Category: Money tips Release Date: 2006-12-05
Source: Huatai Securities
This year, the stock market have been rising continuously, in the bull market advance in depth, while the market for mining stocks also continued to deepen. Growth potential of the bull market in stocks has always been in hot pursuit of the objects of funds, their stock prices would be very amazing! Recently, the logistics industry, home loans to borrowers because of its high-growth investors beginning to receive attention in the storage shares, Sinotrans Logistics development, home loans to borrowers out of the upward breakthrough of the stock market, the logistics plate big move has already kicked off.
Jiangxichangyun (600,561) logistics leader, has great potential. The stock in the first three quarters of earnings per share of 0.20, close to last year's earnings per share, an increase of 15.82 percent, the company's profit growth will rely mainly on passenger traffic growth. The company is located in central China to be in Jiangxi Province, Jiangxi Province, increasingly sophisticated transportation infrastructure, continue to extend the road network, the steady development of the tourism industry, as well as the acceleration of the process of urbanization and huge labor export resources for the company's passenger business provides a a favorable external environment; the same time, the company's development strategy of horizontal integration is also a powerful impetus to the continued expansion of business scale. Stock performance of growth a solid foundation, strong growth potential, currently only 5 yuan to climb significantly undervalued stock price exists.
Regional monopolies, benefit from the rise of central China.
Rise of Central China is the overall situation of China's modernization has made another major decision-making, certainly will be a long-term positive-related listed companies. Jiangxichangyun for the central region leading logistics company based competitiveness outstanding, the company affiliated to more than 600 passenger class lines, has already formed a center in Nanchang, Jiangxi province covers an extension to the national road passenger transport network. Nanchang Road, the company occupied the provinces, and regional passenger transport market, 81.6% and 62.6% of Jiangxi highway passenger transport market share, has obvious advantages of regional monopolies. The company also with its own funds seven million yuan and Shanghai East Rail Freight Agent Co., Ltd., Shanghai Jiao Yun (Group) Co., Ltd., Shanghai Zhabei District Road Transport Union Zhigongjixie management co-founded the Shanghai Schindler-rail intermodal Co., Ltd. in order to expand the public rail joint venture business, became the first road and railway traffic in goods transport enterprises, greatly reducing transportation costs. Jiangxichangyun will be built as a set of transport flow, logistics, information flow as one of modern transport enterprises to become China's Yangtze River Delta, Pearl River Delta passenger traffic, logistics and the navigator.
The land value-added potential.
Result of the removal company's tremendous land value-added benefits. Company headquarters is located in Nanchang Bayi Avenue, near an area of 80,000 square meters, at present 81 Avenue has become a bottleneck of traffic in Nanchang, therefore, very likely the company headquarters moved to the outskirts of these land resources, if changed to commercial use, ordinary market price of 300 yuan / mu calculation, the total value will reach 360 million yuan. In addition, the company has acquired in recent years, five state-owned enterprises, has accepted 102 million of assets, land area of up to 20 million square meters. Northern suburbs of Shanghai and the company controlling access to the Shanghai Zhabei logistics logistics center project development right now the project has received approval of relevant departments in Shanghai, the actual approval of up to 1.85 million square meters area, so large areas of assets, in the patch of land-inch Gold Shanghai, its great value-added potential is enormous.
The Unit attracted a good development prospects for the fund a large number of Jiancang. In 2006 three quarterly disclosure, a number of shareholders over the previous decline in the relative concentration of chips; the top ten shareholders together hold 1212 shares in circulation, representing the ratio of the outstanding shares of 12.49%, while the previous reporting period to 9.36%, China tape 254 million shares of the Fund Masukura become the largest shareholders of tradable shares, the new Fortis entered the sea, 232 million shares held by the Fund to become the second largest shareholder of the outstanding shares. From the stock prices of view, the unit has not even pulled three major Yang Xian, after finishing flag, but the disk shows a bargaining chip lock well, the main body did not flee. The end of today's stock adjustments, posting gains, the new wave pulled begin again, we recommend investors to focus on!
