129737127837187500_24"Zhuangao financial network" reporter Maria q. Feng, February 13, Societe Generale securities published research report, because the Middle East Syria and Iran the volatile situation, Iran as a major oil producer, on China and Russia's core interests.
End of the first quarter of 2012, bottom of the aviation unit has once again confirmed. War in the Middle East for the great destruction in the aviation industry. FirstReducing aviation demand and war, followed by soaring airline gross margins have fallen sharply, third is the increase in oil prices, weighed on global economic developments affecting the aviation needs.
Squeezed demand and cost, made the airline's profitability significantly decline. Industrial securities said, before and after the war began, investors worried about the macro-economic, oil, aviation requirements, Air unit will run to lose the market, compared to the market's negative earnings for 30%. Relative benefit contact time is different at the end of the war, the different macroeconomic performance and on different markets, with different performance. Bottom time of 3-12 between the months, for investors, it is recommended that careful placing aviation unit. War is also the main factors leading to fluctuations in international oil prices. International financial capital and productionCapital to commodities, including oil, financial speculation and arbitrage, increased volatility in the International crude oil prices. On February 13, ping an securities released research report, shares of current air still does not fully reflect the performance of 2012 in the aviation industry downturn risk
tera power leveling, recommends waiting for the demand of good turning point occurs. For some time in the future, aviation market economy will remainCaution.
At the same time, US-Iraq war risk elimination, and the force of appreciation, may become an important catalyst for 2012 aviation stocks. For other sub-sectors of the delivery sector, ping an securities
swtor power leveling, delivery companies gain this week 0.93%, the infrastructure type of railway, highway, port defeated the shipping unit. In terms of stocks, delivered the traditional four "Shou"Guangshen Railway (601,333. SH), Daqin Railway (601,006. SH), the Shanghai Airport (600,009. SH) and Nanjing-Shanghai Expressway (600377.SH) after you gain rankings ranked the week 20%. For shipping, and still has room for improvement is expected, other industries, stable growth, lower valuations, large margin of safetyStocks will outperform the market. Recommended China Ocean (601,919. SH), Tangshan port (601,000. SH), iron lung logistics (600,125. SH), Xiamen Airport (600,897.
SH）。 (Securities market weekly Syndication) "author:" zhuangao financial network "reporter Maria q. Feng" (Editor: by Graham Sheffield from BarbicanYunhui)
The other news around this topic
:
没有评论:
发表评论