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    热门板块机构调研深度透析(6月8日)
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    热门板块机构调研深度透析(6月8日)
    2009年06月09日      来源:上海证券报      作者:
      热门板块机构调研深度透析(6月8日)

    名称                             机构        

    板块     市场表现调研结论评级/     关注个股

                                                                                                                                                                                                                                                                                                                                                                                                                                                                          创业                 万科A

                                                                                                                                                                                                                                                                                                                                 /                        

                                                                                                                                                                                                                                                                                                                                 买入                

                                                                                                                                                                                                                                                                                                                                                                                                   证券                 马应龙

                                                                                                                                                                                                                                                                                                                                 /                        

                                                                                                                                                                                                                                                                                                                                 推荐                

                                                                                                                                                                                                                                                                                                                                 /                        

                                                                                                                                                                                                                                                                                                                                 增持                

    房地            经过短期调整后,后期有继续上扬的潜力。     随着房地产销售的继续放量,房价将会得到更好的支撑,房地产公司的盈利预测和RNAV将面临全面重估。第一             泛海建设

    医药         VE价格回升有望,龙头企业股价表现有超越大市的潜力。     随着DSM和新和成等厂家的陆续停产减产,VE供给将明显偏紧。而下游需求并未受到太大影响,研究员由此判断此轮维生素E去库存化已经完成,未来VE价格有望从底部回升。招商             沃华医药

    银行     伴随着降息周期逐步结束,银行业有望逐步走出低谷,后市表现仍然值得期待。     银行板块估值与市场落差处于历史高位是此次银行股上涨的驱动因素。考虑到基本面处于不断改善过程中,即使按照当前估值测算,其股价还有进一步上涨空间。以4月份之前的估值为基准,分别采用PB和PE模式,其股价还有8%-18%左右的升幅。国泰             民生银行

                                                                                                                                                                                                                                                                                                                                 君安                 招商银行