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Soybean bearish direction is hard to change 浙江树人大学图书馆

Soybean bearish direction is the most recent period, facing the South American soybean market, soybean is difficult to have a unilateral market, while the domestic impact of the Spring Festival holiday, soybean spot trading is not much, the price is relatively stable. Among them, the purchase price of clean grain in Inner Mongolia Zhalantun area is 3800 yuan, the purchase price of grain in Longjiang area is 3600 tons, and the purchasing price of grain in Heihe town is 3760 – 3800 yuan tons. With the current around the school, is expected to the Northeast soybean growers will rush to cash and carry out grain, but around the dealers and factory purchasing enthusiasm is not high, the domestic soybean market is still filled with a strong bearish atmosphere. The international market soybean ample supply of the United States, the United States Department of agriculture forecast, the annual export volume in either of 1 billion 690 million bushels, and crush since last month’s forecast of 1 billion 890 million bushels reduced to 1 billion 880 million bushels, which makes the final soybean carryover increased from 440 million bushels to 450 million bushels level. At the same time, with the coming of the soybean harvest season in South America, soybean production in Brazil and Argentina has once again received market attention. USDA expects soybean production in Brazil to be 100 million tons and soybean production in Argentina at 58 million 500 thousand tons, up 1 million 500 thousand tons from the previous month. Other institutions also expect soybean production in Brazil between 99 million – 105 million tons, soybean production in Argentina between 57 million – 59 million tons, the South American harvest has been basically determined. Overall, the South American soybean harvest guarantees the global supply of soybeans, and it also suppresses international soybean prices. The disturbance factors gradually increased the U.S. oilseed Processors Association released data show that in January the United States soybean crushing capacity of 150 million 453 thousand bushels, lower than in December last year to 157 million 711 thousand bushels, representing a decrease of 7.5%, the highest since 2012 the lowest, low tone natural crush is not conducive to the international soybean market. However, a few days ago, Russia worried that the entry of genetically modified varieties would affect domestic cultivation, so it decided to impose temporary import ban on soybean and Maize in the United States since February 15th. At the same time, the Egyptian authorities this month have quality inspection of agricultural quality problems due to rejection four ship U.S. soybean shipments. In short, the international soybean trade dispute continues, which also prompted the international soybean prices to instability. In addition, Brazil’s continued weakness, boost Brazil new season soybean export sales speed, so as to continue to squeeze the share of u.s.. However, the recent heavy rains have led to delays in shipment of soybeans. At present, the number of vessels waiting for shipment of soybeans and corn in Brazil port is 163, the number of soybeans and corn waiting for shipment is 9 million 730 thousand tons, 66 tons and 4 million 100 thousand tons last year. The weather and logistics problems in South America appear intermittently, and become another interference factor affecting the international soybean prices. In the past two years, the policy of direct subsidy trial has been carried out in Northeast China. In February 14th this year, Jilin province revised and perfected the soybean target price direct subsidy implementation plan in. Soybean targets released by the state this year.

