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Data:2009-12-12 2:34
Source: WANG Hui-dong Wu Securities
Tuesday tape the two cities continue to be strong, although the intraday adjustments, but in Shanghai Pudong Development Bank rose 5.82%, China Merchants Bank rose 4.91%, Poly Real Estate Group a strong limit-Vanke a new record high, driven by broader market finally realized " flip over "to continue to Qianjiu mark approaching! Finance, real estate stocks why we have such a powerful trend, "revaluation" is the fundamental driving force of its share price rise. Quarterly Bulletin, the Fund also shows that three of its appreciation for the yuan was significantly overweight stocks, funds and other institutional investors Jiancang the direction of the operation of medium and small investors has undoubtedly played a good reference for and grasp the direction of the mainstream investment funds, have could become a major bull market in real winner. With the financial and real estate is the biggest beneficiary of currency appreciation than the paper-making enterprises also benefited from currency appreciation, Guanhao high (600,433), as the nation's largest production base of non-carbon copy paper, performance is expected to plug in the appreciation of the wings and take off, it is worth investors to take an active interest!
Appreciation of the performance is expected to benefit from the sustained growth
Because the domestic paper industry, high dependence on imported pulp, so the cost for the international procurement of raw materials accounted for a high proportion of the paper industry, RMB appreciation is a better development opportunities. According to statistics, 35 percent of China's paper industry raw materials from abroad, as of the third quarter, the amount of paper-making use of foreign exchange has reached 6.7 billion U.S. dollars, 39.7% over same period last year, with the continuous appreciation of the yuan, then the cost of hundreds of millions of savings for the paper type is bound to bring the performance of listed companies off! Guanhao High-tech is the first large-scale production of thermal recording paper company, is also the largest production base of non-carbon-carbon paper, the main production of carbonless, thermal recording paper and color inkjet paper three series of products, continuous production and sales for many years in the same industry among the best in the country, these types of specialty paper with higher levels of product technology, dedicated and strong, their parts and products are Bank of China Banknote Printing and Minting Corporation, the Ministry of Posts and Telecommunications and the National Inspection and Quarantine of China selected as a national value-added tax invoices, receipts Speedpost EMS and specialty-specific paper. At the same time, the company's thermal paper broke the monopoly of foreign enterprises to fill the domestic blank, is the only one large-scale production enterprises, has been widely used in telecommunications, commercial, medical measurement, research and other departments of the ticket, the data data processing, market space is very wide. With the acceleration of yuan appreciation, the company's performance has shown a significant increase in first three quarters of 2006, the company earnings per share more than 2005 full-year results, the main business revenue and net profit both up dramatically. As the yuan appreciation is a long-term trend, therefore, the company's future performance is expected to continue growth.
The third quarter, the main shareholders of smaller, highly visible signs Masukura
The unit was created in July of this year came under intense pursuit of money, stock prices are active, the new capital inflow is very obvious signs. The three quarterly indicated that this unit are the top ten shareholders of circulation of new entrants, and there are two significant Masukura fund companies, shareholding concentration significantly increased. The stock hit a new high of 6.48 yuan early rebound after the start Suliang concussion finishing the current short-term moving average has been relatively good repair, W at the end to build a solid form. Given its obvious that the new funding early intervention Jiancang, just leaping out of the bottom of the current stock price, volume and price with the more ideal afternoon there is a large upside, investors can actively attract bargain-hunting, better opportunities in both the short-term.
