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Data:2009-12-12 2:34
Source: Ternary Consultant
Transaction reasons:
G SEG controlling shareholders are provided for bonded published in the progress of the implementation of the indicative notice.
Investment Highlights:
1,2005, the company's 21 "CPT business market share of about 16%, ranking the industry's first one, and still maintained a 21" CPT export volume of first place.
2, Shenzhen SEG electronics market 1, 2 continues to flourish, shops in short supply. Innovative pilot projects as an e-market operators warehousing, logistics and distribution, C2C "line support systems" and other businesses to carry out a good storage center occupancy rate of 100%. In addition, the field of electronic market operators a smooth, further accelerated the pace of expansion.
Risk Tip:
1, a major shareholder and non-compliance shall account for more serious security issues.
2, due to the rapid development of flat panel display and prices rising sharply reduced the market for conventional color display device extrusion and penetration will lead to CPT market share continues to drop.
Investment Recommendation: company's main color picture tubes, electronic systems engineering, network engineering, telecommunications and other high-tech electronic information products, research and production management, while involved in bonded warehouses and foreign-related transportation business. The company markets various types of business due to the level of competition is more intense and fully under the impact of falling prices, coupled with major shareholders and non-compliance shall account for security and other problems; midline slim. But the short-term we are bullish, the first target price of around 3.2 yuan.