大豆 偏空方向难改      最近一段时间,面临南美大豆上市,美豆难有单边行情,而国内由于春节假期的影响,大豆现货交易不多,价格较为稳定。其中,内蒙古扎兰屯地区的清粮收购价格为3800元 吨,龙江地区的清粮收购价格为3600元 吨,黑河龙镇地区清粮收购价格为3760―3800元 吨。目前随着各地学校开学,预计东北地区大豆种植户将急于变现而售粮,但各地粮商和油厂的采购积极性并不高,国内大豆市场仍旧弥漫着浓浓的看空气氛。   国际市场大豆供给充裕   美国方面,美国农业部预测,美豆的年度出口量在16.90亿蒲式耳,而压榨量自上月预测的18.90亿蒲式耳降低到18.80亿蒲式耳,这使得期末大豆结转库存由4.40亿蒲式耳升高到4.50亿蒲式耳水平。   与此同时,随着南美大豆收割季节的来临,巴西与阿根廷大豆的产量再度受到市场关注。美国农业部预计巴西大豆产量在10000万吨,阿根廷大豆产量在5850万吨,较上月预测提高了150万吨。其他机构也大多预计巴西大豆产量在9900万―10500万吨之间,阿根廷大豆产量处于5700万―5900万吨之间,南美丰收基本得到确定。整体来看,南美大豆丰收保证了全球大豆的供给,也必然压制国际大豆价格。   国际扰动因素逐渐增多   美国油籽加工商协会发布的数据显示,美国1月大豆压榨量为1.50453亿蒲式耳,低于去年12月的1.57711亿蒲式耳,较去年同期减少7.5%,创下2012年以来同期最低,压榨量的调低自然不利于国际大豆市场。然而,前几日俄罗斯担心转基因品种的进入会影响国内种植,于是决定从2月15日起对美国大豆和玉米实行临时进口禁令。同时,埃及农业质检当局本月已经因质量问题拒收四船美国大豆船货。总之,国际大豆贸易的争端不断,这也促使国际大豆价格走向不稳。   除此以外,巴西雷亚尔持续疲软,提振了巴西新季大豆的出口销售速度,从而不断挤占美豆份额。然而,近期的暴雨却导致大豆装运延迟,目前巴西港口排队等待装运大豆和玉米的船只数量为163艘,等待装运的大豆和玉米数量为973万吨,去年同期分别为66艘和410万吨。南美的天气以及物流问题间断出现,成为影响国际大豆价格的又一干扰因素。   我国东北大[微博]豆持续直补   近两年,我国对东北大豆进行了直补试点政策改革,今年2月14日,吉林省修改并完善了大豆目标价格直补实施方案。今年国家发布的大豆目标价格依旧是每吨4800元,只有平均市场价格低于该目标价格,政府才会在5月前发放价格补贴给种植者。但不论政策如何,价格补贴政策的存在,因而该政策并不会提振国产大豆价格,反而对大豆价格具有较大的压制作用。   进口大豆到港量将增加   由于春节原因,我国1―2月进口大豆到港量预计都较低。海关总署公布的数据显示,我国1月大豆进口量为566万吨,较去年同期下降17.7%,2月恰逢春节假期,进口大豆到港量可能进一步减少。不过,3月开始,南美大豆大量上市,并且国内假期结束,进口大豆到港量将显著增加,届时必然给国内港口地区大豆价格带来压制作用。   综上所述,国际大豆供给充裕,价格处于低位,进口大豆的到港不断冲击国内大豆市场。同时,随着春节假期的结束,重新售粮高峰的到来也将再次压制国内大豆价格。   (作者单位:神凯投资)   版权声明:本网所有内容,凡来源:“期货日报”的所有文字、图片和音视频资料,版权均属期货日报所有,任何媒体、网站或个人未经本网协议授权不得转载、链接、转贴或以其他方式复制发布 发表。已经本网协议授权的媒体、网站,在下载使用时必须注明"稿件来源:期货日报",违者本网将依法追究责任。相关的主题文章:

Day letter investment before and after the Spring Festival will buy bargain 梦续红楼之盗玉

