Thursday, April 21, 2011

current inflation to uplink pattern

Has A quarterly disclosures the a-share perspective, only one fund at the end of the first quarter holding and holding more than 50 million stocks have 42, according to preliminary estimates, only 23 of fund secrete shares since April, driving the market run win more than 42 fund secrete shares the same average rise, make 6.13% dwarfed by the Shanghai composite index rose 3.37% respectively.

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By April 21st, existing 474 listed company released a quarterly reports. With a quarterly disclosures, MBT Salama, fund heavy storehouse in owning stocks gradually emerging. In this in, single fund heavy warehouse hold the most compelling combing strands.

Statistics show that by the end of April 21, only one fund at the end of the first quarter holding and holding more than 50 million shares A shares have 42 only. Just this 42 only see benxi steel plate, combing strands 000761) most fund (consumers, although only vote at the end of the first quarter, Morgan China advantage a fund holding, but its sole holding reached 4653.19 million shares, the proportion of shares of the stock at the end of the first quarter, according to price 6.67% prior to calculate, open market value up to 349 million yuan. MBT Fumba. In addition, error value growth (love base, net, information) fund holdings of zhuzhou smelter group (600961), Yin rich themes (love base, net, information) fund holdings of south 300004), the rich shares (hui growing fund holdings of heaven 600503) and luxuriant family ('s Ann balance (love base, net, information) fund holdings of hainan 600238) coconut island (9 fund secrete strands, its single fund at the end of the first quarter of more than 5000 yuan are open market value, to show that these secrete stock especially favored for funds.

Research personage points out, the above 10 fund holding the biggest secrete strands, single fund average shareholding proportion of its non-tradeable shares more than 3%, display fund overall intervention above the extent of combing shares relatively deep.

Just above 42 fund secrete shares to see, most concentrated in mechanical equipment, chemical industry, medicine and biology,mbt shoes sale etc, and display fund like in machinery, chemical and pharmaceutical biotechnology industries mining secrete shares. Specific perspective, mechanical equipment, chemical and pharmaceutical biotechnology industries respectively the fund secrete strands, only 8 and 10 more than 4, accounted for only 23.81%, respectively 19.05% and 9.52%.

Analysts argue that current inflation to uplink pattern, continuously put forward fund mining secrete strands bigger challenges. By fund secrete strands of concentration of industries to see, the fund is prefer mechanical equipment, chemical industry,mbt sandals sale medicine and biology, should be focusing on mining boom of the ascending one business, to obtain super stocks expected benefits.

Secrete strands of apparent differentiation


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