Capture on the Rise of China Stocks

iShare FTSE A50 （2823.HK) tracks China's top 50 blue chips listing in China mainland. It has broken up its multi-year downtrend on super high volume, which indicating further rebound afterwards. Buy on retracement.

Weekly/Monthly Wrap

For the week, Shanghai Stock Index (SSE) had its biggest advance in four years. It gained 7.88% or 196points weekly, its seven consecutive monthly gain as well.

 It's a remarkable rally for China stocks on Friday 28 Nov 2014, the A shares trading in Shanghai stock exchange and Shenzhen Stock Exchange had a combined trading value for 710.5 billion RMB or 115.9 billion USD in a single day, China surpassed USA 99.5 billion USD record on 26 Jul 2007. Become the single best trading day in human life.

Hongkong tracks China with 2.3% gain in the week.

Oil price drop has sent transportation stocks new highs as a low oil price means lower cost for them. Stocks such as SIA hit new high.

 Massive funds seen flow into the SSE with super high volume. SSE is in its 7th consecutive monthly gain.

Monthly index performance as follow. For the month of Nov, SSE gained the most with 10.9% on the top of the list. HSI is the only red index lost 10 points.

Other indexes gained from 3.5% to 2.3%. SSE is on its 7th consecutive month gain.

STI Index Stocks Pick

Weekly Wrap

Weekly indexes performance as follow:

HSI lost 2.7% for the week, retraced to just above its YEC 23306 level--which is the immeaidte support to watch for coming week. Expected to rebound from here.

 STI had a bullish candlestick for the week, immediate resistance 3350. More upside is expected.

ST Engineering Hit Support 3.35

STI Engineering retraced to its fib level yesterday, might be a techincal support level at 3.35 which is 38.2%.

Few Bullish Setup

Shanghai-HongKong Connect Focus List:

17/11 Mon, stockwatch

It's a big day today for the Shanghai-Hongkong markets. The Connect(沪港通）finally will be start today. Maybank Kim Eng client can trade Shanghai stock at ketrade online. Go to trade--> Quote-->from the markets drop-down list, select SH-HK, then key in stock code in the search box.

H shares: 

1、港交所(00388)

2、长城汽车(02333)

3、友邦保险(01299)

4、第一拖拉机(00038)

5、腾讯(00700)

A Shares:

1、上海汽车(沪:600104)

2、贵州茅台(沪:600519)

3、宝钢(沪:600019)

4、青岛海尔(沪:600690)

5、大秦铁路(沪:601006)

Stock top list for A Shares and H shares:
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Infra and Railways construction:
中材国际（600970，收盘价10.25元）、
中国建筑（601668，收盘价4.00元）
中国中铁(601390.SH)
中国铁建(601186.SH)
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医药板块 Pharmacy:
天士力 600535.SH
恒瑞医药600276.SH
片仔癀600436.SH
同仁堂600085.SH
白云山600332.SH
威高股份01066.HK
-----------------------------------------------------------------
券商板块 Broker houses:
中信证券（600030，收盘价15.38元）

Guotai Junan (01788.HK)
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低估值蓝筹:
上汽集团（600104，收盘价18.87元）
青岛海尔600690.SH
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AH股折价较深个股:
海螺水泥（10.77%）、600585.SH
青岛啤酒（10.22%）、600600.SH
中国太保（9.14%）、601601.SH
招商银行（8.87%）600036.SH
-----------------------------------------------------
特色股板块:
贵州茅台 （600519，收盘价157.29元）
伊利股份（600887，收盘价25.48元）
中国国旅 （601888，收盘价37.90元）
中航科工（02357，HK）
航空动力（600893，收盘价27.07元）
腾讯控股（00700，HK）
金山软件（03888，HK）
金沙中国 （01928，HK）
银河娱乐（00027，HK）
美高梅中国（02282，HK）
永利澳门（01128，HK）

Weekly Wrap

For the week, Shanghai and Hongseng indexes gained the most, buoyant by the announcement Shanghai-Hongkong Connect will be kicked start on coming Mon, Nov 17, finally. SSE hit multi-year high this week at 2508.623, crossed 2500 level for the first time since Nov 2011. The weekly candlestick looks bullish, all ready for coming strong move.