Day letter investment: before and after the Spring Festival will buy bargain hot column capital flows thousands of thousands of stocks the latest Rating Rating diagnosis simulation trading client Sina Level2:A shares Sina speed Kanpan finance client: making the most of the investors in the investment with a modest rise in the market yesterday, Tang Tianxin leaves, but stocks rose more or less. On the weighted plates, nonferrous metals, aviation, chemical industry, education and leisure, and ship increase are the most important ones. There is no decline in the plate, and real estate, liquor making and banking are at the end of the year. Conceptually, the concept of vitamins, gold, sub new shares, net loans, gambling and rare earth permanent magnet rose, and there was no concept of falling. Satellite navigation, affordable housing, virtual reality and smart TV rose at the end. Today’s news: invest 700 billion to implement the upgrading of rural power grids; by the national social security fund bill; Xi Jinping Jiang said study Chinese Medicine Valley health care is completed a comprehensive well-off society in an important aspect; further improve the prevention and disposal of illegal fund-raising work; the central bank [micro-blog] continue to implement prudent monetary policy, prevent and defuse financial risks; safe relaxation the QFII investment restrictions, to further expand domestic capital market opening; the construction and development of the double base hit space; iron and steel production capacity to clear tasks, five years after the compression of crude steel more than 1 tons; in January 9 companies completed IPO agency is expected after the Spring Festival, A shares IPO speed; the new electricity reform pilot to gain another victory, Chongqing officially launched the sale electricity reform. Zhou Xiaochuan stressed the need to actively adapt to the new normal economic development, insist on maintaining stability in the general work guideline, continue to implement prudent monetary policy, and constantly improve the macro-control system, deepen the reform of key areas, sustained release bonus reform, prevent and defuse financial risks, improve financial services and management level, to create a good monetary and financial environment for the steady growth, structural adjustment anti risk, and promote reform, improve people’s livelihood. On February 3rd, Premier Li Keqiang chaired a State Council executive meeting, the deployment of the construction of a new platform for entrepreneurship and innovation, promote the implementation of innovation driven development strategy, innovation and public entrepreneurship peoples to provide low-cost, comprehensive and professional services for better, more can release the whole society entrepreneurship and innovation vitality, enhance the new energy economic development entities, to create conditions to resolve excess capacity. Emphasis on innovation, restructuring and reform is the focus of government work in the next few years. The traditional industry overcapacity is facing downward pressure, although the country put forward the "The Belt and Road" and the supply side reform strategy, but to be effective, also need a few years time, so the weight plates market expectations and not long, but in different stages of pulse hair. In public entrepreneurship, innovation policy background, the emerging technology industry growth performance than traditional industries, showing a good trend, and small cap stocks than the active period of the heavyweight active period, which is the present business logic behind the plate leading index rose. A week before and after the Spring Festival, the market will be full of warmth, during the fall of the market will not produce a slump, but only mild adjustment. The five consecutive trading days closed the sun, making a better money making effect, the index rose only 1.73% yesterday, compared with January 29th and February 2nd

天信投资:春节前后逢低必买 热点栏目资金流向千股千评个股诊断最新评级模拟交易客户端 新浪财经Level2:A股极速看盘 新浪财经客户端:最赚钱的投资者都在用   天信投资 叶腾   昨日市场温和上涨,但个股涨多跌少。权重板块上,有色、航空、化工、文教休闲、船舶涨幅居前,没有下跌的板块,房地产、酿酒、银行涨幅居末。概念上,维生素、黄金、次新股、网贷、博彩、稀土永磁概念涨幅居前,没有下跌的概念,卫星导航、保障房、虚拟现实、智能电视概念涨幅居末。   今日消息:投资7000亿实施农村电网改造升级;通过全国社会保障基金条例草案;习近平考察江中药谷称医疗保健是全面建成小康社会的重要方面;进一步做好防范和处置非法集资工作;央行[微博]继续实施稳健的货币政策,防范和化解金融风险;外管局放松对QFII投资限制,进一步扩大境内资本市场开放;建设双创基地发展众创空间;钢铁去产能任务明确,五年再压缩粗钢逾1亿吨;1月份9家中企完成IPO 机构预计春节后A股IPO提速;新电改综合试点再下一城,重庆正式启动售电侧改革。   周小川强调要主动适应经济发展新常态,坚持稳中求进工作总基调,继续实施稳健的货币政策,不断完善宏观调控体系,深化重点领域改革,持续释放改革红利,防范化解金融风险,提升金融服务和管理水平,为“稳增长、调结构、促改革、防风险、惠民生”创造良好的货币金融环境。国务院总理李克强于2月3日主持召开国务院常务会议,部署建设新型创业创新平台,为更好实施创新驱动发展战略、推进大众创业万众创新提供低成本、全方位、专业化服务,可以更大释放全社会创业创新活力,增强实体经济发展新动能,为化解过剩产能创造条件。   “重创新、调结构、行改革”是未来几年政府工作的重心。传统产能过剩行业面临下行压力,虽然国家提出了“一带一路”和供给侧改革战略,但是要想见效,还需要几年时间,因而权重板块的市场预期并不能长期提升,而是呈现阶段性脉冲式蓬发。在大众创业、万众创新的政策背景下,新兴科技行业的业绩增速都超过了传统行业,呈现出向好的态势,因而中小盘个股的活跃期也比权重股的活跃期要长,这也是当下创业板领先各大指数上涨的背后逻辑。   春节前后一周的行情都将是充满暖意的,期间市场的下跌并不会产生大跌,而只是温和小幅调整。创业板连续五个交易日收阳,制造了较好的挣钱效应,昨天该指数只涨了1.73%,较1月29号和2月2号的涨幅有较多的缩小。春节前最后一个交易日,资金有一定的离场增加固收的配置,预计今天市场将出现调整,但这种调整是低吸的机会,让坚定做多者更好的享受年后的开门红行情。 新浪声明:新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章:

