The stock market has a risk, investment wants discretion.
There are two newses on the weekend, from the point of mood angle, one is belonged to so called " profit is good " , one is belonged to so called " benefit is empty " .
First of come to an agreement or understanding. March social financing (abbreviation " company be in harmony " ) announce with macroscopical data, exceed anticipate:
Add a RMB newly March to borrow money 1.69 trillion yuan (anticipate 1.25 trillion) , add 577.7 billion yuan more compared to the same period; Increment of dimensions of company be in harmony 2.86 trillion yuan, relatively before the value broke up to make an appointment with fourfold, add 1.28 trillion yuan more compared to the same period; M2 money is supplied grow 8.6% compared to the same period, start 13 months new tall. In the meantime, PMI of official manufacturing industry rebounds to 50.5, start 6 months new tall, for since 2012 most annulus of a solar month of 31 days is compared go up.
Data is very good, but the stock market first quarter rise, the likelihood has been the report of financing area and macroscopical face. Accordingly, zhou Yi is to examine the day of quality. If leave high and can defend, it is good news really so; If leave high hind do not live firmly, week line level appears from the back it is very normal also to adjust.
Say bad again. On April 13 before dawn, MSCI announces, defer index of stock of MSCI complete China to change time, will show instead on June 1 surely formerly on November 26.
A internationalization process, it is one of impetus quantities that the market rises all the time. Rhythm changes a bit now, may bring the influence on the mood.
But fortunately, the A that this news and we care most bringing into MSCI index did not concern. Be equivalent to MSCI is a very powerful investor, say to want an A before in him the proportion in stock pool lifts, the plan will arrive from 5% litres May 10% , this won't change. But, he still thinks an one part A the stock moves from pool of a stock another stock pool (unite to go to the lavatory) , when doing this thing, the likelihood encountered a few problems on the operation, defer a little while so, the question is not big.
Accordingly, "Profit is good " not certain really good, "Benefit is empty " not certain also vacuum.
Still an important thing wants to remind everybody tonight: 2 companies are matching, if there are these 2 shares in your hand, so Zhou Yi must want to clutch participate in match, can suffer bigger loss otherwise.
Match what be?
Say simply, appear on the market namely the company gets sales promotion, low issues new share. Price of this sales promotion has former partner only people can enjoy, but the share that can buy is finite.
For instance grand radical share, cost price 27.09 yuan / , now with 4.65 yuan / reappearance the new share of 30% , old partner people be in the latest on April 15 (Zhou Yi) before can buy, 30% what can buy the share on him hand at most.
Match an end, the total capital stock of the company can become much, if you were participated in,match, your stock also can become much, but the proportion that holds company total capital stock is changeless.
Appear on the market why can the company match?
Be necklace money of course. Just before necklace money, general metropolis chooses to add hair (issue new share) , everybody can buy the sort of.
But this year Feburary, inspect can release card to appear on the market the company adds hair new rule, the company added the dimensions of hair and frequency to be restricted, the company is helpless under can choose to match only.
Match be to want former partner to give money to buy, no matter sales promotion price is again low, also want true gold silver to take out money, if money is done not have to compare awkwardness then in hand of former partner as it happens, be inferior to adding apparently so hair.
Of course, also not be who lacks cash can match. According to relevant code, the company should match, want to accord with the following condition at least:
1. increases advantageous position 3 years recently yield of average only capital fund is average not under 6% ;
2. company matchs issue share number, before in principle does not exceed second issue and 30% of amount of the capital stock after collect enough stock;
3. this second match before be apart from second emission time-interval a not less than financial year.
That is to say, the company should match should prove oneself are capable to had used this fund above all, next also cannot of collect too frequent, return finally cannot collect is too much money.
Why to participate in match meet is the loss very big?
Original share price is very tall, after getting a sales promotion, be to the stock infiltrate of one share petty gain came? Match so after finishing, the price of company stock is met " except authority " .
Still take give an example of grand radical share, every 10 match 3, match share price 4.65 yuan / , price of the closing quotation before stopping a card 27.09 yuan / , so:
If you were not participated in,match, the stock in hand of one open quotation becomes 21.91 directly, have a deficit directly 19.12% , be equivalent to eating to drop to two stop board. But if you are participated in,match, it after eliminating advantageous position, seem what to occupied is cheap to after eliminating advantageous position, seem what to occupied...
Write here, the case is clearer: If you continue to value this company, add with respect to the ginseng that draw out money match, throw a bit more greatly; If feel general, do not think again much investment is participated in " increase endowment spread " , can choose to sell first only so piece, wait to be bought again except authority hind, perhaps sold no longer redemptive, do not play him.
But, because these 2 stocks had stopped a card, cannot sell now piece. And tomorrow is the last day that distributes a capture fund. Accordingly, no matter you look not to value this company, if there is his share in former hand, must draw out money to participate in. Otherwise, when be equal to, should bilk two drop in vain stop.
So, designed tonight clew this thing. And match after the feeling the case can become much, write places of such a knowledge, hold later to everybody, the meeting is helpful.
A few otherer the data chart that weekly routine releases grandma pa is as follows:
City is filled with rate data:
A week goes up drop circumstance:
Near term makes work the stock with a bigger proportion of lift a ban:
This what Zhoukeshen buys is new:
------Operate a guideline------
1. general trends. Overall trend gives a mark: 8.2 minutes; Level is the strongest index: Shanghai is deep 300 indexes, go up card index. (do not exceed half storehouse 8 minutes below, do not suggest 6 minutes to participate in below)
2. general situation. Concussion of narrow cut of Zhou Wu market. Raise chicken to raise protection of media of pig, be in harmony, electric power, intellectual property, fiducial insurance to wait go up a house before, the heat subject matter such as marijuana of super fungus, industry, transparent factory wait with technology of dispersive dye, speech, medicine drop a house before. Go up drop than 1720:1747, natural harden 42, drop stop 23.
3. viewpoint. Recently I all the time viewpoint, the index is not particular upgrade, but be in bull atmosphere as a result of the market, OK and relevant light index is heavy, go catching rhythm. Next in the hand can hold a few storehouses, because be afraid of,do not want to adjust go sedulous sky storehouse, because prevent the market,go up the risk is more significant than risk of be issued to lower levels. It is additionally, break up on the weekend, short-term take the bank note with too powerful force shipment is feral now, do not suit to come loose more and more door played, want to be touched less later.
