The market fluctuated at a high level. In the huge amount released by the two cities, the brokerage business of brokers benefited the most. In the annual reports of securities firms whose performance has been disclosed, the performance shows explosive growth trend, among which Guohai Securities has set a new growth record of11times, which shows the good benefits of securities firms. Therefore, companies holding brokerage stocks in heavy positions can not only share the fruits of the victory of the big bull market as much as possible. Moreover, the appreciation of its equity investment is even more amazing. COFCO Real Estate (00003 1), as the major shareholder of Haitong Securities, its once-in-a-lifetime growth opportunity is likely to trigger a retaliatory rise in its share price.
First, the number of securities firms with huge shares increased by 3 billion.
* * * Company holds 65438+53 million shares of China Merchants Securities, accounting for 6.47% of its total share capital, and is the major shareholder of China Merchants Securities. The quality of China Merchants Securities is excellent. In 2005, the net profit of the lowest valley year of the securities industry was still 47,365,438+0,000 yuan. In 2006, the A-share market entered golden decade, and the operating profit of securities companies began to explode. Therefore, it is estimated that the net profit of China Merchants Securities will reach more than 900 million yuan in 2006. If China Merchants Securities realizes its listing plan in 2007, considering the current market pricing of CITIC Securities and Hongyuan Securities, it is estimated that its listing price is conservatively higher than that of 20 yuan, and the asset appreciation of China Merchants Securities held by the company is expected to exceed 3 billion yuan, then the company's earnings per share will surge in 4.3 yuan, with an extremely alarming growth rate. Brokers such as Zheng Hong Science and Technology, Anxin Trust and Oriental Pearl have continuously closed their daily limit against the trend because of the brokerage theme, so it is expected that COFCO Real Estate, which holds a large number of first-line brokers, will be swept away by the super main force.
Second, holding banks and futures has huge room for appreciation.
The company also holds 6,543,806,000 shares of China Merchants Bank, 4,830,000 shares of China Everbright Bank and 654.38+00% shares of jinrui futures Brokerage Company. As a result of the super bull stock in 2006, the stock price soared three times, and Everbright Bank was also plotting.
Listed, so the company's bank assets increased by more than 200 million yuan. With the coming of stock index futures, the business of futures companies will usher in explosive growth opportunities, and the growth rate of their futures brokerage business will far exceed the profit growth rate of securities companies.
Degree, and this theme is obviously seriously ignored by the market, so the theme of the company's performance growth is very shocking. With the daily limit of shares in Chinese-funded industries and other banks, the company is expected to shine in the annual report market and come from behind.
Third, COFCO has a bright future.
The major shareholder of the company is COFCO, which is one of the 169 state-owned enterprises. It has been listed in the Fortune 500 for several years in succession, and has more than 2.25 million square meters of operating properties in China. As COFCO, the company is bigger and stronger.
It is inevitable that the platform of real estate industry will be supported by the group. At present, COFCO Real Estate has an equity area reserve of about 500,000 square meters, an industrial plant of 900,000 square meters and a commercial real estate of about 200,000 square meters. In the future, the annual real estate business income will be.
At least 35 billion yuan, and in 2005, the main business income of COFCO Real Estate was only 366 million yuan. Therefore, only from the real estate revenue growth target, the company has huge room for development. Although the recently announced land value-added tax has seriously affected
The real estate sector, but most real estate companies think that it has little impact on its performance, and the market reaction has obviously overreacted. On the contrary, it has become another great opportunity to attract low-quality real estate, and the continuous appreciation of the RMB has constituted a long-term significant profit for the company.
Fourth, support strong retaliation.
The trend of this stock is relatively stable, showing a volatile upward trend. With the recent sharp increase in the trading volume of the stock, the signs of super main players entering the market are very obvious, and the third quarterly report shows that the former 10 tradable shareholders are all investment funds, and most of them are newly added. Therefore, with the huge appreciation of the company's financial assets of more than 3 billion yuan, the retaliatory pull-up market of COFCO real estate plundered by many super main forces is about to start, which can be focused on!