90 with banking services accounted for only 19% of the digital channels is the direction 八味固阳丸

90 satisfied banking services accounted for only 19%, digital channel is the direction of sina fund exposure desk: letter Phi lag false propaganda, performance is lower than the same product for a long time, buy fund by pit how to do? Click on [I want to complain], Sina help you expose them! Beijing Economic Daily News (reporter Qin Haibo Gallup) September 13th consulting firm released a research report entitled "retail bank" China in Beijing today, separately from the customer Chinese banking investment channels, product purchase and use, "90" customer base of 4 aspects of research on the competitiveness of China retail bank, and puts forward some corresponding solutions to Gallup in the global banking service experience. With the promotion of income and social status, "after 90" will gradually become an important group of social wealth accumulation and consumption. But the report shows that compared with other countries, China’s "post-90s" has low satisfaction with bank channels and products. "90" customers show the lowest brand investment degree, only 19% of "90" customer is "high investment customer", 22% of "90" customer is "extremely not put into customer"". China’s "90" credit card ownership rate of 25%, indicating that the group of exuberant consumer demand. 22.5% of China’s "90" in the past 6 months only use mobile banking and online banking, the two digital banking channels, far ahead of other countries, the data is close to the United States two times, the future will be China’s "90" most dependent way. Gallup, chief consultant Wu Tao said, both in terms of channels or product design, "90" are more likely to accept new things, the retail bank Chinese Chinese should seize the current rapid development of the "Internet plus" the opportunity to design innovative content, in line with the young generation of taste channels and products. Retail banks in China can achieve organic growth and performance improvement by continuously tracking customer input, differentiated channel operations, product innovation and refined customer management. Enter Sina Financial shares] discussion

90后满意银行服务仅占19% 数字化渠道是方向 新浪基金曝光台:信披滞后虚假宣传,业绩长期低于同类产品,买基金被坑怎么办?点击【我要投诉】,新浪帮你曝光他们!   经济日报北京9月13日讯 (记者 秦海波)盖洛普咨询公司今天在北京发布了《中国零售银行研究报告》,分别从中国银行业客户投入度、渠道使用、产品购买及“90后”客户群4个方面对中国零售银行竞争力进行调查研究,并结合盖洛普在全球银行业的服务经验提出相应解决办法。   随着收入和社会地位的提升,“90后”将逐步成为社会财富积累和消费的重要人群。但报告显示,与其他国家相比,中国“90后”对银行渠道和产品的满意度偏低。“90后”客户呈现了最低的品牌投入度,仅19%的“90后”客户为“高投入度客户”,22%的“90后”客户为“极不投入客户”。中国“90后”的信用卡拥有率为25%,表明该群体旺盛的消费需求。22.5%的中国“90后”在过去的6个月中只使用了手机银行和网上银行这两项数字化银行渠道,遥遥领先其他国家,数据接近美国的两倍,未来会是中国“90后”最依赖的方式。   盖洛普首席咨询顾问吴涛表示,无论是在渠道方面还是产品设计方面,“90后”更容易接受新鲜事物,中国零售银行应该抓住中国目前飞速发展的“互联网+”机遇,设计内容新颖、符合年轻一代口味的渠道和产品。中国零售银行可通过持续跟踪客户投入度、差异化渠道运营、产品创新和精细化客户管理,实现银行的有机增长和业绩提升。    进入【新浪财经股吧】讨论相关的主题文章:

