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Data:2009-12-12 2:34
Source: Kim Tong Securities Author: Chen Yong Chao
Tuesday tape Expand technical adjustments, as of closing index closed at 2038 points, was down 8.56 points, turnover amounted to 34.2 billion, to maintain health.
The financial capital concept was pro-gaze, like the Po-year-old thermoelectric, Eastern Group, a new hope and some other rose varieties is the continuous representative examples. Commercial sector, the Group of the East 100 daily limit, Shanghai, 900, also has impressive gains.
Of course, most worthy of disk research into the most mainstream of funds still exist in the three plates is an Olympic plate, a real estate section, the other is the new stock plate. As pre-mining aluminum and commercial real estate we have significant opportunities for the same (the analysis of individual stocks Jiaozuo Wanfang 000,612, 600,663 Lujiazui, the performance of such stocks is very strong, sustained rose!), We today on the three funds involved in the plate into the deepest depth analysis, hope to dig out of a dark horse turned out to a new leader!
First analysis of the Olympic Games, today's disk can be seen on the big funds are re-assembled to the plate a sign! Beijing Urban Construction, such as 600,266, 600,376 Tianhong Baoye, rose 000,046 Asia Standard construction is broke! We believe that the Olympics, the Beijing Olympic plate's strength is inevitable, because the great historical opportunity to tend to create significant investment opportunities. Therefore, the face of the Beijing Olympics on the real investment opportunities plate height should be a strategic investment in attention. By analyzing the history of the Olympic Games in different cities, we can draw basic conclusions: during the Olympic Games the host country's economic boom are in high Olympic Games on the Olympic Games held in boosting the economy reached a peak two years ago. The Olympic Games to enhance the industry, mainly in construction, social services and other industries. Beijing Beijing Olympic Games will significantly boost GDP growth in 2003 and 2007, the average annual driving Beijing's GDP increased by about 2.3 percentage points, pulling effect in 2008, reached its peak. We believe that the real estate, consumer and services industries in the Beijing Olympic Games to get a significant economic development opportunities; the same time, to show the world China's image as a platform for some of our brand values will be improved. In accordance with national performance in the stock market during the Olympic Games, combined with China's macroeconomic before 2008 can maintain high growth momentum, we believe that the Beijing Olympic Games as a distinct themes will have a very large plate upside.
Second, real estate, this surely goes without saying that once again today, the RMB exchange rate hit a new high, even higher than Hong Kong dollars, 100 yuan to the Hong Kong dollar-for-101! Furthermore, we should focus on analysis of the new shares, recently we can see whether the fund or the investment capital with the main backbone of the new shares will be high quality as a main battlefield. Jiangshan from August's 002,061 chemical twice a month surge began, to 002,075 then to 002,081 high-tech copper-gold Chang mantis can be found a short time as listed shares, the project has been quick results are often the height of the main pro-Ta Kong gaze, combined with the collection chips is very convenient, rapid, so the secondary market prices are often quickly jumped like a rocket! Of course, shares the three most cattle have a characteristic that is excellent performance, growth in the third quarter Jiangshan Chemical 104.22%, 74.44% increase in high-tech Zhang copper, gold mantis increased 53.98%, texture is very good, it has been crazy big money grab into! Here on the IPO shares, especially small and medium plates, we believe that there is a focus on the forthcoming high Netsun release, because the unit is the first Internet company, it would certainly be expensive storm fried, it will effectively boost the price of small boards center, the activation medium and small plates!
Combining these three Niugu frequent mainline sections, focusing on actual combat attack 002,083 Vosges stake: three heavy main character is expected to be hot money to build a new super-leader! The Unit is not the market to explore the concept of authentic Olympic Games shares surge 100.29% in the third quarter results for the first three quarters of last year net profit was 1.65 times the IPO leader (superior growth does not rule out the recently released annual report of 06 pre-increase announcement )! In addition, the company has huge land bank, is the biggest beneficiary of the RMB appreciation! Olympic concept: The company is the Olympic franchise, franchise commodities towel, bath towel, hand towel, bathrobe, at present, BOCOG's designated only a towel maker. With the Olympics approaching, consumer products ever-growing demand for the Olympic Games are expected to appear significant growth in sales. Olympic licensed products company's gross profit margin reached 60%, and general domestic product gross margin was only 22%. A huge land bank: by the end of 2004 the company moved to the workshop all the industrial parks, unused original area, with strokes to shoot a total of 200 acres of idle land hanging around the market price far exceeds the cost price. Meanwhile, the company's new factory is located in high-density city, north industrial park, has been made about 1800 acres of reserve land for business sites, this part of the land acquisition and low cost, for the future, set aside ample space to develop. In addition, according to the company announcement, we can determine the company's growth is very good, November 23, 2006 Notice: raising projects are all put into operation in 2006, economic and gradually release the negative factors affecting profitability in 2005 has been eliminated, Towel products market remains the main industry a good development trend, the formation of Japan, Europe, the United States, as well as four domestic market. As the fund-raising projects and gradually put into operation, is expected to in 2008, will realize annual sales income 40 billion yuan, export more than 300 million U.S. dollars. To ensure that production capacity, export earnings and economic benefits of the national industry first, and strive to capacity out of the world the same industry first. Try in three to five years to become the most powerful the world's largest home textile enterprise group. Also a world-class company was born! From the public information we can see that the first day of the unit that is multi-agency large-scale buying, low-order two trading days after the tape is expected to blue-chip adjustments and they will become a new super-hot switch faucet varieties!
