Category: Money tips Release Date: 2006-05-09
Source: Precision Industry Shenglong
Autumn in October left investors more of a virtual index rose a record high market volatility and gradually intensified, stocks down as well, the impression is difficult to make money. The much-anticipated during this period the ICBC listing, the main force has not been customary hype, this has left us with a bit of doubt. But no matter what kind of market, there will be hot stage.
Three impressive quarterly results as a whole stronger stimulation of plate
Quarterly performance in three gratifying against the backdrop of machinery and equipment, real estate and other industries continued to be growth stocks, the overall doing well.
Machinery and equipment: full-year pre-by a maximum of
As of October 30 of the 113 full-year pre-growing companies, machinery and equipment industry, which accounts for 30 seats, becoming the pre-growing the company's most concentrated industries, industry growth is evident. We believe that the mechanical strength and national industrial policies plate support and stimulating domestic demand is closely related to sub-sector for general machinery, electrical machinery, special equipment manufacturing-based economy of the middle-degree rise in the manufacturing sector is faster.
The first three quarters of this year, machinery and equipment industry are high-quality performance of the company are now leap-forward development. Construction Machinery Industry Sany Heavy Industry, mountain pushed shares in the first three quarters of net profit of 414 million yuan, 1.85 billion, respectively over the same period last year net profit growth of 101%, 155.25%. Within the main cloud of diesel power in the first three quarters net profit of 99.67 million yuan, an increase of 199.05%. These companies also have projected that the 2006 full year results will continue to grow.
Recommendations concern: Sany Heavy Industry (600031), Jinxi Axle (600,495), Zoomlion (000157), cloud inner power (000,903)
Real Estate: Seeking opportunities for regulation
In the third quarter, subject to macro-regulation and industry self-settlement system, the impact of the overall performance of listed real estate companies, subtle changes occur. As of October 30 have been published quarterly in the third quarter, the total turnover of 10.328 billion yuan, net profit of 998 million yuan in the first three quarters of main business revenue grew 12.63%, respectively, and 19.69%.
In the three quarters of new funds invested in real estate stocks total 5.2 billion, accounting for the beginning of the industry for nearly one-tenth of the circulation market. The trend from the market point of view, the fund large-scale Masukura in the third quarter of the real estate industry is precisely what the stock market surged in the third quarter to lead the plate, we can see that promoting the role of the market by funding is still quite obvious. And many fund managers in the quarterly report with special emphasis on appreciation of the yuan will be a long-term trend, which is optimistic about the real estate section of the main reasons for the fund.
At a recent seminar on "China's Real Estate Finance 2006 Annual Meeting" on a number of domestic and foreign investment institutions have also optimistic about the future of China real estate market trends, they believe, in the yuan appreciation, the real estate market combined effect of factors such as shortage, the Housing the performance of real estate companies there is still much room for growth, we are the future of real estate stocks Quotes wait and see.
Recommendations concern: Vanke A (000002), China Merchants Property Development (000024), Poly Real Estate (600,048), Golden Group (600,383)
Investment opportunities in oil prices rise in October
Crude oil as a basis for energy and chemical raw materials, their prices on the manufacturing sector in particular, have a direct and significant impact on downstream industries. Suppose the global economic slowdown, crude oil prices continued to fall, then the related industries will highlight the investment opportunities.
Airline industry: the key to profitability lies in whether or not the level of oil prices
Great influence on the performance of oil prices on airlines, the airline 05,06 years, the decline in performance as well as a loss mainly due to rising oil prices. Airlines aviation kerosene accounted for about 40% of the cost of crude oil prices fell to significantly reduce its operating costs. Aviation kerosene prices fell 10 percent for each will be thickened Airlines net profit of about 6%. If the international oil price to maintain or decrease is expected airline revenues in 2007 will be better.
Recommendations concern: Air China (601111), China Southern Airlines (600029), Shanghai Airlines (600,591)
Chemical fiber industry: price very imagination
Lower oil prices will inevitably have a significant impact related industries, the oil downstream sector will directly benefit from, while the chemical fiber industry is one of the major beneficiaries. The raw materials of chemical fiber products industry in the triphenyl ethylene cracker (caprolactam CPL, purified terephthalic acid PTA), ethylene (ethylene glycol EG) and propylene (acrylic, polypropylene, and polyvinyl alcohol). The continuing decline in crude oil prices will greatly reduce the production costs of synthetic fiber. Reduce the cost of certain textile and apparel constitute the positive plate.
Focus on companies: Xia-off environmental protection (002,015), China Textile investments (600,061), Xinxiang Chemical Fiber (000,949), Jiangnan High Fiber (600,527)
Turning point value of the industry began to pick up
Quietly pick up iron and steel industry
Since August this year, steel prices appear to adjust since October has come on strong domestic steel prices. While it is asserted that the steel industry up-cycle re-entry into the economy is still too early, cost pressures and the risk of excess capacity can not be ignored, but the existence of iron and steel stocks up space for the value of the return of iron and steel stocks Quotes only at the bottom of the start-up phase, the future is still rich in the opportunity to cause for concern.
Since entering the fourth quarter, steel markets have unique warm winter phenomenon, prices rise a certain extent, Wuhan Iron and Steel shares, Angang have raised steel prices in November. The initial projection, the second half-year profits of iron and steel industry are expected to exceed last year, next year, a quarter of the profitability of steel companies will be more than this year, that is, from the fourth quarter of this year, next year, a quarter of the steel industry will be a noticeable performance increase in inflection point. In sharp quarterly Baosteel and Baotou Steel announced a major stake in the matter due to the temporary suspension of the news, driven by the recent re-the overall strength of the steel plate.
Recommendations concern: TISCO Stainless Steel (000825), Baoshan Iron & Steel (600019), New Steel and Vanadium (000,629), SGIS (000,717)
