swtor credits with 19 institutions attention to the shipping industry - ZBG

19 institutions concerned about the bottom of the shipping industry brokerage industry building Investment today on "current institutions most concerned industries" conducted a survey found that nearly a week, with 19 institutions attention to the shipping industry, increased compared with the previous week 9, three of the most extreme among the institutions concerned. Water transport sector doing well last week, stocks stocks appear in General rises. Societe Generale securities believes that while water cycle turning points not to, but the industry has been building at the bottom, someShipping stocks have reflected its true value, this is the core reason for the water transport sector as a whole appears oversold rebound in the near future. At the same time, they think the sharp losses in 2011 is a foregone conclusion, 2012 with backlash without inflection point, turn that pressure of the water transport unit is still not small. To prevent being ST, water transport company through sound financial arrangement to reduce the 2012 performance pressureDynamic, annual losses may exceed market expectations, short-term high is not recommended. For cycles and that 2012 industry fundamentals, CICC basic end of building large judgement is, but difficult to reverse. Cycle three sub-sectors where location varies. Dry bulk cargo is in the final stages of the capacity to deliver peak, 2012 will remain is the process of price correction at the bottom, lastRose can only cycle first needs to 2013-2014 start; container due to freight rate fall without may fall, for passive idle capacity will allow the lower-than-expected supply expansion, brought freight rebound in the first half of 2012, but cycle highs have occurred in 2010, the next two years could not back up to high earnings, turn that difficult; oil tankerHeight of industry has now delivered through capacity, but just like the 80 's are in the lengthy digestion of excess capacity in the early stages, due to the extremely low elasticity of demand, if there are no incentives for events such as war, is scheduled freight hub around the lower seasonal fluctuations. In short, to low bounce is a consolidation of short term, periodic high there is Something to Look Forward To is bulk, But there is no industry inversion can occur in 2012. Great Wall securities also fresh water transport industry, but for listed companies, PB is close to 1 for the entire sector, shares of PB in general are under 1.2, some enterprises had fallen to below 1. The long term, water transport sector has survived the worst of times, they think that sector's market performance will enter a dormant stage, such asMarket better. In the case of no trend opportunities, Societe Generale securities recommendations concern water transport units next year, "one primary, one secondary" of two types of trading opportunities. "One subject" is waiting for the fall out of opportunities. Taking into account the quarter of 2012, water transport higher probability of share performance fell Diablo 3 Gold, shares short term adjustment pressures. According to estimates swtor credits, ship prices 20% cases, water transport stockBy an average of 30% pessimistic replacement cost will be close to, aggressive game oversold rebound funds can then, recommendations focus on Cosco shipping, China shipping development and China shipping container lines. "Auxiliary" is gaming policy support. As water transport companies operating conditions worsening, require policy support growing louder and louder. Especially the "oil-country perspective" area, because of the crude oil transport StateThe whole swtor credits, the Government may introduce preferential fiscal and tax policies to support domestic oil tanker company, it is recommended that focus on the long voyage oil shipping and merchant ships. (Investment today)