Investment points:
In the second quarter of investment strategy point of view:mbt shoes usa theme highlights, regional strong benefit from "1025" planning area revitalization and "rich" program, and industry is in its golden decade, at present plate valuations have larger ascending space; YuDaPan, weak performance in the first quarter industry to repair; plate valuations Second quarter into tourist season, and the thematic investment opportunities appear, regional concept continued strong second quarter is expected to comprehensive, beating the grail. See, still attention from the annual performance and future growth good stock, emphatically recommended stocks: CITS, Tibet tourism, emeishan A, huangshan mountain to travel. Short-term investment opportunity to consider from thematic, recommend: 000610), travel (xian xian diet; Expect gold star * ST zhang shares.
Quarter YuDaPan, valuation industry performance weak below historic average, yet to be fixed since catering tourism sector rising early 4.15%, ranking the first 14, industry performance YuDaPan; weak The current food tourism sector PE for 50 times below the historic average level, has the valuations repair expectations.
The tourist season in the second quarter, tourism is expected to substantially increase the number of tourism industry in the first quarter is catering off-season, tourist arrivals, tourism income on a small increase; The tourist season in the second quarter, with the number of tourist arrivals are expected to increase.
Market investment hot hainan exemption policy dustMBT Kipimo clog settles, direct benefit CITS; With the 90th anniversary of the communist party, the 100th anniversary of the xin-hai revolution such important time node of the approaching, all kinds of different style, different themes of red tourism lines are gradually warming; Thematic investment opportunities highlight: April 2011 on, China international horticultural exposition held in xi 'an, direct holdings in xian xian tourism, diet; The 14th international fina congress world championships and the 26th respectively the world university games in July and August held in Shanghai, shenzhen, good local listed companies. Consistently strong regional concept: "big shangri-la" resort &; Chongqing economic zone makes
Recommend stocks pool CITS: can bring the hainan islands substantially performance ascension dust settles, exemption policy end on April 20th, commissioning. CITS performance substantially increase but period; * ST zhang shares: * ST zhang strands of restructuring in January has "airness", jan. 28 * ST zhang strands of restructuring through audit obtained MBT Fanaka CSRC. In addition, * ST zhang strands of seasoned scheme has also approved, raised funds for * ST zhang shares reshuffled provides financial support, the development is expected to enhance company performance; Tibet tourism &; Xian diet: hold concurrently thematic investment opportunities and sustained high growth situation; A: YuChengYu emei mountain zone planning; benefit Xian tourism: benefit from 2011 China international horticultural exposition.
In the second quarter of investment strategy point of view:mbt shoes usa theme highlights, regional strong benefit from "1025" planning area revitalization and "rich" program, and industry is in its golden decade, at present plate valuations have larger ascending space; YuDaPan, weak performance in the first quarter industry to repair; plate valuations Second quarter into tourist season, and the thematic investment opportunities appear, regional concept continued strong second quarter is expected to comprehensive, beating the grail. See, still attention from the annual performance and future growth good stock, emphatically recommended stocks: CITS, Tibet tourism, emeishan A, huangshan mountain to travel. Short-term investment opportunity to consider from thematic, recommend: 000610), travel (xian xian diet; Expect gold star * ST zhang shares.
Quarter YuDaPan, valuation industry performance weak below historic average, yet to be fixed since catering tourism sector rising early 4.15%, ranking the first 14, industry performance YuDaPan; weak The current food tourism sector PE for 50 times below the historic average level, has the valuations repair expectations.
The tourist season in the second quarter, tourism is expected to substantially increase the number of tourism industry in the first quarter is catering off-season, tourist arrivals, tourism income on a small increase; The tourist season in the second quarter, with the number of tourist arrivals are expected to increase.
Market investment hot hainan exemption policy dustMBT Kipimo clog settles, direct benefit CITS; With the 90th anniversary of the communist party, the 100th anniversary of the xin-hai revolution such important time node of the approaching, all kinds of different style, different themes of red tourism lines are gradually warming; Thematic investment opportunities highlight: April 2011 on, China international horticultural exposition held in xi 'an, direct holdings in xian xian tourism, diet; The 14th international fina congress world championships and the 26th respectively the world university games in July and August held in Shanghai, shenzhen, good local listed companies. Consistently strong regional concept: "big shangri-la" resort &; Chongqing economic zone makes
Recommend stocks pool CITS: can bring the hainan islands substantially performance ascension dust settles, exemption policy end on April 20th, commissioning. CITS performance substantially increase but period; * ST zhang shares: * ST zhang strands of restructuring in January has "airness", jan. 28 * ST zhang strands of restructuring through audit obtained MBT Fanaka CSRC. In addition, * ST zhang strands of seasoned scheme has also approved, raised funds for * ST zhang shares reshuffled provides financial support, the development is expected to enhance company performance; Tibet tourism &; Xian diet: hold concurrently thematic investment opportunities and sustained high growth situation; A: YuChengYu emei mountain zone planning; benefit Xian tourism: benefit from 2011 China international horticultural exposition.
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