Xi an Minsheng 000 564 Air speed up the twin concepts of real estate appreciation of the RMB upward

Category: Money tips Release Date: 2007-05-14

Source: Yun-cai-investment

As the pace of the recent appreciation of the yuan continues to accelerate, now approaching the 7.8 mark, the entire 2006 cumulative appreciation of the yuan by about 3.15%. Continued appreciation of the yuan to stimulate broad based, floor stocks, particularly the direct beneficiaries of the positive appreciation of the renminbi, pre-banking, real estate section turns up, banking stocks Hutch ICBC, BOC, after soaring into the adjustment, and we draw focus on the real estate North Star series of the leading daily limit, since listing or nearly 160%, short-term or large, there are technical adjustments are required, so in banking, real estate, after the concepts of strength, as a benefit from the yuan, "The Three Musketeers," one of the airline stocks are expected to greet plate to Lunzhang opportunity.

Appreciation of the renminbi to be heavily dependent on imports of industry cost-cutting opportunities, is expected to face revaluation opportunity, the aviation industry a high proportion of external debt to domestic air leading China Southern Airlines, for example, the appreciation of the yuan for every 1% will lead to over exchange gains 300 million yuan, which also explains why the company's net profit up by 4933% explosion in the secondary market, shares rose as high as 86%, the main opportunity to RMB appreciation obvious signs of large-scale holdings. Capital flows from the market point of view, early intervention in the banking, real estate market after the withdrawal of hot money, airline stocks will be the next target of a sniper. We note that, S China Eastern resume trading after two consecutive daily limit, if coupled with strong daily limit before the suspension, the last 6 trading days, surged nearly 40%, the market outlook is expected to bring the concept of a comeback air, it is recommended for low-cost potential subjects Xi'an Minsheng (000,564 ) Hainan Airlines took over, a double set of air + estate on one theme, growth potential.

Xi'an Minsheng (000,564 market, information, advice, more) front companies through asset restructuring, Hainan Airlines Group, took over as its largest shareholder. After the reorganization, as the most profitable of the local aviation leader - HNA Group will further integrate its upstream and downstream enterprises to Xi'an the people's livelihood as a window to the full their aviation main business bigger and stronger. Hainan Airlines Group, its high profitability, known as a leader in the local aviation industry by the international billionaire financier George Soros phase, making the company the same time, foreign investors have a hot idea. The HNA Group, took over the company, by integrating the resources of the company is expected to inject quality assets, relying on a strong background of Hainan Airlines Group, adhere to mergers and acquisitions, commercial real estate, etc. + selective expansion into the Midwest department store chain leading enterprises huge growth potential.

Secondary market, Xi'an Minsheng (000,564 market, information, advice, more) serious short-term oversold, recently unearthed in the bottom of the post-phase of 2.68 yuan to build a V-type inversion, the main force in the "Nine Yang" Manniu climb during active Jiancang , Tuesday can be dramatically larger amount, but the turnover is only 5%, the main force for the escape, by virtue of air + real estate market outlook is expected to double the concept of accelerated upward revaluation of the RMB, it is recommended to focus on.

Historical Information: G Shaanxi people's livelihood (000,564): stock price soared about an active interest in the August 6, 2006

Source: Jin Tong Securities

In recent years, total retail sales of domestic business, per capita disposable income of urban residents increased year by year, to the Chinese retail market has created room for development and opportunities. G Shaanxi people's livelihood (000,564), the company is located in the western region of the most prosperous economic center of Xi'an City Commercial Lot - Xi'an Jiefang Road, the company's main department store covers an area of more than 40 mu, building area is as high as 13 million square meters. Company is in the early 90s the first joint-stock reform of enterprises, their low-cost commercial real estate, with the surge in premium in Xi'an, its assets have increased in value several times. The stock is currently only 3 yuan more than the company's assets does not reflect the true value, there are very obvious underestimation.
Relying on the brand, the rapid expansion. Company intends to rely on "people's livelihood Store" brand to take mergers and acquisitions, commercial + property bundle development, management, output and other means of selective expansion. In the next 3-5 years, 4-6 at home to expand into the store size is about the formation of regional department store chain networks so that people's livelihood and well-known department stores throughout the country can be improved. Management output mode oriented development at this stage in Shaanxi province, has successfully developed Xianyang, Yan'an, Yulin, Dali, Huxian and other markets. Companies to invest in the building of people's livelihood and the New World Shopping Mall, as of February 2006 the project has been basically completed and put into use. In addition, the company's investment in building Beijing KAC Building, the project is scheduled for December 31, 2006 completion and acceptance. This project will help the company expand its domestic business reputation and livelihood department developed into a national chain department stores lay the foundation for the well-known brands.
Hainan Airlines reorganization, together Soros. Hainan Airlines Group invested 170 million yuan by the transferee of the G Shaanxi people's livelihood 5180.5158 shares of state-owned legal person shares (representing 25.65% of total capital) as the G Shaanxi people's livelihood, the largest shareholder. The largest shareholder of Hainan Airlines is a subsidiary of international speculators Soros Quantum Fund, so seems that Hainan Airlines Group Holdings Xi'an Minsheng, which is equivalent Soros curve restructure the company, the company's merger and reorganization of the subject matter quite a shock in real terms. Not long ago, we see that the same has been reorganized hosho HNA Group's share price appeared continuous limit-soaring, while the proportion of HNA Group Holdings company's share price higher, but lower G Shaanxi people's livelihood, current technology is an active graphic Ready state, the market outlook does not want to outbreaks is immune! More importantly, the early acquisition of listed companies in the country's new approach to heavy baked, but also allow the market to the mainstream of funds subject to merger and reorganization, as the latter part of investment focus. In this context, we believe that George Soros, as has been the capital of the company to encroach on the formal acquisition phase and 000564G Shaanxi people's livelihood, efforts to hype their stock price will be quite aggressive.
Read from the secondary market price movements, the unit pre-shock bottomed, the recent heavy volume from the bottom of the stock had been standing on top of all the long-term averages, a strong feature significantly. And today there's a row late great single-sweep goods transaction reflects the intention of the main pulled up the share price will soar. Investors are advised to take an active interest.