|
|||||||||||||||
|
||||||||||||||||||
Data:2009-12-12 2:34
Source: Huatai Securities
Crazy bull run in the broader market continued its trend of the main Shenglang, Shen Chengzhi consecutive record high, the Shanghai index has challenged the 2100 points! Individual stocks, the limit-constant dark horse after another. Prior period adjustments in place of the blue-chip blocks the re-start, a number of blue-chip stocks such as China Vanke, Liugong, China Heavy Duty Truck, conch cement, Liu of shares ... all they threw rose consecutive limit-up reaching record highs! Therefore, investors need to put the focus will once again look to the blue-chip board, in particular, excellent growth, a number similar to the conch has a world-class, industry, highlighting the status of the fund holding, this section will be the near future the primary l Quotes of the most broad market profiteering objects.
In the construction machinery, banking, real estate, steel, electricity, medicine, chemicals, non-ferrous metals over the performance of plate madness, we believe that the fund heavily accumulation of transport blocks in the recent outbreak of a strong Quotes. Can focus on 000,089 Shenzhen Airport, and continued surge Conch Cement same world-class companies highlights the value of strategic investments. In accordance with domestic R & D capability is very strong in the gold company's profit prediction: the next three years the company's earnings per share were 0.32 yuan, 0.38 yuan and 0.42 yuan. The DCF valuation figure out what the absolute value of the Shenzhen Airport 7.5 yuan. Raised the rating on the stock "recommendation."
The Unit is currently only 6.39 yuan, meaning that the target price from at least 20% of the arbitrage space is still a bull market without taking into account the premium! Although the unit has a very good growth, but in this year's bull market has seriously lagged behind in performance, the most concern is the massive release of November 17 daily limit, which means in China Vanke, ZTE, TISCO is not rust and many other great Niugu who just appeared, is undoubtedly the main use of overstating Jiancang new funding approach to their portfolios ahead of shock after the finishing line of the unit around the 9-year trading day, today is the context in the broader market soared, suppressing a stock In the last years of brutal side line Xi Pan, 5 K-line will cross the 250 Day Year Gold Line, we think that K-line forms are often forthcoming large main limit-start an important symbol, as have other funds have been big blue-chip Awkwardness up, the unit does not belong to the last one of the blue chips rose, so big the main unit will last straw, striking at an important time window to take a continuous attack on the way the sun to enter the main l!
Profits of China's first hundred of the world as China's Shenzhen Airport in the first realization of a land, sea and air transport modernization of airports, relying on China's economy the fastest-growing Pearl River Delta area, is rich in aviation passenger and cargo resources, since their inception, the rapid growth in the regional economy to pull, the performance of sustained high growth. In 2003 passenger throughput of 10 million visits mark a breakthrough in 2004, passengers ranked the world's first 81, Cargo No. 37, entered a "hundred airports in the world" in the column. Is particularly gratifying that the input-output ratio in 2004 among the nation's first peer in 2005, then the amount of profits at airports nationwide first, in which a total profit of the country's total 145 operational airports total profit of 1 / 4, becoming the country into production than the airport is one of the highest. It is estimated that in 2006, Shenzhen Airport passenger throughput will be more than 16 million passengers, cargo and mail throughput of over 50 million tons and aircraft movements rose to 15.5 million road crossings, its growth was quite conspicuous. With the Shenzhen municipal government of "strong city of Hong Kong, two in Hong Kong Fei Qi," development strategies, the Shenzhen municipal government invested 4.2 billion yuan in Shenzhen, the second runway at the reclamation works have already commenced, and which will effectively address the current Shenzhen Airport the development subject to a single runway bottlenecks, the Shenzhen Airport will usher in the second off a historic opportunity to increase its operating results will be double. At the same time, the company shares changed Shuangliu Airport in Chengdu after the injection of some assets, is currently in high-growth period, the month part of its 2005 passenger throughput has reached the level of the Shenzhen Airport, the fifth-largest airport, to maintain domestic position. Thus, in many favorable boost, the company's performance is expected to grow by leaps and bounds.
Lufthansa hand the outbreak of foreign mergers and acquisitions In fact, the company's underlying theme of foreign mergers and acquisitions are also shake people tremendously. Company and the world aviation giants Lufthansa Cargo AG and the German Investment and Development Corporation has established a joint venture Jade Cargo International. The Company operates on the Shenzhen Airport as the main hub of China's first joint venture air cargo company, Deutsche Lufthansa AG holds 25% stake. Currently Jade Cargo has successfully completed its fleet introduction project is scheduled for second half of 2006 there will be three B747-400 freighters in operation within two years, a total of six B747-400 freighters in operation. By then, the company will exceed that of China Cargo Airlines and China Cargo Airlines, China's largest cargo airline. Jade Cargo flights to each of 80 tons of payload, landing six sorties per week basis, the six B747 freighters full use will bring to the Shenzhen Airport for 149.8 thousand tons per year of the International Year of goods and mail throughput, and, with Jade Cargo formal operations, the company's performance will appear exploded. At the same time, the company's controlling shareholder of the Shenzhen Airport with the Hong Kong International Airport reached a cooperation intentions. Thus, in Singapore, the Civil Aviation Authority, Airport Authority Hong Kong and other international aviation giants vied against the backdrop of the domestic airport, the company's foreign investment M & A theme may be detonated at any time.
Explosive hot mutual funds, brokerage companies money in full shares of one of the leading domestic brokerage Guoxin Securities, currently holds 20% stake. Guoxin Securities is the broker of the "aircraft carrier", the national sales department in the letter Shenzhen Hongling Crouching Tiger, almost hot money "death squads" synonymous with strength is extremely strong. With the domestic securities market becomes more mature, Guoxin Securities and strong profitability for the company is expected to bring substantial equity investment income. The company also holds the nation's largest fund company the South Fund for a 30% stake in the company's equity brokerage's financial theme is very authentic, in the broad market hit a new high of continuous large cattle, Liaoning, National Cheng Kung University and other equity brokerage rose consecutive time, their imagination very broad.
Rose continuously variable drive cycle, break the secondary market point of view, the stock is poised at a historic bottom of the order, the bottom of the larger volume of funds shows off the active involvement of the way up heavy volume or Su Liang also showed that the main strength Maria. After November 17 the amount of violence Changyang, the stock again at 6 yuan consolidation Xi Pan, it will be a new starting point for writing a brilliant. K line, the unit around the line of shocks finishing 9-year trading day, today is the context in the broader market soared, suppressing a stock line side in the last years of brutal Xi Pan, due to the upcoming cycle of change tray, 5 K line also 250 Day Year gold cross lines. Therefore, there is no rose as the last one of Awkwardness of Fund is expected to bring the world's top hundred foreign mergers and acquisitions, brokerage funds, and so the concept of multiple hot start in a row in a bull market rising sun, it is recommended to focus on.
