Fund: The market will have a strong undertaking

"The plan is good, but the trend of the day is difficult to say, perhaps after these days can really see the rational trend of the Yangtze River Power."　　A fund manager said in an interview 17th.　　Yangtze River Power before the top ten shareholders, the big blue-chip stable ship Bo when the value of growth, Bo theme industry, easy to reach 50 index, bosera third industry growth and other funds occupy an important seat. In the interview, most of the fund investment management of the Yangtze River Power overall listing plan expressed relatively optimistic, that the acquisition of group assets is the main driving force for future revenue growth.　　Acquisition of 18 units, is expected to thicken the net profit of listed companies 3.5 billion-5 billion yuan, the company's Roe to increase to 9%-12%, thickened eps about 20%.　　Some fund managers said that the original Yangtze River Power in considering the overall listing of the project has been the Three Gorges Corporation's entire assets loaded into the idea, but the cost is very large, the final introduction of this step-by-step plan, is to take into account the ability of the market to withstand a compromise. Although the fund manager generally optimistic about the development prospects of the Yangtze River Power, that after the completion of the transaction, the Yangtze River Power will have the Three Gorges project all power generation assets, the main business scale will multiply, asset size, profitability significantly improved, growing more clearly.　　But for the recovery of the day's trend is not too optimistic. "A lot of funds stay inside for a year, it is estimated that they still want to do some reduction, and the Yangtze River Power last May 7, the Shanghai Composite Index is still around 3,500 points."　　"said a fund manager in Shenzhen. According to its introduction, based on the industry average level of valuation methods, the suspension of the Yangtze River Power is currently estimated by the Fund in accordance with 11 yuan,　　The Yangtze River Power last May 7 close to 14.65 yuan, even in accordance with the share price of 13 yuan to reduce, will be helpful to the net worth of the fund, so stay in the fund does not worry about the sharp reduction of the volatility caused by the stock price.　　It is worried that the long-term "shut" investors will scramble to sell shares, the fund believes that the Yangtze River power after a few days of the trend can not rationally reflect the overall content of a better listing scheme, the day of the recovery may also appear a fall stop board. "There were people in the market who feared there would be three stops on the Yangtze River, and I think they were too pessimistic."　　"The total number of shares in the Yangtze River Power before the top ten shareholders of a fund manager said, although the foundation to do some of the sales, but want to come in a lot of institutional investors, the market on the Yangtze River Power after the sale will be strong to undertake." On the Yangtze River after the suspension of electricity in the year, the market has set up a number of new stock direction funds, they have to configure the Yangtze River Power such a large blue-chip needs, and the current valuation of the Yangtze River Power is 20 times times, compared to many blue-chip plate, the valuation is not high. The fund manager said that the Yangtze River Power after the number of days will be a "big shift" process.