Invisible heavy stocks of series report of secret funds four ⊙ reporter Zhou Hong Zhang Yiwen 0 edit for 2010 fund industry, China huaxin funds, agricultural earnings, Morgan Stanley ("Damo huaxin") are small and medium sized company in the performance of the Fund is the first three. The three companies as "three fires Gunners", undertaking the independent Fund for small and medium-sized companies and large companies in the trade pattern and their hidden stocks at the end of 2010 is also the same "attractive eye".
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· 2011 2nd quarter Fund NET estimates Sun private first quarter 80% losses Fund latent social security heavy warehouse unit us of listed Wang yawei gamble *ST mountain Coke continued gallon transactions frequently is does not make money was suspected Super retail 3,000 points small gallon blue-chip Fund by sought after economic data clear Fund does not sad does not Hei gallon [hexun know] which only fund configuration ability strong China commercial: concentrated investment "emerging industries" emerging industries is 2010 fund industry of focus investment direction, but as China commercial fund such concentrated investment of is is minority. Statistics from TX, high concentration of Chinese business holdings of the Fund at the end of 2010 in new industries.
This set has two layers of meaning: one is the new industry stocks in the portfolio of the Fund in China obviously occupy most; another layer of meaning, bold holds funds for investment in China. The report shows, Chinese merchants funds as of 2011 "stealth stocks" top five respectively, seven star electronics (002371, unit), Hua Ying technology (000536, unit), Wan Bangda, Austrian flight animation (002292, unit), Kang was new (002450, unit).
Chinese business on fund shares in the five "spend money like water", holding a breakthrough in the market value of $ 2.55 billion. Which five stocks in circulation has also been a substantial part be Chinese entrepreneurs to master. According to statistics, China owned 37.18% shares of funds together hold seven electrons, holders of 36.44% circulation of reflecting science and technology of China. The two companies are the only two concealed positions in the industry exceeded 30% units. In addition, Chinese business funds also hold Wan Bangda, Austrian flight animation, Kangde new shares, 16.37% and 11.63%.
In the above stock, shareholders of Chinese city was the first large circulation. In addition, China also 15 units of the Fund "controlled rate" more than 4.8%, more than 40 units of "controlled rate" to more than 2%.
"No helping hand, a hand heavy cartridge" style, shows Chinese businessmen on the investment of the Fund "henjin".
Silver: ability to independence General "manufacturing" and open the Dahe compared to the style of Chinese merchants, agricultural investment style seemed low key lot of silver, but low profile does not mean no idea, nor influencing silver Agricole 2010 performance performance. Silver Agricole 2010 annual report and statistics data show that the overall position of the company style is more dispersed.
"Invisible position unit" the first of controlled rates only 10%--huaxing venture, the second was quickly reduced to 6.9%, the tenth unit, under the control of silver plate has been below 3%, this dispersion level is almost the lowest in the industry. But on the specific holding units, silver is quite logical. On the whole, silver stealth stocks held on the basic layout in two lines, which is the medical consumer: for example, nine medical (002432, unit), laimei pharmacy.
A manufacturing unit, such as Shandong molong (002490, unit), win shares, Dragon source of new materials technologies of the times, and so on. Agricultural Bank to invest in manufacturing units can be called "potters", for example, is the same concept of investment in railway, agricultural earnings do not choose rail vehicles, but more to the upstream device of times new materials. Like the same energy mechanical concept, silver concerned are also parts of Shandong molong.
This choice is clearly the Silver Stock selection preferences. Damo huaxin: consumer goods industry partisans is different from the first two, Damo huaxin investments show a very good flexibility.
Reflected in the combination, stealth stocks owned by Damo huaxin concentration is not high, wide is also covered in the industry. According to the day statistics, Damo huaxin hidden stocks of the top five include charge regulator manufacturer Dragon feed aquaculture enterprises were State shares, shares, development of water supply and environmental protection unit of the South China Sea, the textile unit huafu mélange (002042, unit), to restructure unit Fu long thermoelectric (000426, unit).
Stocks and can't see much relevance. But careful analysis can be found, Damo huaxin holding as a whole, and characteristic of Chinese domestic demand topic, consumer industry-related.
Dragon shares product is printer toner, is in the lower reaches of the State share of downstream production of meat products, the development of the South China Sea water and waste-solid waste treatment, Department of the people's livelihood. In addition, Damo top 20 stealth stocks also has a large number of pharmaceutical stocks, including Yu Heng pharmaceutical industry (002437, unit), the Shanghai medicine, Winbond pharmaceutical (002004, unit), lizhu Group (000513, unit), the drug industry. In addition, Chinese medicine products, such as mayinglong flush the security software is the entire consumer object of China's huge population, also have become Damo huaxin invisible to warehouse stock.
