Optimistic about the three kinds of medicine stock broker after New Year's Day 720 million net inflow of funds

 Optimistic about the three kinds of medicine stock broker after New Year's Day 720 million net inflow of funds January 17, 2009
good healthcare industry in recent years to bring the ongoing topic of concern. Great wisdom super win (SuperView) data show that pharmaceutical sector its unique and rich subject matter of defensive concept is represented by the Fund focus on institutional investors favor. disk shows 4 trillion of infrastructure investment in the bottom of the characteristics of the broader market becomes clearer, while offering a new round of rebound in the pharmaceutical industry market, pharmaceutical industry activity related to stock price performance of listed companies, of which,UGG shoes, such as Chinese and Western medicine, the river pharmaceutical, Fosun medicine,Bailey UGG boots, health yuan, on the implementation of pharmaceutical stocks rose at the near doubling.
optimistic about the strength of three types of brokerage Medicine By observing the performance of brokerage stocks
investment strategy in 2009, the number of listed companies by the industry, pharmaceutical industry, second only to the infrastructure sector continues to be concern and recommended their organizations.
Northeast Securities investment strategy in 2009 that the pharmaceutical industry in the country to improve the livelihood of the people, stimulating domestic demand, macroeconomic policy, the pharmaceutical industry in the healthy development of policy support and its own dual role, the annual growth rate of total industry profits will remain above 30%.
SW recent The report notes that with the three-, four-or five lines Lunzhang pharmaceutical companies, pharmaceutical companies and other front-line unit has significantly narrowed the valuation gap and differentiation, rational investors to return to the good companies such as pharmaceutical sector, Yunnanbaiyao, Henry medicine, Hualan Biological, Medicines, East donkey-hide gelatin, Kehua, Double-Crane Pharmaceutical, medicine river, the sea is concerned about the drug, Department of Pharmaceutical and integration of state-controlled system integration and the integration of Tiantan Biological.
New Year's Day 10 trading days after the main net inflows over 720 million won
great wisdom (SuperView) data show that since 2009, although the pharmaceutical sector index performance continues to be relatively mild but the overall funding sought, January 5 to 16 day-10 main trading 720 million net inflow of funds. the observation period over large plate stocks ranked by lighten up, Shanghai Fu Jen, medicine and other parties 23 days, the industry super-large positions in individual stocks increased significantly, while the celestial eye medicine, and other 15 stocks Pien Tze Huang Ultra-large positions declined slightly. flow of funds from the observation of specific stocks, North China Pharmaceutical, Hong Mei medicine, Tong Ren Tang among the main net inflows during the first three, the river medicine, Tianyaogufen, pharmaceutical and other blue-chip financial benefits as Bai was a net inflow, but Kang edge medicine, Henry Pharmaceutical two funds of funds since the New Year Awkwardness small net outflow of 033 million, respectively, and 0.16 million as of December 31 last year, two chip stocks highly concentrated, institutional positions respectively 65.4 %, 57.0%.
Jiancang shares some institutions are active
medicine is the river segment leader,UGG boots cheap, since last November 4th highest since the stock rose more than 110%, great wisdom TopView data show that the end of last 12 31 are holding 5274 shares of stock accounts,Discount UGG boots, institutional, retail positions were 49.9% and 21.8%, the relative concentration of chips, during which 300 million net inflow of institutional funds. Meanwhile, after New Year's Day win over the great wisdom (SuperView) data reveal the stock continue to be the main funding sought, January 5 to 16 day net inflow of 25 million yuan of funds the main, super-large positions increased to 58.5%, during consecutive record high stock prices.
the same performance since last November on the continuing strength Real medicine institutions in significant net inflow of funds, great wisdom TopView statistics show that between November 43 trading days to 12 months the cumulative net inflow of institutional capital stock 230 million, during the body positions increased 43.6% from the 32.4%, combined with its circulation of 225 million shares in issue, institutions net bought 2528 shares of seats. However, great wisdom super win (SuperView) data revealed this week showed a slight Xiaban Zhou net outflow of capital stock status, panel display, the Unit on Monday hit a new high of 12.55 yuan after weak share price performance. In addition, health yuan, Fosun Pharmaceutical, Shandong Pharmaceutical Glass Masukura institutions such as investment in stocks in the 4 trillion stimulation showed significant rebound in stock prices, and the strong performance of Chinese and Western medicine is mainly dominated by the hot money short-term funding, data show January 13 to 16 day stock main net outflow of funds 17 million yuan.
is worth noting that the high concentration of chips Hengrui Medicine, Medicines shares in December last year, continued weakness in the stock price in late stage. As December 31 seats since the two positions in the Ministry of stock sales did not exceed 10%, respectively, account for 7.38 million shares are shares, 3.72 million shares. In fact, the chip's ultra-high concentration also shows the potential illiquidity of the stock , lack of motivation share price performance.
although significantly warmer in the recent context of the broader market a lot of blue chip pharmaceutical weakness, but the pharmaceutical properties of both offensive and defensive stocks in the last round of the bear market has long reflected the sustained attention of the main capital stock of the plate the main driver of performance, attention to the value of pharmaceutical stocks will continue.