Thursday, May 04, 2006

湖南有色 (2626)

基於在市場上的獨特性及壟斷性, 可享有較高的溢價

金屬價格持續向上, 06年應該可以增張60-70%, EPS(F)為$0.2

以20倍PE 估值, 一年目標價應該在$4.0, 入貨價在2.9-3.1 較為合適

估計必入國企成份股及MSCI (MS是保薦人之一)

另外, 美林的礦業基金亦應該未入夠貨, 宜每次回調都收集, 中長線持有

2 comments:

Anonymous said...

This site is one of the best I have ever seen, wish I had one like this.
»

Anonymous said...

Great site loved it alot, will come back and visit again.
»

##HIDEME##