|
|||||||||||||||
|
||||||||||||||||||
Data:2009-12-12 2:34
Source: Bohai Investment Author: Zhou Yan
When the stock shocks to the relocation of Changshan concept stocks, led by shares of gushing out. Because of the urbanization process accelerated, due to factory relocation of land ten times, several times a substantial value-added effect of a listed company has formed a panel to find such a value has been seriously undervalued listed companies, this is Warren Buffett's investment of the Road, but also Changshan shares, etc. It is not even pulling stocks daily limit, Cuikulaxiu the main reason for the trend. The relocation of a mainstream concept is the next hot market, so real in a strategic high priority should be to grasp one of the leading varieties, Northeast Pharmaceutical (000,597) According to the Shenyang Municipal Government, "the East to move West, build the" overall planning, the company will move out of the whole urban area, its land value-added benefit from the status of no less than a continuous daily limit of Changshan shares; In addition, the company's controlling shareholder with a number of domestic and foreign strategic investors have already made contact, restructuring is also expected to set off a blowout.
1, 30 million square relocation of the Tiananmen Square area is a huge value of the land
National capital cities are increasingly valuable land resources, and polluting industries in the urban areas the withdrawal of the urban area is a general trend, the old capital is the biggest state-owned enterprises for decades under the pre-plant land, land acquisition cost is very low, these plots If the market price for sale, ranging from the appreciation of three to five times as many as 10 times appreciation. Northeast Pharmaceutical relocation already is imperative, the Shenyang municipal government in 2002 announced that the implementation of the "East to move west to build" policy, that is, the old business from the Tiexi District, Shenyang City, moved to the west of Tiexi economic and technological development zone, the use of urban and rural areas to spread the formation of access to funds to help old enterprises settling employees, transformation mechanisms and technological innovation, taking a new road to industrialization. At present, the list included the relocation of the Tiexi District, including the Northeast Pharmaceutical (000,597). Prior to that, after more than two years, Tiexi District central area more than 110 companies have already relocated out of the relocation of these enterprises, in order to Tiexi District commercial, residential and other development provides ample sites. Under the guidance of the government's relocation of the Northeast Pharmaceutical orderly conduct of work, the company owned land in the urban area of up to 450 acres, about 30 million square meters, the size of area close to Tiananmen Square, to the Northeast Pharmaceutical present site located lots, the original land value-added opportunity to extremely broad.
Second, access to capital heavyweight predators, with an explosive re-theme
Early, the company's controlling shareholders - Northeast Pharmaceutical Group Co., Ltd. through the relevant channels revealed its intention to sell the company's equity holdings, and the ongoing multi-party negotiations, restructuring into a more concrete stage of the search for potential investors. Assigned to the market rumors of the Founder, the company said that at present only at the communication stage, has not yet signed with the Founder, and other units share transfer agreement and the intent of the agreement. However, we see that although the company did not identify the new owner, but its determination to restructure but is firm. Later once the market is there any sign of trouble, its stock price surge must be continuous. Statistics show that the Pharmaceutical Group's products are mainly chemical raw materials, some products in the market share of 30%, and is the largest raw material medicine production base. In 2005, the Group's sales revenue of 50 billion yuan in first half of 2006 G in Northeast Pharmaceutical earnings from main 948 million, ranking first in Shanghai and Shenzhen listed companies of similar. Of its excellent fundamentals and good growth results had been attracted, including China Resources Group, Germany's BASF, Founder Group, at home and abroad, including medical and capital crocodiles, once the formal confirmation of the latter part of the White side, is bound to invest heavily and Resources G Northeast drugs will quickly become bigger and stronger, its future is extremely vast development space.
The relocation of a listed company as a whole class is not only the land value-added benefits will be huge, and the relocation of optimizing resource allocation, make an inventory of existing assets, expand production scale, enhance the standard of technical equipment and so on has a positive role in Changshan demonstration of shares under the effect of the whole plate a very There may be an overall outbreak. Secondary market point of view, the recent stock increase consecutive weeks, finishing the deep, the share price has been adjusted to the vicinity of the main costs of the recent attacks on the formation of a perfect little bottoms up pattern of several consecutive trading days after the surge withdraw sword neckline bit of Quotes is volatile, we recommend investors to focus on.