Bank of East Asia RMB CNY strong return, creating the largest single sunrise in more than ten years 月凌情作品集

The Bank of East Asia: RMB CNY strong return, more than ten years to create the largest single market or the focus of people’s Bank of China Governor Zhou Xiaochuan at the weekend to break the silence, stressed that the RMB basis does not exist after the continued depreciation of the RMB during the lunar new year, the first trading day after soaring, the RMB against the U.S. dollar yesterday by 196 basis points to 6.5118. Onshore RMB (CNY) closed at 6.4940 last night, 6.5755 higher than the previous trading day (February 5th), 1.26%, the largest one-day increase in more than ten years, and the highest since then this year. The strong return of RMB CNY is mainly due to the sharp drop in US dollar during the Spring Festival and the rise of RMB CNH on the offshore rmb. Offshore RMB CNH against the U.S. dollar during the Spring Festival period from 6.58 to 6.50, by Zhou Xiaochuan stability speech, yesterday, further strengthened to 6.4866. CNY surged more than 800 points yesterday, recovering CNH all the gains during the spring festival. In addition, China released the latest trade data yesterday. In dollar terms, China’s exports fell by an annual rate of 11.2% in January, far short of the expected -1.8% and -1.4% in December; the annual import rate fell by 18.8% in December, and far worse than expected -3.6% and -7.6% in January. In January, the trade surplus rose to a record $63 billion 290 million, higher than expected +606 billion dollars and +600.9 billion dollars in December last year. However, the import and export are expected to drop sharply, reflecting the very weak domestic and foreign demand, and the prospect is still worrying. In addition, in dollar terms, China’s exports fell by 2.8% in 2015, and imports fell by 14.1%, far more than the government’s target of 6% growth in import and export at the beginning of the year. The United States last night due to the president’s Day holiday, the financial market closed. European central bank governor Delagi stressed last night that if the financial turmoil or imported low inflation threatens the stability of the euro area, the central bank will not hesitate to take action. In March the European Central Bank will seem to be overweight loose, stimulate evil three index rose 2% to 3% last night. The euro against the dollar fell from 1.12 to 1.1128, and the euro is expected to return to the U.S. dollar again in the hope of further expansion of the monetary policy differences between Europe and the United States, 1.10. Figure 1: $CNY yuan (daily) source: Peng Bo New York oil futures trading strategy: from Saudi Arabia and Russia on production, short-term technical rebound is expected to subject to 33-35 resistance figure 2: New York oil (daily) source: Peng Bo biography of Saudi Arabia oil minister Alial-Naimi plans to meet with Russian energy minister Alexander Novak in Doha on Tuesday, to explore the crude oil market problems. Russia and Saudi Arabia’s energy ministry declined to comment, but the news led to a possible reduction in production, and stimulated New York oil to rebound above $30 this morning. Saudi Arabia has always adhered to it unless the organization of Petroleum Exporting Countries (OPE) talks about it

