,
franklin marshall private equity subscription of new shares stock trading software stock software good bad capital flows, the main one thousand thousand comment
the previous week by less than expected economic data in Europe and America as well as stabilization of the bottom dollar rebound,
pressure short-term commodity price movements, the future depends on the dollar. Crude oil,
supra shoes, for example, by the early impact of depreciation of the dollar and the Middle East, rose over 40% within six months, accumulated a lot of speculation factors, but it will not appear the case of collapse in 2008, on the one hand, the establishment of economic recovery in Europe and America, the fundamentals Power is also a strong support; the other hand, the dollar still play a crucial role in commodity markets, if the dollar rebounded intermediate, which would curb some time in the future commodity price movements.
short-term fall in international commodity prices,
moncler, affecting the movement of domestic coal stocks. But coal fundamentals, we believe that coal prices fell very unlikely, while coal stocks through gradual correction, valuation has gradually returned to near the historical average, the value of a strong support base, investment value gradually.
commodity prices plummeted, the price of crude oil fell below 100 U.S. dollars / barrel, and other precious metals, nonferrous metals, such as silver, copper, etc. have also come down. Domestic coal stocks also appeared before the week of sharp correction, on the one hand by the expected slowdown in domestic macroeconomic, the other by the international market.
Haohua Energy (601 101): growth of clear,
supra, natural resources, good; coal exports to benefit international coal prices coal prices,
doudoune moncler, the future possibility of a larger-than-expected results.
focus of the company recommended: Shenhuo shares, China Shenhua, Yanzhou Coal,
franklin marshall, Haohua energy.
Yanzhou Coal Mining (600188): Domestic sales of coal in order to spot the main benefit coal price cycle; Australian coal operations force, the full benefit of international coal prices,
louboutin, the next five annual doubles and growth are protected.
Shenhuo shares (000 933): dragged down by the aluminum business, the company underestimated the value of the coal business; aluminum worst earnings period is over, with the shock of higher aluminum prices,
louboutin pas cher, the biggest performance increase flexibility; the same time, benefit from the integration of coal resources in Henan future.
limited extent coal stocks continued to fall, industry,
chaussure supra, the economy is still high, the industry net profit growth in 2011 was 29.8%,
doudoune moncler, the current valuation in the following historical average levels, corresponding to 15.4 times 2011 earnings, the value of strong support to maintain the industry
China Shenhua (601088): a large base is still under the high growth period; future growth clearly underestimated the valuation advantage, the company match the industry average.
Overall, the domestic coal market fundamentals remain good, the same short-term movements in the dollar and other factors involved. Although less than expected macroeconomic trends, but the full year is not an issue with the project to protect the house forward, we believe that the latter part of the second quarter (6 months late), the economy turning again more likely, therefore coal stocks will once again usher in the rose opportunities. 相关的主题文章：
http://www.moneycake.pl/blogs/entry/May-they-live-the-rest-of-their-lives-in-blissful-gobbling-And-may-all-Americans-enjoy-a-holiday-full-of-love-and-peace-God-bless-you-all http://www.chenyongren.net/bbs/viewthread.php?tid=246004&pid=292865&page=1&extra=page%3D1#pid292865 However, analysts also said that the non-food prices remain a continuous growth, oil price increases, interest rates drive mortgage interest rates, hikes still high, so in April CPI rose still at a high level.
