2011 "Cattle Stocks" The Most Important Aspect: Asset Restructuring

ST blackening, Dacheng shares, Baotou Steel shares to the recent Laiwu Steel and Jinan Iron and steel continuous limit, doubled rapidly, has become the most popular A stock market landscape.

And in a large number of "

Policy support asset restructuring

According to information sources who know the regulatory thinking, in 2011, both the central enterprises and local state-owned assets have great power to expand capital operation.

First, the idea of raising the rate of securitisation of state assets is deeply rooted in the hearts of the people. Two, under the background of credit crunch, the demand for capital development to support enterprise development is quite urgent.

From the perspective of securities regulatory authorities, it is still the main direction of 2011 to revitalize the stock market and eliminate related market risks.

Against this background, as long as it is marketization,

According to the reporter's understanding, in order to standardize the reorganization of assets that can significantly improve the quality of assets of listed companies, the efficiency of administrative examination and approval (speed up approval and streamline process) is expected to be further improved in the future.

Three ways to grasp opportunities for restructuring

It is rather difficult to grasp the reorganization, straighten out the investment ideas and strategic intervention, rather than a simple bet mentality.

Integrating multiple data, we find that the following three ideas can be used for reference by readers.

First, from a clear official position and policy trend, central enterprises and their subsidiary companies, Sun company (such as military industry, nonferrous metals), Shanghai, Gansu, Xinjiang and other local state-owned assets have more clear capital operation power.

Interested readers can search the relevant state owned assets management departments' annual work plans to verify the possibility of capital operation.

In addition, due to the pressure of delisting, St shareholders have strong incentives to implement restructuring and retain the listing status of enterprises.

Second, from a succession of restructuring cases, steel, electricity and other industries in the past many years have left a bad impression on the industry.

It can be seen that under the wave of full circulation, asset securitization has become a dream factory to create wealth. Not only is the private enterprise owner of the gem and small and medium-sized board able to get rich quickly, but also the huge stock of state assets can rapidly and substantially increase with capital operation.

From the point of view of behavioral motivation, this is something that everyone would like to see.

Third, portfolio investment is the key.

In the case of a senior private person in Shenzhen, the investment pattern of Bo reorganization is actually similar to that of venture capital (PE). It may ambush a lot of targets in the first place, but in the end, only a few can really come out. The success of these minority stocks can make a more significant contribution to the yield of the entire portfolio.

If you buy a stock simply with a bet mentality, if it is not insider information, its probability of success will be very low.