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Data:2009-12-12 2:34
Source: Bohai Investment Author: Zhou Yan
Tape from Qianjiu has been close, and we delighted to see the Olympic Games is like the concept of stock funds started to become favorable for the mainstream! Olympic Games concept stocks North Star became the only one sealed between the two cities daily limit of large Niugu, S Wangfujing to the two cities to launch the second increases the impact to the daily limit! Beijing Urban Construction, Xidan Shopping Center, so the Olympic concept stock returns are also strong start, a large area up! Do more to benefit the Olympic fever, we believe that our commitment to the 2008 Beijing Olympic Games to provide 3G roaming services, and now time is approaching day by day, 3G development may occur at any time a major breakthrough! Therefore, ST Kejian (000035) as the authentic 3G communication participants will really benefit from the 2008 Beijing Olympic Games, its potential is precisely the subject matter of leading the current eye-hot!
The concept of authentic 3G
This year's World Cup more than 1 billion viewers for the number of already invested heavily in 3G operators who will undoubtedly be a huge investment into a profit opportunity. Deutsche Telekom subsidiary T-Mobile's video streaming service is a successful example. In China, committed during the 2008 Beijing Olympic Games to provide 3G roaming services, life day by day is approaching, so China's 3G industry, faced not only the Olympic Games brings great opportunities, but also short-term 3G will also be ready to accelerate the development process. According to media reports, starting from November 15, Beijing, Shanghai, Qingdao, Xiamen, Baoding, five cities will come a group of professional users to start using TD-SCDMA mobile phone! This means that benefit from 3G and the Beijing Olympic Games Feast has been fully started!
The ST Kejian is precisely the benefit from the 3G industry, a huge blowout at the bottom of Niugu! Company holds 35% stake in Samsung Kejian Kejian is a joint venture with South Korea's Samsung Electronics CDMA nation's largest production base. Since 2003, products exported to the U.S. market began to become the largest U.S. mobile operator SPRINT suppliers. This, in turn, ST Kejian to obtain current market the concept of the popular 3G! At the same time doing well in the Chinese market, and actively explore the international low-end mobile phone market. At present, IT Manufacturing Group's Kejian mobile phone brands, there are already two products have been models of the network card in Vietnam and successfully enter the Southeast Asian market, for the Russian market research and channel vendors choose to work are also being carried out in 2006, Start the Russian market with production quantities available will be Kejian brand mobile phones, Brazil, India, market development has been done preliminary research, is expected in 2006 will also be able to something. In addition, Kejian Cable TV module sales, has entered India and other international markets.
Benefited from a large area in the Olympic plate up, the market mainstream funds are beginning to move the case of this plate, ST Branch building as a genuine benefit from the potential of the Beijing Olympics 3G feast worthy of investor focus on stock extra attention!
A major restructuring reborn just around the corner
ST Branch health in August announcement, Nanjing, the former shareholders of Chang Heng Industrial Co., Ltd. Cao Kotake its 51% stake held by the company's Chung Chien transferred to natural persons, and in June 2, 2006 to complete change of business registration, the company's actual controller has been changed to Zhong Jian Cao Kotake. Nanjing, the registered capital of 160 million yuan Chang Heng, holding together the Nanjing Investment Co., Ltd. 40.91% stake in vertical, is the largest shareholder of Nanjing combined vertical, Nanjing combined vertical, hold the * ST largest shareholder of Shenzhen Kejian Kejian Group Co., Ltd. 99% stake. Announcement shows that the new de facto control of people worked in Shenzhen Zhong Jian Wei Jie Electronic Circuit Co., Ltd., Shenzhen Urban Construction Development Co., Ltd., Shenzhen Wei Yang Industrial Development Corporation, Nanjing hearted man health food Co., Ltd., from May 2002 to April 2004 served Chang Jie Technology Co., Ltd. Nanjing, general manager since May 2004, he served as deputy general manager of Nanjing Chang Heng Industrial Co., Ltd.. Actively carrying out debt restructuring at the same time, ST Kejian also started to integrate the business. It is understood that the specific integration of the program are: the relevance of existing IT-manufacturing business merger, Kejian branded mobile phones to carry out the manufacture and in China as well as international markets (Russia, India, Brazil, Southeast Asia and other regions) of own-brand mobile phones sales, while active in OEM business and the existing mobile phone manufacturers based on the development of notebook computer batteries, cable television module IT product manufacturing, sales and OEM business, while, according to China's mobile phone market, environmental changes, ST Division athlete to adjust product development and marketing, as well as after-sales service model, each segment of the market for marketable products in the Chinese market, while doing a good job will be to develop an international low-end mobile phone market!
From the trend point of view, the Unit has experienced a year and a half after the start of the bottom of the sideways forces break through the bottom of the tank top made. Indicates a major change occurred in its fundamentals have effectively stimulated the enthusiasm of the main force to do more. At present the company has a substantial reorganization of topics and subject matter of substantive benefit from the support of the Olympic Games, the Unit also is expected to accelerate the outbreak, we recommend investors to take an active interest.
