Category: Money tips Release Date: 2006-08-23
Source: Wanguoceping Author: Ye Ping Tsat
Tuesday Sinopec and the financial sector sharply pulled indices, market closed out a very beautiful bald barefoot big Yang Xian, not only the success of packet yin yang, and the broader market five years since the first closing above 1,800 points on this important point and has strong symbolic significance, in this sense is that China's stock market to rid itself of 5-year bear market, and gradually start a new bull market, this is what we look at the meaning of the broader market Qiwen 1800. But the Tuesday and the recent market performance we have found two phenomena: First, many investors make the most indices do not make money, but it was obvious the recent sector rotation, did not last hot spot, so for many small investors, the lack of sustained profitable effect, There is to Sinopec, as the representative of the lift index of large capitalization stocks, but many individual stocks rose much a matter of fact. Second, the structural increase market access. In fact, since the second half, and the prices most important feature is that the structural rise, which is part of the decline in exchange for part of the plate plate plate up, while the broader market remained fixed interval, which is the more obvious placement of assets, stock change, aerospace industry, the Olympic Games, RMB appreciation revaluation of assets, and financial sections of the stage Quotes evident in the second half. Third, the largest market share of the growing role of market impact, due to reform of the stock price factors, Sinopec, China Vanke, China Merchants Bank, has a long growing electricity market, in particular, is to recruit additional H shares after the Bank shares soar has leaped to the highest market value of the species between the two cities in circulation, its impact on the market is also gradually increased, with the Datong-Qinhuangdao railway this year, Air China, Bank of China, Beichen large capitalization stocks are all listed shares, the entire market is large camp of rapidly changing market segment, With the giant ICBC's listing, it will be a landmark age, indicates that the market value of China's stock market has formally entered a great era of Quotes. The investment philosophy of the market will face a change, if change, I need to grope in advance. For now, the tape to form a trumpet shape, meaning that afternoon amplitude started to increase, the ICBC listing, stock index will no doubt continue to innovate and high, but the lack of strong profits as the market effects, so this may be a new high of no applause high point, so operation starting from Wednesday tends to be cautious, therefore, the ICBC listing sideways pattern of recent broad market, the market will face a change disk, waiting for direction are defined to find a new hot spot.
Individual stocks, due to the lack of sustained hot-spot effect, so we recently introduced the hot spots are not from the individual stocks, but it may be appropriate to pay attention to some highlights of a few of the units:
1, rocket shares (600,879): get to the bottom of assets into well-deserved space military leader. In the military section of the company's unique strengths is its in the promotion of China's aerospace industry in the process as no other companies can not match. China Aerospace Industry Corporation is remote telemetry technology research centers, is also the national navigation centers. The major shareholders through targeted acquisition of additional high quality assets will further strengthen its leading position in the industry. The company's major shareholders acquired the assets of no lack of high-quality high-tech military projects, such as its intended acquisition of a laser inertial navigation project branch, mainly engaged in a variety of defense special equipment, and launch vehicle laser inertial navigation, laser gyroscopes, etc. design and production; the proposed acquisition of Beijing Guanghua radio factory, mainly undertakes strategic, tactical weapons and "long march" series of rocket-related products, research and production tasks, in the manned space project has undertaken a control system, the use of systems, escape systems, and platform system dozens, nearly a thousand sets of the production tasks. The proposed acquisition of Chongqing Bashan Instrument Factory is the telemetry equipment, professional development and production plant, is mainly engaged in a variety of models used in aerospace and national defense equipment, launch vehicles, satellite remote sensing and ground telemetry transmission equipment for receiving, demodulation, data processing, terminal equipment, records, etc. the development and production, its production capacity in China as leading position.
2, building shares (600,327) as a large multi-class department stores, general merchandise retail industry in Wuxi is located in the leading position, geographical advantages company's main department store, Wuxi Commercial Building, Zhongshan Road, Wuxi ranked Golden Circle location, plenty of passenger traffic is important reason for the success of the company, the company's geographic location than the partial defeat of ex-Wen Ju, Jiangsu Province, Wuxi City, and one important factor leading monomer. In 2005 the company invested 260 million yuan acquisition of Yin-chun's 78.81% stake in the company's new business area of 2 thousand square meters. The brokerage report, the company renovated and expanded for the second half of 2007 -2,008 years lay the foundation for more rapid growth
3 Red Hawk (600.83 thousand): the concept of first tobacco stocks, real estate become a bright spot. Powerful, Zhejiang, China National Tobacco Corporation became the company's largest shareholder, the company will further facilitate the operation of the capital. It is worth noting that a revaluation of real estate projects, the company Shangrao Sanjiang new city with a total area of 288.1 thousand square meters of "Sunny sky" project, planning construction area of 325.5 thousand square meters, is "a harmonious community in 2005 China's most Jia Planning Award "winning estate. Real Estate has sold more than half of the first phase of the part of the property will be completed by the end of October 2006 delivery, in order to average 2,500 yuan / square meter preliminary estimate, the first phase of the project will receive 135 million of revenue, which is expected on the overall completion time for the 2009 in October, a total investment of 3.1194 billion yuan, the company through the next three years, profits from this project is likely to more. Stock shares after the price change is only 3.20 higher donation succeed in opening up space for the afternoon, but is worth noting that the stock shares changed substantially during the Jiancang local institutions, but also indicates that development and changes in fundamentals, Ochi Huihui LEVEL-2 quotes system displays the Unit under the 10 stalls are all large pay thousands of hands, indicating the bottom of the wishes of strong, clear signs of short-term capital accumulation.
4, China Shipping Development (600,026): the nation's largest coastal oil and coal transport operators. Oil Transportation Company is based,-coal as its core business in the Far East, one of the largest shipping companies in China and the Far East shipping market occupies an important position. The company owns the second DWT ships, first in the country's coastal cargo passenger traffic. The Unit is interested in acquiring the highlight of the ship the majority shareholder assets: In 2006, the company said it would semi-annual report in a timely expansion of the company fleet, at present, the company is working with major shareholder China Shipping (Group) Company may discuss matters relating to the acquisition of ships However, the two asset size is not on the ship, the purchase price and other major elements to reach any intent or agreement.
5, Aetna Technology (000,969): China as the sole Fe-based amorphous strip manufacturers. Companies to invest in the construction of 10,000 tons of amorphous strip project will be put into operation in 2007, due to the product of exemption from paying income tax benefits, and therefore its future returns will exceed market expectations. 2007, amorphous strip project has been the promotion of growth on performance, 08 years later, the amorphous strip business would constitute an important source of profit for the company, with up to production rates have increased, a substantial increase in company performance space can be opened. Now only two amorphous distribution transformers of raw materials - iron-based amorphous strip manufacturer: First, Hitachi Metals (Hitachi Metals), the other is the Tai technology. Hitachi Metals original amorphous strip capacity 22,000 tons, in view of the market (especially China), the strong demand, the company invested 40 million U.S. dollars in Japan, a new amorphous strip 30,000 tons capacity, and will be in 2007 or even early next year put into operation earlier. The & M is ready to be divided into two steps amorphous strip production: First, on the basis of existing production facilities, the new system with a set of units, forming an annual output of 1 ton capacity, is expected to be completed in the first half of 2007, and output of 4000 ~ 5000 tons, In addition, a new set of smelting equipment, form 3 million tons of annual capacity, this part is expected to be completed by the end of 2007, production in 2009 reached 50% in 2010 all the up to production. If one is running well, the company plans to continue expansion in 2008, the production capacity to 7 to 10 million tons. The project will be the highlight of the company's future, Guoxin Securities considers reasonable price 13 ~ 15 respectively.
