Excavating the analysis of the "high delivery" theme stocks
As of March 23, through the analysis of the listed 2005 annual report listed companies, a total of 429 listed companies in the two cities announced the annual report, 63 announced the transfer of shares, accounting for 9.4% of the total number of published annual reports, In recent years, the dividend has reached a new high. Among them, G Tongwei and G Mingzhu and other 8 companies launched 10 to 10 plans; there are 25 listed companies such as G Tianyao and Kehua Biological to launch 10 to 5 plans.
From the analysis of the performance of 60 companies that have launched a high-volume transfer plan, the outstanding Baima stocks account for a large proportion, including 25 per share of 0.50 yuan per share, and G-electronics with earnings per share below 0.20 yuan. There are 9 companies such as Confidence Electric Appliances and Jianghuai Power.
The policy and financial aspects have provided a good atmosphere for the active transfer of high-profile stocks. As the annual report announced that it has entered a peak period, the high-transfer theme stocks will naturally become the new target of the bulls and the market. Hot spot.
From the published annual report, the high share of the Nuggets is expected to be profitable, especially for the varieties with a high proportion of equity-transferred equity but limited stock price increases. As we all know, as the market investment concept becomes more and more mature, whether the high-transfer equity has growth is the real concern of the market. That is to say, investors should pay attention to growth stocks with leading positions in the industry, obvious growth advantages of the main business, and long-term optimistic institutional funds.
From the perspective of potential growth and valuation after ex-rights, investors can focus on growth-bearing stocks such as Kehua Bio, G Mingzhu, G Jinling, G Minsheng and G Offshore. In addition, from the perspective of the announced high-transfer listed companies, there are 10 companies in the small and medium-sized board, such as Kehua Bio and Guangzhou Guoguang, no less than 10 to 6 shares.
Small and medium-sized board stocks are the focus of high-transfer stocks, and some of the growth advantage stocks will be expected to receive funding attention.
The band focuses on potential G-shares with performance support and undervalued. In this round of rally, the G-share sector has become a well-deserved leading product. Last week, the resumption of G-shares have stepped out of the “filling-in†market, and the huge profit-making effect has attracted the attention of many investors.
The author believes that G shares are still an important investment sector in the current market, and should actively focus on mid-line opportunities for value revaluation and high-growth stocks.
In 2006, the construction machinery industry will benefit from the construction of new countryside, and the industry boom will rebound. At the same time, the railway construction will be supernormal development, and the construction machinery industry will also benefit.
With the acceleration of economic globalization, construction machinery belongs to the production of value-added expensive durable goods. Compared with similar products in Europe and America, the advantage of cost performance is very prominent, and the export volume is gradually increasing. The decline in steel prices, which accounted for about 30% of construction machinery costs, led to growth expectations for the sector.
On the whole, macro-control has less impact on the construction machinery industry than other machinery industries. With the implementation of the national “Eleventh Five-Year Planâ€, the development of the CNC machine tool industry will be supported by the policy.
The author suggests that G Qin Development, G Shenji, G Liugong and Zoomlion, which have strong autonomy and high market share, are worthy of attention.