QFII new stocks exposure, Kuwait Investment Bureau bet on Tibet Tourism-headache怎么读�

QFII new stocks exposed the Kuwait investment authority on Tibet tourism Sina Level2:A shares of sina finance client speed Kanpan: the most profitable investors in the Securities Times reporter Zheng Zaojin at the Shanghai and Shenzhen two dozens of listed companies announced the 2015 annual report, the annual report, the qualified foreign institutional investors (QFII) the latest trends also surfaced. The latest data show that three QFII appeared in the 2015 annual report of Listed Companies in the top ten shareholders, the Central Bank of Norway – funds "appeared in GoerTek acoustics, garden biology, high level of electrical and other three stocks," the Kuwait government investment agency – funds coming to Tibet tourism, pale Maxi Fu Nathan appeared high level of electrical investment limited. In terms of stocks, flat electric was favored by two QFII institutions, one for continued shareholding, another for the new fourth quarter last year; in addition, Tibet tourism, garden creatures are QFII in the fourth quarter of last year. Among the top ten tradable shareholders in the annual report of Ping Gao electric, two organizations have appeared. Among them, "the Central Bank of Norway – owned capital holds 4 million 80 thousand shares, with the same number of shares, the seventh largest shareholder, the three quarter has been holding period; Temasek Fullerton alpha Pte Ltd is coming out of the top tenth shareholders of circulation, the number of shares to 3 million 770 thousand shares, for the fourth quarter of last year new. Go back, it can be found that the high level of electrical is always favored by QFII, had some QFII appeared in the top 10 shareholders, for example, the Kuwaiti Government Investment Authority – owned capital "," Neuberger Berman Europe Limited Road beaumais China A shares of the fund "," Martin Currie Investment Management Limited – customer capital ", among them," a long time holding the Kuwaiti Government Investment Authority – owned capital ". High level of electrical high voltage switch is the three largest R & D, manufacturing base and one of the main business is the development, manufacture and sales of HV and EHV, UHV and other high-end switch equipment, control equipment and accessories; technical services; technical consulting and company products and technology import and export business. Performance, flat electrical 2015 annual operating income of 5 billion 831 million yuan, an increase of 26.59%; attributable to shareholders of listed companies net profit of 827 million yuan, an increase of 19.26%. Share prices, this year, Ping Gao electrical cumulative decline of more than 20%. CICC believes that the company’s performance in 2015 was slightly lower than expected. The main reasons are that the revenue recognition of UHV products in 2015 is lower than expected, the unrealized investment income during the reporting period, the impairment loss of assets increased by 23 million 30 thousand yuan, and the income tax expense increased by 52 million 990 thousand yuan, compared with the same period of last year. In addition, the company actively promote asset injection, forward to the power engineering integrated solutions provider. The company after the completion of Shanghai and the high level of general assets into the sky, will make up for the company in the middle and low voltage products in the field of short board, through their high level of Tianjin, strengthen the core components of independent ability to complete the acquisition; after the completion of the capital increase, the company will be formed in the low voltage, high voltage and ultra high voltage UHV, complete theory

QFII新进个股曝光 科威特投资局押注西藏旅游 新浪财经Level2:A股极速看盘 新浪财经客户端:最赚钱的投资者都在用   证券时报记者 郑灶金   目前沪深两市已有数十家上市公司公布2015年年报,通过这些年报,合格境外机构投资者(QFII)的最新动向也浮出水面。   最新数据显示,有三家QFII机构现身上市公司2015年年报的前十大流通股东,其中,“挪威中央银行-自有资金”现身歌尔声学、花园生物、平高电气等三只个股,“科威特政府投资局-自有资金”现身西藏旅游,淡马锡富敦投资有限公司现身平高电气。个股方面,平高电气获两家QFII机构青睐,一家为继续持股,另一家为去年第四季度新进;另外,西藏旅游、花园生物均为QFII在去年第四季度新进。   平高电气去年年报的前十大流通股东中,有两家机构现身。其中,“挪威中央银行-自有资金”持有408万股,持股数量与上期相同,为第7大流通股东,持股周期已有三个季度;淡马锡富敦投资有限公司则现身第十大流通股东,持股数量为377万股,为去年第四季度新进。往前追溯,可以发现,平高电气一向较受QFII青睐,此前也有一些QFII机构现身过其前十大流通股东,比如,“科威特政府投资局-自有资金”、“纽伯格伯曼欧洲有限公司-路博迈中国A股基金”、“马丁可利投资管理有限公司-客户资金”等,其中,“科威特政府投资局-自有资金”的持股时间较长。   平高电气是国内三大高压开关研发、制造基地之一,主营业务为研发、制造、销售高压、超高压、特高压等高端开关设备、控制设备及其配件;技术服务;技术咨询以及公司自产产品及相关技术的进出口业务。业绩方面,平高电气2015年度实现营业收入58.31亿元,同比增长26.59%;归属于上市公司股东的净利润8.27亿元,同比增长19.26%。股价方面,今年以来,平高电气累计跌幅也超过两成。   中金公司认为,平高电气2015年业绩略低于预期。预计主要原因有,特高压产品2015年收入确认低于预期、报告期内未实现投资收益、资产减值损失同比增加2303万元、所得税费用同比增加5299万元等。另外,公司积极推进资产注入,向电力工程综合解决方案提供商迈进。公司在完成上海天灵与平高通用资产注入之后,将弥补公司在中低压产品领域的短板,通过增资平高天津,加强核心零部件自主配套能力;收购增资完成后,公司将形成中低压、高压、超高压、特高压完整的开关配套零部件供应链,有利于公司开拓主机市场和电力工程总承包市场,推动公司向综合解决方案提供商转型。   除了持有平高电气,“挪威中央银行-自有资金”去年第四季度还买入了花园生物、歌尔声学;其中,花园生物为其去年第四季度新进第十大流通股东,持有101万股;歌尔声学则被其小幅减持100多万股,但仍持有1456万股,为第7大流通股东。   花园生物除了获QFII青睐,其最新年报中还有不少机构扎堆现身,如全国社保基金一一二组合、全国社保基金一零九组合、展博恒享1期证券投资基金、国泰金鼎价值精选混合型证券投资基金等。西南证券认为,公司是全球最大的维生素D3供应商,全球市场占有率约在50%左右,并且掌握上游关键原材料生产工艺,有着较强的价格掌控能力,将率先受益于行业景气周期。   歌尔声学则已被“挪威中央银行-自有资金”持有三个季度了,持股量先增后减,最新持股数量为1456万股。另外,除了QFII,歌尔声学还是知名私募淡水泉投资的重仓股,淡水泉投资旗下三只产品已持有歌尔声学数个季度。兴业证券认为,歌尔声学2016年主要观察重点在于VR(虚拟现实)产品,公司目前为Sony与Oculus之独家供货商,是国内唯一有实质参与国际VR供应链的厂商,建议持续关注后续之发展。   另一QFII机构“科威特政府投资局-自有资金”去年第四季度则新进西藏旅游第八大流通股东,持有295万股。西藏旅游主要业务包括旅游景区资源的开发、旅游服务业、传媒文化业务;公司2015年实现净利润535万元,2014年亏损3345万元,同比扭亏。西藏旅游去年较受市场关注的是其被胡氏兄弟举牌,在最新年报中,胡波、胡彪的持股量分别为1127万股、763万股,合计持股比例为10%。兴业证券认为,随着西藏地区政策不断利好以及公司景区逐渐成熟,建议关注公司优秀的景区开发能力和长期成长空间。 进入【新浪财经股吧】讨论相关的主题文章: