(Information source: Guotai An Market Global Financial Information Analysis System)
Gemdale Corporation (600383) increased the number of launches in the second half of the year, and its sales performance is expected to exceed the market average level.
Reasons: The company recently disclosed June sales data: the sales area was 167,000 square meters, the sales amount was 1.92 billion yuan, a decrease of 1% and an increase of 6% respectively, and the average sales price was 11,459 yuan / square meter, an increase of 7%. In the first six months of this year, the cumulative sales area was 845,000 square meters, and the sales amount was 8.58 billion yuan, up 77% and 72% year-on-year.
The company's sales performance in June basically kept pace with the market. From the perspective of regional distribution, the proportion of performance in second-tier cities has increased significantly. From the entire first half of the year, the company's performance slightly lags behind the market, mainly because the company basically digested the old market in the first half of the year. With the increase in the number of launches in the second half of the year, the company's sales performance is expected to exceed the market average.
Maintain earnings estimates for the company's 2009-2010 earnings per share of 0.58 yuan and 0.65 yuan, corresponding to the dynamic price-earnings ratio of 32 times and 28 times, and maintain the "overweight" rating.
Bailian (600631) Shanghai World Expo is approaching, leading retail industry is expected to have a breakthrough, Jintong Securities recommends attention to the reason: The 2010 Shanghai World Expo is approaching, which will promote the development of Shanghai's tourism and commerce retail industry, Shanghai local commercial stocks are expected to benefit from it . Bailian is a leading company in the domestic commercial retail industry. In the first quarter of 2009, the company achieved operating income of 3.15 billion yuan, an increase of 7.7% year-on-year; operating profit of 225 million yuan, net profit attributable to the owner of the parent company was 137 million yuan An increase of 3.8 %%; after fully diluted earnings per share of 0.12 yuan.
The company has a large number of high-quality commercial assets. As a platform for Bailian Group to integrate department stores and shopping malls, the company currently has 22 stores, including 15 department stores, 1 famous discount store, and 6 shopping centers, with a total operating area of ​​1.09 million square meters, of which The area of ​​own property is calculated to be 810,000 square meters in proportion to equity. In addition, the company also hosts Bailian World Trade Center and Oriental Commercial Building under the Bailian Group.
The company holds financial assets of listed companies with an investment cost of 325 million yuan, of which 214 million shares are mainly Haitong Securities (600,837). The sales period for this part of the shares is restricted to November 2010. In addition, the company also holds equity in unlisted companies including Shenyin Wanguo, Shanghai International Trust and Investment, and Oriental Securities, with an investment cost of approximately 47 million yuan.
It is recommended that stable investors pay due attention.
Modern Pharmaceutical (600420) benefits from new products, capital injection expectations, and medical reforms. Jinbring Investment recommends the reason for attention: the company's anti-AIDS drug abacavir has basically completed the pilot test, and its cost and quality are highly competitive. The company won two national platform projects: "Shanghai Modern Pharmaceutical (600420) Pharmaceutical Integrated Innovation Technology Platform" and "Building a New Pharmaceutical Preparation and Process Technology Platform with Process Control", which are expected to receive follow-up funds in the future. With technical support. At the same time, the controlling shareholder has further asset injection expectations, and the development prospects are relatively optimistic. In addition, the company will also benefit from the deepening of medical reform.
Operation strategy: The stock's stock price in the secondary market has been significantly active recently and can be tracked.
Shunxin Agriculture (000860) is of excellent quality and its stock price is still low. Minsheng Securities is expected to rise in the market. Reasons: the company takes agricultural product processing as the main body and logistics distribution as the platform to build a large agricultural industry chain integrating production, processing, logistics and sales. Its centuries-old Niulanshan, fine Erguotou and other liquors have established considerable popularity in the market. At present, the agricultural tourism industry chain has become the company's development focus. In addition, the sales prospects of several unsold real estate projects of the company are promising, which is expected to become a new profit growth point.
Minsheng Securities believes that the stock has excellent texture and its operating performance is steadily increasing. At present, the stock price is at a low level, and there should be room for further increase in the market outlook.
Shenzhen Airport (000089) is expected to follow the broader market brewing in the mid-term rebound market. Beijing's first recommendation recommends reasons for concern: Shenzhen Airport's passenger throughput reached 1.877 million passengers in May, and the cumulative passenger throughput in the first five months reached 1002.09 million, up 9.6% year-on-year The company achieved a passenger throughput of 18.405 million passengers in June, an increase of 15.8% year-on-year, showing a good rebound. According to the company, the Shenzhen-Taiwan route is normalized, and the number of people going to and from the two sides through the Shenzhen Airport has increased significantly, accounting for about 26% of the inbound and outbound passenger flow, driving the growth of inbound and outbound passengers.
In the secondary market, the stock's overall growth rate lags behind other varieties in the current round of market rebound. After the recent stock price continued to rise, a sorting platform was built around 8 yuan. As the performance report of the mid-term report approaches, it is expected to continue to brew the mid-term report Investors can pay attention to the rebound.
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