"High growth" has always been of gem in attracting investors "bait". As the dense disclosure of annual reports, fund companies position the gem path more clear. Data show that as of March 14 notice disclosure, has about 94 second board stocks favored by the fund company, position with a total market value of up to $ 12.4 billion. Among them, there are many second board stocks get fund companies, "many people cluster around the one whom they respect" like preferential treatment was more than fund company and its products. But reporters found that, at the Fund warehouse in this part of the second board stocks, in addition to always "favored" outside of the new shares, there is quite a high price/earnings ratios or high shares of stock. Recommended reading · laojimin performance comparable to Wang yawei
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Judging from the positions, currently funds the company spent a total of 12.386 billion yuan, position number a total of 203 million. Compared to the third quarter of last year in the fourth quarter, fund companies clear gem for a gallon. Comparison on the market from holding, in which more than 90 companies in second board stocks, holding is 4.449 billion in the market value of the Fund in the third quarter of last year. The fourth quarter of last year, fund companies nearly $ 8 billion gallon sharply.
Number of positions and fund companies, from 82.6733 million units in the third quarter of last year, to increase its stake to 203 million shares for the IV quarter, substantially to increase its stake of about 120 million shares. Transfer from the IV quarter of warehouse operations, many institutions are also on the second board stocks dished out the "olive branch". With many prestigious public-fund. For example the largest Chinese Fund, its advantages of China, Huaxia revival and many products offer the only gem. For example, Chinese advantage to bin-Wan-Shun shares (300,057 shares) (300,057) near 2.77 million, Chinese growth (000001, Fund) also hold Jin Tongling (300,091, unit) (300,091) near 1.81 million units.
Judging from the current annual report disclosure, Chinese position of second board stock market value of nearly $ 376 million.
five company most "favored" in was Fund heavy warehouse of venture board a unit in, has part company is was has Fund "many people cluster around the one whom they respect" as of treatment, regardless of from positions market or from positions number Shang view, Kang Zhi drug industry (300,086, unit 's) (300,086), and meeting Sichuan technology (300,124, unit 's) (300,124), 5 home company are is most by fund company of venture board a unit. Fund holding Kang Zhi pharmaceutical industry with the highest market value, went public in May last year. The report shows, Kang Zhi in pharmaceutical circulation lists of shareholders, guangfa 9 funds such as strategy, guangfa ju Shui master, about the number and position of the Fund to 6.47 million shares. If you follow the flow of equity Kang Zhi pharmaceutical 25 million shares calculation, this part of the Fund has a total circulation of almost one-fourth equity. However, because Kang Zhi pharmacy high stock prices, many funds had to high-cost positions.
According to the final time last year, Fund position Kang Zhi is 1.068 billion yuan in the market value of the drug industry. Funds also have another "pet" huichuan technology. Huichuan technology listed only last September, despite reaching $ 168 high prices, but still not reduced funds for their enthusiasm.
According to the wind information display, huichuan technology in circulation of shareholders with a total of 19 funds company funds in to the master, this part of the Fund a total of 6.34 million, final position of a market capitalisation of $ 1.033 billion. And from a position on a number of view, Hua Yi brothers (300,027, unit) (300,027), blue water (300,070, unit) (300,070), the Mainland taiyue (300,002, unit) (300,002), the three companies occupy the position number of the top three. Hua Yi brothers of the head of the highest in the number of positions are YINHUA core 4 funds, such as warehouse, data show that the 4 funds total stake in Hua Yi brothers 22.73 million shares 12.53% of the total flow of equity, holdings market value to $ 507 million. In addition, since its listing was favored blue water of the Fund, in the fourth quarter of last year continued to be good Fund.
Wind information display, China universal, Yinhua Fund and other funds of the Fund a total of 14 products only to the master, this part of the Fund and green water 12.54 million shares 24.5% of the total flow of equity, holdings market value nearly $ 481 million. In fact, the fund company not only heavy bunker gem, also "chose Primeton?ˉs beads", the "phase" of individual stocks, performance, and market performance "Good things come in pairs". The report shows, Kang Zhi pharmaceutical realized net profit of 139 million Yuan last year, an increase of nearly 43%; Hua Yi brothers realized net profit of $ 149 million, net profit 76%; in addition, blue water net income of $ 177 million, an increase of almost 65%.
As at December 31 last year, share prices of these stocks are higher than the closing price from the previous quarter.
the "new" units and premium in fact, the Fund selected in second board stocks, is obviously "preference", keen to make new "love" high price unit is one of the "spouse" standards. In the gem of the stock, on the part of the new shares to eat "bkingdom", get the fund company of the heavy presence of silo. In the position of the Fund market the top 10 in second board stocks, there are 3 is listed only in the fourth quarter of last year, in which Watson bio (300,142, unit) (300,142), rich technology (300,134, unit) (300,134) is a listing of new shares in the near future. Data show that Watson bio-and rich technology is listed in November and October last year respectivelyThe company. Although are of capital markets "newborn", but Watson bio has acquired Bank of more than Schroeder, penghua Fund, fund the company's strong master, position could fetch up to $ 880 million.
In addition, rich technology won $ 8.65 million number of positions, 769 million positions by market value of the Fund "preferential treatment". Select stocks another notable feature of the Fund, is the preference for expensive unit. In the units in the Fund substantially jiancang, continuing high share prices of some stocks. Among them, huichuan technology, Watson bio, blue water of the two cities of three stocks are ranked top ten of the current high price unit. As at the close yesterday, above all three GEM stocks quoted in more than hundred, 138.44 to $, $ 121.31 and $ respectively. In addition, three units of the "three high" deficiency is very strong, dynamic earnings ' excessive, in more than 70 times times, blue water is nearly 100 times.
