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WUS Printed Circuit (002463) Focusing on Endogenous Growth, Expansion to be Expected in the Future

By  TX Investment Consulting Co., Ltd.

May 30, 2011

On May 26, 2011, we made a survey on the company together with some institutional investors and communicated with related personnel on current and future development of the company. Due to disrupt industry distribution, consolidation is likely to happen. Despite the steady industry growth this year, unbalanced phenomenon shows; due to lack in explosive growth .......

Ningbo Huaxiang Electronic (002048) Numerous Positive News Being Uncertain, Focusing on Steady Development in Short Term – Overweight (Downgrade)

By  TX Investment Consulting Co., Ltd.

May 31, 2011
Ningbo Huaxiang Electronic Co., Ltd.

As the leading enterprise of internal automobile decoration, components and parts in China, Ningbo Huaxiang Electronic has the industry chain from moulds development to components and parts assemblies. Product line expands from non-metal parts to metal parts, and components and parts to modularization and assemblies. While car sales growth slows down, future performance will arise .......

Hubei Tech Semiconductors (300046) Glory and Dream of Power Electronics

By  TX Investment Consulting Co., Ltd.

Jan 25, 2011

Recently, we conducted survey on the company and discussed industrial growth points, production expansion schedule and research / development plan of new products with the seniors. Since the company is the one with high growth in energy-saving and environment protection keynote investment, its 2011-2012 performance is likely to exceed the expectation. We are the institution .......

Brief Comment on Electric Power Industry Power Consumption Saw High Growth in Jan 2010 --- Cautious

By  China Galaxy Securities Co.Ltd.

Mar 1, 2010
Electronics

Event National Energy Administration released data including national power consumption of Jan 2010 on 12nd Feb, 2010.   Our Analysis and Estimation   1)    Power consumption saw high growth. Monthly power consumption hit historical high, of which that of the secondary industry saw year-on-year growth of 46% and peculiarly that of heavy industry experienced year-on-year growth of 50%. “Spring Festival” is .......

Tianshui Huatian Technology (002185) Industry Saw Upturn; Furure Growth Being Prospective --- Overweight

By  TX Investment Consulting Co., Ltd.

Jun 9, 2009
Tianshui Huatian Technology Co., Ltd.

Since March 2009, with gradual recovery of consumer confidence, the whole semiconductor industry saw obvious upturn and monthly sales revenue of global semiconductor grew for two consecutive months; besides, industrial leading indicator, North American Book-to-Bill Ratio of semiconductor equipment rallied for three consecutive months. With regard to companies, operation ratio of IC close beta field .......

Konka Group (000016) Performance Being in Line with Expectation; Module Business Being Future Focus --- Cautious

By  China Galaxy Securities Co.Ltd.

May 4, 2009
Konka Group Co., Ltd.

Event The company released its 2008 annual report, according to which it realized business turnover of Rmb1220.529222757mn (+0.3% yoy), total profit of Rmb280,845,894.52 (+9.51% yoy), and profit attributable to shareholders of listed company of Rmb250,817,154.35 (+21.11% yoy), and the company planned to distribute dividend cash of Rmb0.5 for every ten shares.    Meanwhile, in Q1 2009, .......

Qingdao Haier (600690) 2008 Net Profit Saw Year-on-year Increase of 19.35%; Refrigerator Business Might Continue the Outburst --- Overweight

By  TX Investment Consulting Co., Ltd.

Apr 29, 2009
Qingdao Haier Co., Ltd.

In 2008, the company reported business turnover of Rmb30.41bn (+3.19% yoy), operating profit of Rmb1167mn (+29.74% yoy), net profit of Rmb768mn (+19.35% yoy), and EPS of Rmb0.57.   Earning forecast and rating: We forecast its 2009-2010E EPS to be Rmb0.67 and Rmb0.79, representing dynamic P/E ratio at 15x and 13x based on closing price of Rmb10.06 on .......

Jiangsu Zhongtian Technology (600522) 2008 Performance Surged after Being Low as Benefited by Industry Rebound --- Buy

By  TX Investment Consulting Co., Ltd.

Apr 29, 2009
Jiangsu Zhongtian Technologies Co., Ltd.

As shown by 2008 annual report, the company realized business turnover of Rmb1438mn (+30.66% yoy), operating profit of Rmb141mn (+12.08% yoy), net profit attributable to parent of Rmb106mn (+33.69% yoy), and EPS of Rmb0.64. The company’s dividend distribution plan in 2008 was to send pretax cash of Rmb2 for every ten shares.   Earning forecast and .......

Hisense Electric (600060) Net Profit Rapidly Grew, Future Led by "Home Appliance Going to the Countryside" Policy and Revival Plan --- Overweight

By  TX Investment Consulting Co., Ltd.

Apr 24, 2009
Hisense Electric Co., Ltd.

As shown in 2008 annual report, the company realized business turnover of Rmb13.4bn (-9.6% yoy), operating profit of Rmb205mn (-6.2% yoy), net profit attributable to owners of parent of RMB225mn (+10.8% yoy) and diluted EPS of Rmb0.46; besides, it distributed dividend of pretax Rmb1.38 cash for every ten shares.   Considering the support on domestic flat-panel TV .......

Zhejiang Dahua Technology (002236) Surge of Period Expense Ratio Increased Its Revenue but Not Profit --- Overweight

By  TX Investment Consulting Co., Ltd.

Apr 16, 2009
Dahua Technology

During the first three months of 2009, the company reported business turnover of Rmb129.9mn (+64.1% yoy), operating profit of Rmb4.73mn (-11.9% yoy), net profit attributable to owners of parent of Rmb6.31mn (+8.1% yoy), and basic EPS of Rmb0.09. According to its anticipation, variation of its net profit attributable to owners of parent will be below .......

 

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