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Data:2009-12-12 2:34
Source: Kuo-Cheng Li scholarship investment
We should be invincible in the market requires a deep understanding of institutional financial manipulator of ideas, institutions looking to make money is the main trend is the trend were the so-called big money! The basis of the current round of bull run is the outstanding shares after the share reform, and non-tradable share the interests of consistency, only the stronger and larger listed companies, the two sides in order to form a win-win situation. For the group as a whole the recent listing of additional acquisitions of listed companies targeted group or take the directional quality assets, non-directional to raise additional capital investment to new projects, etc., are all listed companies to bring more high-quality assets, earnings in the the short term will be reflected in the stock market, and therefore are widely recognized. In particular, the overall market, in terms of policy the state should support large state-owned enterprises bigger and stronger and to achieve the overall market, so as to enhance the competitiveness of the entire national economy. This is with the theme of the overall market stocks will be the biggest positive. Early, the overall listing of the leading varieties of the light yang trading day in less than 10 double, high-hung additional 3,500 shares of stock due to directional 3G transmission network to raise capital investment less than 15 trading days up 60%, similar examples In a bull market and countless others. Listed as a whole, a major shareholder equity injection, directional or non-directional additional subjects because of its role in promoting the growth of performance of listed companies to enable investors to the explosive growth of short-term performance is full of imagination, it is inevitable that the subject matter being sought after. Huafang Textile (600,273) is one such an individual stocks.
First, the Huafang brewing assets of the Group of 8 billion overall market, Huafang Textile assets, 10 times the size of the expansion.
Quotes in 2006, the overall market and military section is undoubtedly the hottest of the hot market. The main reason is that the market for its listed as a whole or the major shareholders after the company's quality assets into the fundamentals is expected to happen for the better. Because the overall market after the major shareholders of listed companies will be the Group's high quality assets into the listed company, so that the fundamentals of listed companies can be significant changes, with the high-quality assets into the listed company's capacity for sustainable development has increased significantly.
In the current overall market is mainly in two ways: The first way is through the major shareholder of the overall market oriented approach to achieve the additional objective of doing so does not require a listed company can achieve major shareholders pulled out a genuinely high quality assets into the market already companies, a typical example is the recently skyrocketing yang of light (600,673). In this way, the old shareholders, issuing its own access to the net assets of a larger premium. The second way is the major shareholder be achieved through the swap of the Group's overall market, typically pre-skyrocketing Shanggangjixiang (600018), in this way the flow of the existing shareholders can control them and to obtain higher returns. From these methods we can see, no matter in what way, for the circulation of the old shareholders are the major good news.
Judging from the recent fund asset allocation point of view, the main military concepts into the concept of plate plate and the overall market, which is the core of the two plates are injection of quality assets. In fact, the military strength of plate quality assets into better able to explain the strong appeal. Huafang Textile (600,273) is one such one has a "listed as a whole" concept stocks. Huafang Textile is the only Huafang Group Holdings listed company headquartered in Zhangjiagang City, Huafang Group, is a textile-based industry with cotton as the core set of textile dyeing, Textile weaving, dyeing, weaving, dyeing wool and clothing in one, both hotels, real estate major joint-stock enterprises, with total assets of more than 80 billion yuan. In 2005, the Group's operating revenue of over 20 billion yuan to complete, the main business income Chaobaiyi yuan, ranking among the top 500 Chinese private enterprises 8th place, the size of the cotton spinning industry in Asia, second, an annual output of 30 million meters of worsted woolen cloth Wool textile industry has become the world's largest production base. September 25 this year, China invested 2 billion yuan Huafang Group, equipment, capacity 500,000 cotton in Xinjiang Shihezi first phase of the project at the national level Shihezi Economic and Technological Development Zone, officially starts operation, the project is the largest in western China textile project . Projects are all put into operation, will form an annual output of high-grade cotton yarn, 75,000 tons of capacity, with annual sales of up to 20 billion yuan, will become the Huafang Group also highlights a new project and new economic growth point. The recent Huafang Textile (600,273) investment 200 million yuan to buy part of the Group's largest shareholder Huafang cotton spinning industry, the realization of knitting yarn fabric yarn and simulation of self-supporting. The acquisition of the assets may be listed as a whole the first step. With the strength Huafang Group, Huafang Huafang Textile Group's overall market for the future development of the imagination of the larger space, thus greatly enhancing the value of the unit the secondary market speculation. It is learned that the company has completed the design of convertible program, once the "overall market" program announcement is bound to set off the secondary market significantly Huafang Textile speculation. The most important thing is the company's current net assets of only 6 million, Huafang Group's total assets of up to 80 billion, once the Huafang Group to achieve the overall market, listed companies will expand the size of 10 times. Meanwhile, the stock is only slightly higher than the net asset per share, once adopted by the Group Shanggangjixiang Huafang ways of achieving the overall market, then existing shareholders will reap huge profits the old, because the current falls rapidly after the IPO net assets per share the extremely low probability, if we adopt additional orientation to the major shareholder of the way then the current stock price decline is basically no room, and from the present situation is mainly directed issuance of additional premium, or at least, will be much higher than the net asset per share, which fully shows that at present a matter of fact Huafang Textile's share price has been seriously underestimated, the latter part of the trend from the point of view, the unit will expand the value of regression Quotes.
