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Data:2009-12-12 2:34
Source: Guangzhou Bandung
Accelerate the appreciation of the yuan exchange rate reform and has since increased nearly 5% of the cumulative impact of a yuan revaluation benefit from the concept of financial stocks recently has refused to callback to Vanke and Poly Real Estate, represented by real estate stocks even more by the market known as the "Immortal Bird. " In addition, a large number of shops in the commercial Wadi enjoyed the concept of the commercial chains and pharmaceutical stocks, such as Suning Appliance Chain, and medicine, Nanjing, more appreciation of the concept of nationality assess the market has become a big Niugu, so that real estate speculators after the share reform is expected to indirectly holding, and real estate income has become a major source of profit, while commercial Wadi Dalian has many shops, development of commercial chains, there are assessment of the future revaluation of the RMB appreciation and has benefited from the concept of friendship is definitely worth Dalian focus. Moreover, according to the company's share reform commitments, the controlling shareholder of the Group's future reduction of the price of friendship will not be less than the share reform program after the implementation of the first trading day closing price of 150%, or reduction of price will be 6.03 yuan in the previous and the current stock price is only 3.51 yuan, away from the commitment of the price reduction is still about 70% of the space, and therefore a great potential opportunity.
According to the company announcement, the company's controlling shareholder of Dalian Friendship Group, one of the major shareholders, the joint guarantee unwilling to bear the Dalian Friendship of stock reform of the price of one real property to the transferee 9.04776 million yuan in cash held by the joint guarantee all 17% share. If the transfer of shares in this success, one property will hold 43% stake in the friendship group, more than was originally the largest shareholder of Dalian, the SASAC 30% stake, making it the largest shareholder of the friendship group. In other words, one party is expected to indirect real estate holdings, Dalian friendship, so that the company's future on the concept of the existence of the property subject matter of imagination, and the company is the flagship business of Dalian, is a department store retailing, travel services, real estate development as one of the listed company. According to the 2006 three quarterly disclosure, real estate developing and marketing has become a major source of revenue and profits, one can see that the concept of the company's real estate market Rengmei been excavated. And the company's real estate company under the past couple of years to develop a large number of real estate projects and has extensive land bank. Dalian city in their commercial housing price increases is at the forefront of the national increase, and its appreciation of the commercial chain has a huge potential for a large number of shops, once the new accounting standards and the future revaluation of the RMB under the revaluation of its appreciation of the enormous potential.
Information, friendship and co-l, a subsidiary of real estate investment and development of "One product Xinghai" project one has completed sales and the boiler for the smooth and the brand appears. At the same time, the company actively explore other towns the market, increase land reserve, is also bidding in July last year, was the Suzhou Industrial Park 1 # 2 # block, the land area of 206.6 thousand square meters, construction area of 371,000 square meters, the future value-added potential. 05 end of the year's total land reserves of more than 40 million square meters of real estate for the company's sustained and stable development of the foundation. This year the company is focus on doing the "One product Xinghai," two of the start the construction work, "Suzhou project," "Big Village Project", etc. started preparatory work. As the profitability of real estate projects there is a certain periodicity, although the corresponding mid-year report does not reflect, but with the progress of the project development, real estate projects will bring a larger profit company revenues.
In addition, as the flagship business of Dalian, the company also recently been raiding into the commercial chain, the company and friendship between the 20 million real estate joint venture established in Dalian Friendship Shopping Plaza and adjacent shopping mall Taoyuan America marks the opening of the company began to "shopping center" Yetai into. The company holding 80% of the investors to set up shop in Dalian Jia You Co., Ltd., the development of supermarket chain stores, but also is expected to become the new profit growth point. According to the statistics show that over the next decade, China's supermarket industry will be about 25% of the annual compound growth rate to maintain rapid growth, which indicates that the company the next few years are likely to remain benign development.
As a commercial real estate section in a variety of low absolute prices, investors may wish to make in the long-term concern.
