt is high, permanent finger is opened Monday high at two hundreds and forty o'clock, but it is insufficient to do many kinetic energies continuously, it is low to shake to go; Afternoon inland A share falls in increase, capital share gets burden, Hong Kong's share big city turns immediately by liter to fall.Permanent raw index receipt newspaper at 23.269 thousand o'clock, is declining at thirty-six o'clock, fall 0.15%; State-owned enterprise index receipt newspaper at 13.203 thousand o'clock, is declining at one hundred and thirty-four o'clock, fall 1%. Big city concludes continued atrophy , concludes HK$ 63.7 billion only.Peng Wei that melts expresses the new fund of wild goose recently, under recent economic data shows mainland China to be still in powerful inflation pressure, may announce in short period that reduce measure more. In add , capital company more financing campaign possibility causes inland the stock market further take off Cuo, therefore H share index may fall in near future to important psychological position at 13 thousand o'clock.Lush financial Huang Guo Ying says , investor when wait for final one to fall , think that a lot of trade persons believe permanent finger to be in firm down passageway , wait for the opportunity that falls to march into the arena to induct the stock of high quality. Add that now is city support position at 23 thousand o'clock, but once fall to break , Gu press will aggravate , make permanent finger at least falls arrive at 22 thousand o'clock. ( Chinese bond newspaper) It is closing to comment:The American Friday little panel height of the stock market receives , since end a plate of CNBC reports to point out, a for bond Ambac Financial of insurance company of filling difficult condition Shu sleepy plan may announce in next Monday or Tuesday, Wall Street appears in finally half hour considerably Biao liter at two hundreds and twenty-five o'clock tendency, road Qiong index from is declining to exceed at one-hundred o'clock, turning bonus to receipt is high at ninety-six o'clock. Enterprise news, aspect and financial share are declining , include road Qiong composition share American Express( AXP-US; America transports know ), Bank ofAmerica( BAC-US; American bank), Citigroup( C-US; Colored flag group) with Morgan( JPM-US). Bond MBIA of insurance company( MBI-US) share price is declining 7%. Virtue will bank adjusts to reduce it , profit to estimate in advance, bring pressure. Thursday, MBIA has quited the financial assurance association of insurance company that joins to reach 22 years , since for insurance field tendency direction view is different. Recently, bond insurance company becomes focus, investor worry they if can not chip enough fund, credit comment etc. will meet with tune to fall , cause to cause bank to reduce notes asset further by business affir difficulty then. Mortgage loan organization Freddie Mac( FRE-US) and Fannie Mae( FNM-US) share price is declining. American forest company waits for 2 this organization comments from look around tune falls to sell , it is sharp and empty. Road Qiong industrial average index receipt is high at 96.72 o'clock or 0.79% is to 12.38102 thousand. Nasdaq index receipt is high at 3.57 o'clock or 0.16% is to 2,303.35. The index receipt of S %26P 500 is high at 10.58 o'clock or 0.79% is to 1,353.11. Consuming city semiconductor index receipt is high at 0.45 o'clock or 0.13% is to 351.88.Besides, according to "CNBC" television quotes news personage to report , spend flag group and Wachovia to wait for that 8 financial institutions are protecting business Ambac with the second big debt of America to consult business , may announce in this Monday( 25th) or Tuesday that finance to Ambac 3000 million dollars( about HK$ 23.4 billion) in order to save a plan; This will be helpful to Ambac to protect live in AAA is highest and grading , and alleviate bank field and the loss of investor in credit storm. Report points , has not been determined by the silver group that spends flag and Wachovia to take the lead concerning the scheme of financing finally , but can include financing with stock right and spare line of credit, it will be changed eventually that so also not remove only since problem is complex negotiate. Inland the stock market aspect; Inland today of the stock market reappears to kill considerably to fall tendency, in plate, a share is a time of and gloomy. Since again the hearsay of financing forms continued impact for market, exclude last week Pu publishing a huge sum of financing news outside, today, Unicom spreads the news of the planned return of red chips again , gets this burden, Unicom has been hit to fall to stop board go up, the big a plate of index shares such as bank and real estate one after another weight in Cuo, petroleum also makes again to appear on the market is new and low. Hu Zong finger newspaper receipt at 4,192.98 o'clock, fall at 177.31 o'clock or 4.06%, announce receipt deeply into finger at 15.48667 thousand o'clock, fall at 692.85 o'clock or 4.28%, two cities conclude volume to total 1, it is half that 38.206 billion( RMB) exceeds ten percent than the last Friday atrophy of the same period. Hu deeply 300 receipt newspapers at 4,519.78 o'clock, fall 3.88%; The board of medium and small businesses Zong finger receipt newspaper at 5,645.46 o'clock, fall 3.63%. Hu deeply B share today considerably take off Cuo; Shenzhen B share newspaper at 614.88 o'clock, fall 2.65%; Shanghai B share newspaper at 303.31 o'clock, fall 3.29%. From a plate of surface, come