Stock Market Issue 6, July 16, 2008, 17:25:05
Opening topic:
Stock trading is a kind of speculation, not an investment behavior , there are very few people who really invest. In the speculative market, it is less likely to listen to some so-called stock recommendations. It is more practical to carefully judge the trend than to listen carefully to a stock review. There is no There are the best stock picking software or stock picking books.
There is no best operating software. The software often only requires the simplest ones, such as Flush, otherwise it will be easier if there are too many choices. Wandering into it by mistake
I feel at a loss. Don't believe in the so-called stock trading software on the market, because their buying signals basically come from technical indicators. Buying that kind of software is equivalent to giving money to others. The truth is that only by clearly seeing the trend of the market can we control the stock market.
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Broad market analysis: (Review)
The total transaction volume of the two cities today was 95.76 billion yuan, a decrease from the previous trading day About 21.38 billion yuan, with a net capital outflow of about 9.5 billion. The market still fell sharply today. Like yesterday, the blue-chip sectors real estate, banks, securities firms, non-ferrous metals, coal and oil became the targets of suppression. At the same time, tourism, Olympics, media , new energy and other concept sectors also fell sharply, while only some agriculture, forestry, animal husbandry, fishery and 3G concept stocks gained strength. The Shanghai Composite Index closed at 2705.8 points, down 2.65 points. As the bardo closed out again today, the correction of the 400-point rebound of the Shanghai Composite Index starting from 2566 points has been close to 0.809, which is very weak. In this way, although the right shoulder pattern of the head and shoulders bottom has not gone bad, the rebound intensity in the market outlook has weakened, and position control is the key.
The top four capital transactions today are: Olympic Games, real estate, agriculture, forestry, animal husbandry and fishery, and non-ferrous metals.
The sector with larger net capital inflow: 3G (170 million).
Sectors with large net outflows of funds: Olympic Games (-1.3 billion), real estate (-1.3 billion), chemical industry and chemical fiber (-670 million), small and medium-sized boards (-650 million)
The mid-term hot sector in the market outlook is: None
The short-term hot sector is: None
1. Agriculture, forestry, animal husbandry and fishery: This sector has a net outflow of approximately 240 million yuan today. You should pay attention to taking profits in this sector. The stocks with larger net inflows include: XR Ronghuashi, Denghai Seed Industry, Yongan Forestry, Zhenghong Technology, and Xinzhongji.
2.3G: There was a net outflow of approximately 170 million funds in this sector today. The stocks with larger net inflows include: Zhongwei Guomai and Zhongchuang Xinte.
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Investment recommendation:
Meida Holdings (000782): South China’s “Small Commodity City” has great potential
Guangzhou The city has always been a traditional distribution center for small commodities. Later, it was overtaken by Yiwu, Zhejiang, and promoted supporting production enterprises in Zhejiang. The price of small commodity city stocks was as high as nearly 100 yuan. Guangzhou City is now re-planning to build a South China Small Commodity Trade City similar to Yiwu on Shatai Road, a traditional small commodity distribution center and freight yard. Currently, the one with the strongest momentum on Shatai Road is the "Tianjian Decoration City" operated by Tianjian Group. It covers an area of ??more than 600,000 square meters
which is equivalent to 1.5 Tiananmen Square. , there are thousands of existing shops, which are only for rent but not for sale. The annual transaction volume exceeds 10 billion yuan. It is expected to complete the market transformation before 2010 and the annual transaction volume will reach 40-50 billion yuan. It is Guangdong Province focuses on supporting the upgrading and transformation of large-scale building decoration materials wholesale markets.
Large advertisements for "Tianjian Decoration City" can be seen everywhere on Guangdong's highways and on taxi body advertisements. Tianjian Decoration City is undergoing a comprehensive upgrade in phases starting from the International Hardware Purchasing Center. It is planned to be transformed into an international hardware procurement center, a wood trading center, a brand decorative materials exhibition and trade center, a wholesale market for bulk decorative materials products, a business office building, a warehousing center, a logistics center, and a processing center before 2010.
Nine major functional areas, including the industrial center and home ecological park, will eventually build Tianjian Decoration City into the largest decorative materials trade center, price center
, information center, and logistics in South China The center, like another small commodity city, has become the country's "aircraft carrier of modern decorative materials", driving the entire decoration, hardware, aquarium materials, paint and coating industries in Guangdong to flourish. It occupies a small shop here. You can do wholesale business all over the world. This kind of shop is very popular and the development prospects are very good. The upgrading and renovation of Tianjian Decoration City will require huge investments and requires financing, so will Tianjian Group consider its Shell Resource Meida Shares (000782) (Main position building data, enter this stock, new version of the market) ? Tianjian Group started operating Tianjian Decoration City in 1998. It acquired Meida shares more than five years ago. From the analysis of the speeches of the top management of Tianjian Group and Tianjian Decoration City, the thinking is quite vivid
It is a pity that the shell resources of Yuehe Avantgarde and Meida Co., Ltd. are not put to good use.
