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雷达卡
Fundamentals and Market Wraps:
US :
US new home sales fell by 6.6 pct in June,with consensus expectations cetring on a fall of 2.7 pct.Durable goods rose by 1.4%,less than expected .Initial jobless claims fell to 301,000.All datas released relected the slow-down of US economy,and the investors worry about the subprime mortgage and real estate market.
US share market sufferred another big lose today,falling by 207.21 pct,which was the forth day lose in this week.I view this as both technical and economic adjustment .The datas releasd this week were all bad to the market,with the downtrend of oil and base metal prices ,which all led to the further depreciation of USD .To make things worse,the financial sector slumping sharply,investment banks' potencial lose on the bonds market mainly accounted for it,I believe.
US treasuries surged today,as investors moved to the bonds market,which was a good harbour because of the weakness in the sharemarket.Crude oil and base metals prices continued to slide .
AU:
China:
Our A share market rose by 6.21% this week,as the investors viewed last week's interest rate hike and reduction of tax rate as the end of bad news.The metal and real estate sector enjoyed the most increase ,more than 10%.
Instant noodles :price of instant noodles rose last week,according to the recent news.We view this report as an important signal to the next month's investment,as the price of rice will increase surely soon.(The supply and demand relationship in instant noodle industry keep stable ,the only reason that can account for the up price is the cost.Moreover,news released recently expected the production of rice in the Autum would increase.Every one knows what will happen then.).
Our bond market rose little by little this week.The investors didn't worry about the interest rate any more.
Shares commended:
国阳新能:Potential rise of coal price will benifit this sector.From technical analysis,the price broke the platform on 25th,and after 2 days adjustment ,it reached the record high,but sufferred lose yesterday.As its high intrinsic value,and strong A-share market,we strongly commended to buy.44.10 is a support level for it.
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