Category: Money Tips Date: 2006-07-18
Source: Guohai Authors: Zhang Hong
Yesterday we had said the market adjustment is a good opportunity to adjust the shareholding structure, we are optimistic about the agricultural stocks led the way, although the broader market technical indicators Rengmo adjustment in place, but the callback is still to absorb and adjust the shareholding structure of the opportunity, then the afternoon there Which stocks should be concerned about this? We believe that the pharmaceutical stocks should focus on!
According to quarterly data show that three banks stocks, pharmaceutical stocks and food stocks have become the new QFII Sambo. The QFII largest holding in the first half an alarming increase in non-ferrous metal stocks, banking stocks also rose in the second half, so that QFII advanced international stock selection ideas of vision and an increasing acceptance by the market, QFII why pharmaceutical stocks bullish it? Because medicine is a special kind of consumer goods, not subject to the impact of fluctuations in the economic cycle. A huge market of 1.3 billion people, 1 yuan per capita consumption can be as high as 1.3 billion for this reason, consumption-related stocks were the most favored foreign investors and QFII. Relevant data show that in 2000 the world's 50 U.S. dollars per capita consumption of drugs, the United States 300 U.S. dollars per capita consumption of drugs, the Chinese less than 10 U.S. dollars. Therefore, great potential of China's pharmaceutical market in the future. Some experts expect the pharmaceutical market in 2020 is expected to reach 120 billion U.S. dollars rather than the United States as the world's largest market, the prospects very brilliant! And building a harmonious society, health reform has become a top priority, the Ministry of Finance brewing career in health care an additional 100 billion yuan invested in 2007 will be a big change in the medical industry, the launch year. The great change often means big opportunities.
Meanwhile, the pharmaceutical industry, many experts have hailed as the 21st century has been the most promising industry, Warren Buffett has a special liking for the pharmaceutical stocks. In his view, medicine, technology stocks as a proportion of shares to absorb better the object, because a higher return on investment in pharmaceutical stocks, and under the protection of patents, pharmaceutical products, longer life expectancy.
Thus the third quarter, the largest number of QFII holdings of company stock in the future of medicine will like the non-ferrous metal stocks and banking stocks, as amazing as the performance of 2007 is undoubtedly the major cause for concern Niugu!
Recommended in the medical unit to focus on Hainan Hai drugs (000,566) and the days and western medicine (600,253), because the Hainan Hai drugs (000,566) the largest shareholder of Shenzhen, the South Far from stock reform package, the additional commitment to the non-tradable shares held by even 36 months after the expiration of lock, through the Stock Exchange means the price reduction will not be less than 10.0 yuan / share, in other words, the future stock price in the current 3.62 yuan to rise 176% reduction of major shareholders in order! Major shareholders to make sky-high price reduction commitments in the end because they are afraid the acquisition did not want to sell-off, or are particularly confident about my future? This implies that the market is big opportunity is undoubtedly worthy of attention! And the company's largest shareholder, Shenzhen Investment Limited held by the South Far from 3976.26 million, while the market value of the unit Liu Tongpan only 3.7 billion, in other words, as long as the powerful large corporations can get with 1.5 billion yuan, the company holding power, we all know, look at the history of Chinese and foreign stock markets, acquisition and anti-takeover stock market is often the most exciting, most popular topics! In addition, the light of the continuous limit-Yang and share prices have doubled in the short term direction in the market formed the concept of additional wealth effect, the company intends to release no more than 3000 non-public shares, such as this can be the non-public offering before the end of November 2006 completed, the company expects 2007 net profit to increase by 5 million yuan. Therefore, once the private placement market, repeated the success of speculation is not only to make it a big hit directed additional concepts, their performance is guaranteed.
As for the days and western medicine (600,253), three quarters of the League of Nations report showed that investment in securities and the Northern Tiger massive Masukura stock. The above-mentioned two organizations have entered the mysterious Chongqing Beer, Aerosun, Meili top ten shareholders. The stock is bullish, therefore, was "Chongqing Beer" of the main phase of the anti-AIDS giant days Fang Pharmaceutical (600,253) should cause us concern. And the Sumitomo Corporation has become the second largest shareholder of the company! Sumitomo of Japan, one of the three consortia in 2003, the world's top 500 No. 13. Join the world's 500-day side will undoubtedly help to enhance the strength of Chinese medicine, the future better and playing the "international card", so that foreign mergers and acquisitions with market hot topics! In addition, the company is determined by the State Drug Administration "anti-Ai" drugs "zidovudine," one of the fixed-point production to Fight AIDS, one of leading enterprises in the future will face a huge multi-billion dollar international market of anti-Ai!
