d*******e
发帖数: 50 | 1 隔壁版发了，是港股，就这边再发一下，希望高手行家给些意见，目标价能到多少?
下面的分析有道理么，仅供讨论，凭此入市，赔了后果自负。
CCID Consulting: HK 8235 Aim Price: 1-12 HKD 2011-2012
Magic:
1. State owned company of China government, affiliation of Ministry of
Information and Industry, monopoly and dependable management
consulting business model. If the growth rate of its net income would
be 100% in 2010-2012, in 2012, each share would contribute 0.05 cent
to its shareholder.
2. To be a leading top tier IT private equity. The return of GEM
shares in Shenzhen Stock Exchange could be 6-20 times. CCID would
have 150 million HKD or more fund, which might be used for the
investment in GEM. If the averages return, is 10 times, this company
might make 1,500 million HKD maximum when its investment companies
went to the GEM in China. If there would be 500 million HKD net
income generated in 2012, and then it could contribute more than 55 cents
per share to its investors.CCID Consulting is the biggest GEM IPO consulting
company.
Considering CCID Consulting sold an investment in 2010, which is
about 5390 RMB, plus the possible amazing net income from the
Twelve-Five Years Plan for government departments and local
governments, which might make this company has more than 20-30
million HKD, or about 80-90 million HKD net income in 2010, or 0.114
-0.129 HKD per share, if the PE is 20, it means its estimated price
would be around 2.2-2.6 HKD in 2011.
It is possible to get an optimistic estimation that this company
would generate 0.05 HKD or 0.6 HKD per share, and if its PE is 20,
its share price would be 1 HKD to 12 HKD in 2012.If the PE or
relevant investment was not successful or smooth, it might influence
its share price, however, considering the predicable estimation in
the PE field, its price should be around two HKD in 2012.
國企股２０１０年十大升幅榜
＝＝＝＝＝＝＝＝＝＝＝＝＝
收市價（元）
股份 （聯會編號） ２０１０年底 ２００９年底※ 升幅
－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－－
吉林長龍藥業（０８０４９） １﹒２８０ ０﹒３７０ ２４５﹒９５％
上海復旦（０８１０２） ４﹒２００ １﹒５４３ １７２﹒２０％
賽迪顧問（０８２３５） ０﹒５２０ ０﹒１９４ １６８﹒０４％ |
|
