Archive for March, 2010

Government has no sincerity to solve the housing problem poor households

Wednesday, March 31st, 2010

Qing Yi: Government has no sincerity to solve the housing problem poor households

7 auction in Beijing today, the total turnover 7.63 billion yuan, plus the previous 35 billion yuan, up to now, only residential land auction Beijing has more than 42.6 billion yuan revenue. This represents total annual revenue from land sales can be even less upfront investment reached 100 billion yuan.

100 billion yuan to cover the number of Anju Fang? By 70 square meters per household, 1900 yuan per square meter construction cost (the standard should not be low), land and related costs 1,000 yuan terms, 100 billion yuan to build 50 million Anju Fang, 500,000 poor families to solve the housing problem . Having said that, within three years, Beijing can periodically eliminate poverty housing.

Housing project should be the Government pays the money, of course. From the above situation, the Government is not no money, but money does not intend fully to solve the housing problem for poor families.

A clear and unmistakable error is that the current government has repeatedly claimed to suppress commercial housing price, totally ignored the input of funds should come from housing projects, the housing market can only come from a very simple truth.

Earlier I said that rising commodity prices, I applaud. Since the commercial housing market demand, the more housing prices rise as house sold sooner, why not encourage developers build more house? Why is the central bank has repeatedly suppressed developer loans demand? Why not find ways to stimulate the rapid development of the domestic housing market, and then faster and better families in poverty housing problem?

Some netizens commented that: no one complained about housing prices in Singapore. Yes, because there is money to build a house for the poor, the same money from the rich to buy a house.

Even to sell more commercial housing prices may decline, thus threatening the safety of the banking system's credit, but if so solve the housing problems of poor families, are not Amitabha, an extremely important thing? Stumped more money should be conveyed to the Americans to use only reasonable that you!

In fact, even if the goods 100% annual growth rate of residential land, housing prices will not fall, after all, the prices of steel and other building materials rising, the only developer profit margin may be decreased. This is of course not be a bad thing. The central bank worried about falling house values, simply much ado about nothing, or more seriously is forgetting what is right, of heartless.

In accordance with the price of iron ore rose 50 percent a year (this year to rise 90 percent) projected to accelerate housing projects not now, three years after the housing cost may double.

We must see the true face of the current tightening policy: to ignore the interests of the poor people, especially the cost to blindly hoarding liquidity in the end finally to the depreciation value, which will end up liquidity. By that time, the chickens flew, eggs have played to see how you explain to the people.

All in all, not to poor people's interests first, without any merit at all power.

Strong plate wheeled units are expected to continue

Wednesday, March 24th, 2010

-Action: "a beautiful 15" Aspect today (06/01)

Dragged down by financial shares, A shares today to go soft again, to close, the Shanghai index reported 3254.22 points, down 0.85%.

Today, "a beautiful 15" 6, 9 or up. Biggest gainers were shares of three beautiful horse Industries rose 5.95%, Foton Motor rose 3.01%, 2.20% Liugong up. To close, compared with the previous trading day, the second phase of "beautiful 15" rise from the 11.62% average rose 11.88%, "a beautiful 15" rise from the 53.12% total rose to 53.48 percent, the leading index today beautiful 15 yesterday rose to 151.55% 138.21%.

Speaking yesterday, the cement sector stocks wheeled market be honored, turn up horse racing industry, Tianshan shares fell. In fact, the Department of housing construction and local government vowed this year to substantially increase the housing supply, the cement sector has continued to grow this year's expected results for one of the best varieties. This makes the low valuation of the cement stocks have the opportunity to resort to a turnaround. Judging from the recent turnover, this possibility greatly.

Auto stocks also is a very good choice. Stocks of cement blocks in wheeled case, which may not be reproduced in the automotive sector.

The second phase of "beautiful 15" today's briefing
Code
Abbreviation
November 6th January 6 dynamic price-earnings ratio cumulative increase in earnings per share

Close (yuan) close (yuan) (%)
(Times)
Expected (yuan)
000 900 Modern Investment
21.24
29.7740.1617.2
1.73
000 589 Qianlun Tai
17.06
17.52
2.7014.6
1.20
600 449 Racing Industry
29.67
39.1932.0916.5
2.38
000 877 shares in Tianshan
17.2523.8037.9721.4
1.11
000 708 Daye Special Steel
10.35
12.3319.1319.0
0.65
600469 Aeolus
16.36
15.17
-7.2715.0
1.01
000599 Qingdao Double Star
9.098.95
-1.54
16.0
0.56
600 742 FAW-rich-dimensional
20.7725.8924.65
21.6
1.20
000 528 Liugong
19.1322.3416.7821.7
1.03
002,042 Huafu color spinning
16.5118.7013.2621.5
0.87
600 123 Lanhuakechuang
42.2945.89
8.5119.4
2.37
000 550 JMC
24.1021.72
-9.8817.0
1.28
600 166 FOTON
20.1220.19
0.3519.61.03
000 961 Central Building
21.6421.03-2.8218.0
1.17
000 513 Livzon Group
37.7039.27
4.16
26.2
1.50
The second phase of "beautiful 15" average 11.8819.0
"Beautiful 15" (the first period of 137.18, or 37.18%) 53.48
Beautiful 15 leading index 107.68%
151.55% (2.5155 times)

The Shanghai Composite Index
3254.2221.2628.3

(For reference only)

Rebound expected to continue

Tuesday, March 23rd, 2010

-Action: a beautiful 15 newsletter

As expected, the financial and real estate stocks led, A stock rally today turned out, volume is slightly enlarged. Considering the Industrial and Commercial Bank of China, Sinopec suspension effects of volume and price situation be very good. This does not rule out two heavyweight resume trading tomorrow after the compensatory growth, thus promoting the broader market continued to rebound.

Today, 9 up 1 down pretty stock, shares rose yesterday, promising Tianshan 7.85%, the best performance for the two days. Rebound led by property stocks, rose 7.72% South Building, Hefei Urban Construction up 6.76%. Although the closing JMC decreases, but after the bottom plate by underestimating the value of absolute advantage to attract a successful rebound. To close in the third period of a beautiful 15 (reduced version) of the average cumulative increase rebound to -20.19%; pretty average cumulative increase of 15 to rebound to 20.70%. Beautiful portfolio of 15 blue-chip rebound slightly, the average cumulative increase from yesterday's -1.84% to 0.95%.

Before this, the real estate policy measures to control many of them have been arrested for violation of the constitution, coupled with the recent housing transactions has been a sharp decline, more stringent regulation of the so-called policy of intimidation and more color. After all, the support from the real estate market, second bottom of China's economy no suspense, the 2008 is a lesson.

The third phase of "beautiful 15" (reduced version) Growth Portfolio Presentation
Code
Referred to March 4 on May 18 cumulative increase the dynamic price-earnings ratio
09 per share

Close (yuan) close (yuan) (%)
(Times)
Income (yuan)
000 528 Liugong 21.5718.83-12.707.9
2.39 (10 expected)
000 550 JMC 19.05-14.038.4
2.28 (10 expected)
600 449 horse industry 35.2322.48-36.19
9.9
2.28
000 961 Central Building 19.3513.25-31.526.1
2.18 (10 expected)
600 742 FAW-rich-dimensional
26.9218.00-33.1410.7
1.68
002 208 18.48 Hefei Urban Construction
-30.7113.7
1.35 (10 expected)
000 338 Weichai Power 56.34-7.827.57.50 (10 expected)
600 166 FOTON 16.87-16.117.5
2.26 (10 expected)
000,877 shares 19.09-10.0817.0 Tianshan
1.12
000 708 Daye Special Steel
11.42
-9.58
8.9
1.28 (10 expected)
(Which, due to short-listed at different times, Jiangling Motors, Hefei Urban Construction, Weifang Diesel, Foton Motor, Tianshan, and Daye Special Steel's benchmark stock prices were 22.16 yuan, 26.67 yuan, 61.12 yuan, 20.11 yuan, 21.23 yuan and 12.63 Yuan)
The third phase of "beautiful 15" average -20.19
9.8
"Beautiful 15" growing portfolio 51.2420.70
Pretty index of 15 leading
304.74%
The Shanghai Composite Index (September 1, 2009 2683.72) 2594.78-3.31

15 beautiful blue-chip portfolio presentation
Code
Abbreviation
May 7
May 18
Accumulated gains (%)
601398 Industrial and Commercial Bank of China
4.39
4.39
0.00
601 857 Oil 11.04
10.89-1.36
600,028 Sinopec
9.018.78-2.55
600019 Baoshan Iron & Steel
6.43
6.46
0.47
600 050 China Unicom
5.35
5.28-1.31
15 beautiful blue-chip portfolio
-0.95