· laojimin performance comparable to Wang yawei · double new-a of income and risk private: market or breaking 3,000 points fund investment path x light scan deep dug public private equity "a brother" heavy warehouse unit Fund heavy warehouse unit investment details eight large absorption gold Fund Manager afternoon pre-sentenced Fund sold Shi told expert losses money told value investment [hexun know] what is private equity Wang yawei last year four quarter heavily holdings yesterday, Beijing cast silver Thai publishing 2010 annual report, 148% of net profit growth really bright , But before the company published performance prediction, so this is a good early market digested.
However, hidden in the annual report of the top circulation changes of shareholders has become the focus of market attention, thus, Beijing investment INtime yesterday headed for daily limit, sold for $ 330 million a day and released a huge amount. The report shows, Wang yawei in charge of the China market, Chinese policy two of the last four quarters, the Fund total vote again overweight Beijing yintai 5.9 million units, according to the calculation of weighted average prices of the season, invested more than $ 40 million; at this point, two investment funds together hold Beijing yintai 19 million shares, respectively ranked third circulation of Daiwa's eighth-largest shareholders of the company. In fact, the Chinese market circulation ten vote among Beijing yintai shareholders for the first time was in the last quarter of 2009, bought 5 million shares in Beijing at that time investment and INtime share prices at the stage of high, after Wang yawei buy cover; the first quarter of 2010, Beijing Investment Bank of Thailand and the implementation of a 10-5 $ 0.5 bonus programme, has led to the Chinese market increased shareholdings of 2.5 million shares.
The second quarter of last year, Wang yawei another fund administered China vote strategies have also become Beijing yintai top circulation of shareholders, shareholding to 3 million shares at the same time, Chinese market also increase its stake in the 2.5 million unit.
The third quarter of 2010, Beijing investment and INtime share prices at the stage of low, but Wang yawei isn't big gallon, is very carefully for the China policy has a small amount of buy 105,000 shares. Is surprising, since from the four quarters of 2009, Wang yawei cast almost every quarter in overweight Beijing yintai, but still does not make a profit on the unit.
The daily economic news reporter rough calculation, taking into account the equity investment 2009 Beijing yintai dividends and other factors, two Chinese market and Chinese strategy Fund average holding cost is more than 7.6/unit and after yesterday's daily limit, Beijing investment INtime only charge of $ 7.46/unit. Publicly traded information display, yesterday one vote seats sold Beijing yintai 18.4954 million Yuan (about 2.5 million), ranking first place in the seller's seat.
Huaan securities analyst Zhang Zhaowei said, taking into account the holding cost, Wang yawei should not at this price reduction.
unique property concepts of tracks quilt cover a whole year, why Wang yawei two funds still consistently adhere to jiacangjing investment INtime? Zhang Zhaowei Express, Wang yawei stock picking ideas has always been unique, vote and Beijing yintai unique "track properties" concept and their ideas are very fit.
So-called railway property, refers to the real estate development along rail transit project, and vote on Beijing yintai, is the development of real estate along the subway in Beijing. Data show that the Beijing infrastructure investment by large shareholder of the company limited (hereinafter referred to as Beijing investment company) has a 228 km of Metro line, benefit from the advantages of large shareholder resources, Beijing investment INtime in 2009 after the non-public offering up real estate company, the company's strategic position on the track on the property. Beijing investment INtime in the last year has been associated with major shareholders signed the motion a cooperative involved in the plot of the bidding, bid form to the project company with success, and voted by Beijing yintai, full responsibility for operational management. In addition, at the time of payment of the price, in addition to the project company's own capital, all or part of the funds provided by the investment company shareholders Beijing, funded by the annual interest rate of not more than 12%, to solve the problem of listed company's funds.
In December last year, Beijing investment INtime announcement said, the company to $ 401 million Beijing Changyang town, Fangshan district, yangxi station to live 3rd project, got the land along the track. Taking on 2011 arrangements, vote in yintai securities transactions on behalf of the Han Huimin of Beijing reporters, not every bid is successful, there are many uncertainties, but certainly is that companies have a clear plan, but do not facilitate external revealed.
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