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Data:2009-12-12 2:34
Source: Guangzhou Bandung Author: Huang Yongyao
Stronger than expected trend in the broader market Wednesday, in the previous session, after Dayang, Shanghai and Shenzhen cities of today, still with red disk reported income, but a star with the cross overcast Friday ICBC's listing, so that movements of broad market Thursday is more subtle. Aspects from the performance of individual stocks, the market appears relatively hot is scattered, we recommend the Nanjing Pharmaceutical and other medical and pharmaceutical distribution Tianfang concept stocks continue to stick by the market to recover, in addition, mainly because some agencies Awkwardness good returns, for some index stocks such as Shanghai Pudong Development Bank, has continued even behind the broader market. Taking into account investors are worried that after the listing of ICBC Friday repeat the mistakes the Bank of China, coupled with the antenna and overcast most of the profitable cross-plate to digest, so a pullback Thursday virtual potential broader market opportunities for a great New Year, so that it will in fact Quotes after the work is conducive to the start line. Operation would be appropriate to profit from a huge bargaining chip in the hands of the appropriate trimming, particularly the recent speculation with the ICBC listing of subjects, the cumulative increases in the larger banks may have borrowed the theme of taking the demand uncertainty, which may also be promoted Thursday tape callback pressure. Of course, this callback is not too terrible, Friday after the listing of stocks in the bank have an opportunity to another record high, so investors to tap the hot market in the next phase is the most important. So what will become the next phase of the plate market is the most hot hot then? I think the concept of restructuring and merger and acquisition opportunities for the largest share.
Because the A-share market by the end of calendar year the practice of re-fried and with the recent Xu Dongsheng technology workers and subjects with a substantial rise in foreign mergers and acquisitions has also caused the concept of stock market to foreign capital M & A attention. Struggle with equity, acquisition and anti-takeover, has always been the history of Chinese and foreign stock market's hottest and most exciting subject, it is proposed to focus on Tengda construction (600,512), because it is a widely dispersed shareholding, the standard concept stock acquisition . And that the company's chairman of Friends of Ye-yang as a major shareholder had only 826.98 million shares, compared with only 5.18% stake, in other words, only about 32 million of funding could seize the company's largest shareholder position, the honor and opportunities in the cities is extremely rare, and can be described as the largest shareholder wins throne "easy." Or foreseen this opportunity. The company's third quarter report shows that the new top ten shareholders of circulation into the two organizations, namely the Warburg Trust - the trust fund collections in 2006 No. 5 holds 291.53 million shares, and Beijing Dongfang 200.00 million shares held by Fidelity Investments In other words, at present the largest shareholder in circulation, "Warburg trust" just to increase more than 2000 million in shareholder money can be won the first seat, which the company brings a wealth of themes in the future. And the stock market, stir-fried in Jinbin also the concept and the concept of the Expo, since the Tianjin Binhai New Area was included in states 'Eleventh Five-year' plan, after its influence has been raised to and Shenzhen and Pudong the same level, the concept of stock Jinbin policy, expectations are positive, many have achieved more than double the price, so that the current main business is located near Shanghai, has benefited from the Shanghai World Expo and Disney building in the future development, and Tianjin, and now that the focus for future strategic development of the First, the concept of the market ignored Jinbin Tengda Construction (600,512) is definitely worth focusing on.
Can not be ignored that the Tengda construction, a hand-held Jige Yi large orders for low-priced stocks at the bottom. Data analysis from the announcement, the company's main business is municipal road construction, as compared with the general construction industry, road municipal construction has a special advantage is hard to imagine a huge market. Because the public works and road facilities as public welfare undertakings, its industry, higher barriers to entry, with a certain degree of monopoly. Get support and preferential policies. And the company's main business located in Shanghai, Shanghai in the "Eleventh Five-Year" period to speed up facing the international financial center and an international shipping center and promoting the comprehensive reform pilot projects in Pudong, host the World Expo 2010 Shanghai China, the Yangtze River Delta regional development in national planning and other important opportunities.
At the same time, one of the company's future strategic focus on the Tianjin, Tianjin, is due to the building of a modern international port city oriented economic center of northern China, with the construction of Binhai New Area, China's highways municipal construction company as a leading enterprise in the use of force would be much land. Therefore, the unit also has a substantial notion of Tianjin Binhai New Area. Most notably, yes, the company also has a hand-held notion of large orders, due to the concept of holding large orders, international institutional investors most attention and gradually gained recognition of the market, so its future potential should not be ignored even on. According to the company announcement a few days ago, the company won the bid, "Shanghai Metro Line 10 9 Standard project", the project's contract price of 235.9 million yuan. The company also with the Shanghai Metro Shenkar Line Development Co., Ltd. signed a construction contract, the Shanghai Metro Line No. 11 marked the northern section of a 11.1.2 Elevated subway station, construction of civil works by the company won the bid, the contract price 1.53 billion. The company also won the bid Daqing-Guangzhou Expressway, Jiangxi Wuning (Hubei-Jiangxi border) to Gian-building project CP2 contract section, the contract price, 159 million yuan. Awarded huge contracts to ensure the company's future performance and growth. Therefore, Ye Yang, chairman of Friends said, "Eleventh Five-Year Plan" that "to strengthen the basic industries, infrastructure construction", with respect to the main road and municipal engineering construction industry Tengda building is concerned, prospects are encouraging. This is a low-cost small-cap stocks in terms of its institutions is no doubt a great temptation, its become an overnight success is perhaps a matter of time.
In addition, mergers and acquisitions with foreign stocks, such as days Fang Pharmaceutical (600,253) and the deep Konka A (000016) may continue to pay attention.
