129773928520625000_133Hexun homepage established mobile phone version of the stock/fund market for micro-blogging news blog live small company stocks the major new share placements by gem new third sector brokers New York themesBulletin deal prompted the financial calendar of earnings release memo block trade in thousands of shares of financial market Center collection of funds flowing to new share purchase financing Twitter pioneer financial management training in the daily limit of the unit gather Forum hexun.com stock > body font size print RSSMarch 27, 2012 source: public stock market hovered around yesterday, but Tomson times health (300,146, unit) has once again risen 6%, yesterday's closing price in the complex right up to 227.84 Yuan, listed since a record high. It is on Wednesday (March 21), a suddenSuper expected announcements, triggering a price surge in continuous.
According to the notice, the company expects earnings to $ 102.4 million in net profit in the first quarter, an increase of 150% per cent, amendments had expected net profit growth of 40% per cent. Industry analysis, bulletin first trading day, Tomson times shares of health in response to announcements madeVolumes also describes certain issues, once-daily limit the impact plate, which also determines the expected announcement of this is a very hard, performance exceeded expectations once again raises the price of excess profits. Results for "dark horse" trend is gratifying performance exceeded expectations of a share to a "dark horse", the annual notice of "dark horse" in the recent period of performance is worthTake a look. Mass securities reported under in January end from 1543 copies annual report notice in the total pick out has 40 only performance Super expected of "dark horse" unit, this 40 only stock shares from their publishing Super expected notice day to on February 27 (market stage rebound high) this segment time within are for rose, gains over market of 39 only, is super 90% of "dark horse" unit run win market, onlyDalian heavy industries (002204, unit) 1 runs to lose the market. On February 27 were taken into account, since the market began to fall, as of yesterday, still with 35 stocks outperform, da (600
tera gold,702, unit), ultra technology (002288, unit), Yi branch of science and technology (002036, shares), Sen yuan electric (002358, shares), black cat shares (002068 shares), Winbond pharmaceutical (002004, unit) are made after the date the notice a huge excess profits. Super had expected a net profit last year of science and technology in China is 29% than the maximum rate of growth over the same period last year only, on January 10 this year, the company amended the biggest increase in net profit to 70% sharesNearly doubled from $ 15 at that time, after the complex right now for $ 28. Statistical data show that in 2008 and reported in the annual reports, annual report 2009, 2010 during the 2010 annual report, Super combination is expected to obtain a stable income. Selected combinations of these 40 stocks in the 2011 annual report has again exceeded expectations of stockStability.
In cases regardless of weight, the average excess return of dark horse combination 40 only reached 15%, relative to the small and comprehensive means comprehensive can significantly outperform and gem. A combination of quarterly results exceeded expectations in accordance with provisions of the Shenzhen Stock Exchange requiring listed companies to disclose all gem 2011 annual report at the same time, must be promptly disclosed in 2012A quarterly notice; annual appointment GEM listing companies disclosed in April 2012, prior to April 5, 2012 notice of disclosure of results for the first quarter of 2012. As of yesterday, has 184 2012 performance notice has been announced, and although the "increase" type accounted for 30% of the total, but bodies generally a quarterNet income growth was very worrying. Gold believes that, as of now, a quarterly notice to display, small and lower-than-expected net earnings growth than of 51.4%, lower-than-expected percentage of 71.4%, the gem. Overall, the small and most company results for the first quarter of 2012, the gem is not expected, first-quarter earnings downward risks.Dong Xing Wang, Director of the Institute of securities to the public yesterday securities Journal said: "context of macro-economic slowdown, first appears to be alert to the risk of lower-than-expected performance, and considering the problem of exceeding expectations in the second. "" Overall performance growth rates is not optimistic, but still exceeded expectations stocks appear, serious efforts are exempt from income. "Zhejiang trader stock analysisTeacher Wang Weijun believes that is not currently to more than 200 companies release announcements, forecast a stock exceeded expectations in advance is still very difficult, investors may wish to focus on annual ROE (ROE) indicators, ROE to maintain growth in the four quarter last year, and annual net profits to maintain the same rate of companies, first-quarter net profit should be good.According to statistics, at present in addition to Tomson times health, there are light media (300
tera power leveling,251, unit), South in heavy industry (002445, shares), the two companies also released results for the first quarter of 2012 notice twice. Specific notice of inspection found that two companies are the same to the upward revisions had predicted, as South in heavy industries annual report is expected to increase in net profits in the first quarter of 50%To 80%, in the subsequent March 15, prediction of heavy industry in the South will be amended to 120% per cent. Annual figure four Cook high exposure to go Taobao dinner Editor's Note: the Center for studies of the security journal based on data and statistics, as of yesterday, 101 a-share companies reported 10 to go high to go over 10 programme, a further 189Company announced a dividend of 10 to go more than 5 programme.
