Everbright debut trend or stronger than ABC Future Fund is still divided

Every reporter Xu Hao from Shanghai to face today Everbright Bank's debut, yesterday (August 17) financial plate to shock flat gesture to meet, and take off the "green shoes" after the Agricultural Bank of China is still strong standing in the 2.68 yuan price.　　Although there are funds expected everbright trend or stronger than ABC, but around the Everbright Bank, Agricultural Bank and even the entire financial sector, the views of the Fund, the differences always exist. Expected to be optimistic about the market last week after the third Lian-yang, a certain adjustment, including finance, the cyclical plate more leading down. A number of organizations expect that the market in the vicinity of 2,700 points has encountered greater resistance, at this time the market is more likely to continue to shock near 2,600 points.　　And today Everbright Bank listing, whether the lack of agricultural Bank of the time when the market, and will be at this time what the impact? HSBC Jin Xin Market fund manager Wang Pin that Everbright Bank's listing is not expected to have a greater impact on the market. He said that from the scale of financing, the Everbright Bank IPO fund-raising in the 20 billion yuan, far less than the agricultural Bank of a share of about 60 billion yuan financing scale.　　Second, the bank system is in the middle of the year to check the issue the commercial banks are affected by the ratio of loan to deposit to increase the reserve and pay, the capital face is more tense, and Everbright Bank listed, the banking system of the annual assessment period has passed, the capital face relaxed, Everbright Bank IPO impact effect will also decline. The daily economic news reporter learned that the first day of Everbright Bank performance, the fund manager performance is more optimistic.　　Everbright Bank also designed the "green shoe" mechanism, in addition to the valuation is not high, the trend may be stronger than ABC.　　Earlier, some fund companies have shown enthusiasm for Everbright Bank, Huaxia fund led by the 14 fund companies under the 29 funds (including public offering funds, social security funds) to invest 1.283 billion yuan to participate in the China Everbright Bank under the network placement, with 414 million shares, accounting for its net placing total of 27%. Whether the rebound can continue to be divided on the Tuesday (August 11) financial-led plate, led by the rally in July, the most significant correction. Some fund companies believe that one of the reasons is that Everbright Bank IPO from the date of the purchase, resulting in a tight capital.　　However, the market did not fluctuate significantly during the larger AgBank purchase, which is at the start of the rally.　　But now, AgBank has been listed after the "break" of the prediction, the current Agricultural Bank has been six consecutive trading days to reach the IPO price, "take off" after the ABC, "Break" is the only fate? Some fund managers said that the Agricultural bank listed in the cyclical industry valuation generally reached a historical low, cyclical plate in the face of the recovery in the fund to repair the market, and the current cyclical industry is still low.　　Other fund managers believe that, compared to Everbright Bank, AgBank has received more policy support, in addition, "AgBank Real estate, local financing platform loans should not be much." In fact, not only for AgBank, the current fund in the consumer and other industries generally optimistic, but still can notGet rid of the divisions of the financial sector. The bullish side continues the idea of valuation fixes, which, from the valuation level, are roughly 15 times times the 2010 price-earnings ratio, rather than a cyclical one, which is trading at more than 30 times times this year. And as the economic data fall, there are funds expected to policy or loose, cyclical industry opportunities will be better than other industries.　　Guo Hai Fu Franklin, Societe Generale and other fund companies are optimistic about the cyclical industry opportunities. And not bullish cyclical industry, especially the banks of the fund companies, is out of concern about the quality of the bank, "September when the local financing platform to clean up the situation, the possibility of a holistic opportunity."　　"said the fund manager of a joint venture fund company in Shanghai. The fund added that, from the fundamental situation, the domestic traditional manufacturing industry fundamentals are still falling, but at the same time the real CPI is still high, the domestic short-term regulatory relaxation probability is lower. Cyclical industry short-term difficult performance, the cycle stocks just rebound, it is difficult to have a sustained market.