论文部分内容阅读
在目前的宏观经济背景下,我们认为食品饮料板块仍值得投资者重点关注与积极配置。但从较长一点时段来看,建议投资者积极关注股改可能带来的机构投资理念的转变多从产业资本并购角度重新思考上市公司的投资价值,而适当弱化一味追求短期高成长的投资理念。中小公司我们建议关注承德露露与通葡股份。承德露露有望因股改而获得明显投资机会,通葡股份2006年业绩则值得投资者予以更多期待。
In the current macroeconomic context, we think the food and beverage sector still deserves investors’ attention and positive allocation. However, from a longer period of time, investors are advised to actively pay attention to shareholding reform may bring about the concept of institutional investment more from the perspective of industrial mergers and acquisitions of listed companies to re-think the value of investment, while the appropriate weakening blind pursuit of short-term high-growth investment philosophy. We recommend that small and medium companies focus on Chengde Lulu and Tong Portugal shares. Chengde Lulu is expected to obtain significant investment opportunities due to stock reform, through the performance of Portuguese shares 2006 is worth investors to be more looking forward to.