Popular:LeTV Internet Café Pangang Vanadium and Titanium Minmetals development
Published on 2017-10-19 05:26:19 Share it web version
                        Institutional differences have increased, whether it should be a cyclical stock or a growth stock

This week, the institutional differences have increased significantly. Some brokers are optimistic about the rebound of cyclical stocks, while some brokers believe that the growth stocks will be even better. The GEM dropped 2.25% yesterday and continues to drop today.

Institutional differences have increased, whether it should be a cyclical stock or a growth stock

Greedy pig finance believes that pessimistic expectations are repaired, and cyclical stocks will rebound in good opportunities, and in turn recommend steel, cement, paper, and electrolytic aluminum with performance matching and valuation.

Demand remains resilient, and September economic data is released next week, with a good probability. First, PMI hit a new high in 12 years; second, September power generation coal consumption increased by 24.33%, which is the second highest since today; third, the production end, daily average crude steel output maintained above 2.3 million tons, the next growth rate Also rebounded to 5.5%.

Institutional differences have increased, whether it should be a cyclical stock or a growth stock

Supply of environmental protection and production is resolute, and most of the local documents are more than expected. This week is particularly noteworthy. Tangshan City issued a notice to limit the production time from November 15, 2017 to 0:00 on October 12, 2017. At the same time, Shandong Binzhou also issued documents to limit the production time of the industry to October 1 day.

Institutional differences have increased, whether it should be a cyclical stock or a growth stock

The price of cyclical products rebounded, and pessimistic expectations were gradually restored. In the past month, under the influence of the economic downturn and the fall in futures in August, cyclical stocks have seen similar pessimistic expectations in April.

With the recent rebound in spot prices of steel, cement, paper, aluminum, etc., the previous pessimistic expectations of the transition began to be gradually restored, and in turn recommended steel, cement, paper, and electrolytic aluminum with performance matching and valuation.

In addition, greedy pigs and financial tips, continue to be optimistic about opportunities in the environmental protection industry, be wary of its potential to become a Q4 reversal industry.

We believe that the growth style continues to dominate, and an important change in the recent market characteristics is the passivation reflected in the stock price cycle.

Published on 2017-10-19 09:05:07
                            Trust is the foundation of the beginning, with professional heart, doing professional things, the right choice is the beginning of success.
Published on 2017-10-19 09:08:15
                            Strength, look at the day, look at 100 days, and the opportunity is to take the initiative to grab, not by waiting, today’s loss stems from your blindness yesterday, and tomorrow’s income depends on your choice today.
Published on 2017-10-19 09:30:20
                            China's strong military strategy, special equipment, leading enterprises, mixed enterprises, returning to the king (ATVs)
China's strong military strategic special equipment leading the central enterprises to change the king back [all-terrain car lynx] ​​[600877 China Jialing] major shareholder China weapon equipment group central enterprise reform brewing "breaking bamboo" potential large-scale window is about to come, China Ordnance Equipment Group Chief Engineer Chen Jin, for the company to develop [the world's only all-terrain special equipment car lynx] ​​Shanghai and Shenzhen stocks with the lowest share price of central enterprises reform military stocks, State Council SASAC central enterprises assets preservation and value-added, disposal of dead enterprises to divest non-performing assets, transformation and upgrading of military Special equipment all-terrain vehicles, immediately suspended to plan major issues, the Chinese military special equipment vehicle king returned. [600877 China Jialing = 600760 AVIC Panther]
Published on 2017-10-19 09:52:56
                            5G network and AR big black horse is Shunwang Technology 300113,Miss Tencent, don't miss Shunwang Technology again. Don't raise stocks. Risky.
Published on 2017-10-19 12:29:35
                            603041 Mesd, the price is seriously low, the market has a sharp rebound needs: today's closing, next week's continuous daily limit; today does not close, next week is also a continuous daily limit!
Published on 2017-10-19 13:55:37
                            奇葩A ancient, alcohol and flavor have been constantly rising
Comment on this topic
The post is gone! How to do?
Author: You will not be publishedlog in |5 seconds registration Author:, welcome to leave a messagedrop out |Post a new topic
                Tip: All information, comments, etc. published by users in the community represent only personal opinions, and have nothing to do with the position of this website, and do not constitute any investment advice for you. Users should make their own decisions on securities investment and bear the corresponding risks based on their own independent judgment."Review of Self-discipline Management Commitment"

This week, the institutional differences have increased significantly. Some brokers are optimistic about the rebound of cyclical stocks, while some brokers believe that the growth stocks will be even better. The GEM dropped 2.25% yesterday and continues to drop today.

Institutional differences have increased, whether it should be a cyclical stock or a growth stock

Greedy pig finance believes that pessimistic expectations are repaired, and cyclical stocks will rebound in good opportunities, and in turn recommend steel, cement, paper, and electrolytic aluminum with performance matching and valuation.

Demand remains resilient, and September economic data is released next week, with a good probability. First, PMI hit a new high in 12 years; second, September power generation coal consumption increased by 24.33%, which is the second highest since today; third, the production end, daily average crude steel output maintained above 2.3 million tons, the next growth rate Also rebounded to 5.5%.

Institutional differences have increased, whether it should be a cyclical stock or a growth stock

Supply of environmental protection and production is resolute, and most of the local documents are more than expected. This week is particularly noteworthy. Tangshan City issued a notice to limit the production time from November 15, 2017 to 0:00 on October 12, 2017. At the same time, Shandong Binzhou also issued documents to limit the production time of the industry to October 1 day.

Institutional differences have increased, whether it should be a cyclical stock or a growth stock

The price of cyclical products rebounded, and pessimistic expectations were gradually restored. In the past month, under the influence of the economic downturn and the fall in futures in August, cyclical stocks have seen similar pessimistic expectations in April.

With the recent rebound in spot prices of steel, cement, paper, aluminum, etc., the previous pessimistic expectations of the transition began to be gradually restored, and in turn recommended steel, cement, paper, and electrolytic aluminum with performance matching and valuation.

In addition, greedy pigs and financial tips, continue to be optimistic about opportunities in the environmental protection industry, be wary of its potential to become a Q4 reversal industry.

We believe that the growth style continues to dominate, and an important change in the recent market characteristics is the passivation reflected in the stock price cycle.