129667840482021642_187There are more than a month, a-shares in 2012, in the past year, the a-share rendering stepped down the next year, the a-share will show what kind of movement do? Research institutes headed by brokerages have recently expressed their views there are 25 trading days, this year are gone. Stumbled over the market, as this end of a deep chill. Huzhi anti-Play collapse against recent low of 2,307 points away from getting closer. This time, talking about how to rebound this year, seemed to have little significance.
Thus, research institutions, led by brokerages, looking at 2012. In 2012, legend has it the end of the year. Of course, will come to an end, volatility in the stock market is still the same, and even spent this year such a bleakYears, there are still bodies are optimistic that next year
swtor power leveling, still has a "little Bull". Macro: liquidity has improved this year, and tightened liquidity, as well as the economic downturn fears haunt markets. Next year, the two major problems will change it?
In the view of many brokerages, liquidity is moderately easy next year. Guotai Junan securities said the new loans in 2012 orM2 growth compared to the continued tightening in 2011 will be obtained from the improved, while the prices of assets such as real estate adjustment and fine tuning of monetary policy was that the price of money it would be better. In addition, the trend of falling corporate earnings cycle and stable.
One or two quarters of next year should be the bottom of the net earnings growth in the enterprise. Galaxy securities believes that over the central economic workRunning of the Conference on the securities market has played a pivotal role.
From the analysis of the markets on the prospect of economic work Conference, the original "control of inflation, growth, structure," based on guarding against financial risks will also be included in the focus. Changjiang securities believes that monetary policy is expected to remain stable next year, scale around 8 trillion new credit, interest rate changesLittle reserve may cut in early in the second quarter is expected.
While in the European debt crisis under the influence of continuous fermentation, 2012 exports may drop of about 20%, which have an impact on GDP growth. Market: run space 2300-3000 points at the end of 2010, brokerages huzhi Bulls will toward 4,000 points of view, this year theBroker is much more gentle, quite conservative about the point forecasts. Guotai Junan securities, believes that the a-share market was low in the first quarter of 2012, but from among inflation, liquidity, profitability at the end of stocks to build relevance, is now in the bottom area, 2012 more would only be a low point in the first quarter profit after differentiation of growth and recognition, pattern small bull market is expected toSince then a real trend.
Running index interval 2,300 points ~3000 points all year. For 2012 the a-share market, ping an securities belief that the market is expected to gradually rebound, market would be first on the lower rear and then back to the rhythm. Ping an securities forecast index of core running intervals at 2,300 points to 3,000. Performance risk free and seasonal factors caused the end of the yearUntil the end of repeated building early next year, macro policies stabilized and performance risks Digest booster last inversion structure in the first quarter of next year, you will need to be vigilant over inflation and growth in the second half risks weakening again. Changjiang securities are more conservative, it thinks, since September to enter China's economic growth this year will be extended until the end of early in the second quarter of next year, the a-share market will also appear upward inflection point. A-shares 2012 full year renders Yang line, between 10% per cent gain.
Currently around 2
Diablo 3 Power Leveling,400 terms, markets also rose to around 2,700 points next year. Part: bullish on consumption and emerging industries Changjiang securities, said industry chain in the middle of next year enterprises will face issues such as poor profit elasticity, so in the process of selecting individual stocks, should the industry chain TerminalMove closer and auxiliary industry chain, also select light high turnover, assets of enterprises.
Optimistic about the environment, gas, General equipment, food and beverage industries, recommended communications, environmental protection, cultural and entertainment industries. Guotai Junan think 2012 industry configuration is divided into early transition periods and the livelihood of some benefit from two dimensions, bullish real estate, brokerage, chemicals, media, medicalDrugs and new industries. On the configuration, gold company optimistic about modern service sector, there are three reasons why: first, the policy environment, 2012 industrial policy will focus on modern service industry; the second is the four-quarter funds relatively loose in the first quarter of next year, theme unit-friendly active profit growth and valuation of the third, modern service level has certain advantages. In addition, benefitsModern service industry sector, may also include cultural media, software, environmental protection, logistics and transportation, medical services, commercial circulation. Ping an securities is recommended that you avoid cycles in the Middle unit, focusing on financial services, food and beverages, electrical equipment, such as deterministic blue chip; grasp the construction of energy saving and environmental protection equipment, nuclear, chemical materials, TMT soft recovery business (software, software services,Soft consumption) four new industry investment topics. Stocks: more optimistic about the investment strategy of the media industry in each meeting, brokers will recommend some stocks this year was no exception. However, few brokers this year what to write "ten gold unit" are stock plate.
Investors can refer to, but not blind obedience. ConMed pharmaceutical industry: the only listed company in Chinese herbal medicine industry. In this areaIndustry is very basic and confusion, companies developing very rapidly, and next year a very large investment opportunities. Radio and TV network: is cable TV, digital cable TV operators.
Cable networks industries will benefit the broadcasting system reform, face as shell resource value revaluation, and recommended holdings. Huayi brothers: company's excellent operating performance in recent years, has a strong contentInnovation and marketing resource integration capability, speed up the development of future TV business and resource advantages, in the field of new media further realize, will provide strong support for the stock on the fundamentals. CITIC Securities: the largest listed brokerage in China, the report shows raise amounts and debt underwriting business advantages are still outstanding. Currently undervalued, from the perspective of industry innovationSpeaking, can be used as the first match.
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