Category: Money Tips Date: 2007-05-03
Choose solid growth in the value of the theme GF Securities Development Research Center, Zhaohui
In the re-financing and new from the old policy, and market introduction of its response to clear before the good and bad factors in the 1300-point mark an integer formed near the stand-off state will remain, the market trend of structural adjustment and high order-based.
Is close to 1300 points, due to the broader market is up 30%, stock price change on the positive factors that have been released in a more fully, we recommend investors to greater earnings growth from the fundamentals of listed companies to stock picking. The overall broad market continued to rebound from the pre-shift high order. Continuing to rebound phase, market confidence in the enhanced stage, therefore, optimistic market sentiment, the market tend to prefer to grow in high-performance theme. However, in broader market turned to a high order of good bad stalemate stage, the market psychology will turn cautious, markets tend to prefer a steady growth in the value of the theme. In this analysis, based on in March, we generally recommend that investors turn to solid growth in the value of the theme.
â—?Brand Chinese medicine industry: Focus on drug price cuts in the safe haven policy
Proposes a focus on characteristics of traditional Chinese medicine brand Yunnanbaiyao. Yunnan Baiyao (000538 market, information, advice, more) of the leading products are mainly used in bone-setting and to stop bleeding and other professional fields, has a unique effect, its unique formula protected by national policy. We believe that the drug policy for the Yunnanbaiyao less affected by price cuts. End of last year, the National Development and Reform Commission has also approved the increase of the retail price.
â—?Food and Beverage Industry: Focus on meat, dairy and aquaculture feed sub-sectors
Food and beverage industry, a stable demand for traditional products, at the same time, consumer upgrades to the meat products, dairy products and aquatic products bring new growth opportunities. Proposes a focus on meat products sub-sectors leading the company Shuanghui development (000,895 market, information, advice, more), aquatic feed sub-sectors leading the company Topway shares (600,438 market, information, advice, more), and dairy products sub-sectors leading the company Erie shares (600,887 market, information, advice, more).
â—?real estate industry: brand qualifications and land reserve growth potential of the decision
In 2006, the Government curb housing prices to curb the overheated real estate investment overall objective is clear, will continue to channel funds from the land supply and two levels of the real estate industry to continue to maintain a tight intensity. Real Estate section of listed companies still concerned about the risk of macro-control. We believe that only those who have the brand qualification at the same time have sufficient reserves of land developers, in order to control the tightening cycle, the integration of the market, bigger and stronger and eventually share the consumer to upgrade to the real estate industry to bring the value of long-term growth.
Proposes a focus on G OCT A. G OCT A (000069 market, information, advice, and more), through its powerful theme park brand to develop tourism projects in low-cost access to large reserves of land resources, through the theme parks to enhance the regional value of the land, on this basis for further development of high-grade real estate projects. The company has the brand strength and a rich land reserve, a unique business model can not easily be imitated the industry, with long-term sustainable growth potential.
Proposes a focus on G Merchants (000024 market, information, advice, more). China Merchants Group is the flagship real estate business. Company in Shenzhen, Shekou Industrial Park has a rich land reserve, Shenzhen bullish overall home prices, the company real estate development business with growth potential. In addition, the China Merchants Group has a wealth of land and property resource reserves, ready to be injected into a listed company.
â—?petrochemical industry: Focus on oil price reform and the privatization of Sinopec Integration
Suggested attention to China's Sinopec. China's Sinopec (600028 market, information, advice, more) in general will be supported by three favorable factors, specifically including refined oil and natural gas price reform, privatization of the company's integration, and the completion of the share reform and other integrated. Of course, these positive factors, introduction of a specific point in time there is a certain uncertainty.
â—?Chemical industry: potash fundamentals remained stable sub-sectors
Proposes a focus on Salt Lake Potash (000792 market, information, advice, more). Company's unique to have a near monopoly of natural resources are scarce, with long-term investment value. At present, the potash industry fundamentals remained stable, while the company has not yet been carried out shareholding reform.
â—?Machinery Industry: Focus on innovation investment thesis
Proposes a focus on strong capability of independent innovation, Shen G-machine (000.41 thousand quotes, information, advice, more), Zhenhua Port Machinery (600320 market, information, advice, more), and G force (600,761 market, information, advice, more more).
â—?Highway Industry: Focus on road network effects and performance of growth factors weight charges
Proposes a focus on Jiangxi Guangdong Provincial Expressway Development (600,269 market, information, advice, more). In 2006, the two positive factors will support the Jiangxi Guangdong Provincial Expressway Development revenue growth. First road net effect will gradually appear. Second, in 2006, may be implemented weight charges. In 2005, Jiangxi and Guangdong Provincial Expressway road property where the vehicle Overload Jiangxi Province to strengthen governance, the formation of the province of Overload Vehicle Monitoring network, and weight several years ago to start charging experiment.
China Merchants Securities Institute: from the focus on appropriate counter-attack turned a total of 3 1 [2] [3]