to see , today Hu deep the stock market has appeared considerably take off Cuo tendency, in big city, having to exceed 1000 shares have arisen share to be declining , rising domestic number is insufficient and 200. In plate, it is financial , the weight blue chips such as real estate, petrochemical industry, aviation and coal are on to fall the front row of board, serious have implicated index take off Cuo. The 2 or 3 of relatively active early stage line kind the board pieces such as agricultural share, chemical engineering as well as medicine resist relatively relatively to fall. Overall, today, market has continued the sharp empty news influence of financing as before and causing weight share considerably take off Cuo. Therefore, rear city inland the stock market rear city or will will be disadvantageous arrangement tendency as before. The stock market of Hong Kong: The Hong Kong's share at two hundreds and forty-one o'clock rear appearance after today is inland the stock market high open the concussion tendency of unilateral falling, worry because of geting Cuo the burden that exceeds 4%. In in plate fund melts share, telecommunications share and merchandise share to get inland the stock market is declining influence. Permanent finger today tiny fall at 35.9 o'clock or 0.154%, receiving newspaper at 23.26914 thousand o'clock. State-owned enterprise index is declining at 133.91 o'clock or 1.004%, receiving newspaper at 13.20298 thousand o'clock, big city has concluded 63.688 billion Yuan only, than last day, 73.89 billion Yuan withers again to exceed ten percent. Permanent finger has more the half share rising on composition share today; Maintain tired weak tendency as before on Hong Kong's share today of real estate; Today, length really has fair <0001.HK > , permanently <0012.HK > and recently <0016.HK > falls insufficient 1%, new world <0017.HK > and the permanent grand liter of real estate of <0101.HK > insufficient 1%, have letter only to put <0083.HK > fall exceeds 2% to 2.326%. Local bank share today all fronts rise; In remit today to control <0005.HK > and the silver liter of Hong Kong of <2388.HK > is within 1% , permanent raw <0011.HK > tiny fall 0.573%, there is the rising 1.658% of East Asia of <0023.HK > only. In capital telecommunications share takes off Cuo; The Chinese announcement of National Development and Reform Commission claims , will offer financial support for the move technical research and development of 4 G of Chinese domestic. But happening alter member, have not revealed fund quantity, but expression is related , state-owned enterprise and the unit of research and development may apply for above-mentioned financial support. Telecommunications network equipment and the chip of wide band wait for with parts and internet application product until 3 fields are the major support of above-mentioned fund, is for picture. Domestic media reports name earlier, China will announce the program of the relevant move research and development of 4 G after the March meeting of the National People's Congress finishes. In today, move <941.HK > and net coherent <0906.HK > to be declining below 1%, telecommunications <0728.HK > falls 1.171%, but in the inland city biography Unicom parent company of <0762.HK >, Unicom <600050.SH > will increase to send share A , raise funds the RMB of 60 billion, the Unicom A share in burden today falls reaches 9.98%, fall to stop board. A management personage of China Unicom of <600050.SH > of public relations claims in capital market financing plan that Unicom has no. This personage is when response relevant Unicom will increase the hearsay that sends A the share financing about RMB of 60 billion to make above-mentioned expression. Is implicated by this influence, Unicom <762.HK > big Cuo 4.71%. State-owned enterprise composition share has more the half share today to be declining; In fund melts share universal falling; 3 protects take off Cuo; Today wealth risk <2328.HK > , level to protect <2318.HK > and country life <2628.HK > fall is around 2%. 6 lines also take off Cuo; In build trip <0939.HK > today , in letter bank <0998.HK > , trip <3988.HK > and work trip <1398.HK > fall insufficient 1.5%, but recruit trip <3968.HK > to fall 3.307%, deliver trip <3328.HK > tiny liter 0.112%. In which, law Palestinian publication research report finger, when Hong tune shadow does not eliminate completely, though, inland bank begins to pay attention to loan quality plain decrease problem in this year, but internal silver share need to still maintain prudent view, keep reduce hold grade. Law Palestinian think , even if inland relaxes restrictions because of snow calamity Hong tune intensity, one many silver share in 8 years increase loan figure recently, be also all right comparatively estimated few 18%s, reflection the batch of inland bank loans to restrict to have the opportunity untie , but still need that internal silver share maintains cautious attitude. Data shows , inland bank the low profit profession financing of tightening up for risk, it increases loan recently from the total loan volume of January 7 38%, reduce to the 29% of January 8 , reflect that bank pays attention to note loan risk. 5 in silver share, law Palestinian comparatively value is work trip <1398-HK >, give goal price 5.92 Yuan, see comparatively weak is to deliver trip <3328-HK >, goal price is 6.88 Yuan only. Inland share today of real estate also sees is tired and weak: Today Shi-Mao the China and <813.HK > of real estate moisten to put land <1109.HK > and rich force <2777.HK > are declining 3.907%, 2.4% and 0.871%, in there is elegant house happy <3383.HK > only and the tiny rise 0.377% and 0.548% of <688.HK >. In which, high flourishing publication relevant room the research of share report, It is expected that inland building city recovery issue is prolonged , as well as bank tightens up credit continuously , will force to develop the execution that business concentrates more in the project of short period instead of replenishing land reserve, so as Shu the slow cash of short period flows out pressure, be all right to adjust low relevant stock goal price is situated between Hu 14-45%, suggest investor a few ofness land choose share. Adjusting high greatly low development business from is to the land purchase 33-80% before end of the year at present , the material building price of this year falls under last year 5-10%, next year and after it, increase 10% and 5% respectively. When borrow cost increase and financial lever channel comparatively lose take off, It is expected that the internal repayment of development project decreases , therefore will room share goal price for the discount of asset net value from original 0-25%, enlargement is to 5-40%. Show high greatly, round the world macroscopic environmental deterioration continued convection coherentance brings apprehensiveness, the room in expectation share short period will still fluctuate , so, tune lows Shanghai again <2337.HK > grades from buy to enter fall to neutral; And shows than strong asset liability the development of and conducted ability business is more desirable , increase ocean <3377.HK > of real estate to grade from neutral liter to buy to enter , goal price HK$ 10.61. Today Shanghai again <2337.HK > is declining 3.43%, but ocean <3377.HK > of real estate tiny liter 0.738%. Appear on merchandise share today to return to spit out: 3 big oil shares are a few of to develop , Chinese petroleum <0857.HK > is fair , Chinese petroleum chemical engineering <0386.HK > falls 1.3% in, but sea oil <0883.HK > extends liter 1.109%. In in which, the petroleum chemical engineering group Kuwaiti national Petroleum Company of <0386.HK > builds petroleum chemical engineering base together in Guangzhou south sand. However, since influence pearl triangle and deeply Hong Kong's environment, is inconsistent to start recently condition, as well as violate local regulation, being represented by 14 Guangdong Provincial People's Congresses jointly ask to build slowly. It is approved that though, this project has gotten hair last year to alter member , report finger only, environmental protection central does not still make the opinion of examination and approval for environmental assessment. This project total investment 5000 million dollars and annual oil-refining ability reach 12 million tons , ethylene produces can 110 thousand tons, is Guangdong province in this year key construction start recently project. Besides, uniting deliver to count as show , Rui silver in February 19, with each average price 12.12 Yuan, in increase hold petroleum <0857.HK > 21.49 million, it holds share quantity, have increased by 4.95% to 5.05%. Coal share is also a few of to develop , today supernatural China <1088.HK > and Yan the coal falling 1.98% and 1.056% of <1171.HK > in, but the coal 0.829% of <1898.HK > of pick up. In which, the virtue table of silver hair is reported , will the supernatural China goal price of <1088.HK >, is gone down by 57.3 Yuan to 52.5 Yuan, grade to keep buy to enter. Virtue silver will 8 and the Asian price of coal fired of 9 years, on difference, adjust 41% to each ton of 120 dollars and 48% to each ton of 110 dollars , drop mainly because inland and Vietnam export , as well as South Africa power shortage. At the same time, the 24 million tons of expected inland exports of coal fired of this year of this trip take whole to sell 10.6%. Virtue silver foresees the supernatural China profit of this year to increase 7.8% , is to 32.869 billion Yuan , major reflection exports price to expect for be high comparatively. Appear on golden share today to return to spit out; Purple golden <2899.HK > , recruit golden <1818.HK > and clever precious <3330.HK > to return to spit out 1.734%, 3.102% and 2.165%. In which, rub thoroughly big coherent publication to report , increasing purple golden mining industry( 2899.HK) for this next year get profit to foresee , maintain positive view mainly because of copper and golden price Gao Qi and for golden price , but expect that purple golden mining industry will send A share stand thin share profit , so maintains share profit forecast. Even so, this trip reiteration purple golden mining industry increase hold grade , goal price HK$ 16. Rubing to know to increase this next year golden price forecast differentiate 12% and 10% to each ounce of 914 dollars and 843 dollars, think that in this year, golden price may go up 32%, so, drive the purple golden share price rising of mining industry; The copper price forecast of next year is also increased 8%, to 5,425 each ton of U.S. dollar. Though, partial price risings compensate for by RMB appreciation to sell , but be all right to still increase the purple golden this profit forecast of mining industry of next year differentiate 5% and 7%. However, this trip expected purple golden mining industry may send A share , makes share profit spread thin 7% , therefore maintains share profit to foresee that do not change. ( A-Si-Da-Ke)
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment