Wednesday, April 27, 2011

Restructuring, private placements into second tier property stocks in the first quarter to reduce stocks

Cyclical stocks such as cement, hydraulic engineering construction and chemical fiber was favored ⊙ reporter Qu Hongyan 0 edits Mr. Yu Yong Zhu Shaoyong Shanghai composite report information and statistics show that as the protection of housing policies and economic signs of obvious, private in the first quarter of this year is to increase its stake in apparent real estate, cyclical stocks such as cement, hydraulic engineering construction and chemical fiber, and for some early asset injection late fruit of reduction of company is decisive. By inspection listed company quarterly, reporter found, a quarter private holdings most obvious of is real estate industry, and second-line real estate unit became preferred, first city kingberry Chase, and China Mau shares (000850, unit 's), and Nanjing in the North (000421, unit 's), and family home buyers (000711, unit 's), and Zhejiang guangsha, and wantong real estate, and China far real estate, and million industry enterprise are is jiancang object, which, has any Huaxia fund investment Deputy Director of Sun Jianbo by management of Sun private--Hung Road 1 period holdings Nanjing in the North 5.34 million unit, accounted for to circulation unit of 1.86%, Hung Road 2 period holdings 1.13 million unit, accounted for circulation unit of 0.32%. In the last four quarters, private in the reduction of the property stocks, Sun, chongyang reduction of 3 periods has served in the 4th quarter of 6.28 million shares overseas Chinese town, Shanghai international trust and reduction of-T0204 in the fourth quarter the 8.42 million unit Oct. Recommended reading · instant closed Fund discount ranked table
· second quarter CSI index earnings Fund rectification increased market shocks a quarter 86 only fund heavy warehouse 78 only new shares South two Fund absolute income rate difference near 17% large into its fund catch access with only heavy warehouse unit this year 10 large "mold" unit Fund stepped on in the 8 only Wang yawei rate team ambush Shanxi coal integration second quarter investment policy will hot registration in the cement unit a quarter also are private of favored. Star private James investment substantially overweight nests East shares in the first quarter and tongli cement (000885, unit), of which nest East bought 2.64 million shares shares, accounting for the company share capital in circulation 1.1%, nest East side shares of cement industry in Eastern China.
Agencies believe that cement has completed a large price stage, essential changes in the profit model of cement industry, control production and price increases in the future business strategy will help estate in East China cement industry entered a period of high profits. Since the Southwest since the drought last year, is on the national strategy of water conservancy and hydropower construction, the State will make up water conservancy construction debt, private water conservancy construction shares many concerns.
Two only private products in a quarter entered has Anhui water of Qian ten circulation unit shareholders, Anhui water in a quarter of gains over 33%; also three gorges water a quarter also has two only private entered Qian ten circulation unit shareholders list, the unit a quarter gains for 46%; but gains high also may raised private reduction, guangan love all is a quarter gains home Qian of water project construction stock, was has a private reduction 3.95 million unit. In the first quarter, private placement to increase its stake in chemical fiber plates are more obvious, in fact, early in the fourth quarter of last year, some private equity has layout of the plate. Star private Wudang Wudang 17 issues of asset management in the first quarter as Hubei yihua (000422, unit) top trading stock shareholders bought 4.27 million shares; giant shares, Cangzhou dahua, and Anhui Provinces of weigaoxin, South high fiber chemical fiber stocks that showed a private figure.
In fact, in the fourth quarter of last year, due to see a recovery in the chemical industry, the private has begun to layout of the plate, such as freshwater springs hold its three product groups appear in the first ten shares of the three friends Union chemical, and these three products are still in substantial holding in the first quarter of the unit. Private gambling restructuring concept, in the quarter to reduce stocks. Weiyuan biochemical, *ST new materials, such as the new value to reduce; ST, Suzaku to reduce long letters; *ST Chang, two private equity to reduce IX, common characteristics of these stocks were market rumours have been restructuring, but restructuring has not, equity sideways, so that this part of the private placement positions become invalid positions that do not increase performance.