a few explaination on “國資保衛戰”

“國資保衛戰” is a term that I coined myself for the phenomenon that, when the access limits are removed, the huge gap in valuation of the best Chinese companies that listed both inside and on HK or NY will be a certain attraction for the massive captical ready to flow,

as we all know by now, the Chinese airlines are current the primary target, with ACH just more or less passed the eye of the storm, by storm I mean the emotional singular point of market emotions,

the reason that each take turns is that, simple, we need a trigger to get market excited,

CEA is because Singapre air/go't put a cool $1B for a 25% stake,

the reason I say PTR is next is that,
中石油A股首發申請24日上會
http://business.sohu.com/20070921/n252274881.shtml

CEO also has a child company going A share, both CEO/PTR both benefit from record oil price, of course,

SNP will be last since the trigger would be a much much bigger take, affecting the whole Chinese economy, that gov't eventually remove the artificial price limit on refined products,

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http://web.wenxuecity.com/BBSView.php?SubID=finance&MsgID=831848
“國資保衛戰” 到哪兒了？
來源: noMatter 於 07-09-20 03:50:52

started from last year:

1, LFC, CHL

2, ACH

3, CEA, ZNH

4, next up:
CEO, PTR,

5. last stop:
SNP,

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