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Data:2009-12-12 2:34
Source: Guohai
Series data show that the recent financial stocks rose is the QFII and funds focused on mainstream institutions such as Opening results. The financial stocks led the market rose differentiation serious "28 phenomenon", which is margin trading and stock index futures, the inevitable result of the potential, while strengthening the value of discovery of the blue-chip, leading to China Shipping Development (600,026) This type undervalued blue-chip The "depression effect" and thus lead to institutional looting. 3 quarterly show, QFII and fund three quarters together to buy shares of more than 5000 China Shipping Development (600,026 market, information, advice, more)! Grab chips so focused on the phenomenon is extremely rare, corresponding to rapidly assemble its chips, its per capita holdings by the second quarter of 19962 shares, soared to 40624 shares, a bargaining chip so quickly focus on, indicating institutional grab chips at the same time, it will also will bring to stock price soared.
China Shipping Development (600,026 market, information, advice, more): The company is China to Oil Transportation, Coal Transportation as its core business of the largest shipping company. The company owns the second DWT ships, passenger first in the country's coastal cargo throughput, occupies 70% of the coastal oil transport and almost half of the share of the coastal coal traffic. In the tradable perspective, the major shareholders of listed companies share a common interest, taking full advantage of major shareholders of listed companies financing platform, so that the effectiveness of a number of quality assets to be a better play, which is currently prevalent in the market as a whole listing of additional background and orientation. China Shipping Development's major shareholder of strength, as the operating and capital-intensive shipping industry, economies of scale advantages of outstanding shareholder equity injection, therefore the potential for significant increase in the size of the expansion. China Shipping Group, a major shareholder in the direct management of the central state-owned key enterprises, is a cross-sectoral, regional, cross-ownership and operation of large multinational shipping company. Owned by the container transport, Oil Transportation, freight, special goods transport, passenger travel and other consisting of five specialized shipping companies main fleet, with almost all types of vessels of more than 440 ships, nearly 15 million deadweight tons, annual traffic volume of more than 270 million ton. In strong support of major shareholders, the company actively through the custom-made optimize the transport of new vessels and improve profitability.
The sustainable development of potent combination plenty of power with China's Sinopec, CNPC, Baosteel Group and other major clients, joined forces, signed a long-term contracts of affreightment, which guarantees the stability of the company's performance. China Shipping Development October 28 in Guangzhou CSSC Longxue Shipbuilding Co., Ltd. signed a contract custom-made four 308,000 dwt VLCC (English Very Large Crude Oil Carrier acronym refers to super tankers), the total cost of about 4.6 billion U.S. dollars. 4 VLCC is expected in October 2009, respectively, in December and in March 2010, delivered in June. In July of this year, China Shipping Development and China's Sinopec signed a 10-year China's imports of crude oil a long-term transport agreements. In term of the agreement, Sinopec imported oil in the traffic growth and the development of capacity development in the sea are permitted circumstances, China Shipping Development for each additional one VLCC, a corresponding increase in contract volume of Sinopec 100-2000000 tons. Therefore, China Shipping Development's current shipbuilding plan will help it get more from the hands of the China Petrochemical contract amount.
With the expansion of the size of the company's business, transportation capacity will also be rising. As of June 30, China Shipping Development owns 79 tankers, capacity 3.15 million dwt and has 92 dry bulk carriers, capacity 3.07 million dwt. The company plans to issue 2 billion convertible bonds for the acquisition of the Group of 42 dry bulk cargo ships, when its capacity can increase to 455 million tons. Coastal and international transport operations which accounted for 73% and 27%, the proportion of international transport operations increased by 4 percentage points. The acquisition of 42 ships in 2005 and 2006 respectively, the first half operating profit to 831 billion and 505 million yuan, accounting for China Shipping Development over the same period operating profit 27% and 21%. Therefore, the acquisition will enable the company's net profit on the basis of the original increase of about 20%. An authoritative body in the sea according to the development of capacity development plans, expects 2007 growth rate of 31.6% of capacity (including acquisitions), 08,09, respectively, increased by 12.5% and 31.2%. Therefore, the company's future growth can be expected. In 2010, also plans to expand the tanker fleet to 8 million -850 million dwt, VLCC 10-12 ships, cargo ships have also expanded our fleet to seven million -750 million dwt size.
New Profit Point - to seize the iron ore market as the nation's largest coastal oil and coal transportation companies, China Shipping Development (600,026 market, information, advice, and more) is conducting further asset restructuring and operational restructuring. From the second half of 2009, China Shipping Development, through international cooperation, with Shougang, China's import of iron ore began to enter the transportation market. The China Shipping Development and Shougang iron ore international packages shipped in bulk to sign a contract period of 15 years, since the second half of 2009 onwards, the contracted amount of 3700 million tons. A contract of services between ports in Australia or Brazil to China ports, the contract on the basis of freight tariff in the baseline linkage with oil prices. China Shipping Development participate in China's imports of iron ore transportation market, will win a huge space for development. China's steel production capacity to expand substantially, iron ore imports growth. In 2005, China imported 275 million tons of iron ore in 2006, is expected to reach 340 million tons, all of the use of marine transport, and the vast majority of overseas shipping. In his view, the company entered the field a great room for development of long-term iron ore transport are expected in the future development of the sea may become another growth point.
Significantly underestimate the effect of the value of low-lying land in the short term lead to institutional looting, China Shipping Development will continue to Oil Transportation and-coal as its core business, the overall performance will remain steady development. From January to September this year, China Shipping Development and its subsidiary companies totaled 136.66 billion tons cargo turnover nautical miles, an increase of 16.7%, to achieve the transport earned 7.18 billion yuan, an increase of 12.8%. Among them, completed a total turnover of 69.74 billion tons of oil transportation miles, revenue 4.01 billion yuan, respectively, year on year increase of 19.4% and 19.3%; complete turnover of 47.71 billion tons of coal transportation miles, revenue 2.53 billion yuan, respectively, year on year increase of 5.7% and 8.3 %; the completion of other dry bulk sea freight 22.21 billion tons, an increase of 35.1%, to achieve 6.5 billion revenue. To achieve earnings per share were 0.606 yuan.
Third quarter, the institution's focus on looting shocking, QFII Nikko Asset Management Kuangchi the third quarter of 1450 shares, become the largest shareholder in circulation. Flow of the second-largest shareholder of the South to eat into the 1155 Stable Fund shares, but also all bought in the third quarter. QFII Standard Chartered Bank ranked third, holding 890 million shares, but also into the third quarter, the top five shareholders of all three-quarter flow of new entrants, in the third quarter total of more than 5,000 shares to buy! Grab chips so focused on the phenomenon is extremely rare, the corresponding concentration of the speed of its chips, its per capita holdings by the second quarter of 19962 shares, soared to 40624 shares, a bargaining chip so quickly focus on, indicating institutional grab chips at the same time, it will also will bring to stock price boom.
Technological point of view: In the index rose, most stocks fell circumstances, the unit out of the independent market, has always been along the line of 20 climb up when the big bang, a fall, Su Liang, Monday in the broad market and most stocks dropped sharply in heavy volume, the Unit apparent Su Liang finishing strong, and there overcast doji, the unit appeared Tuesday Yang Cross stars, stabilized the signal significantly. At the same time, the unit stood on the 20th for two days straight above the line, time period and the previous ones are very similar to a low start, according to the time period, combined with broad market environment and the main characteristics of grab-chip stocks, the Unit from its current location a very upside potential to accelerate the trend may be to focus on.
