Reporter was informed that some fund companies in April this year, intensive research infrastructure industry, and spent hundreds of millions of funds of large holdings of related infrastructure industry stocks. Reporters learned from the relevant channels, some domestic companies in March or April this year, frequently to the infrastructure of the fund industry reports, some domestic investment in infrastructure industries is the subject of strongly concern by fund managers. Domestic investment in a fund company director revealed to the Shanghai Securities News a few days ago, was in the investigation of the April school researchers listed companies this year, also began personally conducted field visits to major label company. Recommended reading
· 2011 low risk combat arbitrage posted · with b last year on April 19 yilai performance Fund preference machinery chemical medicine large into Fund a quarter gallon double meeting quilt cover 2011 spring private equity Tsim peak Forum Fund April frequently research infrastructure industry social security fund in Hong Kong selling Bank machinery unit Wang yawei a quarter substantially adjusting warehouse ICBC CCB [hexun know] private equity by who supervision "we think valuation is has attractive, another is growth sexual, yiqian institutions investors does not think this industry will has good of growth sexual. "The fund company investment Director revealed to the Shanghai Securities News, currently more optimistic expectations towards the construction industry as a whole, so that at the beginning of April this year to 2% configuration-related investment proportion of net assets of the Fund.
Calculation of Fund assets under its management, which means that the amount of funds invested in infrastructure industries on the subject at around $ 100 million. It is learnt that in the current a-shares in infrastructure industries is the subject of, some large companies have more or less dormant investment of the Fund. Energy infrastructure such as Invesco funds, components selection Fund intervention in the South of iron II (600,528, unit), Huaxia Fund intervention of Black Peony (600,510, unit).
Huaxia bonus funds in four quarter hold Black Peony is about 3.5 million units last year, Black Peony shares rose more than 21% this year, show funds on infrastructure industry's favor. And Bo theme (160,505, Fund) funds four quarters of last year is to increase its stake in China construction (601,668, unit) 60 million shares, enable the Fund to the end of four quarters of shareholdings exceed 200 million units. Considering that in the last four quarters of low overweight, Boshi Fund receive positive returns of these investments is a high probability of China building up 18% per cent this year. In addition, China Merchants Fund Longyuan construction (600,491, unit) reached 19% per cent this year. Under the stock performance of listed companies, proportion of buildings in the main business seems to be stronger whether related infrastructure is the subject of a large basis. Iron II, despite the Fund to increase its stake in the unit, but with the building proportions accounted for only main business 3%, the unit's performance since the beginning of this year the entire infrastructure industry, saw its shares up about 13%.
And China building, building medium-term than in the main business in the last year of its housing up to 71%, Maori total up to 44.4%, so ensure the housing construction expected may be the main reason for the company to increase its stake in the unit of the Fund. Fund managers optimistic for ensure House construction is usher in a new economic cycle makes these traditional industries, promoting the fund managers are continuing to place funds on the infrastructure industry. Market participants believe that fund managers on infrastructure investments most especially the construction industry with a view to participation in the protection room construction, ensure the housing construction of gradual growth for the infrastructure industries in order to bring more certainty, which is the Fund Manager bullish on infrastructure main reasons for the growth of industry. China Merchants Fund account assets investments Department Director Dr Atto also admitted to the Shanghai Securities News, ensure the housing construction boom on traditional industry has a direct lifting of, and given some old industries to new growth.
