2012年3月2日星期五

About the A share market views

Five, the main chance A share in front of A share market has been emphasized the abnormal condition of place, and adhere to the abnormal condition mechanism on risk. Gamblers apparently don't like risk warning, this from this series hits highs can see. Here let's also come to an inflection point, to take a positive health mind-set to bet on the abnormal condition of China city mechanism, tries to find some opportunities, can see the in the mind of the tourists also adjust, click on the number of agents began to pick up. Said to A shares opportunity, which is equivalent to the leadership of the recent like to use "period of strategic opportunities" and everybody likes the use of "safety period", is the vast sea of A floating wood, pinghu high up on the surface to A ChuiDiaoDian, was the site of the unexploded point and A gas cylinder, fire risked aroma of A chestnut. Have a bit inadvertent,baseball hats opportunity will become crisis, become a dam collapse, become a landslide, become the tragedy of the nadir... , and emphasis on risk. Cut it out. Earlier said, A shares when the overvalued. So does not rule out it and other markets, is around a mean in volatility. Graham and buffett eyes of the us market share price is around the intrinsic value of the enterprise in fluctuate and every once in a while it will have some stocks have rich safe space (many students use safety "marginal", it is common to the extreme) low valuations, this is the teacher and pupil two buy some. And then the share price will exceed intrinsic value, happen premium. This is their home market. We face the market, the average value fluctuates up and down is overvalued. Lower end is "relatively reasonable" price, the top is "special exaggerated overrated" price. From "relatively reasonable" price to "special overrated" among the price of the position, also is the "constant when overrated" level, is A shares of normal valuation levels. The cause of the examination and approval because distribution, A shares almost impossible to happen below the intrinsic value of the enterprise, has the safety of the space at buying. This is the earlier special use A small title said "a-share market to make the value investment principle invalid" reason. I have to share A peak experience for students, the practice is to seize the profit of transient price "relatively reasonable" buy safety period, and achieve their goal after trading unharmed. The exit point is actually a mind set, because when the market overestimate constant, sometimes will rise to completely incredible degree (please review 100 yuan a strands of yunnan copper and 300 yuan a strands of China shipping). Because it inconceivable, so not all the end shall eat a market is completely normal phenomenon, eat at that is equivalent to henan lottery, uncommon. So, the point is to sell your investment plan, and not in the market for you the development tendency of the "master". In one sentence sold out, let's again for the call. When the overvalued in constant a-share market, what circumstances can appear enterprise valuation "relatively reasonable" buying opportunities? Here are some everyone is easy to understand why. You will find that each opportunity behind the corresponding to the mentioned above analysis some of the risk points. It also explains why the series written up from risk. 1, crazy "macroeconomic regulation and control policy" to all of our government market without respect of Italy, think everything in their of our control. Through some special micro of so-called "macro" policy, they often get the market to mop. Such as everyone knows "midnight chicken that stamp duty", telephone inform the fund to be not to sell buy of so-called "window guidance", in limited sales period system imposed on the market besides "monthly to be sold one percent"............. These monster E son is not over of the list. Sometimes they really use macro tools, such as a dozen times with interest rates or the deposit reserve rate, and then the interest rates 10 times, and so on. These lost heart crazy of policy will make market stimulated to the fullest or pessimistic to the fullest. Stimulated to the fullest I did not say, it is a good thing for gamblers; Pessimism to pole? Sorry, it is also good for gamblers-almost all major reasonable valuations safety period occurred in a period of macroeconomic regulation and control the craziest period. For this reason, our A shares and name "policy city". 2, the defects of the system provides opportunity in recent years everyone found, in a long locks only stocks over of that regularly at points,NFL Jerseys many stocks are historic lows appear. This is super long locks on a regular basis on the shadow of cause psychological gamblers, in share price reflected on the symptoms. If the enterprise listed at the beginning of, a lot of small and medium shareholders could soon lifted, the market will not rise to too high, also won't ban because when too low. In the past three years, the reform limited sales lifted and starting limited sales lifted basically could provide some reasonable opportunity to buy. The Nobel peace prize launch the fast, and then write here today. Far also-ran adjourned.

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