Gap concerning capital recognition is likely to emerge between administrative & commercial and individual consumption goods in Q2 2009 and it will sustain for several years.
Key factor for performance smoothness is scattered from Mautai to other bellwethers, which triggers change in industrial growth expectation, and market hotspot is also transferred, thus investors will be likely to seek individual consumption goods shares and concept shares.
To focus on diary shares and small-mid cap shares from transaction opportunities of the current quarter, and three “golden keys” are still recommended in view of industrial acquisition value.