Break spells gradually remove new shares or the daylight

This reporter Shaoyan on Friday, with the Oriental Tower, the new joint electronic two newly-listed board, shrouded in a shares over one months old new shares break "magic spell" seems to be broken.　　The Oriental Tower and the new joint electronics are Hongpan, of which the new joint electronics is up 37.28%. Analysts believe that the rebound in the market is an important prerequisite for the success of the IPO. Therefore, recently issued a listing of new shares in the "Double drop", and then meet the market warmer, it is "climate, geography, people and" both.　　And Lenovo to the early new shares broken MMMM peak listed new shares, it seems only for their "untimely" feel sorry. However, Li Ying wanted securities, said in an interview with reporters, "at present, the market warmer trend is becoming clearer, in such a large environment, the early break of the new shares have a certain valuation advantages, some of the growth of a good company, is expected to be in the near future, so that a wave of rebound market. "Valuation performance double Security The new research report says that the growth of enterprises and the safety of valuation is an important principle to find the opportunity to break new shares.　　Although all of the break of the new shares have a high valuation reasons, but investors may wish to horizontal comparison with the overall valuation level, if still low and growing high, do not rule out such stocks are the wrong to kill the market, the possibility of valuation repair. "The IPO after January this year, the ' three high ' problem is not very serious, just encountered the early stage of the" three high "problem concentrated on the outbreak of a point, so suffered a break fate. After a significant break, the valuations of these stocks have formed a value depression.　　Ping An securities Kang Wei said to reporters. Reporter through the statistics found that as of February 14, 2011 Break of the new shares up to 19, and the 19 break times of the new shares, most of the Performance Express in the release performance. Among them, show strong shares Performance Express, 2010 1-December earnings per share of 0.85 yuan, net assets of 3.20 yuan per share, net assets yield of 30.3%, to achieve business income growth of 72.11% year-on-year, net profit growth of 33.27%. Hai Li Tatsu Performance Express disclosed that 2010 1-December earnings per share of 1.22 yuan (by the issue before the total share capital of 75 million shares), net assets of 3.76 yuan per share, net assets yield of 38.77%, to achieve business income growth of 52.98% year-on-year, Net profit of 91.6349 million yuan, an increase of 46.75%. Sinovel January 18 announced that the company's 2010 ownership of the parent company's net profit increased by more than 50% over a year earlier.　　Asia-Pacific Science and Technology Performance Express, 2010 1-December earnings per share of 1.00 yuan (according to the total share capital before the release of 120 million shares), net assets of 4.41 yuan per share, net assets yield of 25.72%, to achieve a year-on-year increase in operating income 40.56%, net profit growth of 29.31% year-on-year. And the most beautiful of the non-hung road steel structure mo. Its performance letters show that 2010 January-December earnings per share of 1.6380 yuan (100 million shares before the issuance of total equity), net assets of 4.37 yuan per share, net assets yield of 46.02%, to achieve the operating income of 2.609 billion yuan, the year-on-year growth of 61.77%, net profit of 164 million yuan, the year-on-year increase of 101.57%. "There is no reason not to go up," he said, "both at the bottom of the valuation and in the subsequent support of the performance." Yesterday, the market appeared general rose market, funds enthusiastically abnormal. If this market tone can be extended, then, with valuation advantages and high growth of the break-time new shares will usher in their own real spring.　　Kang Wei added. Unique concept can pay attention to GF securities at the same time, grasping the concept is also to excavate a break of the new shares an important idea. If there is a good speculation concept in the break stock, you can also focus on it.　　Li Lei, an analyst at Yuan Securities, argues that, relatively speaking, break stocks in High-tech and new materials industries are more likely to become cattle stocks; At the same time, small stocks because of the existence of a huge potential for equity expansion, there is room for speculation. Although the current ' dozen new shares ' is no longer synonymous with profiteering, the issue and purchase of new shares is expected to embark on a more reasonable road. However, the financing of the new shares of speculation will be the ' concept ' as a very important indicator. In the same way, the new shares, especially those listed after January this year, will also choose a special concept of stocks to hype. Among them, is committed to providing high-end ERP services for enterprises in the Han information, engaged in customized special network video communication solutions and other related business Dwight Video, as well as China's first development, design, manufacture and sale of different wind resources and land and other large wind turbine, Sinovel wind power, are expected to receive funding attention.　　Ping An securities Huzanko said to reporters. Guangdong Securities Yuan Chen believes that with social security, emergency mobilization, the need to deepen e-government needs and the rapid advance of important basic industry information, the demand for video communications industry will continue to grow, according to the forecast 2014, the market will reach 15 billion, composite growth rate of about 25%,　　And Dwight will directly benefit from the government and public security two major market expansion and demand upgrades, while leveraging the advantages of rapid access to national defense, transportation, energy and other industries. Dwight Video for the government, public security and other high-end private network customers to provide customized communications solutions, nearly three years of revenue and net profit growth rate of 33.5%, 28.4%; in the private network video communication market segment industry share ranking, public security industry first, government industry fourth.　　With the popularization of video communication technology and the increasing complexity of the customer business process, as a special network of integrated video communication solutions, the company for the Huaguang Communications Bureau, Public Security office and other high-end customers have a clear competitive advantage. GF Securities expected, Dwight 2011-2012 earnings per share of 1.26, 2.22 yuan, the net profit compound growth rate of 50.5%, combined with the relative value of the company and consider its high growth, give the company 2011 years 35-43 times PE, the company's reasonable value of 44.10 yuan-54.18 yuan.