Laiwu Steel

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in the strategy, China Merchants Securities recommended investors to strategic stalemate, and change in the win. Shanghai and Shenzhen 300 index in 2009 is expected to fluctuations in the core interval [1600,2300],[link widoczny dla zalogowanych], moderate levels of rebound and adjustments will be alternating. Turn the currency gap reflects the effects of fiscal stimulus will bring opportunities for strategic stalemate stage rebound, investors should grasp the fighters, positive win. Follow the \
recommended over with electrical equipment, construction, retail, agriculture, food, insurance, pharmaceutical, software and services, communications equipment, telecommunications services, power, focusing on fiscal stimulus to grasp the biggest investment themes. Only through the Phoenix-like rise from the ashes of Nirvana after, A-share market can be expected to build a new bull market, ushering in the strategic counteroffensive victory.
turn the key trends from the valuation to determine, maintain industry recommended rating. Bank stocks outperform in the economic recovery period, first on the general trend in the overheated period of adjustment of the clock showed that Chinese investment and international basically the same. Economic adjustment in the first adjustment of credit growth in banking stocks, which normally rally when the non-performing rate of bank stock started to bottom out. Historical experience with the Bank of China (601988) shares the best investment opportunities need to wait, but the valuation close to the bottom line. Maintain industry recommended rating. For individual stocks, we believe that the valuation should be taken into account the deviation of the degree of uncertainty and weakening earnings cycle constraints of the Advantages. Relatively optimistic about the China Merchants Bank, Minsheng Bank of Beijing and ICBC.
real estate industry analyst: optimistic about investment, Huafa, Vanke A, Poly
the bottom of the real estate valuation of the stock PB has now, the future trend of the overall show shock; early part of the company's share price leading to some extent reflects the expectations of falling house prices; real estate stocks will be better because of the relative gains than the market;
investment advice: We recommend at least standard property shares; future of real estate policies that have positive and negative , there are seasonal changes in turnover, which will affect the stock market. Proposed band operation; for China Merchants Property Development (000024), Huafa (600,325), China Vanke A, Poly Real Estate (600048) and other leading companies, we believe that 2 times the PB price below the long term should be a good buy .
coal analyst: Focus Guoyang New Energy (600,348), of 4 shares oversold bounce Pingmei opportunity
on maintaining a neutral rating, to seek opportunities oversold bounce, the proposed electricity contract focus coal price increases opportunities and high prices for assets of the parent company's overall market share opportunities: significant decline in demand, coal prices are down channel, a neutral rating on the industry. However, due to the excessive decline in share price reaction of coal, we believe that opportunities exist oversold bounce. In addition,[link widoczny dla zalogowanych], the proposed focus of the contract concerned the opportunity to coal price increases in December and the parent company's overall assets of high-priced market for equity opportunities.
steel industry: key recommendation of Anshan Iron and Steel,[link widoczny dla zalogowanych], Laiwu Steel, Jinan Iron and Steel
increase of 7 shares of the steel industry investment rating to \We Recommend Anshan Iron and Steel 2009,[link widoczny dla zalogowanych], Laiwu Steel, Jinan Steel, Nanjing,[link widoczny dla zalogowanych], Taiyuan,[link widoczny dla zalogowanych], August, three steel; may be optimistic about our new integrated steel company shares (600,782), Chongqing Iron & Steel (601005); proposes a focus on value-added products to enhance and the breakdown of species can \
petrochemical industry: oil and other care recommended in
3 shares the view based on the cycle, we have adjusted some of the company's profit forecast to maintain the company's \rating. For the petroleum and petrochemical, the proposed new mechanism of pricing, before the appropriate reduction, resource tax system and then pay attention to the risk of oil prices, to reverse the deterioration in demand for crude oil before and after the re-intervention; for the oilfield services company, CNOOC January 2009 to strategic guidance and capital spending plan to reverse the deterioration in demand for crude oil are two important before and after the point in time.
A stock valuation has been strong with strong resistance to a more flexible investment securities that, A stock valuation adjusted to a record low, global stock markets after the financial crisis relatively low valuations are still high, which is based on China's relatively good economic fundamentals and balance supply and demand. The challenge is possible,[link widoczny dla zalogowanych], both inside and outside China to be slowing sharply increased the risk of economic fluctuations, asset supply and demand imbalance due to huge amount of shares after full circulation and speed up the lifting of the ban to change. Application of scenario analysis shows that the valuation model, A Share valuation of negative factors have a strong resistance, while with strong positive factor is the flexibility; if the valuation is adjusted to the very level of the period,[link widoczny dla zalogowanych], it means very much the opportunity .

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