Since the second half of 2013, real estate stocks continued to slump. However,
real estate stocks in Shanghai and Shenzhen daily limit yesterday tide. "Daily
Economic News" reporter noted, the Shanghai Real Estate Index and the Shenzhen
real estate index rose 4.26 percent and 4.69 percent, respectively, over stock
index 2.16% and the Shenzhen Component Index rose 2.99 percent.
private
industry and believes that real estate stocks rose yesterday for three reasons:
First, the central bank released on the 21st of liquidity; Second, the NDRC said
the new urbanization plan has been submitted to the State Council; Third,
brokers publish research reported real estate stocks to historically low
valuations.
bullish on gold, "Dr. Paul million gold"
Yesterday, the
real estate section 138 has 118 stocks rose, accounting for 90.07%. There are
four stocks daily limit, namely, Gree real estate, Pearl River Co., Jinke shares
and in the technology industry. In addition, real estate investment rose 8.67
percent, China Vanke A rose 5.54 percent.
"the central bank announced
earlier this week, and the release of 225 billion yuan of liquidity to the
market the day before yesterday, ample funds face directly contributing to the
sharp rebound in the real estate sector. want to know the sensitivity of the
fund's real estate stocks is the highest. "So a real estate industry analyst on
the" Daily Economic News "reporter analysis of real estate stocks rose reasons.
Xie Yifeng Asia Pacific Real Estate Development Association president,
said yesterday, the National Development and Reform Commission responsible
person at the macroeconomic and policy press conference that the country is now
planning new urbanization modification is completed and submapartment rent shanghaiitted
to the State Council, which will surface in the policy the real estate business
a certain support.
large real estate companies in Shenzhen investors Cheng
Liwei added, the CIRC said yesterday that senior housing will conduct a reverse
mortgage endowment insurance pilot, huge insurance payments market will make a
lot of stock and real estate companies have the opportunity to incremental
projects a share. He also noted that major brokerage research report valuation
data from the view, the valuation of real estate stocks have reached historic
lows, so real estate stocks are expected to gradually repair market recognition.
reporter noted that 21 Japan-China International Capital Corporation
released study reported that "the valuation of real estate stocks have reached
historic lows," if concerns about interest rates upward lift, a rebound in
February and March trade turnover is expected to push the leading stocks Fix 30%
to 50%. In research reported in gold on "Dr. Paul million gold" four real estate
stocks and Beijing Urban Construction, real estate etc. Gree expressed
optimistic. Brokers said property stocks to a record low valuation, then contact
the historical data, current valuations in the end real estate stocks at what
level it? With the major indices valuation horizontal comparison and how?
reporters according to Wind statistics show that in early 2013, the real
estate sector is 15.64 times the average price-earnings ratio, price-earnings
ratio fell to 10.71 times the end. January 9, 2014 - 21, the real estate sector
average PER of nine consecutive trading days is less than 10 times, 13 January
trades at 9.58 times the plate, hit a record low value. Yesterday, as the real
estate stocks rose slightly to 10.21 times earnings plate, the Shanghai A-share
day, the Shenzhen A-shares, small board and the GEM average price-earnings ratio
of 9.38 times, 29.50 times, 36.65 times and 64.92 times.
private: real
estate stocks continued to rebound or difficult
While the real estate
sector because of the many positive and rebound, but the "Daily Economic News"
reporter noted that many private sources, real estate stocks rebound or can not
be sustained in the short term.
strategy Chengdu Xinyuan Wang Xiaofeng Jin
Hui said that in 2014 the real estate industry is still uncertain regulatory
policies, there are still policy risk. Guangzhou, a researshanghai rent housech director at the
investment potential Xiang Zhong Zhifeng think, really cheap valuation of reshanghai house rental estate
stocks, but investors in the financial, real estate and other blue-chip low
valuation of the investment value has always been differences of opinion, or
will continue to focus on market speculation focused on small plates and GEM.
Beijing, a private researcher also said that the National Bureau of
Statistics data show that in 2013 GDP growth was 7.7% of the national real
estate development and investment 8.6013 trillion yuan, accounting for nearly
20% of fixed asset investment, which shows real estate to GDP Contribution still
not low. With management's GDP growth slowed tolerance, or the future of real
estate investment and development will gradually suppressed, the fundamentals of
real estate stocks is insufficient to support the share price continued to rise.
