The Most Optimistic End Of The Year Is 26000 To 27000 Points.

According to Hong Kong media, today is the first day of trading in October. From the historical trend, the fourth quarter is the traditional rise season for Hong Kong stocks. It has gained 7 years in the past ten years. Pang Baolin, managing director of the East Ji fund, said that

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Lu Dong: this year, the Hang Seng index should be at 27500 o'clock.

According to Lu Dong, managing director and investment director of Look s Asset Management, according to the calculation of corporate profits, capital costs and risk premium, this year's reasonable valuation of the Hang Seng index should be at 27500. Therefore, he expected that the performance of the fourth quarter will be better than the first 3 quarters, especially the domestic demand stocks, although the price earnings ratio is relatively high, the return on equity and growth will be ideal.

Pang Baolin, managing director of the East Ji fund, also said that the current investor focus on whether the United States will increase the intensity of quantitative easing policy, coupled with the appreciation of the renminbi, or will reappear 09 years of capital market. At the end of the Hang Seng Index, the most optimistic is expected to see 26000 to 27000 points.

However, Zhang Zhiwei, a joint director of Prudential Securities, reminded investors that Hong Kong stocks were well built in September, and that Hong Kong stocks may be temporarily adjusted in October. But if they fall back to 21500, they will be able to wait.

At present, the market is most optimistic about domestic demand shares, including Li Bang (891), BELLE (1880), Huacheng (291), Parkson (3368) and spring (331).

Morocco: the property market is near the top of the cycle.

In addition, Morgan Stanley issued a report that the bank shares are more than Hong Kong's real estate stocks. The reason is that the property market in Hong Kong is near the top of the cycle. The government's measures to cool the property market may be reissued. Although it will not cause property prices to drop sharply, it will not make the property market much room for growth. On the contrary, the net interest yield of bank shares is below 1.4% at the moment, the lowest in the past 13 years, and there is much room for improvement in the future.

Xiong Liping: internal housing stocks do not touch hands.

Xiong Liping, director of the Securities Division of the financial industry group, said investors could also note that the International Telecommunication Union (ITU) will hold a meeting in China in October this year to determine the international 4G standard.

Telecom shares will become the focus of speculation in the fourth quarter. China Mobile (941), China Unicom (762), China Telecom (728) and China wireless (2369) will be the targets of speculation.

In fact, China Mobile ADR, which is listed in the US, has been the first to rise to HK $80 last Friday.

She also pointed out that a lot of policy beneficiaries, such as automobiles, clothing and individual energy stocks, still have room for improvement, but the central authorities may further suppress the property market measures and predict that property taxes will be levied.