Minfengtezhi 600 235 afternoon there is a strong compensatory growth momentum it is worth close att

Category: Money tips Release Date: 2006-03-10

Source: Chase Securities Author: Dong Zheng

Yuan hit a new high since the exchange rate reform is expected to accelerate the appreciation of the impact, including banks and real estate stocks witnessed a spectacular boom sections, such equally benefit from the concept of the appreciation of the renminbi will be the next paper stock speculation a main goal worthy of attention. The Minfengtezhi (600,235) as a serious revaluation of the RMB will benefit oversold the concept of low-cost paper stock, the company with "Marlboro" suppliers have cooperated closely with brand-name cigarette paper into the area, attracted our attention.

Statistics show that the company is mainly engaged in supporting cigarette paper and specialty industrial paper production, marketing and related businesses, the leading product cigarette paper, tracing paper, and paper capacitors are pioneered, including companies in China as early as 1936, the first successfully developed and mass production of cigarette paper and paperboard in China by backward technology to a modern high-end thin-paper technology leap important landmark event. Company's current production and sale of specialty paper recurring varieties, over 30 kinds of specifications. Invested 18.72 million U.S. dollars joint venture with the German set up the Scott Minfeng the Scott company, accounting for 74% stake. The Scott Holdings Limited is a world-renowned deep-processing enterprises tipping paper. The company was founded in 1967, has a long history in the tipping paper printing, micro-drilling and other production and management has many years of experience and proprietary technology, is a world leader, is well-known cigarette brands Marlboro and other long-term stability of the supplier. If Scott would like to present Germany in China to expand the distribution amount, that Minfengtezhi (600,235) will be preferred. Therefore, the Minfengtezhi appreciation of the renminbi as well as the availability of two major themes cigarette paper production. Certainly worthy of attention.

Trend on the stock early severe oversold in the short term there are signs of re-engagement of the main funds. Given its gains this year, among the serious Quotes delayed, there is a strong market outlook compensatory growth momentum, it is worth close attention.

Historical Information: G special paper (600,235): expected to break 30 in one fell swoop MA repression, accelerating up the momentum of July 26, 2006

Source: Industrial Securities Author: Chen Yi Ang

Friday, spaceflight launched a comprehensive defense-related stocks, G Space strong impact on emerging markets globally and promote the G flight technology, G-pass and other space flight a strong military-related stocks rose, aerospace military plates side by side up, to become seen as a major force to do more, he twice led the market upward impact on the success of driving market sentiment, while long-silent concept of aerospace defense market has once again aroused concern.

Policy, COSTIND clearly suggested that "Eleventh Five-Year" period, to achieve a significant increase in total income to be economic benefits significantly improve the initial formation of a number of internationally competitive large enterprise groups. The development of large military industry, the establishment of large group, using the securities market is an inevitable choice. History has shown that the capital market is the growing reality of enterprise development, an effective way, the military unit in this context can easily attract large groups a capital injection. Friday, military leader G tightly sealed space limit up, whether or not to repeat the early 10 daily limit of myth? In any case, G's performance space has been re-activated the concept of class war industry stocks, the military concept has attracted a significant part of the funds in the market looking for a second polar plot "G space," while G special paper (600,235) Company and aerospace defense of the subtle even contact, let the military with a mysterious color, afternoon to let the market once the excavation, will be the second "G space."

People know that modern warfare and national defense, requiring the same arms also has a modern high-tech, the future is a branch of the military high-tech forces, military equipment is also necessary with the cutting-edge technology, while the G Special Paper (600,235) of paper produced by capacitors meet military requirements strictly on the chemical, physical and electrical properties, but also have uniformity, consistency, reliability and other military features, the production of electrical insulation paper thin, belong to high-end technology products, in the defense industry, telecommunications electric power industry has been widely used, known as the king of paper in the good name. At the same time, G is the special paper capacitors major manufacturers, the production of paper capacitors, twice won the National Quality Gold, product quality and market share ranks first in the country. The product is used in China for the first time since the 1980 launch of the long-range intercontinental missiles, and a complete success, there were several used in China's strategic weapons, launch vehicles; but also in the Shenzhou V and VI are used on the product, once again to consolidate capacitor paper company in the domestic military industry leadership position, as China's sustained growth of investment in national defense, the company a huge market prospects imagination.

It is noteworthy that, G special paper (600,235) also benefited from the situation of continuous appreciation of the renminbi. To benefit from the appreciation of the renminbi is the most direct reflection of lower production costs. As the composition of China's papermaking raw materials, most of the pulp and paper need to rely on imports. In China, the lack of forestry resources, as well as forestry-paper integration in a longer construction period, the characteristics of the decision of China's imports of raw materials will continue to grow. The composition of production costs in paper, pulp and paper production costs account for a large proportion of both. Therefore, the RMB appreciation will reduce the import cost of wood pulp and waste paper, so that imported wood pulp and waste paper as raw material benefit businesses significantly.

The secondary market, the stock after full callback, is currently in short-term bottom, the recent focus has been gradually upward share price goes, the stock has been successfully break through 5, 10, 20, 3 MA of repression, and are subject to a good support, Along with aerospace defense concept stocks again a strong start, coupled with appreciation of the renminbi to stimulate the subject matter, the Unit is expected to crack the 30 MA repression, accelerating up the momentum.