(Information source: Guotai An Market Global Financial Information Analysis System)
Orchid Science and Technology (600123) has a good performance and a relatively low valuation. Southwest Securities recommends that it pay attention to the reason: the company is located in a large domestic anthracite production base. The "Orchid" anthracite produced by the company is an important coal chemical raw material and has a calorific value. High, high carbon content, low ash, low sulfur and other characteristics.
In the secondary market, the stock has performed well and its valuation is relatively low. Recently, with the market continuing to strengthen, investors can pay attention to it.
Donghua Industry (600393) has accumulated a lot of money, and Shenyin Wanguo has given an overweight rating reason: The company is a veteran developer in Guangzhou with rich land reserves, distributed in Beijing, Guangdong and Henan. The company has 8 projects under construction and pending construction, distributed in Beijing, Guangzhou, Jiangmen and Henan Sanmenxia. It covers a total area of ​​about 2.54 million square meters, with a planned construction area of ​​about 4.16 million square meters. After Yuetai Group formally took over in 2004, it has injected quality projects such as Beijing, Jiangmen and Guangzhou into the company through asset replacement and equity transfer. After the preliminary development, the high-quality projects in reserve will gradually enter the pre-sale and settlement period, and will contribute profits on a large scale, highlighting the advantages of accumulation. The settlement area is expected to be 150,000 square meters, 170,000 square meters, and 270,000 square meters from 2009 to 2011.
The company's target price is 12.2 yuan, the first rating is overweight.
Aviation stocks have upward momentum, Guotai Junan recommends focusing on HNA (600221), Air China (601111)
Reason: Under the background of the concentrated release of summer tourism boom and business travel, the summer transportation market presents a more prosperous season. In June, the growth rate of passenger traffic of civil aviation hit a new high for the year, of which domestic routes increased by 28% year-on-year and international routes decreased by 12% year-on-year. In the first two weeks of July, the growth rate of civil aviation passenger traffic reached a new high, reaching more than 25%.
Considering the low base effect caused by the Olympic security factors from July to September 2008 (the growth rate of passenger traffic from July to September 2008 is -2%, -12% and 1%, respectively) and the suppressed summer tourism demand in 2008 In this year's concentrated release, it is expected that the growth rate of civil aviation passenger traffic is expected to remain at a high level of more than 20% before the end of the peak season at the end of September.
Pay attention to the peak season in July-September and maintain the overweight rating of the aviation industry. Comprehensively considering the business structure, profitability, valuation and other factors, it is recommended to focus on HNA and Air China, followed by China Southern and China Eastern.
Nanjing Zhongshang (600280) improved its profitability and benefited from Yurun. United Securities gave an overweight rating reason: Zhu Yicai, the company's actual controller, was formally approved to transfer Nanjing State-owned Assets and Nanjing Zhongtian State-owned equity. After the completion of the equity transfer, Zhu Yicai's share of the company's equity held by Yurun Group rose from 29.49% to 47.43%, which greatly strengthened the company's control. Yurun will bring advanced management experience and benefit-oriented value orientation to the company, which will further improve the company's operating level and profitability. The company's performance in the next three years is expected to reach 0.45 / 0.70 / 1.08 and /0.55/0.83/1.24, respectively.
The company's department store business continued to improve, and the loss-making stores outside the port basically realized a turnaround; the real estate business entered the settlement period will further enrich the company's cash flow; the company will continue to focus on commercial operations in the future, and the Huai'an City Complex project will become the company's performance growth point.
We conservatively estimate that the company's EPS from 2009 to 2011 will be 0.40 yuan, 0.62 yuan, and 0.95 yuan. Considering that the company's current assets are in good condition and the profitability of the stores is gradually improving, Yurun may improve the company's performance after taking over, and maintain an overweight rating.
For more information, please see Guotaian Financial Education Group
Orchid Science and Technology (600123) has a good performance and a relatively low valuation. Southwest Securities recommends that it pay attention to the reason: the company is located in a large domestic anthracite production base. The "Orchid" anthracite produced by the company is an important coal chemical raw material and has a calorific value. High, high carbon content, low ash, low sulfur and other characteristics.
In the secondary market, the stock has performed well and its valuation is relatively low. Recently, with the market continuing to strengthen, investors can pay attention to it.
Donghua Industry (600393) has accumulated a lot of money, and Shenyin Wanguo has given an overweight rating reason: The company is a veteran developer in Guangzhou with rich land reserves, distributed in Beijing, Guangdong and Henan. The company has 8 projects under construction and pending construction, distributed in Beijing, Guangzhou, Jiangmen and Henan Sanmenxia. It covers a total area of ​​about 2.54 million square meters, with a planned construction area of ​​about 4.16 million square meters. After Yuetai Group formally took over in 2004, it has injected quality projects such as Beijing, Jiangmen and Guangzhou into the company through asset replacement and equity transfer. After the preliminary development, the high-quality projects in reserve will gradually enter the pre-sale and settlement period, and will contribute profits on a large scale, highlighting the advantages of accumulation. The settlement area is expected to be 150,000 square meters, 170,000 square meters, and 270,000 square meters from 2009 to 2011.
The company's target price is 12.2 yuan, the first rating is overweight.
Aviation stocks have upward momentum, Guotai Junan recommends focusing on HNA (600221), Air China (601111)
Reason: Under the background of the concentrated release of summer tourism boom and business travel, the summer transportation market presents a more prosperous season. In June, the growth rate of passenger traffic of civil aviation hit a new high for the year, of which domestic routes increased by 28% year-on-year and international routes decreased by 12% year-on-year. In the first two weeks of July, the growth rate of civil aviation passenger traffic reached a new high, reaching more than 25%.
Considering the low base effect caused by the Olympic security factors from July to September 2008 (the growth rate of passenger traffic from July to September 2008 is -2%, -12% and 1%, respectively) and the suppressed summer tourism demand in 2008 In this year's concentrated release, it is expected that the growth rate of civil aviation passenger traffic is expected to remain at a high level of more than 20% before the end of the peak season at the end of September.
Pay attention to the peak season in July-September and maintain the overweight rating of the aviation industry. Comprehensively considering the business structure, profitability, valuation and other factors, it is recommended to focus on HNA and Air China, followed by China Southern and China Eastern.
Nanjing Zhongshang (600280) improved its profitability and benefited from Yurun. United Securities gave an overweight rating reason: Zhu Yicai, the company's actual controller, was formally approved to transfer Nanjing State-owned Assets and Nanjing Zhongtian State-owned equity. After the completion of the equity transfer, Zhu Yicai's share of the company's equity held by Yurun Group rose from 29.49% to 47.43%, which greatly strengthened the company's control. Yurun will bring advanced management experience and benefit-oriented value orientation to the company, which will further improve the company's operating level and profitability. The company's performance in the next three years is expected to reach 0.45 / 0.70 / 1.08 and /0.55/0.83/1.24, respectively.
The company's department store business continued to improve, and the loss-making stores outside the port basically realized a turnaround; the real estate business entered the settlement period will further enrich the company's cash flow; the company will continue to focus on commercial operations in the future, and the Huai'an City Complex project will become the company's performance growth point.
We conservatively estimate that the company's EPS from 2009 to 2011 will be 0.40 yuan, 0.62 yuan, and 0.95 yuan. Considering that the company's current assets are in good condition and the profitability of the stores is gradually improving, Yurun may improve the company's performance after taking over, and maintain an overweight rating.
For more information, please see Guotaian Financial Education Group
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