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Monday, November 10, 2014

Shanghai Hongkong Stock Connect Will be Start on Nov 17

It was announced today that the long-waited Shanghai-Hongkong Connect(沪港通) is scheduled to start on next Mon Nov 17.

Hk Stocks related in focus:
基建类:中国机械工程(1829.HK),中国中铁(0390.HK)中国铁建(1186.HK)
基建类应该是首当其冲的受益者,也是目前市场炒的最凶的。


交运,港口运输:中国南车(1766.HK),中国北车(6199.HK)南车时代电气(3898.HK)中集集团(2039.HK)中国远洋(1919.HK)
交运是和基建相辅相成的,因为建设必然会有运输。

传统过剩行业:安徽海螺水泥股份(0914.HK),华润水泥控股(1313.HK),中国建材(2323.HK),马鞍山钢铁股份(0323.HK),重庆钢铁股份(0323.HK)

Few bullish charts as updated today:


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