129784668128803750_158Funds waiting for high-speed rail money favorite Wang yawei Daqin railway 60 days up
As the Fund annual report disclosure ends, the Fund's top holdings sampled debut, from the point of view of time, not later than 3 months, but investors still holdings analysis to fully understand the strategic layout of the Fund for the year 2012.
Fund a favorite brother Wang yawei, is the concern of all funds. According to the fund securities journal weekly exclusive observations, in 2011,Wang yawei buying a stock is the largest of Daqin railway, the helm of China market, Chinese policy mix together bought the unit last year to $ 588.596 million. But unfortunately is, as of last weekend, this stock this year in the 60 days since falling market decreased by 0.8% (Shanghai composite index gained 4.87% in the same period), Wang yawei its two FundTotal float losing nearly $ 5 million.
However, da-Qin railway lost booze not to lose popularity, although shares dropped slightly falling market this year, but funds and the chip has remained stable, 4 days in a row last week increased by the main body 's. "China's market-oriented reform of the railway will create a better market environment, stimulate vitality, was the overall good of the industry, on the railway transportation industryCompany earnings, particularly benefit from market-oriented reform of Datong-Qinhuangdao railway freight prices, elastic maximum performance. "Beijing transportation industry analyst of the fund securities Journal Weekly reporter said," despite the expansion and renovation project progress than expected, but the stable development of the company's basic business, with stable high dividend policy and dividend rates, stocks with strong defenseFeatures. Fermentation together with Wang yawei example effects, it can only attack back to keep stocks of natural Agency of sought after. "Favorite Wang yawei first exposure according to statistics, China market featured 2011 buy da-Qin railway $, net worth 5.6% in the early period of the Fund, as the Fund's first new favorite; the policy mix of the Chinese buy the unit 157$ 266,500, net worth 5.08% in the early period of the Fund, second only to the Industrial Bank (market information) ($ 161.5468 million bought the share over the same period), the Fund's second-favorite. Wang yawei steered two funds of $ 588.596 million in 2011 together buy da-Qin railway, together buy Industrial Bank of 568.5268 million,Industrial Bank of Qinhuangdao railway to eventually exceed $ 20.0692 million amount of buying, yield to nobody Wang yawei's favorite first. Quarterly comparative funds three quarterly I and II can be found
tera gold, Wang yawei top holdings buying heavily in the third quarter was the significant change of da-Qin railway and two stocks of Industrial Bank. For da-Qin railway, selection of Chinese market and Chinese policy in the second quarter's top tenLarge holdings are not included. After buying heavily in the third quarter, each of the two funds of da-Qin railway 58 million and 12 million units, Daqin railway respectively, becoming two of the Fund's second-largest and fourth largest holdings; 2011 annual report shows that by the end of last year, selection of Chinese market and Chinese strategy featured each of da-Qin railway 58.0099 million, 2,171.20
tera power leveling,000 shares, holdings market value of $ 432.7539 million, and $ respectively, position respectively, 6.88% per cent net value of the Fund. Daqin railway trend this year by 0.8% (Shanghai composite index gained 4.87% in the same period), selection of Chinese market and Chinese policy featured two funds together floated nearly 500Million.
Two return on funds since the beginning of this year, 2.87%, respectively, are in the middle reaches of the partial list of bonus level. For 2012 investment, Wang yawei in the report that the international political situation, Europe can solve the debt crisis and the evolution of real estate policy adjustment and reform of shares system will run on the a-share markets have a major influence. Future stockRisk and earnings on the decline of the city, gem extrusion foaming process as a whole is not yet over, and bank shares decline in profitability in the future, and it is difficult to avoid the deterioration of asset quality. Institutions increased for 4 days to raise as of market close on April 6, the Shanghai composite index rose during the year 4.87%, amplitude 15.72%; da-Qin Railway dropped 0.8% in the same period, amplitude 710%.
