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· instant closed Fund discount ranked · Xia stage fengji investment policy first fund a quarterly published Fund account first breakthrough 35 million households 2011 spring private equity Tsim peak Forum Wang yawei a quarter appearing 7 company (list) William l. Rowe wide Hao threw 610 million Yuan died knock aishide social security fund 90 million gallon wing too technology [hexun know] seeking Fund will cast recommended as yesterday, CSI two cities has has 235 home listed company announced has a quarterly, which has near 70% per cent net profit implementation growth. Yesterday statistics found and new letters, in which 235 reports, Wang yawei has 7 coming out, of which 2 's new stock, subject to a small reduction of the tourism of Lijiang (002033, unit), the other is gallon.
As noted above, whose favored style of restructuring, property stocks are still continuing in the first quarter.
Reorganization of franchised companies is now performance point to the new Express Reporter search has published a quarterly bulletin found, Wang yawei except show up in the ST, Emei mountain, Lijiang tourism in Zhangjiajie, *ST Hill four Coke "old friends" companies, in deep tip top, wivar shares (002240 shares), Hui Bopu (002554, unit) are also in the latest figure.
There are more than one prominent law is--performance turning point occurred. ST Zhangjiajie net profits fell 179%, but is expected to turn in, net profit of $ 7 million to 10 million; *ST mountain Coke also substantial losses the last three quarters, has double the growth performance of the annual report, first quarter net profit also rose 145.87%, and this growth is expected to continue into the first half of the entire; Lijiang tourism decline in net profit last year of 73.64%, the growth 18.16% in the first quarter.
In addition, deep Tianjian, Hui Bopu net profit also appears in the first quarter growth, deep tip increased 15 times greater per cent more than doubled.
The only exception from wivar shares, losses of over $ 26 million in the first quarter, and a projection of a loss of 38 million – $ 43 million in the first half. Long-term tracking Wang yawei position changes and the style of this newspaper researcher Wang Zhong said, from an overall perspective of the fundamental, select companies also continued the consistent Wang yawei style. Wivar shares in a-shares in obscure, but Wang yawei to be in charge of the China market, Chinese policy intervention outside held 1.8 million shares of the total, Huaxia bonus there with his disciples, Huaxia rehabilitation will together hold more than 4 million shares.
"In China 's" courage to get together in a money-losing companies, should be well prepared.
Gallon restructuring concept from Wang yawei again since the operation style is not difficult to find, in fact not his current performance focus, but rather reverses the power behind the company is located. Remember in the last three quarter end, the new express "money" continuous series of reports to be issued in the first "end of Wang yawei latest layout" analysis in the article says, "*ST coke in Chinese market and Chinese policy to silo, ya, Bao restructuring concept", while in November last year, coke once announcement of *ST mountain, said restructuring does not exist within three months. But now the time has passed, expected once again lit. Wang yawei since three quarters of last year after new, continued in the four quarter gallon, Chinese large gallon again 2 million in the first quarter of this year, has become its second largest shareholder.
Only since February of this year, coke gains of up to 65% of *ST mountain. From the beginning of last year, ST has been busy restructuring of Zhangjiajie, before in January this year a new restructuring programme approved, Wang yawei dive Chinese market would have over the past four quarters, gallon 1.5 million units in the first quarter of this year, China strategy to 2.5 million shares of the new.
But it was strange, while Wang yawei gallon, "Huaxia" Huaxia reduction of dividend and the China rehabilitation has chosen. Mount Emei is Wang yawei has always been a heavy stocks, starting from the second quarter of 2006, held last year in progressive jiancang, and four quarters of last year and a quarter gallon again this year, which increased 688,500 shares in the first quarter of this year. Industry insiders said, markets remain emeishan Leshan integration expected, group car asset injection is expected, and new passenger Ropeways such expectations, and the company valuations in the industry is at a low level, with safety edgesIntergenerational effects. Deep tip top cover likely Wang Zhong believes that although Coke, *ST mountain ST Zhangjiajie and emeishan signs a gallon in the first quarter, but from the operational point of view, uncertainty has increased. Wang yawei entered ST Zhangjiajie to a quarter of the year last year, gains 45% the same period, Coke has also been rising in *ST mountain 65%.
"Deep tip now or become a new growth point of Wang yawei performance, Wang yawei has not earned at least a lot of money." Data show that deep tip top is a property company owned by Shenzhen SASAC, sales last year, municipal engineering business, and promote the significant increase in the performance of the company 96%, and the first-quarter net income of $ 123 million or even more than $ 111 million last year. Agencies believe that at present, the company owns Tianjian industrial zone, LEYBOLD high-tech (002106, unit) equity and opportunity will be the deep of the sea before the Shenzhen planning tip top highlights of the future.
And the company annual report also shows that Huaxia Fund last December that they had their research, results in the four-quarter top circulation lists of shareholders have seen the Chinese market and Chinese policy figure, Huaxia bonus small gallon.
Although Wang yawei four quarters last year jiancang, deep tip top has not been satisfactory, on November 9 last year after reaching new highs, then starts to decline in February of this year also fell below half line. "In the long-term averages around consolidation, gains since the end of January 28-contact 25%. On present projections, four quarters of last year's average price is $ 12.52, price 11 Yuan in the first quarter of this year, Wang yawei the cost of unwinding diluted a bit, but still cover the probability even more. "Wang Zhong believes that after Wang yawei sneaked into tip top has not been deep impact, but its" example effect "is also not to be underestimated, Shandong haihua (000822, unit) can be described as" warning ", from March 25 new express" money "released after Wang Ya great site jiancang, has so far gained 20.26%, create $ 11.53 highs yesterday.
From the perspective of deep movement of the tip top after February, often receiving a series of small Yang line, usually belonging to the main force secretly raised signal absorption. Wang yawei a quarter adjusting warehouse situation (as on April 19 has disclosure notice) stock name fund name holding number changes situation yesterday closing (Yuan) deep days health Huaxia market 1100.34 309.8 11.75 Huaxia policy 501 200 ST Zhangjiajie Huaxia market 600 150 9.99 Huaxia policy 250.82 new into Wei China shares Huaxia market 100 new into 8.91 Huaxia policy 79.99 new into Emei mountain-a Huaxia market 950 68.85 20.69 Lijiang tourism Huaxia market 395.07-3.65 32.83 ST mountain Coke Huaxia market 1300.24 200 12.09 Huaxia policy 500.05 is not variable Hui Bopu Huaxia policy 138.99 new into 38.23
