Category: Money tips Release Date: 2006-11-14
Source: De Ding Investment
Stock index opened slightly lower today, the two cities, tape ascribed to drop slightly larger volume. Hot spots, the international non-ferrous metals futures continued to fall while the plate is not here to drop, inflation, medium and small plates continue to be strong, Tianjin plate today, going through an adjustment among the Chinese Sinopec test a low 60-day MA support. At present, machinery, electronic information, wine food, non-ferrous metals, scarce resources and business chain plate or table ranks the forefront, finance, petrochemical and steel plate leading decliners tape.
As the oil prices, coal prices at a high level, while the price of water, natural gas prices, electricity prices increase and resources led to the rising costs of listed companies, most listed companies, profit margins. Already disclosed mid-year report from the statistics, in 2006 a quarter gross margin of 56.38 percent decline in listed companies. However, if such a background, for the transfer by raising prices or by strengthening the management integration of internal resources to absorb the rising costs to maintain or increase gross margins at a higher level compared with the performance potential of the company, reflecting the company's cost of digestion and the transfer of costs capacity. Three consecutive quarters of listed companies from the margins of view, food and beverage, transportation (highway), bio-pharmaceutical industry is a high margin, and maintain a relatively stable, subject to the macro-control and raw material price increases affect a relatively small, so these industries Most of Awkwardness of Fund shares.
From the gross profit margin increased by three consecutive quarters of view, non-ferrous metal industry, machinery and equipment, as well as the delivery of equipment, increase in gross profit margins are more listed companies. Gross margin increased by the more common one is probably the increase in prices, such as non-ferrous metals; the other raw materials prices, such as machinery, equipment and delivery devices are a large number of steel industry, steel prices fell leading to increased margins in these sectors, performance warmer However, steel prices are rising trend, and for the delivery of equipment, machinery, equipment and gross profit margin is not very optimistic about the industry.
Consider the gross profit margins in a very volatile stock underperformance, only consider the first quarter of 2006 results for 0.05 yuan a share, choose a significant increase in gross margin stock. If the good performance of the company and the increase in gross profit, then the performance of the company can expect better, is worthy of long-term investment varieties, these stocks when the callback is a buying opportunity, in which G Urban, G JMC, G Chongqing, Hong Kong, G in the Kim, G major cold, G Kam-cast, G red bean, G heavy machinery such as the performance is better, three consecutive quarters of gross margin compared with the substantial increase in performance can be expected in 2006, is worthy of long-term focus species.
