Category: Money tips Release Date: 2006-06-03
Source: Kim Tong Securities Author: Chen Yong Chao
Tuesday broader market indicators in the bank shares led losses, to continue to minor adjustments, as of closing index closed at 1763 points, down 7.40 points, turnover amounted to 21.9 billion, compared to atrophy.
Metals by international futures prices rose to stimulate the overall rise in tin shares daily limit in one fell swoop, in addition to the gold Lingnan, Guan aluminum stake in Yunnan Copper and other varieties have led the gainers. In addition, species such as engineering machinery Zoomlion, Liugong, also has impressive performance.
With regard to operation, the current decline in the growth of the White Horse for some center line provides a very good opportunity for bargain-hunting. Related species such as the 000,839 CITIC Guoan, directional growth of the additional midline White Horse, according to authoritative forecasts from the beginning of this year, the company will enter the growth performance of the outbreak period, expects 2006 EPS will reach 0.49 yuan, 07 yuan EPS0.69, growth is quite prominent . Salt Lake resources: the National Security national security stake in Qinghai ratio of 99.4%. The company has exclusive mining rights in the West taijnar salt lake resources in China and good conditions for the many salt lakes and salt with the conditions of large-scale development, with Qinghai Salt Lake Potash is developing the Chaerhan Salt Lake in Qinghai Province and said the development value of the two extremely rich lake , West Salt Lake taijnar the potential economic value of amounts to 1,700 billion yuan, plans to build one million tons potash fertilizer, 50,000 tons boric acid, 35,000 tons of lithium carbonate production capacity is expected to Qinghai and National Security in 2006 to a profit of 7000-10000 yuan, 2007 -year profit of around 200 million yuan, fully put into production, about 500 million yuan of profits can be realized. In addition, mass production of lithium carbonate will realize: As market demand increases, Qinghai Guoan Lithium Carbonate intensified the construction of large-scale production lines, related equipment order has been completed and plant construction has also been ground-breaking plans to put into operation during the year; estimated annual output of 06 up to 800 tons; Taiwan in the west end of 20 thousand tons annual production capacity of lithium carbonate production line and put into production in 2007 is expected to lithium carbonate production 1.7 million tons, if by a 5 yuan / ton average price of sales, 3.5 yuan / ton The net profit calculation, in 2006 the company will bring 28 million yuan profit in 2007 will bring 595 million yuan net profit.
The broader the message surface: 1. Increasing the size of the first three quarterly SME board today formally released, Yongxin Shares (002014.SZ) the first three quarters of this year's earnings per share reached 0.32 yuan. Following the Shanghai stock market and the recently announced its first quarterly loss in three, after three quarterly losses in Shenzhen have also started today and appearances. 2. SASAC and China Securities Regulatory Commission senior officials in Hong Kong October 16, said in the future listing of large central enterprises, will be taken to A + H model, the Chinese Securities Regulatory Commission will amend the Ordinance to facilitate it. Tape of a sustained adjustment, ICBC's upcoming visit is the main reason this point in the article yesterday we have done a detailed analysis, in addition to rumors on the Hua An Fund has also led to a sharp fall-related Awkwardness of Fund trends, to a certain extent affected the the market long on atmosphere. However, due to sell into existence of rumors related to irrational factors, many of the stocks have dropped support for the fundamentals, short-term cash after the bad start is expected to stabilize or even rebound. However, we should also see that the hot disk is still more prominent, in addition to real estate stocks led the Vanke under Qiwen signs of a major hot spot this year, another non-ferrous metals also performed well, and there are limit-board stocks still appear, illustrates the degree of active short-term funds. In addition, surrounding the market bullish, also will lead to A shares linkage, target stock is concerned, although banking stocks tumbled, but the leader of one of China Merchants Bank H shares than the A share premium of 15% will be closed to kill A shares adjusted. Therefore, the whole, although the short-short momentum has yet to be released on tape afternoon will be shocks in 10-day moving average at finishing, there is the possibility of covering the gap, but the broader market rose pattern of the center line was not damaged, the gap gapped higher on the Shanghai index has support, not much room on the downside, investors can select the varieties to operate.
Stock Recommendation - 000839 CITIC Guoan: The company acquired the Qinghai Guoan's 51% stake in Qinghai, the National Security Plan lithium carbonate build an annual output of 25 thousand tons, 50,000 tons boric acid, 1 million tons of potassium sulfate production scale, in addition to follow-up project in Qinghai Guoan also includes "50,000 tons of magnesium metal, 12 tons of PVC, 20 tons of methanol," put into operation, a total of plans to invest 4.2 billion yuan. In this way, the company has become a veritable resource stocks. In addition, the company's cable network has covered 18 provinces and cities, the number of over 140 million customer service as much as economic benefits are very stable, with a wired network monopoly of resources themes. Is worth noting that, beginning this year, the company will enter the growth performance of the outbreak period, expects 2006 EPS will reach 0.49 yuan, 07 yuan EPS0.69, growth has been outstanding. At present, the unit been fully poised adjusted this week, supported by two back to the early detection, short and medium term is expected to explode at any time up, it is worth close attention.