HSI on the other hand, may test 25000 level again in coming weeks.

The US three indexes continued up marginally.

STI gained 29 points closed at 3315 for the week. Have held well above 3300 mark so far. The weekly candlestick looks bullish. It may rebound further with immediate target at 3350.

Singapore Developer Valuation

Shanghai Hongkong Stock Connect Will be Start on Nov 17

It was announced today that the long-waited Shanghai-Hongkong Connect(沪港通) is scheduled to start on next Mon Nov 17.

Hk Stocks related in focus:
基建类：中国机械工程（1829.HK），中国中铁（0390.HK）中国铁建（1186.HK）
基建类应该是首当其冲的受益者，也是目前市场炒的最凶的。

交运，港口运输：中国南车（1766.HK），中国北车（6199.HK）南车时代电气（3898.HK）中集集团（2039.HK）中国远洋（1919.HK）
交运是和基建相辅相成的，因为建设必然会有运输。

传统过剩行业：安徽海螺水泥股份（0914.HK），华润水泥控股（1313.HK），中国建材（2323.HK），马鞍山钢铁股份(0323.HK)，重庆钢铁股份（0323.HK）

Few bullish charts as updated today:

Weekly Wrap

Weekly performance for major indexes for the week ended 7 Nov.

STI weekly chart as below. It hit 3300 resistance this week and closed a doji candlestick(resistance), continue look for 3278-3300 as support area in coming week. Immeadite support is at 3278.

HSI retraced for the week, major uptrend is well intact. Immediate support 23300.

Singapore REITs Valuation

Healthcare Stocks

Singapore Exchange (SGX) lists 23 GICS designated healthcare stocks with a combined market capitalisation of S$25.7 billion and generated an average 2014 year-to-date (YTD) total return of 9.6%. According to the Global Industry Classification Standard (GICS), the healthcare industry comprises health care equipment & services and pharmaceuticals and biotechnology & life sciences companies. This is the same benchmark used to classified stocks on SGX StockFacts.

Out of the current 23 stocks, eight are listed on Catalist with the latest addition of QT Vascular in April 2014 and TalkMed Group in January 2014. In addition, SGX-listed stocks IHH Healthcare Berhad and Raffles Medical Group are in the top five largest capitalised stocks of the GICS healthcare sector in the ASEAN region.
Among the 23 stocks, the five largest capitalised healthcare stocks are IHH Healthcare Berhad, Raffles Medical Group, Tianjin Zhongxin Pharmaceutical Group Corporation, Haw Par Corporation and Biosensors International Group. They have a combined market capitalisation of S$22.3 billion and generated average 2014 YTD total return of 6.2%.

In the year thus far, the five best performing healthcare stocks were Health Management International, Singapore Medical Group, Q&M Dental Group Singapore, Religare Health Trust and TalkMed Group. They have a combined market capitalisation of S$1.9 billion and generated median 2014 YTD total return of 40.6%. (Click here to view more)

Oil&Gas Stocks

The three largest capitalised exploration and production stocks are KrisEnergy, Rex International Holdings and Linc Energy. They have a combined market capitalisation of S$2.0 billion and hence make up more than two thirds of the market capitalisation of this oil & gas segment. (click here to view more)

Weekly/Monthly Wrap

World indices react positively and surged up after Bank of Japan(BoJ) announced to expand its stimulation plan on Friday.

Oct 14 just ended, below table shows the monthly indices performance. HSI was the most bullish index, with 1065 points or 4.6% up. HSI is expected to move up further with 25k for immediate target.

Shanghai added 2.3% to CLOSE above 2400, FIRST time in 32 months( since Feb 2012). It's the 6th consecutive month up so far. It's remarkable.

The US three major indices DJI, SPX and COMP added 2.0%, 2.3% and 3.1% respectively. The DJI and COMP hit new high whereas SPX is at its historical high.

STI, on the other hand, is the one and only index closed in red for Oct, albeit little down with 2.5 or 0.1%.  STI immediate resistance is at 3277-3300. More upside is expected IF it can stay above this area.