Category: Money Tips Date: 2006-07-02
Source: Hantang Securities Author: Chan Chi-kwong
ST segment faces strong stock reform is expected to become the shining star of the market into the second half, ST plate number has become a contrarian, one of the most talked about variety, at present share reform has entered a crucial stage, thanks to the "green channel", there are the "injection of high-quality assets" can be seen as stock prices change on the policy, thus increasing the market shares of future stock price expectations ST. ST stocks in general due to lower stock prices, low price of greatly reducing the cost of the main force of the lift, very vulnerable to floating capital of all ages. And ST species of medium and long term should not underestimate the value of, such as the daily limit today, more than G-good, this is the one from ST Zhaimao from varieties, May 29 rose 73.63 percent on resumption of (taking into account the actual rise of prices up to 82.34%) , rose to 3.16 yuan from 1.82 yuan, followed by daily limit to a continuous and formed by repeated waves rise in forward channel, the current price is 4.88 yuan, the demonstration effect of this money is very conspicuous.
ST-stock reform is not in stock reform and restructuring of multiple effects of mergers and acquisitions, driven by the market profiteering another group, this windfall thread seems to imply that a significant new profit opportunities arising therefrom. As a special group, ST class Many companies have begun a major restructuring, or the introduction of strong new shareholder, or began to inject high quality assets or cash to the value of listed companies to improve asset quality. This shows that the actual combat operations should focus on reform of the ST has not yet stock varieties. In the absence of reform more than 300 stock companies, ST companies account for about half of that in more than 130 companies, ST is also only a few partially completed the share reform, obviously, stocks need to focus on resolving the future of reform work is the ST companies. In the next month, ST categories listed companies will accelerate the pace of merger and reorganization, ST plate will be a plate full of suspense and opportunities. There is no doubt that a strong stock reform is expected to stimulate the ST Stock "big splash" and add re-stock reform is a powerful springboard.
Which has not changed one of the largest group of stocks, ST varieties of the largest explosive force embodied in three aspects: First, to be a new dynamic reorganization. Some of the company's restructuring was long overdue back and forth, but finally failed to restructure the third board, and now the bull market came of no help. Second, the White is the new majority shareholder should have a strong, powerful and backed by quality assets to carry out reform of the stock price and ability to carry out major restructuring and asset replacement, completely changed the face of a listed company. Third, the reorganization of the company itself had a very strong foundation, or mineral resources or commercial real estate, etc., and that some of the ST texture of bad stocks too risky. In addition to these three aspects, we should also note that the recent trend has bottomed for good.
ST Dragon (600,516): the unit is such an explosive force of the ST only three species, the first dynamic reorganization of a very new, just recently, a major shareholder with a large private parties Holdings Corporation signed an agreement, Liaoning, Liaoning Dragon Fang large group will achieve absolute control of the right technology. Specifically, the original first largest shareholder of Lanzhou Carbon Dragon Technology Group has held 58% stake in Liaoning parties signed the agreement, large group Carbon Group in Lanzhou, the implementation of the overall restructuring at the same time, the Liaoning party large group through the capital increase or transferee stock Dragon technology to gain absolute control of the right, and the full return of occupied Dragon science and technology funds.
Second, the new major shareholders backed by quality assets to carry out reform of the stock price and ability to carry out major restructuring and asset replacement, Liaoning party large group is cross-sectoral and inter-regional diversification of large enterprise groups, with wholly-owned and holding subsidiaries 6, respectively, coking coal and Gas Company Limited, Shenyang, Chengdu Chengdu light Carbon Co., Ltd., Fushun Carbon Co., Ltd., Fushun Lai River Mining Co., Ltd., Fushun side large mechanized transportation Co., Ltd., Hefei Carbon Co., Ltd.. Group total assets of 2.4 billion, net assets of 1.35 billion, annual revenue of 1.73 billion yuan.
Third, the company itself has an unusual base restructuring, the company leading product graphite electrode product is the production of fuel cells and an important material for solar cells, solar energy new energy sources have a clear concept, and aerospace industry, nuclear energy, highlighting themes. The stock is still under 3 yuan, and this monopoly and the availability of resources for a theme of nuclear energy stocks is significantly lower.
From the world market point of view, the international market in recent years, graphite electrodes also sells abroad has a stronger strength of several graphite electrode manufacturers not only to full capacity, full capacity production, but also in the market price turns on prices over the past two years, 6 prices, the highest price increase up to 500 U.S. dollars / ton, the recent international market price is likely to break 3,000 U.S. dollars mark. Company is China's largest manufacturer of carbon graphite products, the company has a complete production system carbon and graphite products, the products are widely used in high-tech fields.
In addition the Unit military, nuclear themes highlighted. Produced by nuclear reactors, nuclear graphite is an indispensable material, is widely applied to the field of nuclear power plants as well as the military. Of the world's nuclear power plants, mostly under the reactors used by the moderators and coolant to classification. Use of graphite as a moderator agent, water as the reactor coolant water-cooled graphite reactor. Graphite boiling water reactor generating low cost, the Chernobyl nuclear power plant is used in boiling water reactor graphite. The company's nuclear hot topics.
The company's aviation, aerospace is a shocking subject matter, the production of carbon felt as a whole is to produce rocket engines Throat important substrates, flat carbon felt for the production of short-range rockets Throat and as a high-temperature thermal insulation material used, while the carbon / carbon composite friction materials is a new generation of aircraft, trains, automobiles and high-speed drill brake friction materials, therefore, the company's high-tech military theme is very conspicuous. At the same time, the company has to lithium-ion batteries and other new energy to expand, holding Qingdao Long-cheng cell materials company's leading product is the lithium-ion battery positive and negative power supply with conductive carbon materials, and other chemical materials, including lithium-ion battery anode materials designed annual output of 1,000 tons, its market prospects are extremely optimistic about
