Rong Hui Finance industry boom improve industrial stocks bucked the market-aquaria

Rong Hui Finance: industry boom improve industrial stocks bucked the market Sina App: Live on-line blogger to guide Sina Hong Kong APP: real time market exclusive reference stocks also worth the investment? What’s the problem? Where is the future of the way out? Sina launched the "Hong Kong Hong Kong stocks as well as unattractive" discussion, with a rational and constructive attitude, welcome attention to Hong Kong stocks, concern of the capital market, Hong Kong stocks together for suggestions, seek the Hong Kong stock market tomorrow. Please to hkstock_biz@sina. Market adjustments, the recent part of the stock market to industrial stocks, such as ASM Pacific (00522.HK), on Friday (28 days) the stock surged nearly 10%. As a leading supplier of semiconductor equipment ASM, last Thursday (27 days) announced third quarter results, among the most attractive is the quarter net profit of approximately HK $580 million, an increase of 2.2 times, compared with more than 60% growth. The group is currently a total income for the first 9 months of this year was 10 billion 700 million yuan, up 6.8%, net profit of 1 billion 60 million yuan, an increase of 17.4%. ASM’s business structure is divided into three parts, namely, the process equipment business, SMT solutions business and material business. The equipment after the process of business growth is strongest, single quarter revenue 2 billion 230 million yuan, an increase of 53%, a total of 9 months 5 billion 490 million yuan, an increase of 17.2%, accounting for half of the business income, which results in the report that business growth is mainly affected by the market for CMOS image sensor (CIS) driven by demand and LED. Chief executive officer Li Weiguang said in the results of the meeting: the current smart phones are competing in the lens project, technology needs to improve the positive business, is expected to become the mainstream of the two camera phone in the next two years."   comprehensive analysis of market, business, forecasting group annual net profit growth of 42%, while in 2017 the annual growth of 23%, 16 year forecast PE 19.1 times. Many vendors on Friday raised the target price of ASM, which Morgan Stanley will increase the target price of 5 to $90, while UBS was raised from $92 to $85, an increase of 8%. The fourth season is a traditional ASM off-season, although the group in the rising cycle, short-term upward momentum or slow down. Last week, the company closed at 76.25 yuan, analysts suggested that the purchase of $73, the first look at the target of $85, or wear a loss of 65 yuan.   except ASM, industrial stocks relatively strong recently, and some related equipment such as mobile phone, Tongda Group (00698.HK) and optical (02382.HK); and the heavy truck related, such as China truck (03808.HK), Weichai Power (02338.HK) and Xingda International (01899.HK). In addition, there are a number of factors to benefit from their own, such as the reorganization of the stock price to rise in Shanghai (02345.HK). In the continued depreciation of the RMB, some of Hongkong’s industrial stocks may be renewed attention. Mobile phone equipment stocks, following Qiu Titanium Technology (01478.HK) two months on相关的主题文章: