Archive for the ‘Beautiful 15’ Category

Is the best time in the current macroeconomic fundamentals

Tuesday, February 1st, 2011

-Action: a beautiful 15 today Aspect

Pre-quarter GDP growth 11.65%, while the CPI is expected to rise about 2.3%. Relatively modest consumer price inflation and rapid economic growth point of view, the current is probably 7 years the best period in the domestic macroeconomic fundamentals. Although the volatile area of macroeconomic policy, but is expected to cool as interest rates, appreciation of the RMB is expected to heat up, the whole not too bad, only the real estate policy of bluff, intimidation of Lebanon's population.

A stock shrinkage EADS were mixed today, heavyweight laggard. To the closing stock index reported 3145.35 points, up 0.85%.

Today, beautiful 15 (reduced version) 6 constituent stocks across the board gains across the board. After yesterday's minor adjustments, Hefei Urban Construction to start up again attack, another record high price. Although construction of a large single South platen, but clearly held down the afternoon to make income was up. Fu Wei-Yi Yang swallow FAW morbidity, a day up 2.95%. To close in the third period pretty average cumulative increase of 15 from the previous day's rebound to 1.81% -0.138%, the cumulative increase of 15 nice pick-up from 51.03% to 53.98%.

A shares next week will be the ideal economic data, stock index futures, oil price adjustment, a significant increase quarterly performance inspired by the multiple positive factors out retaliatory rally, I believe there will be more beautiful performance in 15.

The third phase of "beautiful 15" (reduced version) Briefing

Code
Referred to as 3 04 months
April 9
cumulative gains
Dynamic price-earnings ratio
09 per share

Close (yuan) close (dollars)
(%)
(Times)
Income (yuan)
000528
Liugong 21.57 22.85 5.93 17.2
1.33
000589
Qian Luntai 18.40
18.08 -1.74
12.7
1.42
600449
Racing Industry 35.23
35.78 1.56 15.7
2.28
000961
South Building 19.35 19.70 1.81 9.0
2.18 (10 expected)

600742 FAW-rich dimension
26.92 27 .20
1.04 16.2
1.68
002 208
Hefei Urban Construction 26.82
2.24
22.4
1.20 (10 expected)

The third phase of "beautiful 15" average
1.81
15.5

"Beautiful 15" 51.24 53.98

Beautiful 15 leading index 304.74%
213.84% (3.1384-fold)

The Shanghai Composite Index 3145.35 17.20

Stock index futures and promote polarization is misleading

Monday, January 10th, 2011

-Action: a beautiful 15 today Aspect

1 As expected Friday, the stimulation of multiple good news, today's A shares Tiaokonggaokai, a strong upside heavy volume stock index closed at 3123.80 points, rose 2.09%. Hang Seng Index Hong Kong stocks up 0.88% day, significantly behind the A shares. It appears that long-awaited A-share market finally independent grand start.

Today, beautiful 15 (reduced version) 3 up 1 down a suspension. South building rise about 2.31%, horse racing industry a little rest, or 0.73%. To close in the third period pretty average cumulative increase of 15 from yesterday 1.78% to 2.78%, a beautiful 15 cumulative increase of 53.93 percent from yesterday rose to 55.44 percent.

A stock index futures, said a major positive is not an exaggeration. Rather, not only short-term positive, but also long-term good. The so-called short-term positive, because of the international experience shows that the initial listing of stock index futures for the stock market out of the wave is normally rally. The so-called long-term good, it is focused on the basic functions of stock index futures. This feature is regarded as price discovery, price discovery and is a two-way, you can find opportunities for price increases, also found that the risk of price declines.

However, the current interpretation of the stock index futures market is not very professional, the focus is the misunderstanding that will promote market polarization index futures: constituent stocks in the good underlying index, while other stocks bearish trend.

Discussed above, the basic functions of stock index futures, stock index means that the subject is not influenced by movements in stock index futures, but the impact of the underlying stock index futures.

The factors affecting stock index futures, of course, with the contract period equivalent to the multiple forward-looking factors, such as macroeconomic trends, the international financial market trends, a variety of trading tools to Price relations, industry events and so on.

Thus, an attractive stock must not be the Friends of the professional interpretation of the extremely misleading. Experience tells us that any large market, we need heavyweight blue chip, or an early rise, but with the market developing in depth, broader market is up blue chips will not be higher than the small-cap blue-chip growth stocks. Past, the future remains the same.

The third phase of "beautiful 15" (reduced version) Briefing

Code
Referred to as 3 04 months
March 29
cumulative gains
Dynamic price-earnings ratio
09 per share

Close (yuan) close (dollars)
(%)
(Times)
Income (yuan)

000528
Liugong 21.57 22 .12 2.55 16.6
1.33

000589
Qian Luntai 18.40
17.60 -4.35
12.4
1.42

600449
Racing Industry 35.23
39.65 12.55 16.7
2.38

000961
South Building 19.35 19.95 3.10 9.2
2.18 (10 expected)

600742 FAW-rich dimension
26.92 26.93
0.04 16.0
1.68

The third phase of "beautiful 15" average
2.78
14.2

"Beautiful 15" 51.24 55.44

Beautiful 15 leading index 304.74 %
238.05% (3.3805-fold)

The Shanghai Composite Index 3123.80 16.40

No shrinkage will not approach

Saturday, November 6th, 2010

-Action: "a beautiful 15" Aspect today (13/01)

Even the central bank will not make you a day relaxing day off. People get to see the performance of listed companies of China's economy and increase both the dawn, may be partial to a mouse to steal.

Lightning by China's central bank raised the deposit reserve ratio of financial institutions, the global stock markets in general plummeted, A shares to plunge today, trading volume has been enlarged. To close, the Shanghai index was at 3172.66 points, Kuangxie 3.09%.

Today, "a beautiful 15" 2 up 12 down a suspension. Largest decline for the previous good Lanhuakechuang up momentum. To close, compared with the previous day, the second phase of "beautiful 15" rise from the 12.88 percent average tumbled to 9.99%, "a beautiful 15" rise from the 54.85% total down to 50.88 percent, with the broader market tumbled past the same Today, the leading index of 15 beautiful jumped 149.43 percent to 179.28 percent.

The central bank is the legs, arms market only. Arms to legs, let no good.

No shrinkage, no admission. This seems to be pretty friendly in the following market shares among the best response strategy.

II "beautiful 15" today's briefing
Code
Abbreviation
November 6 January 13 Cumulative earnings per share rose dynamic price-earnings ratio

Close (yuan) close (yuan) (%)
(Times)
Expected (yuan)
000 900 Modern Investment
21.24
28.8535.83
16.7
1.73
000 589 Qian Luntai
17.06
17.47
2.4014.6
1.20
600 449 Racing Industry
29.67
38.6530.2716.2
2.38
000 877 shares in Tianshan
17.2524.6042.6122.2
1.11
000 708 Daye Special Steel
10.35
11.9315.2718.4
0.65
600469 Aeolus
16.36
15.06
-7.9514.9
1.01
000599 Qingdao Double Star
9.098.92
-1.87
15.9
0.56
600 742 FAW-rich-dimensional
20.7723.9815.45
20.0
1.20
000 528 Liugong
19.1321.7413.6421.1
1.03
002 042 Huafu color spinning
16.5119.1515.9922.0
0.87
600 123 Lanhuakechuang
42.2943.21
2.1818.2
2.37
000 550 JMC
24.1021.10-12.4516.2
1.30
600 166 FOTON
20.1220.16
0.2019.61.03
000 961 Central Building
21.6418.60-14.0515.9
1.17
000 513 Livzon Group
37.7042.3412.31
28.2
1.50
The second phase of "beautiful 15" average
9.9918.7
"Beautiful 15" (the first period of 137.18, or 37.18%) 50.88
Beautiful 15 leading index 107.68%
179.28% (2.7928 times)

Shanghai Stock Index
3172.6618.2228.0

(For reference only)

Below 80 means the tray outside the United States rose across the board

Wednesday, November 3rd, 2010

-Action: a beautiful 15 today Aspect

The risk of further market bearish dollar index to 80 points below the prior of writing this important psychological barrier, the current trend is still weak. At the same time, major indexes in Europe and Wall Street, the Dow, Nasdaq, S & P and gold, crude oil prices have up to resume the U.S. dollar and other financial instruments of the symmetry pattern.

A shares have rebounded today, stock index closed at 2992.84 points, up 0.53%.

Today, beautiful 15 (reduced version) 4 up 1 down, against yesterday's rebound FAW Fuwei 1.76%. To close in the third period pretty average cumulative decline of 15 from yesterday 2.88% to 2.21%, a beautiful 15 cumulative increase of 46.88 percent yesterday, rose from the 47.90 percent, a beautiful 15 leading index fell slightly yesterday's 329.07 percent to 315.80 percent, is still the main stock index rise of 4.19 times total over the same period, profits are still very prominent lead.

The third phase of "beautiful 15" (reduced version) Briefing

Code
Referred to as 3 04 months
March 16
cumulative gains
Dynamic price-earnings ratio
09 per share

Close (yuan) close (dollars)
(%)
(Times)
Income (yuan)
000528
Liugong 21.57 20.38 -5.52 16.4
1.24
000589
Qian Luntai 18.40
17.84 -3.04
12.6
1.42
600449
Racing Industry 35.23
37.25 5.73 15.6
2.38
000961
South Building 19.35 18.46 -4.60
8.5
2.18 (10 expected)

600742 FAW-rich dimension
26.92 25.95 -3.60 15.4
1.68

The third phase of "beautiful 15" average -2.21
13.7

"Beautiful 15" 51.24 47.90

Beautiful 15 leading index 304.74 %
315.80% (415.80-fold)

The Shanghai Composite Index 2992.84 11.52 25.4

How the debt crisis affected China, Greece

Wednesday, October 13th, 2010

-Action: a beautiful 15 today Aspect

By the rating agencies lowered the Greek sovereign credit rating to junk long-term impact of the external market in general fell sharply. However, in the domestic banking sector, petroleum and petrochemical sector growth in support of a quarter, the A shares Xianyihouyang today. To the closing stock index reporting 2,900.33 points, slightly 0.26%.

Could see, A shares on a major message from the external market is not sensitive. Indeed, over the debt crisis is expected to Greece's negative impact on China's economy, hardly wise.

The reason why Greece is highly concerned about the debt crisis, because the country has seen in the sovereign debt crisis, not only for its cast a shadow over the domestic economic outlook, but also for the euro's future uncertain. Greece, the real debt crisis more euro crisis. Euro problem is inherent. And sovereignty, monetary and financial systems and monetary systems were combined, and woe in a different situation, as a regional common currency euro, is not to establish a unified financial system in the same over. Thus, any member of the financial system problems, the effects will spread across borders of other member countries and the euro's fate. While Germany had the intention of the Greek out of euro zone countries, but also make the euro hurt. To a large extent, the euro quickly became the reason why the international reserve currency, with its close ties expansion prospects.

Euro by Greece is facing a debt crisis is difficult to be alleviated through continued depreciation, as people worry about the prospect of the dollar level of no better than the weak euro. People will eventually believe that the dollar Ye Hao, euro worth mentioning, among them the status of the international monetary system will continue to weaken both.

This is precisely the point. I prefer to believe, the Greek international debt crisis will accelerate the process of the yuan, but on the price of RMB internationalization of the yuan revaluation (fish and bear's paw can not have both), so the impact on China will first be achieved through the appreciation of the renminbi of.

By the way, the central bank recently the so-called "interest rate and exchange rate will be fixed one," saying it was to the effect, because the interest rate and not a substitute for appreciation, it touches will further increase the upward pressure, while the interest rate rise does fit relieve the pressure. That being said, the recent appreciation of the RMB is much larger than expected rate hike expectations.

Today, beautiful 15 (reduced version) or two up five. Jiangling Motors and Hefei Urban Construction were up 3.07% and 1.26%. Today, once short-listed Weichai Power Dikaigaozou morning, after being sold and closing edged lower 0.25%. To close in the third period pretty average cumulative increase of 15 from the last trading day of -12.53% to -11.12%, the cumulative increase of 15 nice rebound from 32.29% to 34.42%. Thus, the beautiful 15 from September 1, 2009 the cumulative increase since the main stock index has been 4.26 times increase over the same period, despite the recent performance as expected.

The third phase of "beautiful 15" (reduced version) Briefing

Code
Referred to as 3 04 months
April 28
cumulative gains
Dynamic price-earnings ratio
09 per share

Close (yuan) close (dollars)
(%)
(Times)
Income (yuan)

000528
Liugong 21.57 20.97 -2.78 8.8
2.39 (10 expected)

000550 JMC 22.84
3.07 10.0
2.28 (10 expected)

600449
Racing Industry 35.23 26.40 -25.06 11.6
2.28

000961
South Building 19.35 15.04 -22.27 6.9
2.18 (10 expected)

600742 FAW-rich dimension
26.92 22.70 -15.68 13.5
1.68
002208
Hefei Urban Construction
22.70
-14.89 16.8
1.35 (10 expected)
000 338
Weichai Power
60.97
-0.25
8.17.50 (10 expected)

The third phase of "beautiful 15" average -11.12 10.8

"Beautiful 15" 51.24 34.42

Beautiful 15 leading index 304. 74%
326.52% (4.2652-fold)

The Shanghai Composite Index 2900.33
8.07