Category: Money Tips Date: 2006-10-23
Source: Eastern Wisdom Author: Zhou Jie
Markets are always changing, but we look at the current round of market, this column has been sustained attention to merger and reorganization of this subject is still showing the charm of its long-lasting, especially in the current short-term orientation is unknown when the broader market, the market share for restructuring speculation will be more active. From the past two trading days of the disk observation, despite the shock index increased, but the GST river, GST-Hua Tao, G Jinfeng and other re-stocks the market is still the most dazzling star, in its great wealth effect under the. Related to the restructuring of the two cities is expected to have stocks may rise up and setting off a new round of restructuring of the storm!
G State Tong (600,444) as the absolute leader of China's PVC pipe, its market share of more than 30%, industry prominent position in the next 10 years, the domestic demand for plastic pipe up to 8,000 billion in the strong expectations, the company's long-term growth of clear abnormality. Particular attention is the company's unique ownership structure, its first and second largest shareholder's ownership percentage were 11.89% and 11.43%, a difference of only 322 million stake in the gap, while in the company's high - growth is expected, and naturally want to bring such a money-spinner in the bag and pass it around the G stake in the battle for the country may be commenced at any time, while the G-pass such a country of only 70 million total capital, Liu Tongpan less than 40 million of a small-cap stocks, its unique subject matter, once the main phase, a continuous blow-out of future outbreaks of increases Quotes are naturally a matter of course.
1, PVC king, has 10 high-growth stage
Company is the largest PVC pipe manufacturer, the main large-diameter UPVC double-wall corrugated pipe, PE double-wall corrugated pipe such as plastic pipe, pipe fittings production, marketing and technical studies. The company in Tianjin, Guangzhou and Chongqing, set up three branch, a total of UPVC double-wall corrugated pipe, PE double wall corrugated pipe production line 7, the annual production capacity of 18 thousand tons, corrugated pipe products in the market share of nearly 30%, industry status deeply entrenched.
Chongqing, the country's subordinate enterprises pass to build a new type of plastic pipe project has officially put into production. Stateline, Chongqing covers an area of 500 acres, mainly produces all kinds of new plastic pipe, including the double-wall corrugated plastic drainage pipes, gas pipes, water pipes and other varieties, planning a total investment of more than 500 million yuan, the production scale of 15 million tons, annual sales income of to reach 1.8 billion. Statistics show that China's future 10 years, market demand for plastic pipe industry, 8,000 billion yuan, of which the needs of the western region accounted for at least a quarter of the company to greatly expand our production capacity in Chongqing can save a large amount of freight shipped from the East, the cost up to 40%, while from Chongqing transported to the surrounding areas, freight accounts for only 3% of the total cost. And Chongqing Municipality last year, sales of plastic pipe has topped 5 million, only the main city and the old pipeline, Wanzhou, we need a billion dollars, in the process of urbanization, this market is bound to surge, the company's future prospects is clearly considerable.
2, M & A conflagration, explosive blowout Quotes
To the company's current high-growth, natural capital will be the envy of giants and other investors. G State in particular, pass the ownership structure is unique, and pave the way for its merger and reorganization, the company's total share capital of only 70 million, less than 40 million Liutong Pan, 6 yuan more than the current share price, with the total market capitalization was only 4 more than 100 million yuan. And its largest shareholder, Chaohu City, the first plastic factory and the second largest shareholder of Anhui Guofeng Group Co., Ltd. stake respectively 11.89% and 11.43%, a difference of only 322 million shares of the holding only the gap, according to the present converted into stock market value of only 20.8 million yuan, in theory, the second largest shareholder in the secondary market only needs to spend more than 2000 million, the cost of acquisition of 322 million chips can have a bargaining chip with the first largest shareholder rights and there is hope to win such a high-quality control of the company. So, under such intense expectations, G Stateline merger and reorganization subject worthy of our in-depth excavation in the afternoon.
From a technical trend terms, the unit is extremely robust form of pre-upside over the past few trading days 60 days quietly break through the line to suppress an increase of space has been completely opened, K-line combined to form a typical two folders a yin-yang combination of a strong , afternoon is expected to launch an accelerated surge in market, recommends investors focus on.
