Category: Money Tips Date: 2007-06-15
Source: Kim Merrill Lynch Investment Authors: Huang Min Hong
Guofeng Plastic (000,859): The company to invest heavily in nanotechnology research and production areas, has with Beijing University of Chemical Technology and Tongji University signed cooperation agreements with institutions of higher learning established MAK - Chinese Academy of Sciences Institute for Nanotechnology and a number of research institutions , and with a joint venture in Anhui Jingxin Calcium Carbonate Co., Ltd. Anhui Guofeng new type of non-metallic materials Co., Ltd., mainly engaged in nanotechnology, non-metallic mineral mining and so on, for the company's rapid development has laid a solid foundation.
Company's domestic tobacco manufacturers is a major supplier of BOPP film, one of its own Asia's largest BOPP film production line can produce 10-60μm thick film, production of more than 5 tons / hour, annual output to 7.8 million tons. In recent years, the company through the use of latest international BOPP film production technologies, timely construction of the annual output of 35,000 tons of BOPP film project a new production line in order to seize the high ground BOPP market to raise the overall company's core competitiveness and profitability. Of its 35,000 tons BOPP film production line is the country's largest, is the only film production line. BOPP film products have been in alternative competition in the absolute superiority, market prospects are extremely bright.
MAK's money in travel company founded in Chaohu, Anhui and developing leisure tourism projects. Jiangbei known as "land of plenty" in Chaohu City, Anhui Province, China Central is located in the lakes and mountains region Qixiu wonderful, enjoyed a rich cultural landscape, natural landscapes are more than 100 scenic and cultural 56, has become the national key scenic spots, "Xiushui, exquisite, celebrities, the ancient city of "four major tourism resources of many amazing feats. The company has already Investment 3 billion for the implementation-related tourism and leisure project integration work, giving the company the concept of an active tourism. Once the completion of related projects and opening up, will become another significant profit growth.
Company's substantial growth in mid-2006 net profit 124%, showing a good momentum of development. Company's net assets per share 2.42 yuan, while the current stock price is less than 3 yuan, only one times book value, the value can be described as grossly underestimated. Secondary market, the stock for months to form a triangle shape finishing, during which changed hands very full, Tuesday put up offensive in Yang Xian, send Jin Cha-round average buy signal, a strong market outlook is expected out of the upside market, be highly concerned about.
Historical Information: G MAK (000,859): The new surge of energy is expected to accelerate Qianlong afternoon June 10, 2006
Source: Department of Finance is
New Energy is currently the fastest growing industries, G aerospace, G Tianwei and other firms has been seen since last year, nearly 10 times the rise, bringing a huge new energy plate imagination. G MAK (000,859) is the only one currently on the market with the concept of bio-diesel new energy stocks, the market is expected to be continued pursuit worthy of investor focus.
Hot topics 1: New Energy Qianlong, the only concept of bio-diesel. G MAK (000,859) Company has a unique cities of the concept of bio-diesel is expected to become the new energy sector continued to the outbreak of yet another dark horse. A major shareholder in Anhui Guofeng Group plans to invest nearly 5 billion yuan in building an annual output of 600,000 tons of bio-diesel project, as in Anhui Fengyuan Group, following after the second Juzitouxiang bio-energy industry enterprises, the first phase of construction is expected before the end of 2006 fully put into operation, production can increase sales revenue reached 3.0 billion. With the "renewable energy sources and long-term development plan," the official implementation, as well as the continuous increase in oil prices, solar energy, wind energy, biomass, represented by the scenes of renewable energy industry has become increasingly brighter. The Ministry of Finance has also issued a "special fund for renewable energy development Interim Measures", oil alternatives, buildings, heating, heating and cooling, and power generation and other renewable energy development and utilization projects have been listed as key targets for assistance. In the "special fund for renewable energy development Interim Measures," after the introduction of fuel ethanol and bio-diesel as the representative face to accelerate the development of alternative energy opportunities. The solar energy industry unleashed by the wealth effect that has been well recognized, then the concept of new energy resources belong to the same in other industries also have this effect, G MAK, as is currently the only two cities share the concept of bio-diesel is expected to be large the main pursuit.
Hot topics 2: Mineral dark horse, to enter the field of nanotechnology. Anhui Guofeng company's non-metallic high-tech Material Co., Ltd. has two large non-metallic mineral processing bases (calcium carbonate light calcium carbonate processing base and processing base) and the reserve of more than 100 million tons of high grade calcium carbonate ore resources. The company will invest an annual output of 1 million tons superfine powder project, completion of the project will become the China and Asia's largest non-metallic materials processing base. In addition, the company has to invest heavily in nanotechnology research and production areas, has with Beijing University of Chemical Technology and Tongji University signed cooperation agreements with institutions of higher learning established MAK - Chinese Academy of Sciences Institute for Nanotechnology and a number of research institutions, highly market imagination .
Hot topics 3: film suppliers, to share the tobacco industry profits.
Company is the domestic tobacco manufacturers BOPP film, one of the major suppliers, with Asia's largest BOPP film production line can produce 10-60μm thick film, annual output to 7.8 million tons. In recent years, the company through the use of latest international BOPP film production technologies, timely construction of the annual output of 35,000 tons of BOPP film project a new production line in order to seize the high ground BOPP market to raise the overall company's core competitiveness and profitability. BOPP film is currently not only in numerous occasions, are replacing the traditional paper packaging, and in many areas of packaging has been replaced by PE, PP, PVC and other common packaging film, than the alternative two-way stretch polyester film (BOPET), two-way stretch PU film (BOPA), biaxially oriented polystyrene film (BOPS) film such as an edge is a polypropylene resin downstream applications, one of the fastest growing products, therefore, BOPP film products have been in the alternative is to win the competition status, fiercely strong impact on other alternative products, the industry outlook is extremely bright.
Hot topics 4: Low oversold, the main sweep heavy volume chips.
The company a substantial growth year on year quarterly net profit 71%, the current net asset per share amounted to 241 yuan, but the stock price less than 3 yuan, oversold conditions are very conspicuous. From the analysis of the trend, the stock hit a daily limit of three consecutive days early in June, single-day turnover as high as 18% or more, large main sweeping trend has emerged to build warehouses. The formation of standards for multi-party system is currently moving average order, the main force to do more confidence in the revealed beyond doubt, the market outlook is expected to speed up the surge, we recommend investors to focus on.
