Today investment Yang Yanping stock code stock abbreviation yesterday closing rating number 09p/ E600683 shares 10.82339.85002108 Cangzhou mingzhu 19.35328.03600496 Seiko Steel structure 8.21717.34600239 Yunnan City Investment 24.90414.84000826 combined resources 11.77630.06000028 consistent pharmaceutical industry 18.501 424.57000531 Spike Heng Yun A11.14421.19600153 shares 12.18617.89002253 chuan da zhi sheng 28.16445.01000780 pingzhuang energy 13.97424.37002073 Qingdao Soft Control 21.731924.02600089 Special power transformer 28.543424.62600511 30.992330.11000651 gree Electric Appliance 31.952617.57002152 Radio and TV Express 26.951922.09600062 24.921723.06600594 Pharmaceutical 11.43520.5 1000910 Large-tech 9.10520.56600657 Xinda Real Estate 10.89520.54000553 A8.89523.16 Description: 1. The above data for today's investment in Financial Information Co., Ltd. more than 70 domestic brokerage institute more than 1800 analyst earnings forecasts and investment rating data for the collation provided. 2. Rating coefficient: 1.00~1.09 strong buy, 1.10~2.09 buy, 2.10~3.09 wait and see, 3.10~4.09 moderate reduction, 4.10~5.00 sell. Through the analysis of the stocks with the highest current investment rating, the most current investment rating is Yintai shares (600683) with a comprehensive rating factor of 1.33. The current investment rating of the top 20 shares of the industry distribution is relatively dispersed, mainly in medicine, real estate, software and other industries. At present, coal demand gradually warmer, the two-tier market coal plate performance is also eye-catching city is often on the coal industry to do a brief analysis. Earnings data show that the 2008 coal plate listed companies to achieve total operating income of 329.473 billion yuan, an increase of 44%, the realization of ownership of the parent company net profit of 63.254 billion yuan, a significant increase of 54.23%. 2008 Industry Gross Profit margin (the whole method) is 42.69%, the net assets return rate (the whole method) is 19.89%. 09 1 Quarter profitability with the chain still growth. The first quarter to achieve operating income of 73.781 billion yuan, an increase of 5.44%, the chain down 8.22%; The net profit attributable to the parent company is 15.875 billion yuan, the year-on-year increase of 23.18%, the chain growth of 41.36%. In the case of declining operating income, the entire coal plate profitability appears to be a rare increase in the chain, indicating the coal listed companies intostrengthen the control ability. Although downstream demand in the coal industry has warmed up, it has not yet recovered to the first half of 08. Steel, power output quarter-on-quarter growth, still negative, the cement industry output has been higher than the same period last year 10%. Dongguan Securities said the industry downstream demand gradually warmer, but the reversal still takes time. According to the NDRC measured data, coal consumption in the first quarter 674 million tons, down 4% year-on-year, compared to the 08 four quarter growth of 5.4%. As the overall macroeconomic situation remains unclear, the recovery in demand for coal downstream is still precarious, and demand for coal remains at the bottom. Since May, the coal industry has two noteworthy changes, one is the general rise in the price of Coke, the increase in some areas reached 100 yuan/ton, and there is still demand for evidence; second, the power of coal prices both in transit or hang Hau prices have appeared a small rise. Combined securities that, as the iron and steel industry in a narrow range fluctuation, Coke is gradually out of the industry trough, but because of its small price increase is based on substantial production, so the continuity still need to be treated with caution. In the current capacity and demand, the possibility of higher coke prices than the school to consider the increase in coke prices may lead to coking coal and the price of coal injection, it is recommended to pay attention to Lu ' an ring, ping coal shares, Xishan coal power and other companies. Power coal price micro-rise reflects the market for the summer coal peak is expected to come, if the economic recovery, the next step will be concentrated in the heavy industry sector, thus supporting the steady rise in industrial electricity consumption, coupled with the summer residents peak of electricity, power coal demand may gradually enter the seasonal rise, Thus maintaining the price stability of power coal and even slightly improved. The proposal focuses on the power coal faucet China Shenhua. Recently, with the stock price of coal stocks rising sharply, the level of coal valuation and the Shanghai and Shenzhen 300 index is not big, the valuation advantage of coal plate gradually disappear. Dongguan Securities Maintenance Industry "neutral" investment rating.
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