Guangdong Tianjian Decoration City is located on Shatai Road, Guangzhou City, close to 105 National Highway, Ring City and Beijing-Zhuhai Expressway, and 20 kilometers away from Guangzhou Railway Station and Baiyun International Airport. In the future, properties along subway lines, complete transportation networks, and smooth transportation across the country will become a must-have for businesses. Guangdong's decorative materials, furniture
hardware, and decorative hardware industries have already launched the "Made in China" industry around the world. Fame includes locks from Xiaolan, Zhongshan, stainless steel from Caitang, Chaozhou, aluminum profiles from Dali, Nanhai, daily hardware from Danzao, Nanhai, plumbing and bathroom hardware from Kaiping Shuikou, and Zhongshan Ancient Town, the "Lighting Capital of China" Famous for its lighting products, etc.
Tianjian Decoration City has a strong mid-to-high-end customer base and is becoming the largest and most promising international distribution base for decorative materials in Asia
, is the largest decoration materials trading center, price center, information center and logistics center in South China. The most successful thing about the professional market is that it is internationalized. Businessmen from all over the world come to your door without leaving home. A single wholesale business can easily cost millions of dollars. No matter how expensive the rent is, the company is willing to Rent
.
“Tianjian’s goal to create an international hardware procurement center is not to simply create a market, but to be an industry leader and a strong promoter of regional industrial development
, providing decoration services for Guangdong and even the whole country. The materials industry brings new concepts, advanced management models and all-round information." Liang Jinan, general manager of Tianjian Decoration City, described the positioning of this professional market as a "giant". It can be seen that the ideas of the Liang family of Tianjian Group are not outdated at all, and are very international. Today, value injection has become the mainstream of the market. The market value amplification effect brought about by the full circulation era has encouraged major shareholders to inject High-quality assets
We will gradually securitize our own assets through the listing of high-quality assets and the entire group, thereby obtaining a liquidity premium. Tianjian Group acquired Meida shares for more than five years
For more than five years, its Tianjian Decoration City has been like another small commodity city in South China. Meida shares are undoubtedly facing a big opportunity.
Meida Co., Ltd. is a leading enterprise in the domestic nylon industry. The company's slicing and spinning capabilities rank first in the country. The fiber made from nylon 6 slices has
high wear resistance. , fatigue resistance, good dyeability and other characteristics, it is mainly used in the manufacturing of engineering plastics, nylon clothing, precision components, precision machinery parts, etc.
However, the nylon industry is new to Tianjian Group, and Tianjian Group’s most profitable assets have not been injected, leaving a lot of room for imagination.
Meida shares
are one of the cheapest stocks in the Shenzhen and Shanghai stock markets, lower than many *ST stocks that are on the verge of bankruptcy. The major shareholder Tianjian Group is planning another South China "
Small Commodity City”, the future performance of Meida is worth looking forward to.
Faersheng (000890): Strong counterattack on 3G themes
On Wednesday, the market showed a wide-ranging adjustment trend, with a certain shrinkage in volume and capacity, and most individual stocks were affected by the general trend. Adjust the market,
Overall, due to the rapid decline in the past two days, the technical form of the stock index has shown signs of deterioration again, some technical indicators have weakened significantly, and the short-term stock index
contains relatively Strong rebound momentum, therefore, seizing the market's hot topics is still the focus of the current market. From Wednesday's sector analysis, 3G topics are undoubtedly the highlights of today's market. Pay attention to the potential stocks of related topics. , mid-term investment will bring certain generous returns to investors.
Farson (000890) is currently the only optical fiber preform manufacturer in China with independent intellectual property rights. It is a joint venture with the Australian National Optoelectronics Research Center, which has world-leading technology
Founded by Falsheng Optical Co., Ltd., it developed MCVD plus OVD hybrid
optical fiber preform production technology with independent intellectual property rights, formulated the first domestic G.652 optical fiber preform standard, and achieved large-scale Production, the polarization-preserving optical fiber developed by the company has successfully passed the certification of the Commission of Science, Technology and Industry for National Defense and is widely used in military products. Its market share has exceeded 60%. In addition, the company's free-cutting steel series products
Breakthrough progress has been made, reaching a production scale of 60,000 tons for the first time; the number of cardiovascular stents the company has mass-produced and sold to the United States last year reached 2
and production will be further increased this year. In the long run, Cardiovascular stents may also become a new profit growth point for the company.
In the secondary market, Falsheng (000890), a 3G communications stock with a stock price of only more than 4 yuan, has attracted the attention of large funds. On Wednesday, the stock trend was stronger than the broader market
With the moderate increase in trading volume, the market outlook is expected to accelerate, so please pay attention.
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Explanation of terms:
Technical indicators: This indicator type should consider all aspects of market behavior, establish a mathematical model, and give mathematical According to the calculation formula above, a number can be obtained that reflects the intrinsic essence of a certain aspect of the stock market. This number is called the indicator value. The specific numerical values ??and mutual relationships of indicator values ??directly reflect
the state of the stock market and provide guidance for our operating behaviors. Most of what indicators reflect cannot be seen directly from the market information table.
Technical indicator analysis is a quantitative analysis method based on certain mathematical statistics methods and using some complex calculation formulas to judge exchange rate trends
There are mainly momentum indicators, relative strength index, stochastic index and so on. Since the above analysis often requires the support of certain computer software,
it is only a general understanding for investors in personal firm trading. However, it is worth mentioning that technical indicator analysis is an exchange rate analysis and prediction tool that professional foreign exchange traders in the international foreign exchange market rely heavily on.
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Stock Market Storm, three issues a day, sole author: Blue Storm