Category: Money tips Release Date: 2006-04-16
Shenyin: Commercial Plate revaluation Today is the last trading day before the holiday, investors are most concerned about an issue is the potential of plate Festival which will be more. We believe that retail stocks are now part of the intrinsic value of species is still in being significantly undervalued, it is worth investors full attention.
Among the many favorable factors, stimulation, such as the liberalization of the retail industry, as well as the introduction of strategic investors, investment diversification and to the retail valuation standards for showing a diverse pattern, thus the need for the absolute value of business assets more in-depth excavation, value revaluation (RNAV) indicator is a new valuation standards, can help investors invest to make more accurate judgments.
In the context of full circulation, mergers and acquisitions is to achieve business value of the most intuitive way to full circulation was cleared mergers and acquisitions policy barriers. Split share structure reform created a full circulation of the market environment, some of the major shareholding reduces the proportion of the value added shares of the holding and negotiating capacity, which for a variety of capital to fully open the door to enter, while the retail industry The opening will greatly facilitate the acquisition of industrial investors, motivation, full circulation and acquisitions will be the perfect combination of retail business opportunity for value realization.
From an investment perspective, last year bought the largest retail stock QFII is: Friendship shares, New World, Yuyuan Garden Shopping Mall, Guangzhou, friendship and Wangfujing, in which we can see that the value of these assets based company now there has been no merger, but the appreciation of yuan is expected to have become the company's future stock price rose the best catalyst.
Company Name Company Code revaluation (yuan) last close (yuan)
G Yimin 600,824 6.0 4.01
New World 600,628 8.2 7.55
Friendship Shares 600,827 9.6 7.43
Nanjing Business 600.28 thousand 11.7 8.25
Shares 600,694 17.4 16.94 Dashang
Hangzhou solution 100 600,814 6.4 4.56
Yuyuan Tourist Mart 600,655 7.0 7.14
Huatai Securities: increasing the value of real estate stocks can be Recently in 1300 near the broader market continues to significantly slow down the pace of upside, even a new high for some stocks, should be alert to honor the end of the pressure amplification. However, some promising results, the valuation is still relatively low level of state has begun to highlight the value of their investments and real estate stocks is a good choice.
The real estate company's operating qualities, with the same regulation and control of environment would be the impact of different companies are very different, some have the advantage of brand and management company, it is possible to implement low-cost expansion with industry, tightening, and through real estate prices in different regions of the different changes, to avoid industry and policy risks. Such as Vanke A, Golden Land Group property scattered across the country a good sales performance, better balance between the Shanghai and other places the risk of market fluctuations.
Valuation of the state from the industry perspective, high-quality real estate stocks, compared with overseas, the mainland property stocks are still high-quality large underestimation of space. Late last year, some Western developed countries, the level of high-quality real estate stocks price-earnings ratio as high as thirty or forty times, and now quality mainland property shares more than 15 times price-earnings ratio, and the dynamic price-earnings ratio has continued to trend lower. It is anticipated that high oil prices, increasing trade frictions and RMB appreciation is expected under the influence of various factors, real estate stocks this year, preserving and increasing value-added features will be more apparent.
Guotai Junan Securities: Net stocks cheap is good breaking a total of 5 1 [2] [3] [4] [5]
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