Concern is that with the advent of disclosure annual report-intensive, high to go market has become increasingly popular, to run shares (002272, stock) and navigation properties (000043, unit) headed higher right to send transfer plates out of the magnificent grab tianquan quotes. According to, there are 242 annual report of the company disclosed the sending transfer plans, machinery and equipment (47), chemicals (24), information services (24), electronics (23) become high to go relatively concentrated industries.
This system through the industry, annual report of the excavation of investment opportunities. Machinery and equipment 47 companies disclose to go plan for securities dailyAccording to the statistical data of the Research Center, there are 47 machinery and equipment companies disclosed annual reports sent plans, sent to stock the top of.
Among them, sent 15 companies launched the 10 or converted into 10 shares more than deliver the high transfer plans, sent 10 or 5 per cent dividend announced plans for as many as 40 of the companies. From the perspective of market performance, hailunzhe (300,201, unit) Launched 10 converted 12 of bonus plans, mechanical equipment sent to share top first. The unit since January of this year, from $ 13.36 high rises to $ 22.41
tera gold, maximum or 67.74%; Jiang Te electromechanical Launches 10-10 stock bonus plans, rose 44.37%; Jerry shares (002353 shares) Launched 10-10 unit bonus plan, shares maximum up 43.8%; the GEM's new science and technology (300,259, unit) launched 10-10 unit bonus plan, shares maximum up 84.92%. At present due to the gradual slowing of the growth in fixed asset investment, Enterprise orders, cash flow stress and competition plusDrama, profitability is being squeezed, machinery industry, the economy is still in the short term in a cyclical bottom stage, but market participants generally expressed in 2012, in the context of growth and inflation down, fiscal policy and monetary policy is expected to improve. In the context of policy better, sustainable macroeconomic regulation and control policy impacts on downstream mechanical equipment industry needs a gradual trend linesIndustry's economy is expected to rebound in the third quarter. CITIC Securities (600,030, unit) that causes because of a high base in the first quarter of last year, classification of construction machinery products in the first quarter of this year per cent decline to varying degrees, the performance of listed companies in the industry will also be divisive. Leading companies because of competitive highlights, strong constant strong results for the first quarter are expected to fair; over the nextCompany performance will produced differentiation of background Xia, industry leading remains preferred, is "underestimated value of large leading and high growth of small giant", underestimated value of large leading stock combination for: in the joint heavy branch (000157, unit 's), and China South car (601,766, unit 's) and Zheng coal machine (601,717, unit 's); high growth of small giant stock combination is: mountain shares (300,257, unit), tech-long residential environment and shield (002011, unit).
At the same time taking into account the expected improvement unit, associated with nuclear power in China (601,106, unit) and two heavy load (601,268, unit), and Leo of water conservancy investment shares (002131 shares). BOC international as policy effects are expectedShow, PPI down, cost pressures could ease in the future, however, demand will continue to grow. From the direction of macroeconomic policy, local trimmer started, good needs more stability and policy support of the lower segments of industry. While machinery industry after falling sharply, back to more reasonable valuations, macro-relax in anticipation, there will be a rebounding machineWill. Northeast securities (000686, shares), coal mining machinery and other energy equipment, high-end smart energy-saving environmental protection equipment, agricultural machinery, equipment and other industries to maintain a higher good, recommended Zheng, linzhou heavy machine for coal (002535, shares), robots (300,024, unit), orient Seiko (002611 shares), shares new research(300,159 shares), hangyang shares (002430 shares), Lunghoa heat transfer (300,263, unit) growth prospects for the company, and 31 heavy industries (600,031, unit), zoomlion low valuations of the company. Traditional chemical season approaching in the second quarter statistics show, 24 chemical companies to discloseAnnual reports to go plan, sent to share ranking second.
Among them, 13 companies announced the 10 get high to go over or converted into 10 shares plans, sent 10 or 5 per cent dividend announced plans for the company up to 23, three loves Fu (600,636, unit) 10 to 1 increase, companies of the chemical industry have to go plan for the lowest. From market performanceLook, the Jubilee scientific and technological (300,221, unit) introduced 10 converted into 10 shares of profit-sharing plan, sent to equity sources of chemical industry. The unit since January this year, from $ 11.66 $ 20.77 rose to the highest, fastest 78.13%; Evergreen energy (600,157, unit) introduced 10-10 unit of profit-sharing scheme, the company sharesPrice maximum growth of the 60.01%; also launched a 10-10 unit bonus plan for Si Erte (002538, unit), praised eco technology (002637, unit), study and environmental protection (300,072, unit) high stocks are up to 40%. Basic chemical industry continued at a high cost situation of weak demand shock bottomSwing.
