The three kinds of popular stocks of the tourism companies are different from the reorganization tide

Every reporter Li Wenyi reorganization! Restructuring！　　The eternal theme of the capital market. As a result of the reorganization of assets of nearly one months of overseas Chinese town A (000069, closing price of 17.93 Yuan) yesterday, the unlimited trading, and this also stimulated the collective rally of tourism stocks.　　National Securities Guan Jianxin that this year, the tourism sector has been very "lively", a variety of themes interspersed among them, especially in the near future, the merger and reorganization theme began to heat up gradually.　　　However, in the news in the market, the major companies in the restructuring of the expectations, both clear, but also have a story, where is the real investment opportunities? In this regard, "daily economic news" reporter recently interviewed a number of industry and brokerage fellows, for you to uncover the restructuring of the tourism company Veil.　　"Bright type" reorganization Oriental Hotel Guangzhou Hotel industry flagship First Brigade shares (600258, closing price of 16.87 yuan) today will convene a provisional shareholder meeting, the company's private issue of shares to buy assets to review, the first trip shares of the asset reorganization of the basic dust settled. The company raised a capital of 892 million yuan, of which 526 million for the acquisition of Peace Hotel 77.68% shares and new Qiao Hotel 100% Equity, thereafter will also use 274 million yuan for new overseas hotel to increase capital.　　Data show that the Peace Hotel 2008 profit of 22.7962 million yuan, the first quarter of this year, a loss of 2.4681 million yuan, the new overseas Chinese hotel last year to achieve net profit of 7.6957 million yuan, the first quarter of this year, loss of 9.0845 million yuan, injected assets of the profitability is not strong. An industry insider told reporters that according to the current level of profitability of two assets, it would take a long time to recover the cost of hundreds of millions of yuan.　　The Zhang Hao also said that the injection of this part of the assets will be diluted the first brigade shares profits. Oriental Hotel (000524, closing price of 8.21 yuan), the reorganization of the expected more clear.　　June 1, the company disclosed that, according to the decision of the Guangzhou government, Lingnan International Enterprise Group Co., Ltd. (hereinafter referred to as Lingnan International) will be the Oriental hotel, directly holding 14.36% of the company's shares, indirect holding of the company's shares 37.19%, but the ultimate actual control of the company is still Guangzhou Sasac. This change is significant, National Gold securities researcher Tang Jianwei said, Lingnan International has dozens of hotel assets, including Garden hotel, China hotel, such as local old brands.　　The intention of the local government is obvious, Oriental hotel as the only hotel listed in Guangzhou, the government of its hotel assets into the Oriental hotel, is almost certain. "It is noteworthy that the 2010 Guangzhou Asian Games, Oriental Hotel is also a beneficiary of one of the listed companies, the Guangzhou Hotel industry flagship should be the strategic planning of the Government, Lingnan International's master has opened the company reorganization Prologue."　　"Tang Jianwei said.　　Other people familiar with the matter said that the dozens of hotel assets of Lingnan International will eventually be injected into the Oriental hotel, but the first injection will be four to five of them. "Concealed Type" restructuring Emei Buddha Scenic resources are expected to inject in addition to the first brigade shares,Oriental Hotel, in fact, in the tourism listed companies also hide some of the hidden type of reorganization of the company, such as Emei Shan A (000888, closing price of 10.17 Yuan), Guilin Tourism (000978, closing price of 9.72 yuan) and Dalian Shengya (600593, closing price 9.79 yuan).　　Restructuring is expected to be more special is Mount Emei, most of the tourism companies are hotel assets reorganization, and Emei Mountain is the resource reorganization. Careful investors will find that as early as the end of last year, the company published the actual controller change notice, the company's actual control of the Emeishan Scenic Area management committee and Leshan giant Buddha Scenic Management Committee integration, the actual control by the original "Emeishan Scenic Area Management Committee" changed to "Emei Shan-　　Leshan giant Buddha Scenic Area management committee. "The two great scenic spots belong to one place, the follow-up will happen, guess can be guessed." Guan Jianxin said, but the property rights of Leshan giant Buddha scenic Spot has some historical problems, dealing with it will be more troublesome.　　Zhang Hao also said that if the Leshan giant Buddha scenic spot can inject, the company's stock price in the afternoon will have a good performance, worthy of concern. As for Guilin Tourism, Guan Jianxin said that the company's performance was gratifying in the first quarter of 2009, with a slight decline in the performance of the two quarter since the impact of the swine flu pandemic.　　Although the 2008 issuance failed to cause the asset acquisition plan stranded, but the company management of the two Rivers Four Lakes project and Lijiang Waterfall Hotel project has a strong desire to buy, the company is actively promoting the acquisition, is expected to introduce detailed plans in the near future, and this will bring trade opportunities for Guilin tourism. Dalian Shengya, which was rumored to be restructured last year when major shareholders were replaced, Rose 8.78% yesterday, but the company's investment management company, the star Gulf Financial and business district, has not seen a restructuring since it became a controlling shareholder.　　Tang Jianwei to the daily economic news reporter, said that only the big shareholder in the local is very powerful private enterprises, but the specific assets are not known, but the asset injection of listed companies is the trend of development, it is worth looking forward to.　　"Chasing" the reorganization of the hotel did not see the reorganization of the first to reduce the number of companies compared to the previous stock prices were the market of the Xindu Hotel (000033, closing price of 6.00 yuan), its reorganization is expected to appear some "Chasing ghosts." The company's restructuring is expected to come from the company's major shareholders in Shenzhen Han Ming investment Company's original shareholders gave up the investment shares of Han Ming, which led to the actual control of the hotel South Bank investment will be under certain conditions to 20.08% of the company's shares disposal.　　Market speculation, who get this part of the stake, who is the new century Hotel control, because the company's main business single, is a good listing of the shell resources, so the company has the strength of the shell listed a surge. "This is the level two market in exaggerated, perhaps as you would imagine, the Xindu hotel by a powerful company to buy, and even transform to do other industries." But there is too much uncertainty, at least for now, without a clear signal that the company's assets will change."Tang Jianwei said. In fact, on May 25, 26th, the grand majority shareholder of Xindu Hotel Investment has passed the two-level market to reduce the company shares 3.1293 million shares, and on June 3 continued to reduce the volume of 11.5 million shares, the total sold the company's shares of 4.43%. "Big shareholders in the company's share price rose after the high, such a move is very suspicious," the industry said to reporters.