Thursday, April 28, 2011

QFII and social insurance for the first time out 59 units

Editor's Note: as a quarterly disclosure into the climax, QFII, the social security fund investment in turmoil in the city the road gradually clear, on machinery and equipment, chemical industry, and favored stocks are a plus.
From the perspective of published a quarterly bulletin of listed companies, QFII basic maintain long on ideas and social security, continuous jiancang, new to the 59 listed companies top shareholders in circulation. QFII social security new 59 units in the first quarter Wind data and statistics show that as of April 22 listed companies published in the latest quarterly bulletin, QFII new jiancang 28 units. Recommended reading · hexun.com friends 19 stock market experience
· instant closed Fund discount ranked table Fund "88 spot curse" reproduction unit base gankao April: Qian ten name left seven to three private second quarter layout route exposure private stress defence five even fell small disk unit last a fell huge group plunged 23% 11 Fund floating losses had billion 36 unit decreases super market fund floating losses 7,800,002 quarter investment policy will hot registration in the from holding market view, a quarter jiancang over billion yuan of a unit has vanke-a, and Luzhou old cellar (000568, unit 's), and jiakai City (000918, unit 's), and diving medical (002223, unit 's) peace high electrical (600,312
, Unit), Goldman Sachs Gao Hua jiancang over 650 million RMB in the first quarter, vanke a lead the list.
Addition from number-holding institutions, jiakai City won 4 QFII's favor, and diving medical, British Group (000411, unit) 3 and 2 respectively of QFII jiancang. At the same time, jiancang 31 units of the social security fund in the first quarter, continued gallon 14 units, a reduction to 12 units, continue to the 15 units are "left".
In social security a quarter new warehouse of 31 only a unit in the, emerging cast tube (000778, unit 's) (10 million unit), and beidahuang (600,598, unit 's) (6.94 million unit), and friendly group (600,778, unit 's) (5.2021 million unit), and Shandong sea of (000822, unit 's) (3.9999 million unit), and kailuan shares (600,997, unit 's) (3.8532 million unit), and bin of shares (601,678, unit 's) (3.2999 million unit), and Beijing Branch sharp (002350, unit 's) (3.24 million unit), and giant force cable with (002342, unit 's) (3 million unit), 8 only a unit, social security fund holding number Super 3 million unit.
Summary of QFII and social security ownership changes, new 59 stocks in the first quarter, from the statistical data found that agencies in collective jiancang machinery and chemical industry in the first quarter. QFII favorite vanke a reporter from the list in the first quarter to see, Goldman Sachs Gao Hua vanke A7544.21 million shares in the first quarter, holding the market value of $ 655.59 million, 0.78% per cent shares in circulation.
Since the first quarter, property stocks have gradually come out of the bottom of the sign from bottom-feeders of the QFII actions, see the future trend of bullish on property stocks. Goldman Sachs Gao Hua jiancang $ 650 million of vanke a release read the long signal, can be recognized in the industry? Coincidentally, vanke after a recent release of a quarterly report, the CICC also has a great reputation in the industry has made a positive assessment.
Nanjing Institute of securities analyst Xu Yinbin also believes that, despite fears of listed companies in real estate funding strand, vanke a quarter end armed with cash and $ 37.18 billion to low rates of net debt, make it a sufficient margin of safety. In addition, vanke a fund company in the first quarter of this year of intensive research, publishing a quarterly bulletin shows that Huaxia Fund, the South Fund collective, Boshi Fund, guangfa fund research firm.
Bo theme (160,505, Fund) funds held during the first quarter of this year China vanke a more than 100 million units, holding China vanke a most active funds.
Capital flows: e investment financial terminal display, capital outflows of $ 44.46 million yesterday, the last 5 trading days recorded net outflows of $ 154.8 million recent outflows of $ 86.23 million recorded in the 10 trading days. Jiakai city jiakai city disclosed a quarterly "bleak" report substantial losses in net profit for the period, but the unit was usher in QFII jiancang heavily during the first quarter.
New three QFII international financial-Citi, Norway Central Bank, haitong-HSBC holds a 9.49 million shares respectively, 2.87 million, 2.3339 million units.
In addition, in its list of top trading stock shareholders, intervention fund companies all adopted a proactive strategy of jiakai city, international China on superiority (375,010, Fund) funds to increase its stake in the unit during more than 5.7 million shares.
In fact, jiakai city five years according to a quarterly operating income declines 2011, but the company's performance still full can look forward to a positive aspect of this year: in addition to the notice six months reported rapid cumulative net profit of about $ 5 million to resolve other than the loss in the first quarter, basically concentrated in the second half of the outbreak of numerous real estate projects, jiakai city after this year or will render the first anti-Yang. Jiakai city in the analysis of main reasons for the decline in first-quarter results, said the company main business real estate can be settled in the first quarter of project less, leading to confirm sales and net profit up substantially reduced.
And according to the development of existing projects, 2011 to settlement projects are most concentrated in the three or four quarter settlement.
Capital flows: e investment financial terminal display, main net inflows of $ 1.79 million yesterday, the last 5 trading days recorded net outflows of $ 1.13 million, recorded in the last 10 trading days outflows of $ 10.04 million. Diving medical diving medical bulletin shows that companies achieve operating income $ 310 million in the first quarter, an increase of 50.36%; belong to shareholders of listed company's net profit of 60.0211 million Yuan, an increase of 60.25%, basic earnings per share$ 0.23, an increase of 53.33%.
Company says, with the offering of investment projects and gradually put into production, our main products capacity increase, both product production and sales of the company, operating results continued to grow, projected 2011-June net profit rose 50-80%. Guotai Junan securities, agreed that edge variety group continues to drive business growth.
Mercury sphygmomanometer, stethoscope, atomizer and other older varieties maintained stable growth of above 20%; electronic blood pressure monitor, digital x ray machines, oxygen, sutures and other new growth is more than 50%. Performance gradually rose, attracting all the QFII investors settled in advance.
Diving medical late in the first quarter of the top ten in the circulating shareholders, China universal its total Fund holds 5.7286 million shares (period on 5.8523 million shares), three QFII Martin Currie investment, New Netherlands changing banks, Calyon bank holding 1.7271 million shares, 1.3937 million unit, 781,300 unit respectively.
Capital flows: e investment financial terminal display, main net inflows of $ 710,000 yesterday, the last 5 trading days recorded net outflows of $ 390,000, outflows of 5.02 million recorded in the last 10 trading days.
Social Security Fund favorite xinxing ductile iron pipes xinxing ductile iron pipes in the first quarter operating income 13.404 billion dollars in the first quarter of this year, an increase of 46.77%, 26.73% of completing the objectives for the year; net profit of $ 391 million, increasing by 23.18% over, basic earnings per share $ 0.2045, increased by 23.19% over.
It is worth mentioning is that 110 new national social security fund at the end of the quarter into the 10 million unit, stake of 0.74%, one of the top circulation of the company shareholders. In addition, xinxing ductile iron pipes are usher in a tide of fund research in the first quarter of this year. Among them, guangfa Fund, the country's Investment Bank, Shanghai Ze Hee public offering, private institutions, such as collective visiting xinxing ductile iron pipes.
Sdic UBS core Enterprise Fund in the first quarter of this year before coming out of the unit in the top ten list of circulating stock shareholders, fund managers buy xinxing ductile iron pipes during more than 11 million shares. Trend for the future of xinxing ductile iron pipes, several brokerages are optimistic about. CITIC building investment and securities analyst Wang 喆 think 2011 company profit is the increase in production of Peer Gynt in Xinjiang, and casting pipe product margin restoration.
Wuhu production of castings and forgings projects after 2012 as well as three Chau precision tube will become new profit growth point.
Capital flows: e investment financial terminal display, capital outflows of $ 15.29 million yesterday, the last 5 trading days recorded net outflows of $ 67.38 million recent outflows of $ 97.34 million recorded in the 10 trading days. Shandong haihua Shandong haihua a quarter is very beautiful, company achieved operating income $ 1,899,950,000 during the reporting period, an increase of 25%, net income of $ 92.13 million, an increase of 359.13%, basic earnings per share to $ 0.102.
Company said the major is the dominant product sales volume and sales price increases result in sales caused by the gross profit margin increased.
First quarter of this year, Wang yawei not only continue but also left behind the rash of gallon, 3 months in the Chinese market and Chinese policy mix gallon 24.66 million and 6 million units, respectively, breakdown of seats on the second and fourth-largest shareholder, together holding amounted to 44.11 million shares, the company's total share capital of 4.9%.
Reporters in front of the company's hot found in the top ten list of circulating stock shareholders, changsheng celebration funds, life insurance, personal dividend 005LFH002, separable tongyi securities investment funds (184,690, Fund) 603, the national social security fund portfolio and Huaxia dividend mixed fund is also in pursuit of Shandong haihua.
Also worth mention is that the first quarter of this year, Shanghai Ze Hee Oriental securities investment, and Qi Lu securities market prospects of the company's leading products and a field research of development strategy for the future.
Capital flows: e investment financial terminal display, capital outflows of $ 41.07 million yesterday, the last 5 trading days recorded net outflows of $ 68.69 million, recorded in the last 10 trading days net inflows of $ 31.83 million. Hong Road steel frame is a quarter of the steel industry in the low season, performance has doubled.
Hong Road steel (002541, unit) implementation in the first quarter operating income of $ 695 million, 104.67% than the same period last year; achieved net profit attributable to the shareholders of listed companies of 28.7942 million Yuan, 155.31% than the same period last year.
Company said operating income increased substantially because of market demand for steel structure, scale of production and marketing have experienced substantial growth, expected 2011 interim net profits pre-50%-cent increase. Steady growth performance in attracting institutional investors eye. A combination of national social security fund at the end of the quarter 109 new 1.2998 million shares stake as 4.78%, into the company's second-largest shareholder unlimited sales conditions.
Fund, and brokerages, and trust company also have follow, are in a quarter big buy Hung Road steel frame, cross silver Schroeder selected (519,688, Fund 's) stock securities investment fund, and silver Feng Securities Investment Fund (500,058, Fund 's), and huaan small disk stock type securities investment fund three only Fund total buy Hung Road steel frame 4.0293 million unit; also Galaxy fund management limited its two only fund hold Mission holds 1.0956 million unit; GF securities (000776, unit 's) also in first quarter buy Hung Road steel frame 1.1863 million unit, about accounted for circulation total equity proportion of 4.36%. Capital flows: e investment financial Terminal shows that yesterday the major net inflows of $ 880,000, the last 5 trading days recorded net inflows of $ 8.77 million, recorded in the last 10 trading days net inflows of $ 11.27 million.

King of recombinant Wang yawei lead Chinese six funds gamble of Zhuhai zhongfu

Zhuhai zhongfu (000659, unit) surge of money pushing hands finally surface. The night of April 21, Zhuhai zhongfu published 2011 year quarterly, quarterly performance and not many highlights, statistics, earnings per share of $ 0.04 in the first quarter, less than 20% per cent.
However, it is because of lack of performance highlights, Huaxia fund massive jiancang but all the more remarkable. According to a quarterly, Zhuhai zhongfu circulation of ten shareholders, shareholders are first to the sixth largest circulation became a Department of Chinese of all funds. Total shareholding reaches 60.84 million shares, holding to Zhuhai zhongfu 8% of the total share capital, had been close to the stock ownership ceiling, according to the March 31 closing price, its holdings had a market capitalisation of $ 650 million. Recommended reading · hexun.com friends 19 stock market experience
· instant closed Fund discount ranked table Fund "88 spot curse" reproduction unit base gankao April: Qian ten name left seven to three private second quarter layout route exposure private stress defence five even fell small disk unit last a fell huge group plunged 23% 11 Fund floating losses had billion 36 unit decreases super market fund floating losses 7,800,002 quarter investment policy will hot registration in the more attention of is, Star Fund Manager Wang yawei management of two only Fund are names which.
Flow shareholders of Chinese market ranked first, holding 15.5477 million shares, China policy third ranked mobile shareholders, holding 619.73 shares.
Wang yawei lead collective show up to buy as the Huaxia Fund, Zhuhai zhongfu back on funds to stocks. In the years 2005 and prior, Zhuhai zhongfu once the Fund concerned more shares, but after 2006, remains concerned about the company's funds has not, which you can see in the top ten circulating shareholders each quarter, entered the Fund occasionally 32, but holding shares is also relatively small.
Which also includes only the passive index funds for investment.
You can see from the 2010 annual report until the end of 2010, Zhuhai zhongfu still not aroused the concern of the Fund, in the circulation of its top ten shareholders, only guangfa fund a Fund, holding is not much, only 5.1684 million shares, Zhuhai zhongfu 0.76% of the total share capital, but was the first large circulation shareholders.
