Category: Money tips Release Date: 2007-07-20
Source: Guangdong Cod Author: Wu is pleased to
Perspective Point 1: The product structure adjustment leading peers, and plans to a new flat panel display industries. Performance of the company in the recent resumption of growth!
Perspective Point 2: The concept of a potential foreign acquisitions: With the restructuring of SEG Samsung LCD glass substrate supplier's position gradually become clear, Samsung, SEG Samsung Corning is expected to further increase their equity stake in proportion to achieve greater advantage!
Perspective Point 2: 2006-2008 expects earnings per share were 0.13 yuan, 0.20 yuan and 0.24 yuan. DCF valuation derived by the company's reasonable price 6.54 yuan, compared with the company's current stock price still gained more than 25% of the room!
Historical Information: SEG Samsung (000068): share reform is not imminent 3G dark horse troops on June 19, 2006
Source: China Investment securities Authors: Kou Jianxun
List recent gains have not yet been completely maintained by shares of stock change. Whether stock is sideways or adjustment, no shares of the stock can always change with its power, to avoid the risk of a special qualification to attract huge amounts of capital concern. MACRO A, Eastern Communications and a number of individual stocks do not share the strong reform movement that many have to turn over shares of stock would envy. Of course, no shares of stock, or rehabilitation should be selective, not all outstanding shares of stock can be crazy to change Biao liters. Only those who are subject to imagine the future of space shares outstanding shares of reform can be truly continuous upside, aspirations to Huashan. The two stocks is because the concept of 3G in order to have such a strong performance, then combined with the leading 3G Datang Telecom will be Tuesday return of the king, I believe that will then set off again in the market, specifically the concept of 3G fought running battles. Combining these two ideas, we recommend investors to share the strong concerns had yet to reform 3G dark horse SEG Samsung (000068).
3G concept of a strong attack
Can see, the current market, the stock is not stock reform movements of the most powerful take several Eastern Communications. It is precisely because the concept of 3G has the ringing can be so domineering. And now a good time for the 3G can be said is coming, that is, Datang Telecom will resume trading on Tuesday's. In its suspension period, the cumulative indexes basically reached the 30 percent rise, then even in the most basic compensatory growth effects, it also will be directly sealed daily limit, not to mention its most compelling 3G industry today. Monday Shanghai Vision, G Chong and other firms in the emergence of 3G is no doubt the concept for the performance of warm-up. We introduced SEG Samsung is a sharp increase in the potential of 3G is very dark horse.
A major shareholder in Samsung Corning is the world's electronics giant Samsung Group's core business, while the Samsung Group is the world's very few that can offer 3G mobile communication terminals, including a comprehensive solution for equipment suppliers, accounting for the global 3G market a huge share of the industry a competitive advantage are quite prominent, while the SEG Samsung Samsung Group as the only listed company in China, will naturally promoted to China's 3G industry, the leading varieties. With the formal promulgation 3G Ministry of Information Industry, one of the three major international standards for the "Chinese Standard" TD-SCDMA standard for China's communications industry, Samsung Group officially joined the TD-SCDMA camp is moving forward, while the SEG Samsung's future will most likely become a TD-SCDMA a direct benefit-sharing are the future development of the space is extremely broad.
Digital TV will be subject to the forthcoming World Cup, praised
The forthcoming 2006 World Cup in Germany, sky, when the world's eyes will be locked in Germany. Be able to go to Germany as the favorite team in person shouting encouragement, of course is a good thing, but because of work or other reasons can not be overhauled to only be at home watching TV. Digital TV can be said to be watching the World Cup the best option. I believe the concept of digital television will soon become the object of pursuit of funds separate ways. Therefore, the layout ahead of digital television will be very beneficial. SEG Samsung (000068) is currently the only domestic production to achieve flat-screen TVs, a company, product launches flat-screen TVs can be said that the CRT products into a true flat-panel television age, their birth not only to the traditional CRT television, but also for flat-panel TVs have brought a revolutionary impact. Slim CRT represents the direction of future development of CRT, LCD products in cost-effective compared with a considerable advantage. CRT is a fairly mature technology, industry, cost is a key factor in the competition in the industry. Thus, in the domestic glass manufacturers, the company has a comprehensive cost advantage. Judging from the current market conditions look, flat panel and digital television development. Faced with this challenge, the company has prepared to deal with preparations. To meet the flat-panel technology, digital has been developed for mass production of ultra-thin CRT. Company introduced the product, will enable the company maintain its competitive edge, solid industry leading position.
MA system, a strong supporting role in
The secondary market, there is no change of the 3G variety of stocks, such as the East Communications, Shanghai Vision, MACRO A, Nanjing Panda and so on have been up in arms, I believe that with the Tuesday the return of Datang Telecom, 3G does not share the concept of reform in particular, the concept of a certain 3G will become the market's most dazzling star! Trend on the stock in the average system support, has been in a constant situation of being upside, and the volume shows the characteristics of progressively larger, which indicates that the main capital firm bullish on the stock. The Unit is currently good shape, even in the pre-index Shenfudiaozheng circumstances, the unit can still remain above average on the 10th. Average stock price on the 5th of the supporting role is quite clear that average per-share price after the next break on the 5th always smooth back, showing that average price system to a powerful supporting role, not stock market outlook is expected to bring reform of Purple, by the concept of 3G Dongfeng, one stroke broke the previous high point, to create new brilliance!
