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Shanghai Electric Group (601727) Two Investment Cores of Nuclear Power and Wind Power to Hold up Future Development --- Neutral

By  China Galaxy Securities Co.Ltd.

Jun 25, 2009

Event On June 23, we attended shareholders’ meeting of the company and voted on 2008 annual report and additional issue. Meanwhile, senior leaders answered some shareholders’ questions about management and introduced core business development and prospects.   Minutes Traditional electrical equipment: power generation and power transmission & transformation equipment --- overseas market and Siemens order transference to support future .......

Wuxi Little Swan (000418) "Mid-high End" Strategy Steadily Implemented --- Neutral

By  TX Investment Consulting Co., Ltd.

Jun 3, 2009
Wuxi Little Swan Co., Ltd.

1. The company is one of the few with production technology in fully automatic impeller washing machine, tumble washing machine and agitation-type washing machine globally; it covered ~8.5% of domestic market in 2008, being the number two; after split-off of refrigerator assets, the company is wholly engaged in washing machine and related business.   2. Urban area: .......

Fujian Hong Bo Printing (002229) Bonds Securities Printing Giant with Great Potential --- Suspended

By  China Galaxy Securities Co.Ltd.

May 25, 2009
Fujian Hongbo Printing

Event Recently, we paid on-site visit to the company and communicated on issues such as current status and future development of bonds securities printing industry, the company’s future development strategy, impact on its operation under current economic situation, etc.   Our Analysis and Estimation Bonds securities printing industry will maintain rapid growth.   Segment of bonds securities printing industry: steady growth .......

Production & Sales Volume of Auto Industry Reached another All-time High in April --- Cautious

By  China Galaxy Securities Co.Ltd.

May 12, 2009
Manufacturing

Event: In April, 1.1568mn vehicles were produced, with month-on-month and year-on-year increase at 5.61% and 17.89% respectively; meanwhile, 1.1531mn vehicles were sold, with month-on-month and year-on-year increase at 3.91% and 24.97%. April production & sales volume broke the record in March and set the new high. In the first four months of 2009, industrial production and .......

Sales Volume of Passenger Vehicle Enterprises in April Increased Beyond Market Expectation --- Cautious

By  China Galaxy Securities Co.Ltd.

May 7, 2009
Manufacturing

Sales volume of mainstream passenger vehicle enterprises in April increased beyond market expectation.    Sales volume statistics in April will strengthen annual growth expectation of passenger vehicle for the whole year of 2009.   Domestic passenger vehicle demand will be increased mainly due to motor consumption release of the second & third tier regions.   We .......

Continue Concerning about Bellwethers of Air Conditioner --- Overview of 2008 Annual Report and Q1 2009 Report of White Electrical Appliance Industry

By  TX Investment Consulting Co., Ltd.

May 6, 2009
Manufacturing

In 2008, listed companies of white electrical appliance reported revenue of Rmb157.46bn (+15.07% yoy, down by 39.4ppt yoy), net profit of Rmb5.246bn (+16.51% yoy, down by 85.9ppt yoy); in Q1 2009, listed companies of white electrical appliance sector reported revenue of Rmb32.73bn (+20.03% yoy, enlarged by 13.62ppt compared with that of Q4 2008), and net .......

Industry Still at the Bottom; Flex Point Appears yet Not Explicit --- Overview of 2008 Annual Report & Q1 2009 Report of Component Industry

By  TX Investment Consulting Co., Ltd.

May 6, 2009
Manufacturing

Of the comparable listed companies of the component industry, total business turnover in 2008 was Rmb48057mn (-0.6% yoy), total profit was Rmb3464mn (-18.10% yoy), net profit attributable to owners of parent of Rmb2859mn (-11.68% yoy, or -14.1% yoy if nonrecurring gain or loss deducted), and EPS was Rmb0.19 based on weighted average of total equity.  .......

Weekly Report of TX Automobile Industry-April 27-May 3, 2009

By  TX Investment Consulting Co., Ltd.

May 4, 2009
Manufacturing

Highlights: General director of economic construction department of Ministry of Finance Mr. Zeng Xiao’an recently said in the 4th Expo Central China that, Ministry of Finance and Ministry of Science and Technology co-issued the announcement to encourage the utilization of energy-saving and new energy-typed automobiles in 13 pilot cities under the support of financial support. .......

CNHTC Jinan Truck (000951) Gross Margin Ascended as Expected, Selling Expense Growth Being beyond Expectation --- Cautious

By  China Galaxy Securities Co.Ltd.

Apr 29, 2009
CNHTC Jinan Truck Co., Ltd.

Event The company announced its Q1 2009 report today, according to which, it realized operating revenue of Rmb4.047bn (-14.07% yoy), net profit attributable to shareholders of listed company of Rmb56.2mn (-63.56% yoy) and EPS of Rmb0.13.   Our Analysis and Estimation   Sales volume of Q1 2009 gradually recovers; market share rapidly surges.   Sales expense substantially ascends owing to sales ascension.   2009 .......

Chongqing Changan Automobile (000625) Proprietary brand Continued to Be Backed up by Joint Investment Return --- Overweight

By  TX Investment Consulting Co., Ltd.

Apr 27, 2009
Chongqing Changan Automobile Co., Ltd.

According to its 2008 annual report, the company realized business turnover of Rmb13375mn (-2.53% yoy), net profit attributable to owners of parent of Rmb24.3810mn (-96.34% yoy), and EPS of Rmb0.010.   We forecast its 2009-2010E EPS to be Rmb0.075 and Rmb0.090, representing dynamic P/E ratio at 103.01x and PB at 2.38x based on closing price of Rmb7.74 .......

 

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