Category: Money tips Release Date: 2006-03-21
Source: Chase Securities Author: Dong Zheng
2006 China's stock market investing mainstream investment philosophy is the theme. For example Maotai, Wuliangye continued strong, Suning Appliance, Chengde Lolo and other stocks hit new high, supporting the above-mentioned factors are behind the strong Niugu performance, but the theme of investment! Because Wuliangye, Chengde Lolo and other equity, performance or that performance, but the short-term stock price doubled, its underlying theme is the value arising from revaluation of investment. Therefore, since the beginning of non-ferrous metal, brokerage, consumer upgrades and other topics, has created a market for groups of Niugu. So grasp the theme of investment in the main theme is this year's stock-picking important way of thinking.
The investment in the subject being, I propose to focus on investment in several major theme of "cross" the opportunities. Or a stock if the same time, several major themes involved in the area of investment, then tend to have better performance. For example I recommend the early focus on G-Chinese-owned (600,191). Set the unit of agricultural products (sugar), coastal concept (Tianjin City Commercial Bank), as well as the concept of cross-shareholdings (holding Huaxia Bank), three major themes in one, in fact, a recent trend is obvious to all. Therefore, in the thematic investment "cross" in mining opportunities, is an important stock-picking ideas.
Let us analyze the short term the mainstream of the market hot. Disk from the week the market point of view, early non-ferrous metals, mineral resources, after the plate has been fully re-adjust the strength of evidence, therefore, including non-ferrous mineral resources sector, including short-term market is the biggest investment theme. Another July 1 this year, the Qinghai-Tibet railway line linking the major media are carried out in-depth reporting, but after the Qinghai-Tibet Railway linking, is bound to Qinghai and Tibet a profound impact on listed companies, it benefited from the concept of the Qinghai-Tibet railway is brewing in the market The new investment theme. The G potassium (000792) set of mineral resources and the Qinghai-Tibet railway earnings two major investment themes in one.
Information shows, G potash (000792) is located in Qinghai, main with potassium hydroxide the development, production and sales mainly in 2005 sales volume of 950,000 tons. GF Securities, according to researcher first half of 2006 due to unfinished construction of the railway, the company's products are difficult to transport, with the opening of the Qinghai-Tibet Railway, the company's transport capacity and efficiency will be greatly enhanced, and the state guarantees of 1.5 million tons per year transport capacity available, and will mean that the number of products can produce the output number. Therefore, opening of the Qinghai-Tibet Railway, the company directly benefit. In addition there is a substantial shareholder in two high-quality assets: First, the development of 49% stake in Salt Lake. Second, the comprehensive utilization of resources Chaerhan Salt Lake project. Such as the realization of these assets tied up listed as a whole, then the company's monopoly of resources will be more prominent. Therefore, mineral resources and the Qinghai-Tibet railway as a benefit from the two major investment themes of the G cross-potash (000792), is definitely worth attention midline.
