Category: Money tips Release Date: 2006-12-07
Investment grade ranking in last week raised before the 30 stocks in the pharmaceutical industry up to a total of four companies were selected, followed by vehicle manufacturers, there are three companies selected, aviation, coal, real estate, construction materials, metals and mining, food production and processing each of two companies selected.
Oil prices down for the development of automobile industry Development and Reform Commission decided to January 14, 2007 will lower gasoline prices and aviation kerosene prices. The automotive industry is the major consumption of gasoline and diesel, the price of oil down, and does not involve diesel, while gasoline prices have dropped are less than 5%, so its real impact is also not immediately apparent. Since the diesel vehicles are generally for-profit purposes, disclosed that the price of oil down by the Government in 2007 to stimulate domestic consumption, the real intention, but also will further promote the development of the automotive industry is expected full-year 2007 sales of passenger cars can be further record a new record.
Guotai Junan Zhang Xin that, given the international oil prices in 2007 may experience a situation exacerbated by high volatility, so the possibility of future domestic fuel prices continue to drop there is considerable uncertainty. In addition, when oil prices dropped to a certain extent, does not rule out "fuel consumption tax" introduced a period of time but will increase the burden on consumers.
Changan Automobile (000625 market, information, reviews, search): the company's Changan Ford Mazda Automobile entered the period of rapid growth. Changan, Ford and Mazda in the interests of the company to find a good point, prompting the company has a wealth of vehicle resources. Continued to rely on the rich movie stars such as model series and Fox models are enjoying the next two years will maintain a 57% sales growth rate. "New Accounting Standards" implementation of the 2007 start-up costs to reduce pressure on the average profit growth to reach 30%.
Changan Ford Mazda Nanjing plant construction progress in line with expectations, in October 2006 to formally put into production; Part of the new commercial passenger-type micro-launched according to plan. Changan Ford Mazda Engine Co., Ltd. in 2008 as a new profit growth point. Days congenial Gu believes that determine the growth performance has been verified, but Chang's own product research and development, etc. The results have gradually been market-proven, maintaining a buy rating on the Changan Automobile.
Today, investment "online analysts" display, the company consolidated profit forecast 06-08 years, respectively, 0.45,0.57,0.78 yuan. There are currently 14 analysts tracking the stock, given a strong buy, buy, wait and see ratings were 8,5,1, an investment rating factor than a month ago, has increased significantly. Wang Zhihui which Shenyin analysts believe, the company forecast 2008 earnings will be 1.04 yuan, and maintain a "buy" investment rating.
JAC Motors (600,418 market, information, reviews, search): company's main business stability and a certain three-year decline in quarterly results, it is the company in order to launch Refine â…?on behalf of the other new models, old models refine models of the active control inventory, optimize the product structure result. The company's management team also has the industry's recognized excellence management level. JAC early sharp price decline was mainly due to the company announced its entry into the car industry to develop own-brand vehicles, the agency for that there are significant differences in the decision-making caused.
China's auto market is currently the world's fastest growing markets in the world, new demands active. The future of auto industry likely to be the shift to China. The JAC as the most outstanding vehicle manufacturers, industry shift the company will provide a rare opportunity for development. Societe Generale Securities analyst Han Yin-hua believes that before the company into commercial and other areas of decision-making have also been questioned by many people, but eventually achieved success, at the same time, the company car in order to enter the field while the company's overall structure reflects the management reform cautious and pragmatic leadership style, so the company car into the field to give high expectations.
Today, investment "online analysts" show, the company consolidated profit forecast 06-08 years, respectively, 0.50,0.52,0.56 yuan, there are currently 10 analysts tracking the stock, given a strong buy, buy, wait and see ratings were 3 , 3,4 people, the investment rating factor of 2.10, compared with January the former increased dramatically.
