Category: Money tips Release Date: 2007-03-05
Source: Tai Fook Investment Authors: Chen Zhaorong
Index under 1800 points, oscillations, although the gains little, pharmaceutical stocks the most eye-catching, Stock Quotes very active, particularly in the depth of the main pre-intervention stocks after a long time high of consolidation, the "second wave bull market" and pulled up still abnormal crazy! Sinopharm is a typical representative of the shares, Tiantan Biological Products, Guangzhou Shipyard International and so on! Should be the sentence, "the bull market is a strong Hengqiang." In-depth analysis of these "Biao" shares, from the fundamentals of view, are the leading enterprises in their respective industries, leading enterprises in the aspect of obvious advantages, so the secondary market is the main money favorite, often led to act as lead; technically the callback consolidation shares a longer time to adjust fully, short-term upside larger space and has begun to moderate heavy volume to form the short-term upside shape, with a start Quotes characteristics. Tiantonggufen (600.33 thousand) to meet these standards of excellence in stock picking criteria, companies are state-ferrite materials, standard-setting one of the units, the company said that in 2006, to achieve soft "trade size in the world, the world's leading technical level" , is the leading enterprise of magnetic materials. The new owners listed Hengdian DMEGC Hengdian DMEGC stock has nearly 20 million between them a huge difference between the price will increase Tiantonggufen (600.33 thousand) in valuation. Days pass (600.33 thousand) recently raised its main product - the product of Mn-Zn Soft prices, price adjustment range from 5% to 50%, and its influence on performance is nothing inferior to metal on metal futures prices soaring the impact of stock performance, a field research joint stock researcher Tang believes that this is a competitive advantage in their respective sectors of the benefits produced marked one of the events, as the industry leader, the company will fully enjoy the industry recovery, performance turning point about to enter the growth of more than the fast lane.
10-fold increase in production capacity, performance, rapid growth
Report of 2006, the company has achieved impressive performance, realized main business income (combined, the same below) 459.0017 million yuan, compared with an increase of 68.54 percent over the same period last year, main business profit of 10,089.60 yuan, compared with same period last year 45.96% and net profit of 50.8202 million yuan, compared with an increase of 25.24 percent over the same period last year. the most noteworthy products of Mn-Zn, high conductivity and nickel zinc products, gross margin as high as 37% and 43%. the product structure from a computer and the CRT TV to switch to a larger share of LCD TVs and automotive electronics account for a large proportion of consolidated gross margin level of future products is expected to be maintained and enhanced.
Over the past decade, China's development of ferrite magnetic material, respectively 10% and 20% over the next five years, the magnetic material needs of the market will remain relatively high annual growth rate; than the magnetic ferrite manufacturing sector is labor-intensive and technology-intensive industries, the transfer of international manufacturing to China, the company shortened the distance with big international customers, an increase of more market opportunities. the company has entered the LCD, automotive electronics, aerospace and other fields, will share the relevant areas the rapid development results.
Tiantonggufen round of LCD TV sales increase was driven by significant increase in the drive, and its lower reaches downstream of the other digital television and 3G industry driven show.'s LCD is catching up with the Mn core project demand for the next two years, the outbreak of TFT LCD , high-frequency Ni-Zn Cores are mainly supporting chip inductors and anti-electromagnetic interference EMI products, widely used in mobile communications, radio and television, and military communications equipment. As the global 3G entering the fast growth stage, the company is mainly used magnetics interference filter 3G base stations in the building, from the fourth quarter of 2005 began its orders for saturation, with the issuance of 3G licenses, the company's sales will continue to grow rapidly.
The company's future in communications electronics and automotive electronics with the soft core of the growth prospects and profitability of greater space. Based on two reasons: Firstly, China's 3G launch is imminent, but DTV is also moving into high growth fast-track; second: in telecommunications manufacturing, China's domestic enterprises the right to speak relatively strong. Promising automotive electronics with the core for two main reasons: Firstly, automotive electronics business with a strong core Epcos forced to cost pressures, have quit this business idea (Epcos from simense magnetic division, with annual sales of 05 1 billion euros, a loss of 100 million euros); second: The company is currently TS16949 certification, is expected by the end of November will receive a certificate, when the company in the automotive sub-market, triumphantly.
It is with this confidence, the company said in 2006, to achieve the soft, "the world's first industrial scale and technical level of the world's leading objectives." Company plans in 2006-2007, invest 2.5 billion in Mn-Zn products, investment products than the 1.5 or so, new sales income of 370 million yuan or so. the current-related equipment and other aspects are already clear. From the second half of 2006, plans to expand the nickel-zinc product is produced from the current 1,000 tons to 10, 000 tonnes. 10-fold increase in production capacity will inevitably accompanied by the performance of explosive growth.
Private enterprises in the military, a unique theme
Repeated theme is still active in the military, especially the military theme was not the depth of mining stocks, once found in the main capital is often accompanied by a substantial pulled it, such as China Jialing, Changhe so on are also 40 to 50% of the rise, then the military has supported the performance concept stocks are most likely to become the dark horse afternoon of compensatory growth. Investors can continue to tap the concept is yet to launch Quotes stocks, Tiantonggufen cause for concern, the company's leading edge technology in the industry significantly, with a typical military concept of the public enterprises, the company's first day of "ferrite core production line", by the Chinese military electronic components Quality Certification Board certification, the company is with strong technical strength, completed a number of military research projects, served as a civilian enterprises to pioneer the development of military field, the main financial concern of natural enthusiasm. ISO14001 has been made and the SONY Green Partner certification will help companies in Europe and the United States, Japan and South Korea the opening up of high-end market.
And "Aerospace Electrical" before the start of almost exactly the same
From the K-line diagram of view, the main operation of the unit is very clear that the early out of the typical band-type upside, the latter launched a 13-week clinical consolidation Suliang callback! Recent 10,20,30,60,120 are twisted together, with the space before the trend of Electrical and pulled very similar to high-volume breakout 5, MA Thursday repression, has come to the outbreak of the critical point, investors can pay close attention!