Worthy of note is, da-Qin railway does not answer to all Fund shareholders confidence declining trend, and there are many institutions continued to increase in the near future to raise funds. According to the March 29, 2012, decreased by 0.14% in da-Qin railway, during the Shanghai composite index fell by 1.43%; day Fund-dominated institutional funds of $ 18.0654 million net buying of the sharesAnd institutions to buy the amount of $ 184 million, sold for $ 166 million.
On March 30, the Daqin railway up 1.92%, during the Shanghai composite index rose 0.47%; $ 82.9993 million net institutions to buy the shares on the day, which agency bought for $ 320 million, sold for $ 237 million. In April, institutional money continues to increase and raise Daqin railwayRoad. On April 5, the Daqin railway 0.54% fell, inverse, during the Shanghai composite index rose 1.74%; $ 55.1016 million net institutions to buy the shares on the day, which agencies buy the amount of $ 248 million, sold for $ 193 million. On April 6, the Daqin railway 0.13% fell, inverse, during the Shanghai composite index rose 0.19%; day body NETBought the unit 14.7672 million, which agency bought for $ 100 million, sold for $ 85 million. Recent 4 day, da-Qin railway up 1.09%, during which net body with $ 171 million to buy the unit, which agencies buy the amount of $ 852 million, sold for $ 681 million; institutional buying costs, selling costs are 7.38. The same period, private equity net selling of da-Qin railway 15.0033 million, amount of buying and selling for $, and $ 23.3604 million, respectively, buying costs, selling costs $ $ 7.38 and 7.39, respectively.
Visible, Fund holdings of da-Qin railway lose the booze, but not to lose popularity. Fund market looking forward dividend "in railwayField of reforms will create a better market environment, stimulate vitality, was the overall good of the industry, industry earnings of listed companies for railway transport, in particular benefit from market-oriented reform of Datong-Qinhuangdao railway freight prices, elastic maximum performance. "Beijing transportation industry analyst of the fund securities Journal Weekly reporter said. It appears that funds for da-Qin railway departure does notAbandoned, mainly want to share railway marketing bonus. This reporter has learned, is currently promoting railway reform to accelerate the process of multiple forces. Market environment and railway property of contradictions of a planned economy, the demand for railway infrastructure and financial stress, conflicts, contradictions of the railway trade union work and low pay problems forced the railway reform; real name of Ministry of railways ticketing launched split, Justice platform to speed up signalDemonstrate willingness to actively reform the Ministry of Railways; railway reform group has been set up under the State Council
tera power leveling, clearly opened the railway reform act. "Since the beginning of rail costs rise significantly, coupled with the current price level stability, inflationary pressure eased. Cost is the thrust, price is the East wind, we believe that the price increases have been the basis of the railway, and had time to raise prices window. "Some analysts believe that, Costs rise significantly since the beginning of iron, along with the current price level stability, inflationary pressure eased. Visible, price increases have been the basis of the railway, and had time to raise prices window. Daqin railway elastic maximum performance, most benefited from price increases. According to the analysis, under the assumption that prices 10% per cent, Daqin railway performance is expected to increase thickness of 5% per cent; if consideringBase prices of 1 per cent on Daqin line effect, thickened margins will increase the performance of the Daqin railway, powerful cover costs associated with incremental factor price rises this year, benefit from more obvious. "We believe that the expansion and renovation project progress despite the lower-than-expected, but basic business stability of da-Qin railway development, with stable high dividend policy and dividend rates, stocks with strongDefensive features. Fermentation together with Wang yawei example effects, it can only attack back to keep stocks of natural Agency of sought after. "The analyst said. Sinolink securities expects Daqin railway freight capacity in the future to maintain levels around 6% per cent growth, projected earnings per share of the company in 2011-2013, and $ 0.822, respectively, and$ 0.989, up, 17.32%, and 8.72%. In the absence of the Ministry of railways before major changes in financial policy, da-Qin railway will not adjust the dividend policy for the next three years the company's dividend rates are expected to remain at the level of about 50%, corresponds to the dividend of $ 0.41 and 0.45, respectively, and $ 0.49, stable dividend rateFor businesses with a high defensive.
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