Second, the concept of cotton prices, the trend clone non-ferrous metals.
Since the concept of non-ferrous metals in March this year, shares have soared because of the international non-ferrous metals futures and spot prices soared to bring the relevant investment value of listed companies improved. As has already been published in 2006, three quarterly payments of Lingnan, earnings per share reached 1.37 yuan. Hence the explosion of the first half of the unit. If we say that the biggest winners are the non-ferrous metals in the first half, then in the second half must be agricultural futures. Earlier this year, Buffett to sell non-ferrous metals futures, buying large quantities of agricultural products futures. In June, the second half, we saw the market to Fengle kinds of industry (000713) and Xinnongkaifa (600,359) as the main concept stocks rose across the board for agricultural products, agricultural products futures concept has become a beacon fire Liaoyuanzhishi! 4 quarter of the peak of the cotton, cotton futures and spot prices will be the end of each year at the higher stages of acceleration. Huafang Textile (600,273) in relation with the current price rise the biggest "Cotton" concept, its parent company, not only in Shandong Huafang Group Xiajin County has a large raw material base of cotton, but also into the Shihezi, the use of cotton Shihezi Reclamation resources, invest in the construction large-scale cotton project, prospects for the future and therefore worthy of attention. Because of the sharp rise in commodity prices of cotton, so that to include international investment guru Warren Buffett and Rogers and other pairs of cotton and other agricultural products market is extremely bullish. At the same time, its major shareholder Huafang Group, strength, core, including wool, cotton, and real estate. In the cotton spinning industry, ranked second only to the status of the bridge in Shandong Wei; in wool textile industry of Jiangsu larger than the sun, ranked No. 1. Company as a leading cotton textile industry enterprises, on the one hand the use of the rapid development of China's textile industry under the WTO opportunities, but also into the cotton textile industry, cotton fields upstream. Cotton is the main industry, the company among the fastest growing areas. Huafang Group, on the one hand Xiajin County in Shandong to build large-scale cotton raw material base for cotton production. Also huge amounts of money to invest in the project Huafang Shihezi cotton. Statistics show that Huafang Shihezi cotton project total investment of 50 million spindles, spinning will use advanced production technology and processes, will build a building area of 70.76 thousand square meters of production workshop, 8400 square meters of warehouse and 6750 square m auxiliary plant. A 170,000 cotton project put into operation, the annual produce high-grade cotton yarn 23.1 thousand tons, sales income of 649.75 million yuan, will greatly boost Shihezi Reclamation, the rapid development of cotton textile industry. Therefore, relying on the solid strength of major shareholders, the company's future development potential. In the first half to see non-ferrous metals, in the second half to see agricultural futures, the company has the explosive "Cotton futures" theme, will set off the stock soared Quotes!
Secondary market trends point of view, the Unit in July 2005, see historic lows, and then climb through the two-wave jog trot line after the stock broke through years of pressure, during which the amount able to show an obvious pulse amplification characteristics, indicates that large main body has been at the bottom of strategic Jiancang. Unit 1-5 months of this year with a 5-month period sideways within a narrow range at the year finishing line, during which the amount of amplification to a sharp fall from its chips have a high degree of locking. This year 51 is repealed, the stock broke through to pre-order platform for 5 months, followed by 2.60 yuan -3.20 yuan into the box shock, a strong support around 2.60 yuan. Since August, the stock has shown a steady shock upside trend Jin Liangri content can re-amplification, stock prices quickly followed up, there is an upside breakout box top trends. Once the success of a breakthrough order patterns, the rapid wave of fierce pulled Quotes will be gushing out! At the same time, the Unit would otherwise remain hidden "overall market" theme and the "farm cotton futures" concept brought the stock price even more powerful is bound to set off a surge in hot stock market, suggest that investors focus on.
