Approaching the bottom of the valuation history of the major brokerages in February to see more of the investment strategy rebound

 A-share market up to three months of weakness pattern in the eyes of the major securities firms, seem to imply that the broader market situation improves soon.

Recently, a number of brokerages issued A-share market research investment strategy in February, most believe the market is difficult to plunge, rebound imminent. Many brokerages are expected, in February the Shanghai Composite Index broke 3,000 points or integer mark.

Do panic! The main force is still diving? Stuck with the stock is likely to have saved! March the stock market changes are likely to occur? Tug of war behind the hidden financial trends!
History of stock market valuation of close to the bottom broker important reasons to sing. First Capital Securities believes that the current price-earnings ratio is only 20.69 times the Shanghai Composite Index, taking into account the listed companies in 2010, about 30% of the overall performance of growth, the actual price-earnings ratio may have reached 1,591 times the static, which appeared in 2005 has been lower than the first bottom; if the overall performance of listed companies in 2011 increased 20% to the current view on the Shanghai Composite Index, the corresponding price-earnings ratio reached 13.26 times, which has less than the valuation of the end of 2008 the Ministry.

GF Securities believes that if the 2010 low of 14.66 times the static valuation estimates, the current market's low point should be around 2550, under the support of the valuation, the Shanghai index difficult a large fall.

agree with the overall valuation of A shares is close to the bottom area there is the history of Northeast Securities. Northeast Securities Research Institute believe that the recent broad market fell to 2700 points as long as the following, initial break with the industrial capital holdings of the phenomenon will also occur, which is approaching the bottom of the broader market valuation of important evidence.

bounce height will be how much, depends on the intensity of policy tightening.

Huatai Securities, said the inflation pressure, short-term economic slowdown and monetary tightening trend is still in the context of continued market strength and sustainability of the rebound are relatively limited. Investors in the operating position on the proposed control 5 percent or so; GF Securities recommended investors to configure the margin of safety is a high variety, position control in 60%.

attention brokerage recommendation in February break new shares, the value of stock oversold and undervalued stocks, optimistic about the water sector Water, shipping, marine engineering equipment class section, military type theme, medicine, nuclear power, smart grid, new energy automobile plate.