Saturday, 10 March 2012

world of tanks power leveling other local government subsidy policy - QBS

129756342028281250_24Hexun homepage established mobile phone version of the stock/fund market for micro-blogging news blog live small company stocks the major new share placements by gem new third sector brokers New York themesBulletin deal prompted the financial calendar of earnings release memo block trade in thousands of shares of financial market Center collection of funds flowing to new share purchase financing microblogging hexun.com Hong Kong stocks daily limit of the unit gather Forum pioneer financial management training-hexun column huatai securities > body print RSSFont size-March 07, 2012 from: hexun review of stocks today: economic growth "abandoning eight" to promote Hong Kong stocks down big city contract surged to HK $ 127.1 billion, stocks transaction 77 billion, excluding AIA (01299) caused by placing46.6 billion, also fell is a merchant, sign profit cut cartridge outflow of funds is obvious, while nearly 50 billion contract from the two or three plates in stock, infrastructure, housing world of tanks power leveling, automobiles and domestic demand in cement, plate has more than 5% decline in the market value, such as a large, individual cumulative increases in stock decreases is close to 10% and is rumored to Goldman Sachs also is planning to reduce the industrial and commercial bank (01398), amounting to over US $ 1 billion, another blockbuster just yet. ����If there is no economic slow down message to drag, adjustment of Hong Kong will gradually come down, now fallen faster speed range is large, you want to be treated with caution. Macro: euro zone recession for the second time, overall financial market returning to focus on economic fundamentals, weakening market optimism, investors will return toEconomic growth. ����We maintain the previous judgment, weakening of the economic risk assets will be under pressure from foreign exchange markets, United States index will return to more than 80. Company research: fine (515. HK) summary of the survey and 1 share price potential catalyst financial subsidies to promote LED lighting products for domestic public tender on March 20-latestTender bid results, company successful products; 2, promoting LED lighting in Guangdong Province official public release; 3, other local government subsidy policy; 4, 2011 annual results of the company announced, and grew significantly. Return of a dynamic economy to manufacture in the middle part of h--3 monthly PMI Boom Boom track monthly industry landscapeCompare stock levels confirmation: according to inspection stock lags behind demand variables such as new orders, inventory levels declined to a certain extent represent the demand of authenticity, from the February, building materials, paper and special equipment to enter the active inventory. March the economy grade: construction materials, special equipment, automobiles, home appliances, paper India against cotton exports stimulated chemical fiber replacement demandRisk disclosure: long term, India banned the export of cotton and cotton shouchu domestic price will gradually undermine the advantage of domestic textile and apparel industries, suppression of domestic exports of textile and garment industry (textile and garment exports around 30% per cent of GDP) wot power leveling, domestic demand for chemical fiber industry long-term downstream worry. Latest thinking in cement industry: cement stocks downward risks plusRecent rapid decline in East China cement prices makes our earlier fears began to be verified. We think need not have improved significantly after the Spring Festival, as well as new capacity pressures lead to a corporate mentality has changed in the short term prices ahead of market expectations world of tanks power leveling, the current downward trend also contain, may be back to the level before the 2010 4th quarter price rise (Bulk 300 yuan/ton, high grade, low grade bag around $ 280/ton). We tend to think that the cement industry fundamentals enter new phase of risk free, possibility of cement down on the increase.

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