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Data:2009-12-12 2:34
Source: Guangdong Cod Author: Wu is pleased to
Investment Point 1: Medium-term funds Masukura 20 percentage points (from 21.64 percent a quarter to the mid-position 41%), the average holding of 6658 shares from one quarter to the mid-11900 shares, a staggering growth rate of nearly 50% of the institutional grab chips, chips to accelerate the concentration characteristics of apparent
Heart Investment Point 2: closed switchgear (GIS) products in short supply, at present the only country able to produce 0kvGIS high level Toshiba, Siemens High Voltage Switchgear, several joint venture. With the increase in voltage level GIS products, product prices increased exponentially, while the product cost and manpower cost growth is relatively flat, high-growth can be maintained
Investment Point 3: in the first half, the company received orders for the new Part 1.3 billion backlog orders that are over 1.5 billion, Toshiba is not a high level of delivery orders that are over 3.0 billion orders in hand are sufficient, under the current order situation, in 2006 the company will produce at full capacity, sales revenue is expected to breaking through the 20 billion yuan (1.2 billion Ping Gao Toshiba, the company's contribution to income 6 billion) in 2007 after the growth impetus came mainly from higher headquarters and the level expansion of Toshiba's production capacity
Investment Point 4: Hai Tong Securities valuation of the company's 2006-2008 projected earnings per share were 0.47 yuan, 0.64 yuan and 1.04 yuan. Consider the transmission and distribution companies a clear leading industry growth prospects and leading enterprises, high-speed growth, given the high G flat in 2007 more than 25 times price-earnings ratio is reasonable, and that's a reasonable price range for 16 yuan!
The Unit is pleased to Wu, "" hardware "Masukura 06/8/18 bull 2: 600312g-Ping Gao: Factory orders for the past 36 years to create the highest! "To recommend to the title at 11.81 yuan investment in the country's friends, to the September 29th (40 days have passed) stock rose to 14.66 yuan, the 40-day return is 22%! !