Category: Money tips Release Date: 2007-03-31
Source: Morgan Stanley Investment
Monday the two pieces of a big market correction, stocks differentiation is extremely prominent, and pre-strong high-priced airline stocks falling by the wayside, while the ST plate or table has been the forefront of stock reform, especially the ST shares not yet occupied. Quite a long time, ST segment is undoubtedly the star of the market share, huge profits effects are already visible, especially those who do not share reform, the future reorganization of the species a greater chance of, but also become the market's scarce resources has become a battleground of funds separate ways object. In the broad market weakness this week, a period of actual combat can focus 600705S * ST North Asia, the company invested nearly 3 million shares of Xinhua Life Insurance, the market is very surprising theoretical value. ST North and South under the Changchun Railway Vehicle Company has just been awarded the Beijing subway Quartet nearly 2 billion purchase orders. Number of shareholders over the company two quarters towards the end of a quarter, a substantial reduction, large sums of money are stepping up to collect bargaining chips, the Unit 1 yuan more than the current share price can not fully reflect the Xinhua Life Insurance Company holds substantial equity value, especially under the Company's newly successful Beijing Subway 2 billion purchase orders, once discovered by the market, stock prices are expected to generate strong blowout Quotes.
Company has outstanding financial shares subject matter, their investment of 92 million shares of Eagle Securities, the investment 12.87 million shares of Harbin, commercial banks, investment shares of Xinhua Life Insurance, 288.38 million yuan. It is worth mentioning is the Xinhua Life Insurance, Xinhua Life Insurance, has been a spurt in the Mainland "insurance first stocks," the loudest voices of the insurers are prepared as early as 2004 listed A shares, although the last failed landing A shares, but the insurance company listing where the major trend, it holds a stake in the future of this part of the huge appreciation potential. The past year, the Chinese mainland in Hong Kong-listed shares of China Life and other insurance or very large, excellent profitability and strong growth potential make it a sought after star of international capital crazy. North Asia, the huge hands of Xinhua Life Insurance, share, once released, will no doubt reap huge benefits.
North of the railway assets has always been highly popular. Datong-Qinhuangdao railway company and the monopoly of the same regional coal transportation stocks. Datong-Qinhuangdao Railway IPO if market speculation storm, while the North as a rare one dollar rail transport between the two cities concept stocks is expected by the Datong-Qinhuangdao Railway Bijiaxiaoying stimulate the simultaneous retaliatory pulled. A major shareholder of Harbin Railway Bureau, the strength of the same company and the Datong-Qinhuangdao railway monopoly of rail transportation of coal. At the same time * ST North Asia, Goldman Sachs and the United States is expected to conduct a comprehensive strategic cooperation, which have substantial foreign investment M & A theme. Railway Transport Unit as the only two cities in the Datong-Qinhuangdao Railway-related stocks are expected to soar after the return value is worthy of long-term focus of the high quality goods. Northern Group, as the earliest public railway transport enterprise, now has several high-speed rail passenger operations is a non-renewable resources, will attract a lot of capital predators greedy eyes. Northern Railway Group is a genuine concept of leading shares, not only the current largest shareholder of Harbin Railway Bureau, and the recent investment in the White encyclopedic Industrial Group is also a handful of the domestic logistics industry giants. Company is mainly engaged in railway passenger and freight transport and rail high-tech product development. Has more than 2,000 vehicles owned vehicles to run in Harbin, Zhengzhou, Shanghai Railway Bureau tube, with eight gold lines on the right to operate high-speed railway passenger car. Along with the rapid development of the railway industry, railway transport operations will become the company's long-term stable source of profits; a result of the company steadily increased its investment in the rail operations, rail transportation revenues account for two-thirds of their main income. "Eleventh Five-Year" period, China's railway construction will enter a new stage of development. Have been promulgated, "and long-term railway network plan," plans to 2020: the national railway mileage of 10 million km, the estimated total investment of around 2 trillion yuan! North Asia is facing a lifetime of 2 trillion a huge business opportunity!
In addition, the subject of co-operation with foreign companies is also very prominent. Company-owned railway, real estate, telecommunications and other assets have greater appreciation potential, they have been the internationally renowned financial giants Goldman Sachs phase, people wishing to buy its stake. ST North is also trying to take advantage restructuring back to life. According to "China Securities News" reported that a special article in mid-June, the company is "re-attempt to save themselves. Liberalized private enterprises to participate in last year's State Council on railway construction, the market value of North Asia has begun to appear. January 5, 2006, North Asia, said notice , the company and Goldman Sachs (Asia) Finance Limited on December 29, 2005 signed the "North Group and Goldman Sachs of strategic cooperation agreement", the two sides prepared to rail transport, pulp production and trade, dairy industry, finance, logistics and housing real estate and other fields. North to see the dawn of the restructuring. It is reported that Goldman Sachs acquired the stake held by Kazakhstan's transit corporation and the acquisition of other companies of the shares so as to achieve the purpose of holding. Citic Construction Investment securities analysts think , Goldman Sachs was involved in coveted North of the railway assets, Kazakhstan Railway Bureau in the middle of playing a crucial role. North and Goldman Sachs smooth marriage, provided that the major shareholder North Kazakhstan Railway Bureau support, restart the North railway transportation assets.'s Deputy General Manager frankly, the company is now the Railway Bureau, Securities Regulatory Bureau, Taiwan Provincial Government reported on the work plan and active consultations with the parties concerned to get at Railway Bureau and the Government's support towards companies in the next some improvement in six months. "As can be seen from the report, Goldman Sachs ST North is striving to restructure the leadership of the provincial government and relevant parties to get support, and foreign restructuring is a general trend. Goldman Sachs is extremely popular North ST vast rail transport assets, once the international giants Goldman Sachs, took over, * ST North than a dollar per share is expected to soar straight blowout.
A rare company as one of the two cities have not yet share reform than a dollar per share, April 8 this year, the company released its 2005 annual report, the disclosure of information on the share reform: "the company intends to launch in the near future-tradable share reform plan according to its own circumstances, use of including the restructuring, asset replacement, including a variety of ways such as start share reform, the successful completion of share reform will allow the company completely out of the woods, and lay a solid foundation for future development. "executives publicly expressed strong confidence in the company should be the company's reorganization, a great chance. ST North one dollar more than the current stock price and its net assets less the same, but the same company and the Datong-Qinhuangdao railway coal transportation railway monopoly theme is priceless, Ji Geyi of Xinhua Life Insurance shares also North 1 yuan more than the price of materials by ultra - value, S * ST North tremendous amounts of capital to collect a row, after deliberately suppressed Xipan consecutive blowout will be expected to.
