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Data:2009-12-12 2:34
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Due to historical reasons, Shanghai and Shenzhen have most of the local stock holding out a group of assets to achieve the listing, therefore, the overall concept of the future market trend with its rapid local shares in Shanghai and Shenzhen began to spread. Listed as a whole concept in this stage, turned out to have a certain amount of positive significance. Because in many industries, industry or group of assets is superior quality and profit growth of listed companies to achieve an overall listing, the value of listed companies will face a re-valuation. Therefore, investors should also pay close attention to the context of relying on large groups of assets brought into the consolidation or asset quality improvement and profit growth. Recommendations focus on the Hong Kong Group (600018).
From the fundamental point of view, the whole group after the listing on the Hong Kong the size of nearly 48 billion yuan of assets, main business includes container handling, bulk cargo handling, port logistics and port services, four major categories, scope of business covers the entire Shanghai port port operations process. In 2005 the Group completed the Hong Kong container handling 18.084 million tons, ranking third in the global container port order, in accordance with the current 15% annual growth rate of the company within three years, container throughput is expected to become the world's largest port. China's foreign trade growth rate from the point of view, the next long period of time will maintain a high growth rate, which brought the port cargo throughput of room to grow, and it will bring on the Hong Kong Group, an excellent opportunity for development. After listing a whole group of development objectives have been very clear that in the next five years to develop into an international shipping center. Port Group on the company's three major container ports in the future has been a clear development plan: the main box Wusong port to internal trade; Waigaoqiao Port to the hinterland of the main box source, transit cases, supplemented; Yangshan Port then strive to become an international transshipment port in the next increment of Shanghai Port Container will also be concentrated in the Yangshan Port. According to the plan, by 2010 Yangshan Port will be arranged about 30 berths capable of handling more than 15 million TEU; to 2020, arranged more than 50 berths capable of handling more than 22 million TEU. Yangshan Port in the last two years whether the success of establishing the status of an international transshipment port is Shanghai as an international shipping center key. In the meantime, the Hong Kong group also launched a foreign port acquisitions. The first objective is to acquire the Belgian Zeebrugge container terminal in Hong Kong a 40% stake. The second port of Zeebrugge, Belgium, the sixth largest port in Europe, is Europe's largest transshipment port and liquefied gas imports to Hong Kong. The acquisition of the terminal has been put into operation during the first half of this year! With the Hong Kong Group, the rapid growth of production capacity, especially in the continued growth of container throughput, the company's performance will jump in!
It is precisely because the Hong Kong group has good prospects for development, making the company listed in the implementation of the overall program appears to confidently introduced the convertible preference program, the original shareholders can be convertible in accordance with the ratio of 1:4.5, you can follow each share price of 16.5 yuan will opt for cash, the price is higher than the market's closing price before the suspension, indicating the company's investment value of their own self-confidence. SASAC and China Merchants Securities in Shanghai as a third party to intervene, indicating that a major shareholder and institutional investors are actively optimistic about the company's future long-term growth potential, with the participation of China Merchants Securities is the market view that a considerable part of the international capital on behalf of a number of enterprises The bullish, indicating investment in accordance with international standards, the whole group after the listing on the Hong Kong great investment value and development potential. The secondary market, where the big influx of capital stock the recent crazy, Wed stock was firmly sealed in the limit-afternoon in many corporate treasurers have strong hopes for a background, is expected to continue rising much faster.
Historical Information: G on the Harbor (600018): Performance stability of compensatory growth has improved significantly May 20, 2006
G on the Harbor (600018): Main container shipping business, the company is located in the most economically developed Yangtze River Delta region, monopoly obvious advantages, growth for the company is guaranteed. There are two main companies Aspect One is the enterprise cash flow stability, and continuous high rate of return is good. The second is its docks and berths, container yard, storage tanks and ancillary facilities such as a high value of the property revaluation. The Unit for the QFII largest holding shares, a quarter of the unit for the six million QFII concentrated holdings 8696. The Unit pulled up today, a strong, market outlook is expected to continue to develop new up space, focus on.