东亚银行:人民币CNY强势回归,创逾十年最大单日升   市场焦点   人民银行行长周小川周末打破沉默,强调人民币不存在持续贬值的基础之后,人民币在农历新年后的第一个交易日大幅飙升,人民币兑美元中间价昨日上调196个基点至6.5118。在岸人民币(CNY)兑美元昨晚收在6.4940,比上个交易日(2月5日)的收市价6.5755上升1.26%,创逾十年以来的最大单日升幅,而且汇价也创今年以来最高。   人民币CNY强势回归,主要是因为在春节期间美元大幅下跌及离岸人民币CNH大升所致。离岸人民币CNH兑美元在春节期间由6.58走强至6.50,受周小川维稳言论推动,昨日曾再进一步走强至6.4866。CNY昨日强劲飙升逾800点子,一次过追回CNH在春节期间的所有升幅。   另外,中国昨日公布最新的贸易数据。以美元计,中国1月出口年率下跌11.2%,远逊预期的-1.8%及12月的-1.4%;1月进口年率大跌18.8%,亦远差过预期的-3.6%及12月的-7.6%。1月贸易顺差升至创纪录的632.9亿美元,高于预期的+606亿美元及去年12月的+600.9亿美元。但需要留意,进出口均大幅下跌,反映内外需求都十分疲弱,前景仍然堪忧。另外,以美元计,2015年全年中国出口下跌2.8%,进口下跌14.1%,比年初政府制定的进出口年率增长6%的目标相距甚远。   美国昨晚因总统日假期,金融市场休市。欧洲央行行长德拉吉昨晚强调,如果金融动荡或输入性低通胀威胁欧元区价格稳定,央行将毫不犹豫地采取行动。似乎3月欧央行势将加码宽松,刺激英法德三大指数昨晚上升2%至3%。欧元兑美元则由1.12上方一度回落至1.1128,在欧美货币政策差异有机会进一步扩大的情况下,预期欧元兑美元短线有望再次回试1.10。   图1: 美元 人民币CNY (日线图)   来源:彭博   交易策略   纽约期油:传沙特与俄罗斯谈减产,短线技术性反弹料将于受制于33-35美元阻力   图2:纽约期油 (日线图 )   来源:彭博   有传沙特阿拉伯石油大臣Alial-Naimi计划周二在多哈会晤俄罗斯能源部长Alexander Novak,探讨原油市场的问题。俄罗斯及沙特能源部均拒绝置评,不过相关消息令可能减产再现一丝曙光,并刺激纽约期油今天早上反弹至30美元上方。   沙特阿拉伯一直坚持,除非石油输出国组织(OPEC)以外产油国合作,否则不会以减产来应对原油供应过剩的问题。虽然油价持续下跌,给依赖原油出口的国家造成很大的财政压力,但沙特能否与俄罗斯达成减产协议,目前仍然存在很大的疑问。   油价持续暴跌过后,受可能合作减产的消息推动,间中出现技术性反弹是非常正常的事。但宜留意,中国经济持续走下坡及原油供过于求的情况,其实并未有实质性改善,油价的整体弱势仍未改变。预计纽约期油的短线技术性反弹空间将会受制于33-35美元阻力。   �春梅   东亚银行   2016-2-16 进入【新浪财经股吧】讨论相关的主题文章:

