Three Events Will Affect Next Week'S Trend: Will The Rally Continue?
On the two trading day of this week, the market rebounded under the support of many favorable news such as QFII expansion and new share reform. In April, the stock market successfully achieved a good start.
On the weekly K line, the Shanghai Composite Index ended the retreat of four successive Yin.
Then, can we continue to rebound next week? Analysts believe that the market will also be affected by many news next week. The progress of the disclosure of quarterly reports, the announcement of economic data in March and the reform of new shares will have an important impact on the market.
Event 1
A quarterly disclosure opens next Tuesday.
According to the quarterly disclosure schedule of listed companies released by Shenzhen Shanghai Stock Exchange in 2012, the disclosure of quarterly reports will start on next Tuesday and end in April 28th.
According to the appointment schedule, the conch section, Jinlong share, Shenzhen small and medium sized board's super China technology, HKUST, Zhejiang textile, 3D engineering, Yongqiang and ST gold 8 companies, Shanghai Kai Bao, and ST Mei Yan and Wuhan holding company of the Shanghai Stock Exchange will announce a quarterly report in April 10th, becoming the first publicly listed company to disclose a quarterly report.
According to the statistics of the Securities Times Network Department, as at 5, two companies in the two cities announced the first quarter results announcement in 2012, 259 companies increased in advance, 12 were pre paid, and the company was 128 and 69 respectively.
In the company, 37 companies expect a net profit increase of over 100% in the first quarter of this year.
Disclosure of event impact on the first day
Quarterly Report
Among the companies, conch profiles are expected to have a net profit of 27 million -3000 yuan in the first quarter, an increase of 289%-332% compared with the same period last year. Shanghai's Kay Bao expects a profit of 48 million 750 thousand -5236 yuan in the first quarter, an increase of 35%-45% over the same period last year, while the loss of ST gold material in the first quarter was 6 million -900 million yuan.
It is worth noting that a total of more than 40 listed companies disclose a quarterly report next week, followed by blowout.
The quarterly announcement of the listed companies will start, and the importance is no less than the annual report.
In fact, judging from the current economic operation, the first quarter of this year's performance should not be overly optimistic, especially the new energy equipment such as photovoltaic and wind power, as well as industrial chain stocks related to real estate business, such as construction machinery and cement.
For example, in the photovoltaic equipment or related industry chain new big new material, Tianlong photoelectric forecast will lose in the first quarter, and oak stock and other stocks predict the first quarter performance fell sharply.
In this regard, there are investors worried that if other stocks are also like wind power, photovoltaic and other industrial stocks as the performance slowdown, then its share price will imitate the wind power, photovoltaic and other industrial share prices, have created this year or even since the listing of the new low.
Such speculation will undoubtedly release powerful short energy.
Therefore, such stocks will become a new driving force for the adjustment of A shares, thereby releasing new short selling energy.
In fact, the market anxiety has begun.
In the March 29th annual report released in the evening, it announced that the net profit in the first quarter of 2012 was 37 million yuan -4000 yuan, and the 30 day cut meat dish poured out. The stock was quickly hit to a price limit, with a weekly drop of 18.84%.
Yesterday, the stock fell 1.75% again.
Therefore, investors should pay close attention to the disclosure of quarterly reports next week and avoid the risk of landmines ahead of schedule.
Event two
March economic data released next Monday
The National Bureau of statistics will announce March in April 9th (next Monday).
Consumer price index
(CPI) and
Industrial Producer Price Index
(PPI).
Due to the previously announced PMI index exceeding market expectations, the economic data released next week will be more concerned by investors.
Due to the rise in oil prices in March, the prices of edible agricultural products also rose to varying degrees. The market generally predicted that in March, CPI would rebound from 3.2% in February, or about 3.5%.
PPI may have negative growth compared with the same period last year.
Lian Ping, chief economist of Bank of Communications (micro-blog), has a forecast value of CPI growth of about 3.5% in March.
At the same time, it is expected that the price of food will increase by 0% to 0.4% in March, and the increase of non food prices will continue to fall slightly after 1.6%.
The announcement of economic data will receive much attention. For the reflection of the market, investors should pay close attention to the changes of volume trading in the near future, and appropriately adjust the structure of positions. We should pay attention to the low performing stocks or high valuation stocks which are not supported by performance.
Event three
New share reform attracts much attention
In April 1st, the SFC issued the draft guidance on deepening the reform of IPO system, and solicited opinions from the public.
The draft is intended to expand the scope of the inquiries, allowing the leading underwriters to select 5 to 10 individual investors to make inquiries, raise the proportion of the placing under the net, and allow IPO to issue the old stock stocks.
The draft is intended to ease the lockup period of three months.
The reform plan of the IPO issued by the regulatory authorities is directed at the issue of high prices, so as to curb the high price quotations and blindly sell new products by urging the institutions to offer prudent quotations and increasing the circulation on the first day of listing.
In fact, the impact of new shares on the market is obvious.
In history, new stocks have broken down, and there has been a precedent for market support.
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