The Next Round Of The Stock Market Conjectures: High Pfer? Blue-Chip Share?

Yesterday, the SFC's regular press conference also brought some good news to the capital market. According to the latest statistics of the SFC, there were 73 enterprises in the first half of 2016 1-9.

Yesterday, the SFC announced the list of the 56 starters to be terminated in 6-9 months, as well as the main concerns in the audit.

According to statistics, the reasons for the termination of the review of the 56 first tier enterprises include the following aspects: first, the performance of the reporting period has dropped sharply or even lost, and 24 enterprises have terminated the examination for this reason, accounting for 42.86%.

The two is the abnormal change of the reporting items, which can not reasonably explain the reasons. 3 enterprises terminate the examination for this reason, accounting for 5.36%.

Three failed to reply to the questions raised in the audit, and 1 enterprises terminated the examination for this reason, accounting for 1.79%.

The four is the failure to update the application materials in time, resulting in the automatic termination of the financial data over three months. 18 enterprises terminated the examination for this reason, accounting for 32.14%.

The five is the adjustment of business strategy and listing plan, and 6 enterprises terminate the examination for this reason, accounting for 10.71%.

Six, the issue of compliance has not been resolved, affecting the conditions of issuance. 4 enterprises have terminated the examination for this reason, accounting for 7.14%.

From the above data, performance change face become the main reason for the termination of the review.

A spokesman for the SFC said that the next step would be to publish regularly the list of issues and concerns in the audit, so as to continuously enhance the pparency of the audit work.

At the same time, the SFC has established on-site inspection mechanism and strict supervision.

Illegal activities in China promote the healthy and orderly development of the capital market.

Yesterday, A shares showed no signs of panic, and stock index fell slightly.

However, from the overall data, with the dust settled on Friday, the Shanghai stock index closed up 0.68% this week - the fourth week of the Shanghai Stock Index Zhou line, which has not been seen since the 2015 stock market crash, finally appeared again.

On the news side, yesterday's SFC regular press conference said that in the second half of the year, there were 56 "

"To terminate the first round of censorship.

Market participants analysis of the pressure on the IPO diversion fund is a relief effect, but also highlights the determination of senior regulators, and is good for the market.

In fact, many institutions are optimistic about the market outlook, and the keywords such as "eating quotes" and "money making effects" are frequently mentioned.

Yesterday, the Shanghai stock index has been sorted around the closing point of the previous shock, finishing a small decline of 0.12%, ending a week trading, closing at 3125.32 points, the highest intraday rose to 3141.33 points, once again hit a 10 month high.

However, the volume of trading in the two cities shrank slightly, and the total turnover was 566 billion 300 million yuan. Most of the industrial sectors fell. According to the reporter, with the end of Friday trading day, the Shanghai stock index closed up slightly 0.68% this week.

This is also the first time since the last year's stock market crash, the weekly K line has been implemented for four consecutive days.

At present, the index position is in the bottom area, which has strong impact on some external risk factors.

It is expected that the market will continue to oscillate upward trend in the situation of twists and turns.

And Tianxin also looked up to the general trend of stock index.

It believes that, from the recent macro fundamentals, the sustained economic fundamentals will provide a basic guarantee for the development of stocks.

In addition, the incremental funds have been admitted, and the pension insurance market has been gradually approaching. From the three quarterly report, the social security fund has already lurked many stocks. It is expected that in the medium and long term, the volatility is the main keynote. Once the market volume is stable, 3140 points will rise.

With "

"Led by the high position of collective stocks fell, there are agencies predict that next week will be a major structural change in the market.

Guangzhou Bandung believes that some of the incremental funding for the new entry will inevitably choose the hot topics that have not yet been hyped up, and the profit capital from the demon stock will inevitably be converted to large positions, so the market is likely to switch to a style preference next week.

It believes that at the end of the year, the issue of pre high pfer is the preferred variety of these two funds, because according to past practice, there will be a profit distribution plan for the listed companies in mid November, which means that the first shot to be pferred at the end of the year may start at any time.

In addition to the high delivery market is worth looking forward to, there is also the view that blue chips have the opportunity to become the next round of market hot spots.

Some market participants believe that the Shenzhen Hong Kong pass will soon be opened, which will greatly enhance the valuation of blue chips.

Before the opening of Shenzhen Hong Kong Telecom, some of the main funds advance investment layout for blue chips, such as brokerages.

In fact, the views of some fund managers coincide with this.

They believe that in the four quarter, the market will remain volatile, but the fluctuation range may expand. Speculative funds will gradually flow from real estate to the stock market, and the investment opportunities of blue chips will be greater.

In fact, the three quarter data show that the public fund is in a state of falling position, and the market is continuing to be in a state of turbulence. Meanwhile, the risk appetite is still at a low level.

Against this background, blue chips with performance support are continuously favored by many institutions.