To follow Buffett hunters: buy these shares is equal to the investment in the U.S. housing market

"Warren" Buffett recently began to "buy the dips" of the U.S. real estate market. After the acquisition of real estate companies in Seattle in April, Warren Buffett's Berkshire Hathaway Inc. has announced the acquisition of Brookfield Asset Management's real estate agency franchise business.

In fact, compared to other areas of the economy, the recovery trend of the U.S. real estate industry contrarian is quite eye-catching. A stock market closely related to the number of listed companies and the U.S. real estate market, such as Yihua Timber (market share it capital flow) (600978.SH), Seagull Bathroom (market share it capital flow) (002084.SZ) and other benefit in the U.S. real estate recovery, revenue growth in the third quarter, significantly so as to drive the recent rise in stock prices.

So, the A-share market which the company is expected to benefit from the recovery of the U.S. real estate market and thus show the investment opportunities?

U.S. real estate market continues to improve

From Buffett's recent big to enter the U.S. real estate sector is not difficult to see that he is confident the U.S. real estate market recovery.

As early as in the beginning of this year, Buffett was optimistic about the U.S. real estate market. In the new year, the end of February, Berkshire shareholder letter, Buffett admitted in 2011 underestimated the speed of recovery of the U.S. real estate market. Then, in a public interview, Buffett also said, if you can, then he will buy single-family houses on a large scale, and also said that if the low buy-and long-term holding, investment rate of return on real estate in the United States and even higher than the U.S. stock.

"Real estate market and the global slowdown, the U.S. real estate market began to enter a stage of recovery from the price point up rapid rise in U.S. housing prices this year, the largest increase since 2006, but its price is lower than 2006 a lot of the future sustainable development plenty of room. "Investment Advisor in the real estate industry researcher Han Changji, said in an interview with First Financial Daily" Financial Business "reporter.

He believes that, with the gradual recovery of the U.S. economy, and by QE3 impact of low interest rates and long-term recovery of the U.S. real estate market has some sustainability.

The latest data released by the National Association of Home Builders, 125 cities in the metropolitan area real estate market continued to improve in November, an increase of 22 compared to the previous month, the third consecutive month of growth. Last year, the continued improvement in the real estate market is only 30. In addition, the distribution range of the real estate market continues to recover in November, from 33 states last month expanded to 38 states.

"Recently, many of the indicators of the U.S. real estate really has improved, such as the inventory is actually after digestion in recent years has dropped to a very low level; U.S. new home starts permission two months growing very fast, private housing time of construction index also grew faster than so many indicators actually show the real estate market in the United States may be out from the bottom. "said Zhang Yongjun, China International Economic and Exchange Center experts.

A shares bathroom hardware, furniture industry to benefit significantly

The data show that the A shares in the building materials industry in a number of the company's business is mainly exported to Europe and the United States, a close relationship with the U.S. real estate market. Recovery effect of the U.S. real estate market has been on the part of the company's performance reflected.

Yihua Timber, the first three quarters of this year, the furniture industry, the company achieved operating income of 2.47 billion yuan, a year-on-year growth of 35.07%. Among them, the company's third quarter operating income of 990 million yuan, a year-on-year growth of 94.4%, in addition to the adjustment of product structure, and other factors, the main reason is that the U.S. real estate market upward overall trend.

Yihua Timber export business, especially exports to the United States-based downstream industries as real estate, with the recovery of the U.S. real estate market will benefit from the addition that Yihua Timber export-oriented enterprises and in U.S. channel network, the solid foundation of the U.S. market and the performance of other companies can benefit from the recovery of the U.S. real estate market will depend on the specific circumstances. "said Han Changji

CSC, in the sectors covered by the building materials, bathroom hardware industry exports relative to have the greatest flexibility, under the premise of the U.S. economic recovery, growth in exports, bathroom hardware industry to benefit from the most obvious. The furniture industry is also good for export elasticity, In addition, the increase in exports driven by the furniture industry for the better at the same time will bring opportunity to the upstream MDF enterprise.

According to reports, the bathroom hardware industry listed companies including seagulls bathroom, Aidi Xi (market share it capital flow) (002465.SZ) and Cheng Lin shares (market share it capital flow) (002047.SZ). Seagull Bathroom recently said, in the world economy slowly recovers, the domestic economy Wenzhongqiujin big context, the company orders rose steadily over the last year, and the results show a upward trend of improvement; Aidi Xi said, according to the orders of the fourth quarter, improved compared to the third quarter and the fourth quarter of last year; shares expected net profit for the year -1800 to -1400 million relative to the same period last year results also improved, as Lin.

View from the furniture industry, in addition to negative growth by the financial crisis in 2009, the industry as a whole showed a higher rate of growth. View from a specific company, Markor (market share it capital flow) (600337.SH), Yihua Timber, Zhejiang Yongqiang (market share it capital flow) (002489.SZ), operating income, exports accounted for a large proportion.

In addition, the CSC that the export-led furniture industry for the better, but also bring opportunity to the upstream MDF enterprise, the Industrial Welfare (market share it capital flow) (000592.SZ), Weihua shares (market the shares capital flow) (002240.SZ) DareGlobal Technology (market share it funds flow) (000910.SZ), the main business income MDF account for a higher proportion of able to fully enjoy the increase in exports brought gains.