Node With Low Time Has Come For Medicine Plate
1 12, an article called “low-index futures uncertain with Medicine Stocks, “the report of the site is hot in the major financial hits. The medical team from the East China Sea, written by the securities of the article, low time nodes with medicine plate has come quite a long time in the future, the pharmaceutical sector will enter a hard farming period.
However, the reporter interviewed the domestic pharmaceutical industry analyst at brokerage company received is completely different views, most of them think that stock index futures and margin trading on the Chinese plate, “to little effect.”
Clearly, the market is expected to realize the expected style of adjustment, the analysis of pharmaceutical stocks are on view in 2010 has been the early differences.
Or by the “defense” drag
Tokai Securities report of the study, introduction of stock index futures and margin will be to change the A share stock trading rules and investment thinking inertia event. Plate as a defensive feature of Traditional Chinese Medicine is very clear plate, up in the broader market situation, is often difficult to beat the trend. Meanwhile, short-term valuation based on the pressure plate of Traditional Chinese Medicine, The new medical reform Need time to confirm the performance and other factors to consider, the medical section again soon required a substantial rise in the internal dynamics and external environmental conditions are difficult to achieve.
12, the reporter for this call the East China Sea stock, the securities analyst pharmaceutical group further pointed out the reasons they come to the view: “Medicine for the sector and the broader market is not very close, often unrelated or even opposite. stock index futures and the introduction of margin trading will constitute a positive broader market, but Chinese stocks may not be. ”
Present, the market a more general view is that margin trading and stock index futures introduction of two businesses, which means A shares short mechanism was born to change China’s stock market “unilateral market” pattern. The number of constituent stocks in Shanghai and Shenzhen 300 right major, good fundamentals, liquid blue chip stock index futures as margin trading and investment targets, is expected to usher in a rally. Overall, will the market from the early preference for small cap shares and preference for blue chip stocks to play a catalytic conversion.
To Shanghai Securities, for example, they believe that the driving force promoting the blue chip market will come from two sides, namely the current stock market value premium of small and medium level far higher than the market valuation of the level of blue chip, blue chip relative valuation low internal drive with recovery; second blue chip companies after investors at a lower percentage of the historical level positions, with the margin and the gradual introduction of stock index futures, developing business and investment management for the needs of investors, especially institutional investors have increased the demand for blue chips, which will also promote the blue chip shares higher.
, However, are basically small cap Chinese stocks. Shanghai and Shenzhen 300 Index weighting industry statistics, medicine, only to 3.21%, although the short-listed stocks Jilin Aodong, Yunnanbaiyao , HRH medicine, Fosun Pharmaceutical, Harbin Pharmaceutical shares, 39 medicine, new and cost, health dollars, the East E-Jiao, double-Heron Pharmaceutical, North China Pharmacy , Tasly The sea is medicine, Tong Ren Tang, Double-Crane Pharmaceutical, Temple of Heaven Biology, Guangzhou Pharmaceutical, Huahaiyaoye, Shanghai and medicine nearly 20, but the disk units 50 units compared to the SSE in terms of generally small.
Return performance and growth But is worth noting that on the 12th night of Morgan Stanley Huaxin Fund Manager Ho Bin Resource optimized at the CCTV “Market Analysis Room” program is still bullish, “health care” and other domestic plate. The reporter interviewed a number of pharmaceutical industry analyst, also received partial neutral point of view.
Southwest Securities chief analyst and Acquisition Element accept the “Chinese Economic News” interview, said that stock index futures and margin style baked to promote market adjustment, which will have a positive impact for the blue chip. Although pharmaceutical stocks are small cap stocks, not the point, but it “does not mean that stock index futures and margin trading began, shares of Traditional Chinese Medicine there is no chance. In the new market situation, investment in pharmaceutical stocks has to look at performance and growth . ”
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