Why did Jindi rise?

Gemdale (600383): Gemdale and other stocks hit new highs after repeated placards.

■ Today Morning Post

Industrial capital loves retail.

Recently,

The competition of industrial capital for the equity of listed companies has undoubtedly become the secondary market share of the target company.

The "catalyst" of price.

After being repeatedly placarded by Life Life, Jindi finally broke out recently, and its share price closed a rare 9 consecutive years, which accumulated over time.

Up more than 20%; During the same period, the Shanghai Composite Index fell continuously, with a cumulative decline of more than 2%. In fact, it is not only the golden land, but also the agricultural products.

Many listed stocks, such as Pinpin, Zhong Bai Group, Jinglun Electronics, Gongda Capital and Hejia, have all hit new highs recently.

Jin Zefei, a researcher in Shen Yin, said,

Retail companies have always been an industry because of their rich assets and abundant cash flow.

Key areas of capital concern,

Especially when the industry boom is down and the valuation is suppressed, this is especially true for industrial capital placards.

Frequent.

Was repeatedly placarded by Life Life.

Gemdale's share price hit a new high in more than four years.

Jindi announced on the 22nd that,

The proportion of shares held by Sino-Life in the company rose to 19.8087% (editor's note: including authorization).

Number of shares voted). This shows that after becoming the largest shareholder of Gemdale,

Sino-Life did not stop increasing its holdings.

The pace of local groups.

According to the data, from June 25th, 2003 to June 25th, 2065438, Sino-Life announced its brand-name land for the first time. By June 25th, 2065438, it was 1 1.

On 1, Sino Life holds 7.85% of the shares of Gemdale, surpassing gold by a slight advantage.

Futian Investment, the largest shareholder of Land Group. 20 13 1 1.5,

Futian Investment joins hands with natural person He Dajiang.

Mobile, the total shareholding ratio reached 8.02%, temporarily keeping the position of the largest shareholder.

Since then,

Sino-Life launched the lightning increase plan. 20 13 1654381October 27th, Sino-Life Holdings Jindi.

The voting rights of the shares have reached 5%; February this year 1 1 day,

The voting right of Sino-Life shares reached 10%. April 10, Jindi.

According to the announcement of the Group, the voting right of Sino Life has reached 65,438+02.865%, making it the largest shareholder of Gemdale.

After being repeatedly placarded by Life Life, Gemdale's share price finally made a breakthrough, starting from March 2 1, ending the earthquake.

Swinging the market and attacking all the way, it rose continuously in the past two days, rising by 5.93% the day before yesterday and 3.4 1% yesterday to close at 8.50 yuan.

Set a new high of more than four years.

Agricultural products have also been repeatedly publicized by Life Life. The stock began to fluctuate upward from the end of 20 12 last Friday.

Set a new high in the past four years. As of March 20 14, Sino-Life held 2.55% of agricultural products through the secondary market.

Billion shares, accounting for 15.438+0% of the total share capital.

Retail has become a high-risk place.

It is worth mentioning that among the 16 listed companies that have been listed this year, retail listed companies occupy.

5. It can be seen that the retail industry has become a high-risk place for industrial capital placards.

In this regard, Tang Jiarui, a researcher at BOC International, believes that historically, there have been many cases of equity disputes and acquisitions of retail enterprises.

A merger is more likely. For example, Zhongxing Commercial Company and Ewu Commercial Company were listed by Yintai successively. Similarly, Zhong Bai Group is in Yonghui.

Before the supermarket placards, it was also placarded by Guangxin Holdings; Dashang shares were also listed by Mao Ye.

In addition,

Nanning Department Store was placarded by natural person Fu Rulin, Tianjin Ye Quan was placarded by China Merchants Association, and Dongbai Group was also exposed.

The two major shareholders compete for controlling shares and so on.

Yonghui Supermarket is the second industrial capital of Zhong Bai Group after Guangxin Holding Company. 18860.8888888886 17

Early year, new

Light Holdings increased its holdings through the secondary market, with a shareholding ratio of 1 1.37%, which once surpassed Wushanglian to become its largest shareholder.

Tong Lan, an analyst with Guotai Junan, said,

In recent years, the channel value of Zhong Bai Group has been underestimated by the secondary market.

An important reason for industrial capital's concern.

"Company 20 12-20 13.

The annual market value has been hovering around 4 billion, and so far the company's market value is only about 50.

Billion, corresponding to 20 14.

PS value (market-to-sales ratio valuation method, total market value divided by sales volume) is around 0.3, which is still close to the supermarket line.

The lowest industry has great attraction to industrial capital. Tong Lan said, "We think Yonghui's rapid increase in holdings is sufficient."

Explain the channel value of Zhong Bai Group.

Guiding opinions on the reform of state-owned enterprises and the government's optimization of M&A market environment

Driven by the above policies, Zhong Bai Group may be privatized. "

In the four months of this year,

Yonghui Supermarket keeps buying shares of Zhong Bai Group from the secondary market. by

At present, Yonghui Supermarket has posted three placards.

"Whether it is coveted industrial capital,

Whether the actual controller maintains control by increasing holdings is convex on both sides.

This shows the company's channel value and confidence in the company's future operation, "Wei Li said.

"We believe that,

Subsequent retail listed companies with low proportion of major shareholders and high value of their own properties were increased.

Possibility. Retail companies such as Renren Music and Hualian Supermarket may also be acquired. "

Tang Jiarui predicted.