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Data:2009-12-12 2:34
Source: Kim Tong Securities Author: Chen Yong Chao
Monday broader market continued to hit a speed up, cut-off closing index closed at 2161 points, up 59.60 points, turnover amounted to 54.8 billion, a very good amount of energy level.
Hot show diversified, the shipping port of new shares China Merchants Energy Shipping Unit (the Unit also shows a continuous surge of funds, there is ample off!) Rose, driven by a strong performance, as indicated in the Group are all in Hong Kong or lists. In addition, brokerage stocks such as Hong Yuan Securities, CITIC Securities to continue upward reaching a new high. Electric power sector, Shennengyuan daily limit in one fell swoop led to Huaneng Power International and other stocks. Fund, Fund, Pratt & Whitney, funds and other collective abundance, and appear in the table increases.
The face of mad cow the city, in the face once-rare 10-year bull market, investors can do is to fully do more! Resolutely do more! Then the broad market rose continuously, when investors are making a significant index of not making money because of what? Rhythm is not sure is good, early start times there was no blue-chip layout, one after another rose in the blue chip varieties, when entered without a sense of recovery, resulting in a great passive now. As we judge to be a breakthrough 2245 tape of the all-time high, so you can see the broad market segment is currently the main l real interoperability is still very strong. The following ideas can provide Ta Kong market's capital to study, particularly high aversion to radical chasing the big money: 1. Currently tape can control the amount of good, 2245 all-time high this week will be the main force of the powerful multi-capture. 2. Real hot spots, engineering machinery, banking, real estate, transportation, electricity, coal, automobiles, non-ferrous metals and other large blue-chip basic round plate movement is completed, and the short-term or excessive profits realized capital will bring short-term shocks, Therefore, buying a certain risk. 3. Target sector, China Petrochemical, China Vanke, industrial and commercial banks to continue to control the situation, in order to create a very good short-term conditions for an active hot spot. 4. The impact of 2245 points, we must launch a number of popular is very strong, with a considerable mass base of the leading varieties. 5. The species must have the value, future growth with imagination and moderate the flow of market value and the smaller the gains can be made a continuous impact on the Group of funds.
Based on the above five major real ideas, real-time high of 2245 focus on the multi-attack capture 600.55 thousand Tianwei new leader Paul changed, the Shanghai and Shenzhen 300,06 years, a substantial performance increase over 80% of the pre-authoritative expects expects 06,07,08 years EPS were 0.60 yuan, 1.10 yuan, 1.80 yuan, dynamic PE was 30 times, 16 times, 10 times the investment value is obvious, because they do not meet the pre-hot blue-chip speculation, so stock performance has been very low-key. In the broad market rose more than 40% of the background, the stock had remained at the level of 1,500 points is really incredible! However, reverse thinking, this is a great number of Ta Kong for the multi-billion funding round Quotes of the best goal of the continuous sweep goods! 1. The United States listed in an orderly manner at any time in the riches myth staged! Last year, the same for domestic solar energy market led by the United States created Suntech riches myth (recently Suntech rose station 30 dollars re-mark), the global solar boom is also a rapid development over the past year, listing the achievements of related businesses Fu made the myth continues. Yingli choose the pace at this point pay close attention to market, no doubt to the market to bring the focus of the biggest beneficiaries of the emperor's attention. Tianwei Yingli in the late New York Stock Exchange listing is successful, should be based on its valuation of foreign earnings. Currently Suntech, SOLARWORLD, Taiwan, Motech and other international solar energy company for more than 50 times earnings on average. Therefore, Yingli 50 times price-earnings ratio should be reasonable. According to projections, Tianwei Yingli in 2006 to achieve 300 million yuan net profit, market capitalization after the listing will be up to 125 billion yuan, according to Tianwei will hold more than 30% stake in terms of contribution to Tianwei Yingli the market value of nearly 40 billion yuan, Tianwei the added value per share, up nearly 13 million (the total share capital of 365 million level). Shares can be described as significantly undervalued at present, it is worth the short midline focus of attention. 2. Up to 95 billion yuan for the company's continuous rapid growth in orders provides a strong guarantee. March 2006 Yingli PV system integrators and Germany Phonix SonnenStrom AG and the German manufacturer Reinecke + Pohl Sun Energy AG signed a total of 305MW of solar components of orders, delivery period from 2006 to 2010. If the supply price remains unchanged, Tianwei Yingli 305MW cell component of the contract value of long single in the bottom 9.5 billion; if Yingli be able to control the cost of silicon material 150 U.S. dollars / kg, it is expected will result in more than two orders net profit of 20-25 billion yuan. November 2006 Tianwei Yingli also has signed with the Spanish company Acciona PV module procurement contracts, Acciona's from the first quarter of 2007 and started at 2 years in succession from Tianwei Yingli purchase 42 MW of PV modules. 3. The power equipment business, the economy benefited from a very high degree of industry, the company is the largest production base of electrical equipment transformers, one of the main transformer of large generating units account for about 45% of domestic production; company is the only independent control of domestic manufacture of the core of all the transformers technology, business, breaking the converter transformer manufacturing technology has been Sweden, Germany, Japan and other foreign monopoly electric company, has successfully entered the direct current power transmission market. 4.6 QFII buying the stock as high as 1219.2 million shares, from time to analyze roughly into the June 30, 2006, after the cost analysis from the roughly 20 yuan, which means the current price QFII basically cost price! Chart observation, flag-type finishing unit has up to 10 trading days, will soon face major changes set the time window, a short clip of two yin-yang combination of attacks to allow the Unit will once again become the focus of an eye, excellent growth and high popularity is undoubtedly the multi-corps captured 2245 points must choose!
