Three Key Words For Investment And Financial Management

Quarterly Report

Hot plates: Food and beverage, machinery manufacturing

The annual report is still in intensive disclosure, but Ping An Securities reminds investors that it is possible to ambush the upcoming quarterly market ahead of schedule.

For a quarterly market, Ping An Securities believes that the food and beverage that failed to win the index in February will perform well after good performance.

Among them, there are many high growth stocks in the food and beverage stocks, such as Fenjiu, liquor seed, the Yanghe River, gujinggong and so on. In addition, in the expectation of the market, investors can also focus on double chances of performance and valuation. They are mainly high-end liquor and sub industry leading companies, such as Guizhou Moutai, Luzhou Laojiao and Zhangyu A.

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In this regard, Bohai Securities said that under the quarterly wave of newspaper performance, the machinery manufacturing sector is expected to show positive performance.

The machinery industry is expected to get a relatively definite return under the high investment drive, especially the investment opportunities brought by sub sectors such as construction machinery and rail pit equipment.

In the quarterly wave of newspaper performance, the machinery manufacturing sector is expected to show positive performance.

In addition, Guo Yuan Securities analyst Lai Yitang also said that intelligent equipment manufacturing stocks are expected to become one of the hot spots in the market.

Among them, Buffett IMC international metal cutting Co., Ltd. invested in China recently began to recruit technical engineers in large quantities, which gave the relevant stocks the concept of Buffett, which is worth investors' attention.

Individual stocks suggest that Nantong's technology, soft control stocks, robots and other stock market opportunities will be available.

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Valuation repair

Hot plates: banks, real estate

Although in the first quarter of 2011, under the background of the central bank's credit regulation, the growth rate of money declined significantly. The central bank raised the deposit reserve ratio three times in a row, so that the statutory reserve requirement rate of large banks such as industry, agriculture, construction and so on has risen to 20.5%.

However, according to Tang Yayun, a northeastern securities analyst, in the first quarter of 2011, bank performance will grow by more than 22% year-on-year, that is to say, the first quarter of the listed banks will still produce brilliant pcripts.

In this regard, Changjiang Securities also said that it is optimistic about the valuation recovery of the banking sector during the performance release period after the short term correction, especially in April, which is the season of bank annual reports and quarterly reports. Some of the bank's first quarter quarterly reports will have a positive impact on the stock price. Investors may wish to ambush bank shares ahead of schedule.

In terms of stocks, investors are advised to pay attention to China Merchants Bank, Xingye Bank, Minsheng Bank and Shanghai Pudong Development Bank.

Fundamentally speaking, the real estate industry seems to be not optimistic. The national rules for the purchase of cities have been promulgated one by one. The three regulatory measures have been completely rolled out in the large and medium-sized cities throughout the country; monetary policy has continued to tighten, which has increased the financial pressure of the real estate industry.

But after a long period of adjustment, Yi Huaqiang, an analyst with Bohai securities, said that the current valuation level of real estate basically reflects the pessimistic expectations brought about by the adjustment and control policy, and the downward adjustment space is not large enough to have a certain valuation advantage.

Considering the expected performance in 2011, the average price earnings ratio of the real estate sector is only about 10 times.

However, Yi Huaqiang emphasizes that only part of the real estate stocks are worth noting. It is suggested that investors should pay attention to two types of Companies: one is the industry leading enterprises with nationwide layout or layout of two or three line cities, such as Vanke, Poly Real estate, investment real estate, and Rong Sheng development; one is the beneficial and affordable housing construction and good profit models, and the stock advantage of valuation, such as China Tiancheng investment, Tianfang development, and the first open share.

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Inflation

Recommended sections: retail stores, coloured goods

Zhang Xianping, an analyst at Donghai securities, said that in the two quarter,

Driven by the prospect of recovery, the price of basic metals also showed an upward trend, and inflation also came from side to side.

Among them, the situation in Libya continues to be volatile and drives up oil prices. Uncomfortable investors are pushing precious metals as a hedge against investment and pushing up the price of gold and silver.

In addition, the price of rare earth metals has risen sharply, and the price of metals, such as antimony, bismuth, gallium, germanium, indium and APT, is closely related to the new industries.

In this regard, debbond Securities said that the small metal plate is expected to benefit from emerging industries expected to lead the coloured plate.

Also optimistic about the color of Northeast Securities analyst Yang Xiahui suggested investors, shares did not show a substantial increase in the CICC south of the Five Ridges, rare earth varieties of Baotou Steel Rare Earth and small metals listed companies Tin shares, molybdenum molybdenum shares, Yunnan germanium and other stocks have investment opportunities.