Kandi Technolgies Corp (KNDI)

[bullmarket2222]

Station on the A shares to new highs in 2600 promising blue-chip securities firm
Investor News http://www.100ppi.com 2014-12-01 09:48:42

Social business Dec. 1 hearing

Last week (November 24 -28) A shares continue to open higher, in finance, coal and other heavyweights escort all the way down, the Shanghai Composite repeatedly refreshed high, the highest intraday touch 2631.40 points, a record August 16, 2011 since a new high. The disk, brokerage stocks still lead, Founder Securities, Everbright Securities, Shanxi Securities, Sealand Securities, Huatai Securities 5 shares last week were over limit records, diversified financial, insurance, coal, banking and other sectors followed. For the afternoon, a rare interview with the brokerage firm consistently bullish on blue-chip sector. But there are also private institutions reminder, extreme short-term optimism, need to guard against chasing high risk.

Ping An Securities believes that "the market continues strong, blue-chip will continue to fly." Ping An Securities said that the current interest rates and the historical experience of different, positive impact. From historical experience, the economic downturn phase of the first cut down prospective impact on financial assets not entirely positive, and sometimes bring good out of the negative impact of the capital market to do, and the reason is that a one-time liberal policies help to improve basic surface environment and the risk appetite of the inflection point. The difference between the current interest rate cuts that the previous policy has been directed to some extent reduce the structural risk premium, and the constraints of the balance sheet inefficient sector entities for further interest rate cuts to help reduce interest rates, although it may still difficult to reverse the downward trend in the economy, but economic growth can further eliminate tail risk; market expectations for reform is strong, which helps make short-term market risk appetite remain high. Ping An Securities said the market will continue strong, continue to focus on blue-chip. The current two core factors driving the market - the next phase of reform is expected to fall as well as the fundamentals of systemic risk control background liquidity easing is expected to continue, there is no risk of being falsified. Style recently been emphasizing the fundamentals of systemic risk and promote the reform of weakening asset revaluation effect brought down the risk-free rate and positive, so that the advantages of blue-chip configuration is increasing, while interest rates for interest-sensitive assets heavy industry bias good, likely to further strengthen the blue-chip style.

Huatai Securities also continue to maintain a relatively "optimistic" view. Huatai Securities, said Xu Biao team, combined with the HSBC PMI preview value and key power plant coal consumption data, in November about the economy was still hard for improvement. However, in the medium term, interest rates will reduce the financial cost, which will help improve industrial production, and promote consumer demand and real estate sales from the demand side. For the A-share market, in the short term, the market is expected to improve economic fundamentals, declining interest rates and lower risk appetite uplink background, A-share market, backed by a strong upward driving force. Market style, Huatai Securities believes that the past two years, small-cap stocks continued to rise at a high price so that the institutional arrangements, small-cap stocks continue to significantly outperform stocks under increasing pressure. Look forward, as the market is expected to improve the economic fundamentals of the formation and gradual strengthening market shares gained upward momentum is likely to be stronger than the small-cap stocks. Therefore, in the short term in favor of large-cap stocks.

Minsheng Securities is bullish until the New Year. Recommend investors continue to focus on four themes along the way and so on. Minsheng Securities analysts pointed out, first of all, to cut interest rates before the Spring Festival show ring than easing liquidity can be expected, but by the end of the maintenance of stability and reform dividend policy will continue before the Central Economic Work Conference; secondly, the real estate asset allocation effect adjustment under the sweltering still; again, the economy and substantial downside risks fundamentals little too early to report results thunder point. However, there are still likely to be an important juncture Spring A-share market, the long-term perspective, the valuation of the stock market still ultimately return to fundamentals, which still retains a hint of caution. Continue to recommend emerging consumption, carbon emissions, "along the way", Fujian Pingtan and other topics. Focus on the industry boom of the relatively high communication, delivery, railway equipment. In addition, the property can be more sensitive to interest rates positive attention; pass by the Hong Kong and Shanghai, two outbreaks of positive financial brokerage sector is also worthy of attention.

Brokerage recommended shares

CICC: A firm bullish on shares of banking sector

CICC said, reiterating "the eradication of 1 × P / B of the following banks' point of view, firmly optimistic A-share banks. Currently there are 35% from the eradication / 49% of the space 1 × 2014 / 2015eP / B the following banks (with P / B minimum cross the line to count). CICC believes that the current share price of five by the end of 2013 was slightly lower than the average net asset value per share, significantly lower than the net asset value per share by the end of 2014, if the stock does not rise, ESOPs can only take direct holdings in the secondary market way (ESOP Minsheng Bank 80 million should not be significantly lower than the number of big firms), while accusing him of actual free float market capitalization will be negligible (the lowest of the Bank only 19.3 billion), and therefore the share price will rise sharply . Recommended: China Everbright Bank, Bank of China, Bank of Communications, China Merchants Bank, Ping An Bank.

Guotai Junan:

Dividend policy driven up the water industry boom

Guotai Junan Securities, said the Prime Minister urged to speed up the construction of major water conservancy, water conservancy industry boom driven dividend policy upwards. "Thirteen Five" were in preparation to enter the water conservancy investment is expected to be accelerated Dongmochunchu maintain the Water Sector Outperform rating, recommendation Company: Gezhouba, Anhui Water Resources. Guotai Junan that the government recently approved the first investment project directory modifications, establish the environmental protection, clean energy, food and water conservancy projects as seven key economic directional control important starting point is to hold a news conference later through innovative financing mechanisms the introduction of social capital to participate in power management in agriculture, water conservancy construction of major projects to accelerate. With the spring near the end of winter, water conservancy investment and gradually reaching a peak, the subsequent investment is expected to introduce supporting policies escort landing, industry boom continues upward.

SW [microblogging]:

Optimistic about the next three months nickel industry-related stocks

SW said the three-month nickel optimistic about the future price movements. Indonesia and the Philippines-based deterministic production of stainless steel manufacturers in turn, increased demand for refined nickel prices will effectively drive LME nickel prices; especially when the prices of a trend, incremental funding continues to follow the trend of investors are likely to drive into the LME nickel breaking the previous price of $ 21,625 / ton high, giving the stock a great elasticity, proposes a focus on nickel-related subject Jien Nickel Industry, Hua Ze nickel, cobalt, Handsome electrical, Grammy; nickel price is still at the bottom of the rebound technique correction, yet rose sharply, thus actively involved in the stock price is right! In addition, compensatory growth opportunities prompted investors to focus on the latter part of the downstream stainless steel, early latent TISCO is a good choice!

Gao Hua Securities:

Auto parts enterprises electrification most likely to benefit

Gao Hua Securities, said the electric car is the clear trend in the Chinese market; bus / groups may be the first fleet of new energy vehicles to grow. Because electric cars electric vehicle battery technology will drive the demand for battery management systems, lightweight components, motors, and other major components of electric vehicles grows, China's major parts manufacturers will benefit from the power of the trend. Focus on new energy vehicles, the entire value chain, including SAIC, Geely / Condit and other auto manufacturers are wins (battery management system), Huaxiang (lightweight parts), Shanghai electric drive (motor) and other parts of the production business. BYD / Geely (through its joint venture with Condit's) and other independent electric car leader in the most favorable position. ¦

(Source: Investor News)