Category: Money Tips Date: 2007-03-04
Source: Chen Yong Chao Zheshang Securities
Monday broader market continues to boom, as of closing index closed at 2933 points, up 100 points, turnover amounted to 104.8 billion, reaching record highs.
Technology stocks continue to perform well with the party shares, Hangzhou Silan Microelectronics, Hongsheng technology daily limit. In addition, compensatory growth or table varieties occupy the forefront, such as Feiyuegufen, Antai Group, Changchun High-tech are all representative examples. Construction machinery, after a few days prior to the shock Zoomlion, Liugong and other daily limit.
For the operation, the current market, all stock can be up, but on the rise, if we believe that as the value of species excavated by large funds, the growth of species will become the main force pulled up the financial sustainability of the follow-up point. As previously we introduce 002,061 Jiangshan chemical that is very clear on behalf of, highlighting the previous high point, the entire junior waves ascending in contrast, is still a very large middle space. Today, we highlight the black 002,068 shares of 06 annual reports by 75% -90% pre-, a typical small and medium growth stocks. Statistics show that black cats shares are special carbon black industry leading enterprises, a subsidiary of Black Cat 2, Chaoyang 20,000 tons / year production line of rigid carbon black has been put into production of carbon black is expected to produce 2 million tons, an annual capacity of more than 07 this year to double the performance will bring high-speed growth; the other hand, the company changed the oil gas projects will enable significant reduction in operating costs, which would also boost performance growth agency expects earnings growth this year, 75% to 90% or more of the basis , together with all aspects of the late positive factor, the company's earnings per share in 2007 will reach 1 yuan more than in 2008 with the purpose of further production capacity expansion, performance is expected to show more rapid growth. According to the current growth of the PE30-fold more neutral shares of rational pricing of view, black cats and reasonable valuation of the shares should be 30 yuan. The company mainly produces and sells carbon black and its tail is a special carbon black industry leading enterprises. Holding company Hancheng black, Chaoyang have two black cats, and seven soft wet hard wet carbon black production lines, can produce six series of 21 varieties of soft and hard wet carbon black, in November 2006 the company carbon black production capacity of 22 million tons, ranking the country with the industry's first one, holding a black cat on the 2nd unit, Chaoyang 20,000 tons / year production line of rigid carbon black has been put into production is expected to produce 20,000 tons of carbon black to increase the sales revenue of approximately 130 million yuan, to the mid-08 carbon black production capacity to 30 million tons.
The broader the message surface: 1. Industrial Bank today released the "first public offering of A shares the results of the preliminary inquiry and the issue price range announcement," said the release of this volume as 100.1 thousand shares. The Commission approved its may issue no more than 1.333 billion shares A shares. 2. China International Capital Corporation in 2006 underwriting income of 2.014 billion yuan, accounting for 3.277 billion yuan in operating income as high as 61.46%; fee revenue of 499 million yuan. Index there is such a strong, can be read from the fundamentals, first of all: national financial work conference held recently, this meeting is the most noteworthy aspect of the formation of long-term impact on the market, monetary policy and financial sector policies. After the information from the point of view, the balanced development of policy is very conducive to the capital market will continue its healthy development. The specific point of view, this meeting should continue to vigorously develop the capital markets, such as building a multi-layer financial market system and strengthen the capital market-based nature of system building, and strive to improve quality of listed companies and so on. These policies will help in the future long-term development of capital markets at the same time, there is no adverse factors beyond the market expectations appear.
Second, the scheduled beginning of this year "release" of the launch of stock index futures would be postponed. Securities and Futures Commission for approval prior to submission to the State Department's "Futures Ordinance," The current proposal has been back again, when there is no exact time can be launched. Based on the current news, stock index futures will eventually be "baked" at least until after May of this year, but regulators are considering trading margin rates from 8% to 30%. The introduction of index futures has been delayed, will reduce the uncertainty of the recent Quotes are conducive to the development of Quotes.
Furthermore, the continuous inflow of bank funds market. Clearing Corporation of Deng data show that in December last year, the number of A shares to reach 590,764 new accounts, compared with last November increased by 1.15 times, the outbreak growth. This year, this phenomenon has not been cool. Data show that as of 17, this year, just 10 trading days, the stock market has reached the number of new accounts 1,291,677, the average daily number of accounts opened up to 129,167.7. One A-share accounts at 617,492, more than 590,764 last month, the number of accounts. Savings into the stock market continues.
Technically, the upward trend remains unchanged, at the end there will be an important time window appear, before you can continue to do more.
Stock Recommendation - 002068 black cat Stock: The company mainly produces and sells carbon black and the exhaust. Hancheng companies and holding a black cat, black cats have two wet Chaoyang soft and 7 hard wet carbon black production lines, can produce six series of 21 varieties of soft and hard wet carbon black, in November 2006 the company carbon black production capacity of 22 million tons, ranking the country with the industry's first one, holding a black cat on the 2nd unit, Chaoyang 20,000 tons / year production line of rigid carbon black has been put into production is expected to produce 20,000 tons of carbon black to increase the sales revenue of approximately 130 million yuan, to the mid-08 carbon black production capacity to 30 million tons. Secondary market, the stock Yejiyuzeng, growth is good, will continue to expand space, attention.
