Early increase of "cheat people" long aviation oil transport regain plans to protect additional

Claimed to increase its total share capital by 2% in half a year, but actually only increased by 0.6%.　　Poor protection, resulting in the company's share price "fell."　　Now, the original commitment to increase the period has been to the face of the company "additional not line, the stock price first broken" dilemma, Long Voyage oil (600087, close to 5.39 yuan) of the major shareholder Nanjing Oil transport again moved up the idea of overweight.　　Today (January 13), long aviation oil transport issued a notice that the Nanjing Oil transport plan to increase overweight plans for six months, the real intention of the year must be completed in the additional.　　However, can the protection disk be successful? Earlier in the July 13, 2010, Nanjing Oil for the first time through the SSE securities trading system increased holdings of long shipping oil. According to the announcement at the time, July 13, 2010, 14th two days, Nanjing Oil transport A total of 2 million shares of long voyage oil transport. At the same time, the Nanjing Oil Transport said that in the next 6 months (July 13, 2010 ~2011 January 12) to continue to increase through the SSE securities Trading system, the subsequent increase in the proposed use of funds not more than 200 million yuan, overweight price is not higher than 6.8 yuan/share, the cumulative increase in the proportion of not more than 2%　　(including the overweight portion). Facing the big shareholder's overweight plan, the market has given the high attention. The stock price of long cruise oil has also risen steadily.　　However, who had expected that such an original should be mammoth overweight, but actually slow progress. Today's announcement shows that the Nanjing oil transport after July 14 last year, the actual increase of only 9,596,461 shares, overweight ratio is only 0.6% of the total equity, far below the upper limit of 2% overweight. It is noteworthy that, if the July 13, 14th overweight 2 million shares out, Nanjing Oil transport follow-up only increased by 7,596,461 shares.　　In other words, in the last 6 months, 118 trading days (excluding July 13, 14th), Nanjing Oil transport on average daily only buy long aviation oil shipments less than 64400 shares, its overweight ratio accounted for the daily turnover of 0.32%.　　Originally claimed to spend 200 million yuan overweight, actually only spent 54.6 million yuan (in the near 6-month average price calculation), Nanjing Oil transport is little wool. "Daily economic news" found that, although the Nanjing oil transport shouted out the increase in the slogan, Long voyage oil shares have risen, but the longest shipping oil shipped within 6 months of the highest price is only 6.64 yuan/share, lower than the commitment of the price limit of 6.8 yuan/share.　　In other words, no matter from the stock price or time, Nanjing Oil transport is fully justified to complete the full overweight.　　In this respect, the market can not help but ask why the Nanjing oil transport in the overweight?　　Overweight in the footsteps of the industry insiders revealed that the Nanjing oil transport is actually to see the increase in the face of the issue. September 2009, long Aviation oil transport issued a directional additional program. The company intends to include the company's controlling shareholder Nanjing Oil transport, including not more than 10 targeted additional 200 million shares to 600 million shares, the issue price is not less than 5.63 yuan/unit, the proposed fund-raising net amount of 2.5 billion yuan, willAll of the 4 VLCC tanker projects under construction. Among them, Nanjing Oil Transportation plan to cash subscription not less than 50% of the additional shares. However, the scheme has been delayed for a long time. A year later September 8, 2010, the SFC approved the long aviation oil shipments of additional applications.　　December 1, 2010, long aviation Oil transport interim General Meeting of shareholders agreed to extend the company's non-public offering of shares of the resolution is valid until December 1, 2011. "There is a reason for the postponement of overweight, too early to increase the disadvantage of additional." "The industry told the Daily economic news, if the long aviation oil in the near 6 months of overweight, it is difficult to ensure that the future of the company's share price will not fall below the additional price, after all, long shipping oil shipments will take some time."　　If the late break, Nanjing Oil transport will also need to use funds to increase the protective disk, the price is too big.　　Clearly the above concerns are not unreasonable. "Daily economic news" found that compared to the long voyage oil 5.63 yuan/share of the additional price, in the last 6 months, long voyage oil price of the lowest has fallen to 4.75 yuan/share.　　Although experienced the recent 8 Lian Yang, but its current share price is only 5.39 yuan/share, compared with 5.63 yuan/share of the additional price "break" 4.26%.　　Can you keep the share price in the extended period? Now, the Nanjing Oil transport will be used to increase the amount of funds to put into the 2011 years, deferred overweight will have a role in the stock price of long shipping oil? Judging from the current valuation level, long aviation oil movement of the dynamic price-to-earnings ratio of up to 56 times times, not dominant in the shipping stocks, COSCO Shipping (600428, the former closing price of 8.55 yuan), Jiangxi Long Yun (600561, closing price of 12.45 yuan) is only 35 times times and 22 times times respectively.　　From the industry background, shipping stocks are still subject to the economic environment, there are few subject-matter investment opportunities. This shows that no matter from the subject or valuation, long voyage oil does not have the advantage of speculation, the only aspect is the large shareholder's overweight. Whether or not to keep the additional price, Nanjing Oil transport will take out the real money for overweight, is very important.