Category: Money tips Release Date: 2007-02-06
Source: Hong Kong and Macao Information Author: Xue Wei
G Xin-mei (600,732): The company is the first software company in Shanghai found that high-tech enterprises, and now the company has acquired the Real Estate Development Co., Ltd. Shanghai Xin-mei, 90% of the equity and Shanghai New Portland Real Estate Development Co., Ltd. 51 % stake in the company's development, there has been security. The secondary market, the stock's recent upward trend in average the system has shown a long arrangement, the market outlook is still up opportunities for investors to watch.
Historical Information: G Xin-mei (600,732): Shanghai Real Estate Fund Investment upstart species May 10, 2006
Source: 10000 UFJ Securities
Short-term bullish factors:
1. China Insurance Regulatory Commission authorities revealed that this year, a quarter of the size of insurance funds held by the fund to the end of last year compared with more than 370 billion yuan, an increase of over a third.
2. A few days ago the State Administration of Foreign Exchange said it has approved Dutch commercial banks to increase QFII quota 250 million U.S. dollars. So far this month, a total of four institutions increased QFII investment quota 600 million U.S. dollars, while there are five institutions approved QFII qualification.
3. Fund managers right strategy for the second quarter is still positive to see more follow the three main lines of its investment in, real estate, banking, business networks, and other investment theme, related stocks will once again become the focus of the market.
4. Suliang finishing high broader market Thursday, the strong still.
5. The Shenzhen Composite Index hit a round of higher energy prices and a new high since the 352.16-point is expected to bring its own run-Hu Zhi shocks.
6. The ever-changing daily limit individual stocks, market trading activity, and further to maintain market long on sentiment.
Short-term negative factors:
As close to 51 holiday, the market clearly cautious attitude. The amount of energy in the absence of effective co-ordination, the tape will be difficult to break previous high of 1430 points.
Short-term tape Wind:
From the volume point of view, the amount of SSE 21.2 billion level that the market can be prudent investor mentality. Since Friday is "51" holiday before the last trading day, in the broader market continued to rise more than 30% of the margin, investors holding cash at hand is to choose more seasons, would inhibit the continuing rise in short-term broad market momentum. But from another perspective, we can see that the Shenzhen Composite Index hit a round of higher energy prices and a new high since the 352.16-point is expected to bring its own run-Hu Zhi shocks. The last trading day before the Spring Festival is expected to tape in order to expand sideways, Zhou K line to Yinxian more likely to report income.
Hot spot analysis:
Real estate stocks is a bullish fund managers in the second quarter of the species. Fund beautiful in a quarterly publication, market participants found that fund managers were able to use the funds have been very limited stock-fund positions as high as 84.96%, shares of new entrants in the industry is still concentrated in hot spots in the current market, so optimistic about the second quarter, the fund transfer positions is imperative. And the fund managers for the second quarter, the strategy is still positive to see more follow the three main lines of its investment in, real estate, banking, business networks, and other main line of investment, especially in the expected appreciation of the renminbi against the backdrop of the RMB assets, faced with ever - been used by investors to re-valuation, real estate investments of the Fund will be the preferred target.
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Reflected in the secondary market trend we can see that the concept of making a Disney G-core real estate Jielong a soaring stock price has nearly doubled the trend remains high, the market windfall effect is quite prominent. The high volatile trading in the broader market Thursday, we recommend investors to focus on, and the same main real estate sectors G Fong A (000055) daily limit times of adversity, its huge single-sealed at the limit-panel display unit still has a larger short-term up space, the market outlook is expected to stimulate the resurgence of real estate stocks.
Short-term strategy for wind and water:
G Xin-mei (600,732): the unit formerly known as Shanghai Port Machinery, since 2003 the Group took over after the rise of large-scale asset replacement, the company successfully involved in high-yield real estate industry, has acquired Real Estate Development Co., Ltd. Shanghai Xin-mei 90% of the equity and Shanghai New Portland Real Estate Development Co., Ltd. 51% stake, which has the Republican City, Xin Mei Xin Mei Tai Koo Shing and other real estate projects, these two projects will ensure the company's future five years, steady source of profit growth .
It is noteworthy that, G Xin-mei (600,732) Company is located in the Huangpu River east bank, near the Nanpu Bridge, Pudong industrial development area, location advantages are obvious, but the company also has a 230-meter-long Huangpu River shoreline, at the World Expo site planning in the region , Shin Bark further increase the success of the appreciation potential of the region. Chairman Zhang quietly said that at present the company has sufficient reserves of land may be needed to ensure the development of the next five years, while the company's financial position is healthy, operation and development has shown a good growth momentum. In 2005, net profit rose 25.55%, and achieved good performance in dollars 0.26 per share. The company currently has several projects started or are about to start, which will lead to new profit growth point. In addition, Shanghai has focused on creating modern service industries concentrated area, by the Shanghai Xin Mei Xin Mei Tai Koo Shing invested in the construction project has been started, which marks the 12 in the downtown area of modern service industries concentrated in the first modern service industries concentrated area -- - Suzhou River, modern service industries concentrated area has been officially started. Xin-Mei Tai Koo Shing project as a commercial, tourism, leisure-oriented, residential projects, supplemented by a comprehensive project, the completion of Shanghai Disneyland will direct the formation of good business for the company's rapid development has laid a solid foundation, the company for future development potential.
Stock Technical Tips:
The secondary market, G Xin-mei (600,732) shares fell more than 40% of the short-term, market outlook with a strong rebound in demand. In addition, corporate real estate and the good momentum of development, as well as benefit from the completion of Shanghai Disneyland, in the collective fund managers optimistic about the real estate section in the second quarter, G Xin-mei (600,732) as the Shanghai real estate the new darlings of 3 yuan more than its current stock worthy of attention.
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