|beijing outcall Stocks of time to answer my friends beijing outcall, found a problem with the re-release of the IPO, the listing of a number of industry giants, the original lot of stock in the market appear to marginalization, and this phenomenon is more and more obvious.
give two examples:
1, Maanshan Iron & Steel, Shanghai Petrochemical in the minds of many of my friends has a special position, including my year Maanshan Iron & Steel, petrochemicals used to be synonymous with an era. However, with Baosteel Sinopec listed, they have gradually fall as the humble name, and even a lot of new friends never heard of them, but for the share reform, rarely Fund holds these two stocks ....
banking stocks marginalized Not long ago, the fund is still chasing the China Merchants Bank, abandoned the original China, Shanghai Pudong Development Bank shares configuration, recently, with the listing of Bank of China and Societe Generale, ICBC's IPO around the corner, fund managers are pulling out of the Merchants Bank in preparation for the new configuration of the recently I listened to an industry source said Bank of China ICBC in the end configuration quite difficult to decide, but as quickly as other banking shares throw away is yes.
From the above two examples, we will find, with the listing of the true leader in the industry or a Big Mac, with others in the industry there will be a significant investment marginalization of this phenomenon is easy to understand. We often say that you want to only buy the leader in investment embodiment of the concept.
I think we should adapt to such changes in the market to change our investment objectives.
1, Shanghai Pudong Development Bank, for example, in Merchants Bank, Bank of China is not listed previously, the agency's rating is still high, however, when the industry is larger than his capital, his investment opportunities in the rapid loss of the ability to resist risks greater enterprises, so I suggested that if the words of the investment bank stocks, you should pay close attention to the changes in the market the empathy aviation stocks, to pay close attention to reconfigure after the listing of Air China.
2, we need to do a detailed analysis of industry stocks, some industries some disadvantage in the enterprise may appear extreme but there are other investment opportunities, such as the restructuring of the industry fear most is the performance in general, the general prospects, moderation ordinary company, a high likelihood of marginalization. invest in such companies income is difficult to another we are satisfied so
, buy stocks, or to carefully analyze the status of the industry, in particular, is intended to do in the long-term investment behavior.
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