麦格理重申对地产股正面看法 作出其评级目标价 新浪财经App 南通体臣卫生学校

Macquarie reiterated make its rating target price of sina finance App on real estate stocks positive view: Live on-line blogger to tutor Sina Hong Kong APP: real time market exclusive reference stocks also worth the investment? What’s the problem? Where is the future? Sina launched the "Hong Kong Hong Kong stocks as well as unattractive" discussion, with a rational and constructive attitude, welcome attention to Hong Kong stocks, concern of the capital market, Hong Kong stocks together for suggestions, seek the Hong Kong stock market tomorrow. Please to hkstock_biz@sina. The Macquarie report pointed out that the Wing Lung Bank announced the H according to the interest rate down to H+1.35% (the actual mortgage interest rate of 1.62 per cent), cash rebate discounts of 1% unchanged, since this is the fourth time since April this year, down by interest rates, the cumulative decline of 35. It is not surprising that other major banks follow down interest rates. Macquarie lists 5 reasons about the trend of real estate stocks next year: many local banks lowered interest rates by the pace of U.S. interest rates; mild; British exit or make capital re allocation; new financing plan ahead; and the low interest rate environment, other investment tools co.. The bank is expected next year, the property market stable, policy risk is limited, the price is expected to rise 5%, mainly in the high-end market, 2017-18 years alone, the number of transactions rose 15% and 10%, the expected monthly overall property registration can be maintained at about 5000 the number of cases. The bank believes that Hong Kong will cut interest rates by favorable market continues to recover, it can be roughly offset by prospective buyers leads to reduced returns on worries about potential U.S. interest rate hike, and refers to the local interest rates by trend and interbank liquidity are closely related, but not completely follow the United States raised interest rates, reiterated a positive view on the real estate stocks, listed in the latest investment rating and target price of Hongkong real estate shares: shares, investment rating, target price (HK) new (00016.HK), outperform, 145.84 yuan letter (00083.HK), neutral, 12.62 yuan of New World Development (00017.HK), outperform 13.1 yuan, Kerry (00683.HK), neutral 24.43 yuan, Ka Wah International (00173.HK), outperform, 5.45 Yuan Hang (00012.HK), neutral, 46.43 yuan Wheelock (00020.HK Of 43.89 yuan), neutral (01113.HK), Cheung Kong real estate outperform 68.73 yuan / 66 estate (00101.HK), outperform, 18.49 Yuan Development (00014.HK), outperform 36 yuan, Swire Properties (01972.HK), outperform, 24.6 yuan A (00019.HK), Taigu neutral, 81.2 yuan nine warehouse (00004.HK), neutral, 47 yuan Ying Jun (00041.HK), neutral, 24 yuan in Yuexiu real estate trust (00405.HK), outperform, 4.66 yuan of champion

麦格理重申对地产股正面看法 作出其评级目标价 新浪财经App:直播上线 博主一对一指导 新浪港股APP:实时行情 独家内参   港股还值不值得投资?出现了什么问题?未来出路在哪里?新浪港股发起“港股还有没有吸引力”大讨论,以理性、建设性的态度,欢迎关注港股、关注资本市场的人士,一起为港股建言献策,共谋港股市场的明天。来稿请至hkstock_biz@sina 。   麦格理报告指出,永隆银行宣布将H按息口调低至H+1.35厘(即实际供楼利率为1.62厘),现金回赠1%优惠维持不变,这是自今年4月以来第四次下调按息,累计跌幅达35点子。该行指,若其他主要银行跟随下调按息亦不足为奇。   麦格理列出看好明年地产股走势的5大原因:多间银行下调本地按息;美国加息步伐温和;英国脱欧或令资本重新配置;新盘融资计划进取;及在低息环境下,其他可投资工具有限。该行预期,明年楼市平稳,政策风险有限,楼价有望升5%,主要为中高端市场,料2017-18年一手楼成交宗数分别升15%及10%,预期每月整体物业注册量可维持在约5,000宗数。   该行认为,本港按息下调将可利好楼市持续复苏,这大致可抵销准买家对美国潜在加息导致回报减少的忧虑,又指本地按息趋势与银行间流动性息息相关,反而未必完全跟随美国上调息口,重申对地产股正面看法,列出对香港地产股的最新投资评级及目标价:   股份│投资评级│目标价(港元)   新地(00016.HK)│跑赢大市│145.84元   信置(00083.HK)│中性│12.62元   新世界发展(00017.HK)│跑赢大市│13.1元   嘉里建设(00683.HK)│中性│24.43元   嘉华国际(00173.HK)│跑赢大市│5.45元   恒地(00012.HK)│中性│46.43元   会德丰(00020.HK)│中性│43.89元   长实地产(01113.HK)│跑赢大市│68.73元   恒隆地产(00101.HK)│跑赢大市│18.49元   希慎(00014.HK)│跑赢大市│36元   太古地产(01972.HK)│跑赢大市│24.6元   太古A(00019.HK)│中性│81.2元   九仓(00004.HK)│中性│47元   鹰君(00041.HK)│中性│24元   越秀房产信托(00405.HK)│跑赢大市│4.66元   冠君(02778.HK)│跑赢大市│4.38元   领展(00823.HK)│跑赢大市│59.7元   汇贤产业信托(87001.HK)│跑赢大市│3.23元   美联(01200.HK)│中性│2.54元 进入【新浪财经股吧】讨论相关的主题文章:

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