Category: Money tips Release Date: 2005-12-26
Source: Huatai Securities Author: Meng Ya
"When you re-up trend, a fall, heavy." G Tong, Kinmen and Matsu daily limit! G Min-sun daily limit! G Hunan Electric gone against the tide rose! ... ... Its most fundamental reason is the substantial increase in company performance. Thus, in mid-year report results for disclosure of the peak of the broad market continued to adjust the context of shock, only the strong fundamentals support the stocks, funds will be sought after the mainstream market, and continuing bullish, especially those which had undergone significant reorganization of assets so that changes in the company transformed itself emerged in stocks, the investment value of more prominent. The Wuhan municipal government of Wuhan business group formed to create 10 billion "commercial carrier" a major positive, it makes the G, 100 (000,759) usher in a historic opportunity for development, has also been a surge in its stock price is in full swing.
1, 10 billion to build a super large amount of money commercial carrier
Company's most explosive is its major asset reorganization of subject matter. According to the latest reports, Wuhan, Wuhan municipal government decided to set up business groups, unified management provider G Wu, G 100 and G in the business in three listed companies, local business and create 10 billion commercial aircraft. Wuhan Business Group will be held in late October 2006 formally. At this point, suspense heavy reorganization of listed companies in Wuhan commercial program, after four years of ups and downs get to the bottom before finally declared. And the resulting business to three companies bring in Wuhan will be tremendous opportunities for revaluation. As a provider G Wu, G 100 and G in the business of the company's three major shareholders, a subsidiary of Wuhan, Wuhan SASAC Guozigongsi three companies were holding 17.23%, 11.04% and 47.34% of the shares; the same time, the association of Wuhan Guozigongsi company also holds a small stake in three commercial companies, therefore, the formation of business groups in Wuhan, it means that shares held in Wuhan Guozigongsi will be fully replaced into the group. Statistics show that as of the end of 2005, G Wu business, G 100 and G in three companies in the business, assets were 3.3 billion, 28 billion yuan and 2.3 billion. Therefore, the formation of business groups in Wuhan, which means the total assets of Wuhan will be born a hundred million "commercial carrier", and as one of the flagship 100 G, the degree will be more sharing of "thoroughfare of nine provinces" Wuhan extremely rich business "Feast", the prospects immeasurable!
2, the regional monopoly results continue to surge
Company as well-known large-scale commercial retail chain enterprises, the main supermarket chains, department stores and other integrated services, with central China's largest logistics and distribution of goods to distribution centers and agricultural product processing base, the company ranked sixth consecutive year the size of chain business of listed companies in Hubei Province First, for five consecutive years into the 30-strong national retail chain stores, outlets and national chain stores sales growth ranks the top five, the national chain stores, one of the fastest growing companies, by the State Ministry of Commerce as a "national priority supported 20 large commercial distribution companies, "one of the. Current to reach 429 outlets, including supermarkets, 62 of 100 storage (Wuhan City 25, 17 in Hubei province and Chongqing Municipality 20), 364 in 100 convenience supermarkets, department stores in 100 3, the regional dominance is extremely clear. With the continuous expansion of the size of the company's operating results also show rapid growth momentum, particularly in merchandising margin continues to improve, even more so that performance of the company continued to increase, the company in 2006 has maintained two consecutive quarters of net profit 80% The growth, profitability very strong.
3, joining a competitive advantage is more prominent IGA
In fact, the company's foreign co-operation is also eye-catching themes. The company's wholly-owned subsidiary of the 100 warehouse supermarket chains is a chain of Wuhan City, the largest and most unique warehouse shopping, has become a symbol of national supermarket brand. In April 2005, China joined the International 100 warehouse supermarket chain's largest voluntary organization of international independent retailers Alliance (IGA), using the resources of international organizations, the company operating the introduction of training, category management and balanced scorecard and other standardized Supermarket Management experience with suppliers to establish strategic partnerships to further reduce management, and procurement costs. The IGA has a global supply chain network, but also to get 100 G, with Wal-Mart, Carrefour and other global big business the same supply of commodities prices, has been quick to upgrade their competitiveness, regional monopolistic advantages become more prominent.
4, institutional looting reversal pulled around the corner
The secondary market, the stock outstanding performance of regional dominance and the rapid growth of the favor received numerous agencies, semi-annual report shows that, using the social security portfolio 107, Boshi Fund, led by massive looting unit. The recent rapid adjustment of the unit dragged down by the broader market, short-term oversold is very serious, and as close to half price line, the next stall to undertake efforts have been enhanced, frequently foot the bill shows that the main force of the big are actively covering Masukura, its reversal pulled Quotes is imminent can focus on.
