Category: Money tips Release Date: 2006-10-22
Source: Shanghai Joint Authors: Xiao-Yang Chen
List of recent gainers stocks
Code Name Close (RMB) or (%) Industry
600713 G Southern Medical Pharmaceutical 5.66 44.39
600765 G Liyuan 9.22 35.19 Equipment Manufacturing
600,667 Taiji Industrial Fiber 3.95 34.83
000851 G-hung 6.49 33.81 High-Technology
000,728 Beijing-based 2 8.39 33.17 Chemicals
Despite the continuous emergence of minor adjustments to the tape market, but surprisingly, the pre-tape short squeeze stocks continued to rise when the rose is not high, but in the broader market surge in stocks when the callback constant. G Southern medicine, G power source, Taiji Industry, G Gao Hong, the Beijing-based second consecutive daily limit in just a few days there 3%, 40 of the rise, these stocks should focus on analysis of the phenomenon.
Fundamentals dig
First point of view, the recent strength of the classic G Unit South medicines, the unit in one breath even pull four limit-support its rapid strength predisposing factor was a substantial change in the company, the company launched "Managed Pharmacy," 2007 Business will be fully restructuring, relying on Chinese Medicine, Nanjing models have redefined the industry value chain, can be said to operate a major turning point occurred, coupled with the current valuation of benefits, share prices rose drastically consecutive.
This provides investors with a new stock-picking ideas, that is, a series of reforms through changes in their operation to acquire a new profit model, so that stocks are still actually in the market from time to time. With the share reform of listed companies or private placement, or the overall market, or major asset replacement, so that the operators face major changes, coupled with the market valuation of benefits ignored, resulting in Niugu roots. G-profit model such as the Innovation of agricultural products, in line with industrial policies, the industry leader G sea profiles, industry recovery in the acquisition of mineral to build the industrial chain G cloud aluminum, demand-driven development of the leading optical, and so G.
3G Nuggets are then subject
G Gao Hong of the three limit-board, it seems that the plains replaced Xiang Lei, startled investors looking to invest in 3G once again the story of the trigger factor is the high G-hung prepared to raise additional capital to about 1.1 million, will mainly invest in 3G transmission network and the VoIP industrialization of two projects. This means that G Gao Hong has started and a substantial investment on the 3G off, indicating investors have been compressed with the operators start 3G licenses near the time of increased investment will also stir the whole industry chain surging.
From the perspective of the value chain, 3G's chain, including content providers, value-added integrators, telecom operators, service providers, equipment suppliers, terminal manufacturers and upstream components and semiconductor manufacturers, material suppliers, etc., but also will involve a number of substantial change in the performance of listed companies. Thus, the recent 3G speculation can not be overlooked, in particular, the advantages of the industry, companies should focus on. If G ZTE, G Huasheng, G Huntoon, G in the record, G 100 million pass and so on.
Shares of stock reform is not the opportunity to continue to
Beijing-based Second, Taiji Industry, ST card, triple trading company such as these have not yet wearing a G-cap stocks, recently rose substantially continuously to stimulate the market for shares of stock reform is not a good vision. With the share reform process, in-depth, at present the two cities less than 1 percent of listed companies will also enter the share reform program, the remaining companies to complete share reform this year, time becomes quite urgent. While some companies due to losses, heavy historical burden to change a variety of reasons, stocks have difficulty, but in all efforts to speed up the shares of preferential terms under the reform process, during which the company does not stock reform will be in terms of changes in the market means opportunities are.
In my opinion, you can proceed to select from the following three stocks, one similar to the two Beijing-based major shareholder of such outstanding shares and has a strong reform companies, stock reform will be given a higher right prices are expected; 2 is a large company's stock has not changed the company's opportunities, such as reform of Sinopec shares after the share reform is not its holding company's share reform process will be accelerated; 3 is similar to the example of the recent substantial rise in ST card, alcoholic liquor, etc., these have not yet reformed companies have significant assets, the expected replacement, or otherwise containing the edge assets, the overall listing can be the subject of opportunities for investors.
