2011年1月24日星期一
Shenma are clouds, the state is the real myth of blue-chip! .Lin Wu and Yang _ _ Sina blog.
Category: deep economic, miscellaneous McCain Luantan Spring 5: National Blue Chip is the real myth that they are national blue chip. .They are money-making machines. .Is the case in front of a group of data, Sinopec net profit of 100 billion or so, China Southern Airlines rose 15-fold, China Eastern Airlines <a href="http://www.ajaxify.info/"> Desk Help Software Tracking </ a> 10-fold ., China Unicom up sharply, and South Car North Car Datong-Qinhuangdao railway. .They share price is low, they have been ignored. .Please witness the king in return. .At the outset. .We call it "national blue chip" is not only a large blue-chip national level, it is the power of the whole country's blue-chip fattening. .Have you read these words must have been scolded people. ."CNPC general manager Jiang Jiemin, work conference in 2011 revealed that in 2010, CNPC realized 1.73 trillion yuan of business revenue, taxes 318.2 billion yuan, profits 167.6 billion yuan." Did you see another news you .Meng and angry with both: China's seven military sent representatives to the Maotai Group, January 15, a group of female soldiers dressed in olive green and starter workshop Maotai factory workers gathered together to form military units to build enterprise-friendly. .Now you know that the Chinese "big blue chip" growth path of the. .Blue Chip is the myth if you think the market is a myth, I tell you, China's blue chips are the real myth. .For example, I last week with some friends in the industry, one of them told me that the performance of Sinopec will be broken this year, hundreds of billions. .You know what this concept? .It is 59 billion in 2007, 2008, its 29 billion in 2009, it is 60 billion. .You say this is not a myth? .We assume that the release of 90% of the profits of Sinopec, then it will reach 1.05 yuan per share, if the release of 80% of the profits, that is 0.95 yuan, and now 8 per share to succeed, you have to calculate price-earnings ratio several times? .I ask that this monster of growth where? .How would you answer? .Jiang Jiemin is the kind of answer: "PetroChina 'second five' plan, by 2015 natural gas production accounting for the total equivalent of 50% of domestic oil and gas, oil and gas will be evenly divided." This means that they will be more completely take over our daily diet .energy supply. .This dual differentiation of the Chinese economy, come now, not over yet. .Crazy state sector growth is not over, and in late, is acceleration. .This acceleration reflected in many aspects, such as price increases, for example, the end of the expansion. .Anger anger go, this growth market under the market, my understanding is that profit growth greater than revenue growth, cash flow is greater than the scale of expansion of the expansion. .In the expansion to stop or slowdown or even contraction of the late, an enterprise to demonstrate the highest degree of economy, because it may be the highest profit margins, meaning that the reduction of capital expenditure, cost reduction, but the price .increasing. .For many state-owned monopoly sectors <a href="http://www.cachyeu.info/"> Help Desk Tracking Software </ a> for example, petrochemical, transportation, telecommunications, steel, energy and even some of the resources sector <a .href = "http://www.sense-of-wonder.info/"> wells fargo home equity loans </ a>, is such a situation. .In 2009, stimulated by large-scale revitalization plan reached the stage of the expansion of the limit in 2010, production design is good, and I believe they only cost then, the use of production capacity, improve profitability problems. .Than-expected results, like sit back and enjoy. .It is also, as a climax to the national economy stop looting. .Blue Chip has been abandoned for too long, policy, overweight, not bad, is good, blue-chip afraid of expectations, the bank is expected to not over, but the cycle is almost the expected arrival of the blue-chip. .Now we have to wait, we still differences, from small to blue chip stocks extreme extreme, the total need for a process of acceptance, which is a chip replacement, re-valuation, re-tell the story process. .(. Management. Wealth. Weeks. Newspaper. River. Hoon. Hoon )<!-- body end ->.
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