Category: Money Tips Date: 2006-09-28
Source: National Cheng Investment
The Shanghai Composite Index strode along, today is already touched 2,200 points on the integer mark, 2245 is already a stone's throw away from the all-time high. The pace of yuan appreciation is growing fast, has breaking 7.82 mark. The long-term trend of appreciation of the RMB has laid a cornerstone of the current round of bull market. One benefit from the appreciation of the RMB real estate stocks has undoubtedly become a well-deserved round of the bull market of the "cow-head."
In fact, the secondary market performance of property stocks also makes it "cow-head" status that no one can match his right. North Star 37-day 160% of the rise, deep Vanke A year and a half or so that 300% of the real estate section firmly established market leader position. All of these are derived from the appreciation of the RMB against the background of the property revaluation brought about investment opportunities. In addition, China's rapid economic growth but also to enhance the value of the real estate industry has laid a foundation. Goldman Sachs, the latest research reports continue to sing praises China's economic situation: "2008 China's economic growth will reach 10%, compared with 9.8% forecast in 2007 a higher level.". If the prediction can be achieved, it will be in China since reform and opening up in 1978, the longest and most stable economic cycle. In appreciation of the renminbi and China's rapid economic development in the context of the two, who is still in the bottom of the stock because they have such vast land resources and face revaluation of listed companies will no doubt be the next gold digging depth of a body. Today, we bring to the investors is a Units: Hai Tong Group (600,537).
First, the enclosure movement, Wang was born in Ningbo, the new accounting standards so that the performance increased dramatically.
Real estate stocks in recent months, and bright, in addition to enhancing the appreciation of the yuan in RMB-denominated value of real estate assets, the next year, the imminent implementation of new accounting standards it is also has a lot of land resources, the value of listed companies, an important reason for the revaluation. Changes in fair value of real estate which will be recognized as gains and losses, as many real estate companies several times its asset book of the premium, will be recognized as revenue in the next year, there will be a few dollars per share, the performance of a large number of "blue chip stocks" the revaluation revaluation effect significant. The main force in the secondary market, there will be a North Star pulled up with impunity, Vanke, golden, and so these real estate Gangster emboldened. In Shanghai, Zhejiang, China's economically developed areas belonging to their land is priceless, or appreciation of the unlimited potential. Of Ningbo-based Haitong Group (600,537) has a huge land bank, the chairman Chen Longhai claimed that when they initially took to be very cheap, the company's assets are "concentrated" type. Hai Tong Group signs in the use of agricultural development in Shanghai and Hangzhou big enclosure, set up Ningbo, Hangzhou and Shanghai Songjiang three major production zone. These include an area of 168 acres of Ningbo Cixi Sea Technologies Production Zone, covers an area of 135 acres of Hangzhou Yuyao production park, covers an area of 89 acres of production park in Shanghai Songjiang. Meanwhile, the Hai Tong Group in Jiangsu and Zhejiang area has reached the total area of the raw material base of 8.5 thousand hectares, of which joined the Farm Direct Farm and there are five thousand acres, including Shangyu Farm Direct Farm, an experimental farm and so on, and get to basically allocation, the cost very low. Although this is agricultural land, but is China's most economically developed Yangtze River Delta region in recent years, land prices increased several folds, with the continuous advance rural urbanization in the region's agricultural land is expected to be a large number of expropriation. The reason is that as the urban population explosion, the real estate project will be transferred to the outskirts of the sea Tong Group has a large number of land resources in the hands, makes the transfer of industrial land will be agricultural land, industrial land residential land advantages are obvious, their land value-added the gains are more difficult to measure. The company also set up Ningbo Link Properties Limited, engaged in real estate development and prospects for development are very broad. It can be said Haitong Group is a veritable king of Ningbo land. According to the new accounting preparation, the company owned by 8.5 thousand acres of raw material base, the total production of 392 acres of the three major parks, and its value will face a major reassessment, once identified as the proceeds will make a sharp upturn in performance of the company. The company's share price is currently only 3 yuan more, rather than "prime sites" in his capacity as a serious and that its share price is bound to have a return value of the stock market, shares rose on the secondary market for expansion.
Second, enter the mining industry, the concept turned out to titanium.
Dark horse this year, the largest group came from non-ferrous metal stocks, while the non-ferrous metal stocks Titanium stocks are also a dark horse among the king, Baoji Titanium Industry (600,456) to 10 times a year or Defied the pack, the market whenever and titanium detached are several times the rise, the Great Wall of shares, climbed Chongqing Titanium have also experienced a continuous daily limit, short-term spectacular Quotes rose several times. The reason is that in recent years, China's titanium development is entering the fast growth period, titanium machining of titanium metal and other products have been 5 consecutive years of 30% of the rate. The hardness of titanium and steel, and besides it weighs almost the same volume of steel is only half the battle. Titanium Although a little bit heavy than aluminum, and its hardness than aluminum big two-fold, so space rockets and missiles in large numbers of titanium instead of steel, titanium, or a good rocket fuel, titanium metal and space known as cosmic metal . With China's space technology and applications defense rise to the demand for titanium that scarce resources will remain a long-term strong growth momentum, then the listed companies would create a rare opportunity for development. Hai Tong Group (600,537) the most eye-catching is the disclosure of corporate annual reports in 2005 to enter the hot mineral industry's Shanghai Haitong Universal Investment and Development Co., Ltd. is mainly engaged in titanium stone, iron ore investment and trade, titanium stone investment and trade, the company the right moment to intervene titanium resources industry, with the concept of a typical titanium resources. In addition, the subsidiaries are also engaged in mineral energy trade and investment, now has the resources and products are the major Indian ilmenite and iron ore, iron ore and manganese in Brazil, Indonesia, oil and steam coal, anthracite and waste rail Korea , partners with India's Tata Steel, Indonesia's largest oil company ELNUSA companies, such as the Brazilian Futures Exchange, the company has become a major mineral energy suppliers.
Last year, annual report, the company earnings surged 176% minerals. Currently, to Baoji Titanium, Chihong Zinc and Germanium non-ferrous metals, led by Storm to start a new round of Shenglang. Chihong Zinc and Germanium has set a high point in the first half, while the Baoji Titanium Industry is to hold our heads high in the first half onslaught. Compared to Chihong Zinc and Germanium, Baoji Titanium up to six of these, 70 yuan of stock, sea and only 3 yuan Tong Group price has not yet erupted over the future of space is unlimited varieties, is expected to become a rising star of non-ferrous metal plate Quotes.
The secondary market, the stock rose far behind the broader market, the current share price is only 3.53 yuan, with both real estate revaluation, and titanium as the concept of hot stone two seriously inconsistent. Because its stock is significantly undervalued, so the last two trading days to attract new funds in the bottom of their portfolios ahead of a two-day total of nearly 20% of turnover. Tuesday after finishing strong, the new wave pulled Quotes about to start. Investors are advised to focus on Haitong Group (600,537) This one claims to Ningbo to Wang, the value of 3 yuan revaluation facing the potential of shares of low-cost.