Is the traditional peak season of the chemical industry in the second quarter, sequential improvement in the first quarter, while interwoven a variety of short-term event-driven expectations, the industry is expected to trade volatility. Guotai Junan securities said, along with the traditional peak season, highs after stabilisation is expected to rise further. Optimistic about the performance of nitrogen spring in the near future and refrigerant season comes, recommended title: Hua Lu Hengsheng (600,426, unit), Hubei yihua (000422, unit), xingfa Group (600,141, unit), sky (600,096, unit), three of love rich and giant shares (600,160 shares). Galaxy securities look "Twelve-Five" natural gas prices during Qi Sheng scenario, natural gas prices are expected to rise, good naturalGas production enterprises, related equipment manufacturing enterprises, as well as downstream pipeline enterprises, benefit subject to Datang power generation, guanghui shares (600,256 shares), PetroChina, Sinopec, hengtai Ai Pu (300,157, unit) and Jerry share. Usher in new opportunities for product innovation information service statistics, 24 information services companies disclosed the yearSubmitted to the go plan, side-by-side with the chemical industry to send to share ranking second. Among them, 15 companies announced the 10 get high to go over or converted into 10 shares plans, sent 10 or 5 per cent dividend announced plans for the company up to 22, navinfo (002405, shares), UFIDA (600,588, unit) 10 converted into 2 units, informationService industries to go plan for a minimum company. From the perspective of market performance, wide media (000917, unit) launched 10 converted 15 of the dividend plan, information services to send to share top first, biggest gain of 42.97%. Rong Zhilian (002642, unit) launched 10-10 shares of the bonus programme, the unit this year January 17 toFrom $ 11.66 $ 38.01 rose to the highest, most 94.92%; also launched a 10-10 unit bonus plan ziguang Huayu (300,271, unit), science and technology (300,235, unit), silver, technology (300,231, unit), most are more than 50%; introduced 10-10 unitPlus net (300,104, unit) with a maximum per cent 94.41%. Penetration depth and breadth of information technology to life growing, has even begun to some extent have the essential characteristics of good investment targets of daily life.
Information industry is most likely to promote one of global economic prosperity again. China Merchants securities (600999, unit) said that the maintenance of industry "recommended" rating. To increase the results for the first quarter of 2011 and 2012-intensive release period, recommendations focus on earnings growth sub-sectors of determined and strong, and the enterprise is expected to appear in corner. Focus on optical communication industry chain, recommended fiberhome communications (600,498, unit), sea communications (002313, Unit), ZTE, NSU, light-American science and technology (002281, unit), Zhong Tian technology (600,522, unit), hengtong photoelectric (600,487, unit). In addition, the focus on bidirectional transformation and of EMV migration industry investment opportunities, and optimistic about the performance of the main equipment manufacturers go well, recommended zhongxing communications, digital video (300,079, Unit), Tianyu information (300,205, unit). Positively signal electronic inventory to cover the statistical data show that there are 23 electronic disclosure of annual reports to go plan, sent to share plans for more focused one. Among them, 11 companies release sent 10 or converted into 10 shares high to go over plans for announcing sent 10 or 5Bonus plans for companies of up to 19 above, meeting shares (300,282, unit) 10 converted into 2 units, information service industry has to go plan for a minimum company. From the perspective of market, Neusoft carrier (300,183, unit) launched 10 converted 15 of the dividend plan, send electronic industry to share top first, biggest 40.9 per cent0%. Chunxing precision (002547, unit) launched 10-10 shares of the bonus programme, the unit since January of this year, from $ 13.13 high rises to $ 25.23, maximum or 81.38%; also launched a 10-10 laborers of the share bonus plan for science and technology (000988, shares), Eastern soft carrier, glazing (002,638, shares), most are more than 40%. China Merchants securities believes that recent inventory to cover still will continue to have a positive signal, is expected to stimulate the stock indexes rose again, and confirm their continuing to be the Terminal demand, observation window in the 5-7 months. Comprehensive peripheral macro indicators such as capacity, inventory, and new products, e-business up this year, needs to restore should be largerThe probability of the event.
Recommends an active interest in the Terminal, order lead time and earnings trends in demand, made in adjusting the layout of active smart terminals, security, and service quality stocks of the three main line of development. Northeast securities said the industry has hit bottom, economy to pick up. But this wheel industry's recovery is likely to be modest, gradual recovery, rather than some people expect "fast reverseBomb ". At the same time, through research that in the electronics sector in the current rapid growth is certain to be the smart phone industry chain. Recommendations focus on the rapid growth of the industry chain of stocks, such as a touch screen, connectors, electro-acoustic devices, functional components, foundry industry stocks such as Assembly, such as Ou Feiguang (002456, shares), long science and technology (300,088, unit),Zowee technology (002369, unit), long full precision (300,115, unit), An Jie technology (002635, unit), songs, acoustics (002241, unit) will have better performance. ===== Sweet ==== hexun blogger discussion months: this stock is sure to beat inflation "live" hundred up to real time interpretation of the marketHua Rong of the trend: loss of investor wealth makes me laugh or cry 20% key: fear not fled to illustrate what Mr. Zhao Xiao: Goldman Sachs executives out amazing again why no one recognized the Bank's investment value? Old investors: this is a small, independent and only killed after falling a-share what do consumer plates?
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