Category: Money tips Release Date: 2007-04-05
Source: Northeast Securities Author: Zheng Li Ting
Quotes Forward-depth development, led by heavyweight high Quotes refreshed every day. While the heavyweight performance remained strong, the power to do more can be said to have it both ways, handy. But with the market all the way overstating the accumulated earnings come under increasing pressure, the huge short-term weight plates outside the capital increases also chase a high willingness started to fall. Under such market environment, in addition to funds other than heavyweight Awkwardness will face new opportunities and pulled up. Northern shares (600,262), the company belonging to Ordnance Group is a leading enterprise in machinery industry, the strong support of national policy, the industry, ever-growing demand. The next 3 to 5 years, the company will face new opportunities for development. We believe that, recently, "China North Industries Group Corporation listed companies and investment institutions to promote the exchange will" was held in Shenzhen, and weapons, including the Northern Group shares (600,262), etc. 10 listed companies, will face a huge investment opportunities.
Industry dominance, growth highlighted
China's mining company is the leading one of the automotive sector, by relying on and integration of international and domestic two strategic resources, well-built "mine car, hydraulic excavators, rotary drilling rig, hydraulic cylinder parts," Four Industrial Platform has taken shape, the sustainable development of the company providing strong industry support. The company's second-largest shareholder of the world's three major automobile manufacturers Mine, one of the Terex Corporation, shares of the company's largest shareholder after the reform of Inner Mongolia North Heavy Industries Group, has remained relatively holding position, although the two major shareholders agreement, in 2010 years ago to maintain the current equity ratio remains unchanged, it is expected that TEREX aiming at controlling the future possibility of a takeover by the secondary market still exists. "Eleventh Five-Year" period of China's major hydropower projects, open pit mine development will require more than 4000 vehicles are expected to receive shares in northern Taiwan around 2800. Railway construction and highway construction, as well as the substitution effect will enable rotary drilling rig to accelerate growth, projected annual growth rate will be about 100%, excavators continue to maintain growth above 30%, while mining car exports will remain at a high level. Therefore, clearly warming to stimulate market demand, the company will usher in new opportunities for development.
The market demand, performance by leaps and bounds
With the macro-economy continues to improve, the western development strategy of the further implementation, as well as coal mining, metallurgical and other industries and the economic benefits of good size and a group of fast-growing domestic market demand for mineral products, vehicles and gradually increase the , and the world of mineral and energy also contributed to the accelerated development of the international market demand for the product to the mine car a substantial increase in mine car products the company is a good opportunity. Zhi-Gang Ye Hai Tong Securities Research Institute, said the company is the leading industry, mining vehicles, the market share of 75% or more, TEREX years of cooperation with the United States allows the company always maintained the international advanced level, and entered the engineering machinery industry fields. The Company will mine vehicles, excavators, rotary drilling rigs and parts processing of the four major business platform to expand the industrial chain to achieve bigger and stronger. Analysts believe the company will be located at a reasonable price 12 yuan. At present, only 8 yuan to succeed, with a 50 percent rise in space, so for investors with a strong appeal.
Foreign concept to enhance the value of speculation
The company's second-largest shareholder of the world's three major automobile manufacturers Mine, one of the Terex Corporation. Shares after the company's largest shareholder reform, Inner Mongolia North Heavy Industries Group, has remained relatively holding position, although the two major shareholders agreed by 2010 to maintain the current equity ratio remains unchanged, it is expected that TEREX aiming at controlling the future through the acquisition of secondary market the possibility still exists. CITIC Securities Chun-Bo Li also said Chinese and foreign shareholders want two pairs of controlling the relative position of listed companies, the future Chinese shareholders may inject equity in exchange for more equity, foreign shareholders may be obtained through the secondary market acquisition of a controlling interest. Therefore, as the secondary market, heavy subject matter - foreign concepts, most likely set off the secondary market share price.
Up a strong desire, a new high soon
The secondary market, the stock of the stock market this year can be described as hot, the main agencies and funds involved in a very deep level, especially in the third quarter, the Fund Masukura most obvious. Short-term stock fall 20%, and has reached the limits of the main Xipan. The stock traded recently began to appear larger signs, stock prices even more breakthroughs in three consecutive moving average of repression, short-term very strong desire to do more, investors can focus on.
