Feb 23rd, 2006, 21:22 | #1 |
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糖市上翘,糖股已经动啦.
甘蔗的收成量p少,以及部分甘蔗a^延後栽N,加上ZL重墨西哥^甘@^,糖供p少,糖市看俏。近一多月恚Y金流入Imperial Sugar (IPSU: r, 研究Y料) ,交易量放大。股rq牛萦欣喾
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Apr 5th, 2006, 00:34 | 只看该作者 #6 | |
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here is from today's moneycentral: SuperModels 3 stocks for a worldwide sugar rush The world's growing sweet tooth and rising demand for ethanol have created booming demand for sugar. Here are three picks that benefit from rising prices. By Jon D. Markman .... Our main choice among U.S. public companies is Imperial Sugar (IPSU, news, msgs) of Sugar Land, Texas. Sporting a $365 million market cap, it processes and markets refined sugar out of mills in Georgia and Louisiana under the Imperial Sugar, Dixie Crystals and Holly Sugar brands. Due to tight supplies, the company was able to boost margins by raising prices to its food service and wholesale customers by 9% in the first quarter. Over the past 12 months, Imperial lost $13.9 million on $797 million in sales, but Hamed Khorsand of BWS Financial -- the lone analyst on the stock -- believes the company will earn as much as $5.30 per share in 2006. That would put the forward price-earnings multiple at 6, which is very low for a stock projected for earnings growth in the double-digits amid a boom in its only product. If investors come to decide that it deserves, say, a multiple of 10, which it has in the past enjoyed, then the stock could easily trade at upward of $50 over the next year. |
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Apr 7th, 2006, 10:39 | 只看该作者 #10 | |
告别2011
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贵糖股份,无论股本结构还是业绩(甚至比南宁糖业略好)都和南宁糖业相似。昨天高位整理(我在昨天5日均线附近买了点),流通盘目前全是个人股东。 国内的股票从来是强者恒强,龙头一路领先,但是在买不到南宁糖业的情况下,贵糖股份就是首选了。 |
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Apr 8th, 2006, 23:03 | 只看该作者 #13 | |
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但糖类股我并不看好,即使他们处在上升通道。 (1)近期上涨,部分原因是收成不好。但不可能年年都不好。 (2) 能源概念。这个比较偏。 (3)糖尿病等原因,越来越少的人吃糖。很多产品注明:suger free.相当比例糖进入了制药系统。 能源紧缺,或许逐渐要用替代物。所以糖上涨,(2) 的推动力强些。 没弄错的话,中国,印尼等近期糖的缺口较大。 【声明:本人所有言论皆为个人观点,可能不准确不完全不符合实际甚至完全谬误,因此仅供娱乐和模拟,绝不构成任何交易推荐或建议;任何人据此入市,风险自负。】 |
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Apr 10th, 2006, 19:19 | 只看该作者 #17 | |
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另一只重点关注的股票是西宁特刚,这个股票现在已经100%全流通,机构拉抬也不用担心为别人抬轿。前期已经有很好的表现了。 法尔胜也可关注,盘子较小,股价也低。75%的盘子已经流通,利于机构拉抬。 铜业版快现在涨幅已经太大了,感觉风险已经较大。 今天美国的钢铁版快表现不错,估计是不是国内也会开炒了。 |
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Apr 10th, 2006, 19:42 | 只看该作者 #18 | |
告别2011
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好,省了老李一半的笔墨! 国内的股市老李一直是相当熟悉的,但是移民以后基本就没有关心了,直到去年夏天回国赶上千点再重新杀入。关于铜业股票,你也问对人了,因为老李就是这个行业的“专才”。(不谦虚了) 国内主要有三家:江西铜业600362,G云铜000878,G铜都000630;前两家是真正的资源类,因为他们是生产电解铜的(LME伦敦金属交易所交易的电解铜),后者则是使用电解铜的下游加工企业。 后两者都已经股改所以G了,股价已经完全填满权了。而且已经新高;只有江西铜业的股改方案刚出来(10送2.2),也就是说江铜仍然含权,而且江西铜业在国内电解铜的地位是至尊老大,恐怕这也是QFII进驻的主要原因,所以如果比较三者,江西铜业是首选。 |
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Apr 10th, 2006, 22:43 | 只看该作者 #20 | |
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李师傅有这么好的专才,干吗不专职草股? 引用:
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