Ping An Securities really really looking for a market growth and transformation ca1835

Ping An Securities: real growth and transformation for the A shares really [] from a macro perspective of coal and steel prices or differentiation, since oil prices callback pressure increasing 7 months, commodity price prevailing trend is still obvious differentiation. Coal, iron and steel price index continue to rise, the price of crude oil to rebound, copper prices fell by the rise, the main agricultural products price index continued to fall. Related species Chinese to capacity is still the continuation of the relatively strong, we judge the capacity to process in the background of coal downstream seasonal restocking will support its price index continued to repair, while the steel price refers to the slowdown in demand growth under the influence of the price the callback pressure increasing. For oil prices, we do not believe that the end of September the frozen production negotiations will bring real good, and U.S. crude oil inventories are expected to rebound, expected prices will return to near $40. [investment strategy] to find the true growth of A shares and real transition in 2015 due to the United States to raise interest rates, the United Kingdom to take off Europe and multiple terrorist attacks, the global risk aversion rose, the growth of the country’s stock sector has been suppressed. However, after a few short NASDAQ fell quickly rebounded, has been refreshed in July last year hit a record high of 5231 points. At the same time, many large cap technology companies in the past year to achieve more than 20% increase. We hope to give advice on the growth of A shares through the review of NASDAQ’s experience. The current stock of A stock game pattern has not changed, throughout the history of NASDAQ, we can find that the real growth of the company often has the ability to cross the bear, across the cycle. For such companies, the pattern is the most important (business prospects, the vision of the leader, the company team, etc.), taking into account the valuation can also provide a good safety margin. At the same time, the Internet and intelligent technology wave is sweeping the globe, is the next 10 years the most determined theme, and actively select and embrace the transformation of shares, it will have a future. At the same time, the comprehensive logic Niugu Nasdaq, combined with the analysis of the security industry analysts, we recommend investors to focus on growth stocks A shares plate "real growth" and "true transformation" portfolio combination. I have a clear focus on the growth of a combination of the moat, and have a strong ability to innovate the subject, recommendations concern: Environmental trimer, cooltech power, Suzhou solid technetium, Jiangsu test, chinanetcenter. It focuses on the combination of traditional business transformation is shrinking, but the positive transformation and has certain advantages in the direction of the transformation of the subject, the proposals concern: Zhitong, Xingmin Silver billion shares, insigma. [P2P] industry analysis industry is facing a major reshuffle after the implementation of the new regulations, P2P industry is facing a major reshuffle, the P2P platform business model is not sustainable, many P2P platform in the business process will be eliminated rectification; in addition, the depository bank has become a mandatory threshold, the bank asset custody requirements gradually under strict conditions, compliance is not high P2P platform, the smaller is likely to be accelerated out. P2P supervision of the introduction of new regulations on the banks of the positive effect, mainly reflected in: 1), part of P2P borrowers to return to the bank, but the general level of borrower credit net loan platform is low, does not meet the credit requirements of the bank, is not attractive to banks; 2), P2P investors to stream banks, but the volume is limited; 3), asset custody income. The "measures" clearly funded.相关的主题文章: