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计算机行业周报:Q2基金持仓回升 关注白马边际改善和行业信创 _ 东方财富网


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  上周回顾:上周(07.19-07.23),市场整体上涨,其中上证综指上涨0.31%,深证成指上涨0.38%,创业板指上涨1.08%,沪深300指数下跌0.11%。计算机行业指数下跌0.44%,跑输沪深300 指数0.33%,在30 个中信一级行业中涨幅居于中游,在TMT 四大行业(计算机、传媒、通信、电子)中涨幅居于第二。子板块中,计算机软件下跌1.62%,计算机设备上涨0.13%,云服务下跌0.97%。
  21 年Q2 公募计算机持仓比例企稳回升,集中度进一步提升。自20年Q2 以来计算机行业公募持仓(前十大重仓)股票持有总市值比例持续下降,而21 年Q2 为2.09%,较Q1 的1.91%首次回升(剔除东方财富后为下降0.05 pcts)。同时持仓市值前十占计算机行业总体重仓持股市值比例亦提升2.1 pcts(剔除东方财富后为下降0.54pcts)。我们认为,计算机板块历经近1 年公募减配,总体估值已处于较低位置� ....

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CCI approves Synergy Metals' stake-buy in JSW Cement under green route

CCI approves Synergy Metals' stake-buy in JSW Cement under green route
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Mining Fund , Competition Commission Of India , Synergy Metals Investments Holding , Competition Commission , Synergy Metals , Green Channel , சுரங்க நிதி , போட்டி தரகு ஆஃப் இந்தியா , போட்டி தரகு , சினெர்ஜி உலோகங்கள் , பச்சை சேனல் ,

CCI approves Synergy Metals' stake-buy in JSW Cement under green channel route


CCI approves Synergy Metals stake-buy in JSW Cement under green channel route
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Last Updated: Jul 15, 2021, 11:08 AM IST
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Synopsis
Green channel is an automatic approval system, whereby a combination is deemed to have been approved by the CCI upon receiving the filing of the notice for the combination by the parties concerned.
Agencies
The Acquirer proposes to acquire a minority equity stake in the Target, as per a combination notice filed with the regulator.
The Competition Commission of India (CCI) has approved the stake acquisition in JSW Cement by Synergy Metals Investments Holding, under the green channel route. Green channel is an automatic approval system, whereby a combination is deemed to have been approved by the ....

Mining Fund , Competition Commission Of India , Synergy Metals Investments Holding , Competition Commission , Synergy Metals , Green Channel , சுரங்க நிதி , போட்டி தரகு ஆஃப் இந்தியா , போட்டி தரகு , சினெர்ஜி உலோகங்கள் , பச்சை சேனல் ,

CCI nod to Synergy Metal's stake-buy in JSW Cement under green route

CCI nod to Synergy Metal's stake-buy in JSW Cement under green route
businesstoday.in - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from businesstoday.in Daily Mail and Mail on Sunday newspapers.

Mining Fund , Competition Commission Of India , Synergy Metals Investments Holding , Competition Commission , Synergy Metals , Green Channel , சுரங்க நிதி , போட்டி தரகு ஆஃப் இந்தியா , போட்டி தரகு , சினெர்ஜி உலோகங்கள் , பச்சை சேனல் ,