Due to the fundamental lack of points to get the market excited, Zhuhai zhongfu shares the same mediocrity, throughout 2010, Zhuhai zhongfu stock price hovering at between $ 5.8 per cent, annual amplitude of only 40.54%. However entered this year, Zhuhai zhongfu suddenly full of youth.
On January 25 shares after the record lows of $ 6.93, shares soared all the way, more aggressive movement began on March 3, Zhuhai zhongfu suddenly merchant daily limit on that day, day turnover reached $ 651 million, exchange rate reached 10.86%, which had Zhuhai zhongfu daily exchange rate of around 1% are often inadequate. March 3, Zhuhai zhongfu stock activity increased from March 3 to April 21, a total of 33 successive, Zhuhai zhongfu exchange rate reached 160.91%, daily 4.87%, exchange rate several times previously.
Zhuhai in the rich of shares also entered has anxious pull stage, 33 a trading day, Zhuhai in the rich of shares on rose has 64%, on April 21, Zhuhai in the rich of shares highest has rose to 13.25 Yuan, this a shares has recovery to 2007 great bull market Shi of level, if momentum does not variable even is expected to impact history highest price, Zhuhai in the rich of history highest price appears in on September 11, 2007, highest price for 15.96 Yuan. From March 3 to close April 21, and Zhuhai zhongfu main business the same zijiang (600,210, unit) shares not only failed to rise, but decreased slightly. But if used to calculate earnings, zijiang to well below the Zhuhai zhongfu Enterprise valuations.
2010 performance calculations, zijiang Enterprise earnings less than 15 times when the market close on April 21, but the Zhuhai zhongfu earnings of more than 62 times.
"Cheap" zijiang enterprises of a quarterly bulletin show that is still spent funds make inquiries short for Tianjin, and the high price of Zhuhai zhongfu, has attracted strong gallon of Department of Chinese.
In front of the Zhuhai zhongfu published a quarterly bulletin, public information has already been shown to have institutions in gallon heavily.
After the market close on March 3, information from the Shenzhen stock exchange transactions showed that have appeared in the top five on the day to buy seats three bodies, bought, respectively, and $ 34.8306 million to $ 17.495 million, HK $, respectively ranked first, third and fourth place to buy seats. Calculated in accordance with the day's closing price of $ 8.78, day of the three seats on the body buy 3.97 million shares respectively, 2.43 million and 1.99 million units.
Zhuhai zhongfu circulation at the end of 2010 top ten shareholders, bought on the day of the three seats of the institutions holding are shareholders in circulation already has entered the top ten qualifying.
Zhuhai zhongfu imagination Wang yawei has a magic ability. Since 2010 cattle unit, aviation precision machinery (002013, unit), ST Changhe and gezhouba dam (600,068, unit) are all proud of Wang yawei.
And these stock of common features is, Fundamentals mediocre no odd, even performance is difference, from is difficult to insight into Wang yawei dares to heavy warehouse of reasons, but these stock will in future of a day, suddenly announced assets recombinant, and eventually are profit expensive, in the airlines fine machine recombinant programme announced Hou of continuous nine a daily limit, ST Changhe recombinant programme announced complex licensing first day rose 168.82%, subsequently continues to four a daily limit Board only open.
On restructuring unit accurate Wang yawei grasp the why in Zhuhai zhongfu possession charge under the note?
Zhuhai zhongfu March 3 rallied, with the two rumours about, rumor is that Coca-Cola's negotiating acquisition of Zhuhai zhongfu; rumored second, China Resources group will discuss the acquisition of Zhuhai zhongfu. Subsequently, Zhuhai zhongfu suspension and ChengQing said, controlling shareholder, China Resources Group had not had any Coca-Cola or purchase of any third party on the letter, the controlling shareholder in the next foreseeable nor to sell their holdings within three months. But that clarification did not prevent Zhuhai zhongfu shares rose's footsteps.  Clarification after resumption to close April 1, Zhuhai zhongfu and rose 39%. Zhuhai zhongfu foreign companies is the controlling shareholder of Asia now bottle industry [ASIA BOTTLES (HK) COMPANY LIMITED], the company holds nearly 200 million shares, Zhuhai zhongfu 26.39% of the total share capital. Asian bottle industry rich in equity from the controlling shareholders group, in March 2007, Zhuhai zhongfu announcement said industrial group in the company held it close to 200 million shares of Zhuhai zhongfu stock transferred to a new strategic partner bottle company in Asia.