Category: Money tips Release Date: 2007-04-22
Source: and News
Midday strong limit -
Transaction reasons: the company's actual control of man-made China Railcom, 3G's about to be launched so that the only listed company China Railway Holdings Takemichi have a lot of room for imagination. For the current total share capital of only 3 million with China Unicom and China Mobile to build pass on the share capital of 10 billion compared to a very competitive.
Investment Highlights:
(1) 3G concept: China Railcom, China Satcom and Nextel have jointly submit a report to regulatory agencies to apply for joint operations in the Chinese market cluster business license. And plans to use TD-SCDMA as a group of network programs. And if the CRC received 3G licenses, with 3G will be a bridge, the company will benefit.
(2) The information appliance concept: the company's actual people China Railcom has 32,000 kilometers fiber optic backbone network and metropolitan area network covering 156 cities in the vast resources of basic telecommunications. The company will rely on its network resources, is committed to providing enterprises with the most value from the carrier-class value-added services, and strive to create value-added telecom services, CTI experts in the field of new image.
(3) The online game concept: the company with China Railway powerful advantage of network resources as well as the good cooperation between Sohu, a strong attack the fast-growing online gaming industry. The most popular domestic online game "swords ONLINE", with the company closely linked, sharing the profits with it.
(4) Fiber resource concept: the company a higher market share in the optical fiber resources. Domestic issuance of 3G licenses countdown, IPV6 and other new upgrading technologies, require large amounts of fiber resources. Within the next few years, the market competition for resources, communication optical fiber will be greatly upgraded, the industry's prosperity will naturally have a company bring in good business opportunities.
(5) IPv6 concepts: China Railcom, as the domestic telecom operators, successful construction of the IPv6 access to the core point of the seven demonstration projects in Beijing and Shenyang Urban eligible for the two core nodes. IPv6 does not rule out construction projects that it will delegate to the company possible.
(6) The shares of financial concepts: participation in the company invested 20 million yuan to build Yimin Fund Management Co., Ltd., equity ratio of 20%.
Risk Tip: raw material prices, increasing the company's production costs.
Investment advice: the company's actual control of man-made China Railcom, which is China's six major telecom operators, having 32,000 kilometers fiber optic backbone network covering 156 cities and large metropolitan area network telecommunication resources, have a competitive strength of 3G licenses, But the company's overall profitability of poor midline little potential. Short-term investors can bargain-hunting interest, reference price region in the 3.85 - 4.25 yuan, 4.85 yuan bit first goal.
