Monday, November 1, 2010

Read the tape does not chase ten lighten up

 Petrochemical planes to pull the market, while companies like the software industry overall daily limit. Financial stability, the strength of petroleum and petrochemical again to a higher open on Friday morning. However, I maintain the refinery, Sinopec and other companies are not optimistic about the view class.
the oil = coal, I have been optimistic about the coal, so the benefit of the oil and energy shortage makes the new energy, alternative energy, in the future for a long period of time, funds are chasing the hot oil as the largest in the oil and gas production and sales Business, was optimistic about makes sense,Bailey UGG boots, but not optimistic for two reasons Sinopec:
a foreign investment bank gambling oil price liberalization will be failures. gamble in front of Goldman Sachs, UBS's first telecommunications restructuring, appears to be harvesting quite good, but the national telecom restructuring has been the point of view, but the oil price liberalization involves the CPI, despite the recent trend of domestic inflation has been rising rapidly inhibited in the second half may fall to 5.5-6%, but the overall inflation continue to maintain high levels of inflation. is the top priority of government work.
so contrarian petrochemical planes recently pulled up more of a QFII domestic funds led the group behavior, undesirable short chase,UGG shoes, while the ordinary The investors are not suitable for long-term holding, gambling regulators, policy is not much point, risks outweigh the opportunities.
two Sinopec oil production capacity is still a huge part of the company in the group, not in the listed companies there. Sinopec Group in overseas investment in the oil and gas fields around 10 million tons a year to bring the share of oil, Sinopec is currently 3,000 tons of crude oil, which means that there is no injection of 25% come. but when this part of the assets into the listed company,UGGs, there is no specific timetable, so the current share of listed companies than in the oil than crude oil, there is still a huge gap. and Sinopec to guarantee domestic refined oil supply, oil refining unit also maintained a higher start rate. Although the state granted subsidies, but crude oil prices rose sharply in the case of second-quarter loss of oil refining will continue to be significant. The macro-economic fundamentals for the stock
no sign of living well, several large capitalization companies with strong security may be in China's stock market, Landslide investment growth, export growth is facing severe challenges,bailey UGG boots, and consumption growth in the short term is difficult to make up for decline in investment and exports to GDP growth rate of the negative impact.
preferred small cap (the Fund's involvement is not high), preferred shares (early speculation has not been before), preferred industries (continued performance growth rate), it is time conversion strategy. how the market up today, and do not catch the vast majority of the stock need to lighten up.

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