Friday, April 22, 2011

Themes still favor the resurgence of investment fund and small cap stocks

⊙ reporters An Zhongwen 0 edit Zhang Yiwen despite running on and small-cap stocks in the sector as a whole lose weight unit, but on the fundamental choice of fund managers, and small-cap stocks is still the subject of a major investment. Weight unit as a whole experienced significantly higher, and small-cap stocks generally fell after differentiation of the market, topic resurgence of investment fund managers to configure and small-cap stocks, weight unit measure is more balanced, this means that the fund managers are likely in small caps killed after falling sharply to a certain extent to cover. Recommended reading · 2011 low risk combat arbitrage posted
· with b last year on April 19 yilai performance fund a quarter gamble a unit heavy warehouse double meeting industrial Department Fund huge redemption Huaxia Department six Fund gamble Zhuhai in the rich 2011 spring private equity Tsim peak Forum 3,000 points shocks private large guy align holding Bank unit public raised Fund crazy plus canghai printing shares second quarter investment policy will hot registration in the Wei star shares (002003, unit 's) disclosure of information display, in this year of head two months within, Fund Manager increased has on Wei star shares of buy efforts, GF policy, and YINHUA rich (180,012, Fund 's), and cross silver selected (519,688, Fund 's), and China Po more policy and the Yi fang da of two only fund collective buy or holdings the unit. Worth mentioning is that the e value growth (110,010, Fund) funds weixing, just in the fourth quarter of last year to reduce more than 300,000 units, and overweight 1.15 million shares early in the first quarter of 2011.
Although weixing decreases during the first quarter of this year, after yet more changes, the unit price gains this week 5%. Mountain Lake of Huaxia Fund intervention performed more prominent in the middle and small caps, the unit since the beginning of this year rose more than 39%.
Based on the information disclosure of listed companies, China growth (000001, Fund) in the fourth quarter of last year to buy the shares of the Fund more than 4.4 million shares, Wang yawei down Chinese market fund also intervene in the management of Mountain Lake more than 600,000 units. ST zhaimao stocks has always been one of the main subject of private equity, but this type of theme possible benefits of investment are also public-fund concern. China Fortune SGAM intervention of ST Los glass recently changed its name to Luoyang glass (600,876, unit), this year the unit overall gains over 66%, Luoyang glass this week after zhaimao is surging more than 24%, Warburg industrial policy Fund more than 1 million units in the unit.
*ST Fund interventions in the South of vanadium and titanium by zhaimao is also expected to be very strong, *ST vanadium-titanium over 20% per cent since the beginning of this year, more 6% of the unit's gains yesterday created record high share prices of two years. Packaging industry since the topic of investment in this year's brave talk in a-shares, including Zhuhai zhongfu (000659, unit), silver pigeon investments (600,069, unit) as the main representative. Previously due to Coca-Cola acquisition rumors and is market concern of Zhuhai in the rich also for intervention which of Fund brings considerable of income, although company already in this year March mid-will notice clarified this thing, and denied was Coca-Cola acquisition a thing, but its shares still constantly higher, institutions funds intervention of signs also very obvious, yesterday more to 3% of gains closed, this also makes Zhuhai in the rich this year yilai shares gains over 65%.
As the largest circulation in Zhuhai zhongfu shareholders, guangfa Fund Zhuhai zhongfu of 5.77 million units, to the approximate costs of its intervention in the four-quarter last year, guangfa Fund for industry-leading on the Zhuhai zhongfu earned at least $ 30 million revenue. While the other package theme silver pigeon stocks investment performance more actions, silver pigeon investments's shares since the beginning of this year has been significantly higher than 120%. The silver pigeon investment yesterday disclosed a quarterly show, Wang yawei Chinese market in the management of funds in buying the unit more than 3.2 million shares in the first quarter. In addition, Peng hua, China (50, Fund) funds coming out in the first quarter of this year the zijiang (600,210, unit) for packaging concept is also funding concerns, zijiang per cent since the beginning of this year is about 20% in addition to small and medium caps, other alternative topics investment stocks gains are very alarming. Export topics of great wall brand Fund intervention stocks so far this year to the Fund also contributed a number of net. Great Wall brand preferred fund Lianyungang (601,008, unit) about 13 million units, holding the unit's largest equity fund, Lianyungang up 33% per cent this year. Great Wall brand optimization also held over the same period of the Fund in Rizhao port (600,017, unit) of more than 62 million shares, Sunshine this year in Hong Kong surging more than 17%, which since the beginning of this week, surging more than 9%.