129809709422711250_14Today, in Shanghai and Shenzhen stock markets traded lower after opening lower, over 1% shenchengzhi hit in the afternoon, machinery, rare earth stocks stronger declines slightly narrowed. On the side, such as finance, real estate, coal weight stocks slump, environmental sector continues to remain strong, rose more than 2%. As of closing, huzhi, El 2448.88, down 3.07 points
TERA CD-key, or 0.13%, turnover of105 billion. Shenchengzhi 10524.7
SWTOR Credits, fall 88.21 point, or 0.83%, turnover of 85.121 billion.
For the market today, we stock-pickers to ten strength organisations made the summary, for the information of investors. Donghua technology: innovation project and development performance of first-mover advantage to buy investment logic company growth of thick product sends thinly,Very great potential.
Company's predecessor, the third Design Institute of the Ministry of chemical industry, are important member-management subsidiary of listed company of China chemical (2011 profit after the day Chen and Cheng Da). In 2011, the company revenues of $ 2.35 billion, by virtue of advantages in niche, order up to $ 7.5 billion that year (183% per cent), future 2-3 performance��
From a strategic point of view, the "Twelve-Five" new coal chemical industry start steering upgrade model, its potential investments of $ 250 billion (approximately "Eleven-Five" more than four times), the only truly mastered the core technology of the enterprise, you can make huge gains. Company innovation trend highlights, coal-coal of ethylene glycol, propylene and aromatic hydrocarbons such as coal technology leadership. Establishment of the company restructuring, A sound innovation and team leader in the peer, coal chemical structure established in the traditional cases, dependent on innovation, plot development, coal currently has first mover advantages, such as ethylene glycol, propylene and aromatic hydrocarbons. Coal ethylene glycol exclusive introducing Japan Ube technology, Taizhou, Zhejiang, thousands of tons of equipment running good, three stage catalyst for problem solving, pet level, and take twoDesign-related contracts and a total package of 300,000 tons; the only realization of coal and propene (FMTP) localization of technology, on track for the areas of "monopoly".
In addition
SWTOR CD-key, coal-coal-gas wastewater treatment, aromatic-ton unit, poor technology and comprehensive utilization of coal reserves, but also for the company's competitive advantage in the future, lay the Foundation. Ethylene glycol may develop domestic coalFaster. Although some strategic large-scale coal chemical industry development policy limit, but coal production of ethylene glycol. 2011 domestic consumption 10 million tons of ethylene glycol, imported 7.27 million tons. Coal-mine cost than ethylene glycol oil with low but more expensive than natural gas law in the Middle East, limited expansion in the Middle East, a large number of self dependence on coal chemical industry. If all the self, needs investment 1$ 0.
If the company's technology is validated (a design project is expected to put into operation in the third quarter, a total package, is expected to put into production next year), the order will be explosive growth in the future. Investment advice and valuations based on the completion of the orders in hand, 2012-2014 company results are expected to reach $ 0.88, 1.18, income 31., 4, $ 6.06 billion, 3.9, 5.3, $ 700 million in net profit.
Given historical average valuation of the company and continued growth in new coal chemical business, 30X12PE, corresponding to the target price of $ 26.4, recommended buy. Coal chemical risk policy tightening effect on the order; coal ethylene glycol project progress, fMTP construction of progress than expected equipment procurement of raw material price fluctuations.
����(Sinolink securities) var selfURL= "http://quotes.cnfol.com/block/7008"; Online statement Gold: Gold-line reproduced above, does not indicate that confirm the description, only for reference by investors,Does not constitute investment advice. Investor operations accordingly, at your own risk.
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