Category: Money Tips Date: 2006-06-06
Source: Wanguoceping
With the straight record high, a number of excellent texture and performance of growth stocks by the market's continued pursuit, while the Lights Holdings (600,162) is a typical example, the company has Yejiyuzeng 200% this year, and the commitment of major shareholders next year, the net profits will be higher than in 2006 continue to maintain more than 50% growth. Can be seen as the transition is successful the company has begun to significantly improved performance, and will enter the high-speed growth period.
Xiangjiang Group, a major shareholder in the South has a lot of good assets, with in Shenyang and Tianjin and other places the development of good business prospects of hundreds of thousands of square meters commercial real estate projects, there have been backdoor listing of Yanbian Highway GF Securities 14,876.8 million shares of stock, the company The controller Lau Chi-keung, Zhai Meiqing couples more control of the gold hippocampus group and home building materials supermarket two assets of Ford, the former is currently China's largest furniture dealers and distributors, the latter is the building materials retail national brands. After the share reform, a major shareholder commitment to gradually bring its business into the real estate asset classes and eventually became the company's operating commercial real estate class of business the only platform and the company as the main launch a new real estate projects on business and trade, so the company's future capital operation is very wide space .
The company is still active in Tianjin, the policy support by the intensity of the largest regional and seek development, the company owned 50% of Tianjin, China Yun-key development projects for the DKB Lights International Furniture Expo Center. According to reports, the proposed development of "DKB Lights International Home Expo Center" is located within the land transportation companies in China, located in Tianjin, east of the river area, the project covers an area of around 22 million square meters, construction area of about 40 million square meters. The project located in north China's biggest trade to build logistics platform and global procurement center, relying on the formation of the Southern Lights has the nation's largest wholesale trading network and the most advanced logistics center platform, to build business logistics market in northern China's first brand, control Business logistics market in North China has become the "three north" logistics hub.
Since the end of the unit continued to decrease in number of shareholders, chips tends to concentrate in order to fund the same Sheng institutional investors, led by five total holdings to 1,500 shares, as the majority shareholder of the performance of this next two years, coupled with a commitment to the future continuous injection of high-quality assets, the potential for relatively large future to speak of focus.
Historical Information: Lights Holdings (600,162): It is recommended caution to hold August 1, 2006
Source: Ternary Consultant
Morning a strong upside
Transaction reasons: the company is intended to be held by temporary workers Machinery 98.68% stake held by Chung Dong-young home buyers and the Southern Lights 90% stake in Luoyang, a hundred years 90% stake in Jin-Xian Lights 90% stake in Suizhou Lights 90% equity and 60% of home buyers in Northeast Asia stock replacement, main business change as a commercial distribution business, and the controlling shareholder of the Southern Lights will be the only commercial company as its operating platform in circulation.
Investment Highlights:
1, the company is agricultural Auto Parts, a leading enterprise in the field of wheel loaders, typical of agriculture industry. The company's Lingong Construction Machinery Co., Ltd. is a national engineering machinery industry key enterprises, the size and technological advantages are more obvious, especially in the agricultural areas of auto parts, the company occupied the domestic market in rural areas a larger market share.
2, with the countries of the "three rural" issue of growing importance, as well as public finance policy of gradually to rural areas the background, giving the company's development has brought a certain degree of imagination.
3, the company through the introduction of the Southern Lights Group Co., Ltd., and successfully achieved the main aspects of the logistics industry in transition. Even more gratifying is the company's largest shareholders, with support from the Xiangjiang Group, has successfully placed in Liaocheng Lights glorious big market companies, strong logistics involved.
4, the company early in 2004 with the controlling shareholder of Lights Group in 290 million yuan of assets replacement, into the Liaocheng Lights luster big market corporate profitability strong, 05 of its 90% stake in the annual revenues generated 25.722 million yuan. Liaocheng Lights a total investment of 2.9 billion, covering 5,000 acres, Lights Group to create a "south, Yiwu, north Liaocheng" brand advantage, to establish a national big business and trade center, the company will be a successful follow-up to create the future of the logistics to fight the flagship shop .
5, co-founded the company 24 million yuan Changchun estate companies in Northeast Asia, accounting for 40% of business scope, including real estate development, domestic trade, property management, warehousing. After the establishment of the new company, the investment of funds will be used exclusively for development and construction of "Northeast Asia, international procurement center."
Risk Tip: 1, by the state of the continuing impact of macro-control policies, engineering machinery market demand gradually weaker. 2, foreign engineering machinery manufacturing giants and domestic private enterprises to enter so that the industry becoming more competitive, the company loader product sales prices and market share decline. 3, raw materials, component parts prices, increasing the company's production costs. Investment advice: The company is the agricultural Auto Parts, a leading enterprise in the field of wheel loaders, typical of agriculture industry. The company's Lingong Construction Machinery Co., Ltd. is a national engineering machinery industry key enterprises, the size and technological advantages are more obvious, especially in the agricultural areas of auto parts, the company occupied the domestic market in rural areas a larger market share. However, as the state's macro-control policy, the continuing impact, engineering machinery market demand, a gradual weakening, the company's investment potential is not the center line. Reference price region 5.95 - 6.77 yuan, the first target located at 6.21 yuan.
