Key Words: Rss
Xiamen C&D (600153) Commerce Enters into Adjustment; Real Estate Completely Speeds up --- Recommended

By  China Galaxy Securities Co.Ltd.

Apr 15, 2009
Xiamen C&D Inc.

Event: The company released 2008 annual report, according to which it realized operating revenue of Rmb33.887bn (+14.53% yoy), net profit attributable to parent of Rmb623mn (-12.38% yoy) and EPS of Rmb0.50.   Our Analysis and Estimation: 1.    Commerce will enter into the adjustment.   2.    Lianfa Property is expected to bottom out.   3.    The company will control holdings of C&D Real Estate .......

Xiamen ITG Group (600755) To Focus on Real Estate Business in 2009-2010 --- Cautious

By  China Galaxy Securities Co.Ltd.

Apr 10, 2009
Xiamen International Trade Group Co., Ltd.

Event: The company issued 2008 annual report; according to which, it realized operating revenue of Rmb16.820bn (-3.75% yoy), net profit attributable to parent of Rmb267mn (-16.74% yoy) and EPS of Rmb0.54.   Our Analysis and Estimation:   1. Real estate business plays an important role in performance growth in 2009-2010.   2. Financing structure will be improved.   3. Western side of economic zone .......

Huaneng Power International (600011) Performance Recovery Depends on Key Contract Coal Price --- Cautious

By  China Galaxy Securities Co.Ltd.

Apr 2, 2009
Huaneng Power International, Inc.

Event: The company issued 2008 annual report and convened performance promotion conference; in 2008, net profit attributable to parent suffered loss of Rmb3.7bn and EPS pegged at Rmb-0.31.   Our Analysis and Estimation We hold relatively optimistic view on unit utility in Jiangsu and Shandong; average annual utilization hour of fire coal may reach up to 4,900 in 2009 .......

China Spacesat (600118) Performance Growth to Fall back Obviously --- Cautious

By  China Galaxy Securities Co.Ltd.

Mar 17, 2009
China Spacesat Co., Ltd.

Event Space satellite industrial development has been one of domestic focuses among topics during the two conferences. Issues such as development impetus in the coming two years and whether it will sustain the rapid growth as in 2008 have been the hotspots.         In 2008, the company reported business turnover of Rmb1994mn (+30.99% yoy), and net profit .......

Jointo Energy Investment (000600): Development Skeleton Being Clear; Successive Growth Expected --- Suspended

By  TX Investment Consulting Co., Ltd.

Feb 16, 2009
Hebei Jiantou Energy Investment Co., Ltd.

The company positions itself as an electric source integration platform of Hebei Jointo group, and its development strategy is to realize external expansion through successive acquisition of the group assets. It is predicted that the company is likely to handle its reserved projects to the listed company for follow-up investment and construction, thus the company .......

Shandong Sun Paper Industry Joint Stock (002078), Earning Sharply Down-revised --- Recommended

By  TX Investment Consulting Co., Ltd.

Jan 14, 2009
Shan Dong Sun Paper Industry Joint Stock Co., Ltd.

1.     Event: The company released earning revision announcement today: Net profit attributable to parent was predicted to fall by 30%-50% compared with the same period of 2007, which was the second substantial revision after that on December 12, 2008.   2.     Our Analysis and Estimation Loss from inventory depreciation furthest eroded the performance. In the second half of 2008, .......

Comment on Military & Aviation Sector

By  TX Investment Consulting Co., Ltd.

Nov 6, 2008
Conglomerates

On favorable that the newly integrated China Aviation Industry Corporation will be set up on November 8, military & aviation sector experienced an over-all outburst. So far, Sichuan Chengfa Aero Science &Technology (600391) and Hafei Aviation Industry (600038) have reached their up-limit, and Xi'' An Aircraft International (000768), Sichuan Haite High-Tech (002023) and Jiangxi Hongdu .......

Aerospace Hi-Tech Holding Group (000901): When to Complete Asset Injection Mattered

By  TX Investment Consulting Co., Ltd.

Oct 16, 2008
Aerospace Hi-Tech Holding Group Co., Ltd.

From January to September of 2008, the company realized turnover of Rmb107mn (-0.1% yoy); net profit attributable to parent of Rmb0.7mn (with a loss of Rmb15.13mn compared with the same period last year); earning per diluted share was Rmb0.002.   The company mainly deals with auto electric instrument, and the gross margin is in decrease in recent .......

Sinolink Securities (600109): Concerns for Future Development

By  TX Investment Consulting Co., Ltd.

Aug 22, 2008
Chengdu Urban Construction Investment & Development Co., Ltd.

For the first half of 2008, Sinolink Securities (600109) gained income of Rmb871mn, representing an increase of 13.32% yoy; net profit: Rmb506mn, soaring 41.08% yoy; net profit attributable to the parent company: Rmb506mn, rocketing 175.26% yoy; diluted EPS: Rmb1.01; net capital at the end of the period reached Rmb2.184bn, 3.45% lower than that at the .......

08 Summer Investment Strategy on Jilin Yatai

By  TX Investment Consulting Co., Ltd.

Jun 17, 2008
Jilin Yatai (Group) Co., Ltd.

Cement: storage investment of Northeast China's Revitalization Plan will be released within the next two years. Rapidly driven by fixed assets investment, regional cement supply gap is large. Real estate: the company’s real estate projects are mainly concentrated in Nanjing and Changchun. Housing prices in Changchun are at the middle & low level among national .......

 

  Rss Total:13   ;Current Page: 1/2 First Prior Next Last

SSL