The core recommended attention combination: jingce electronic industry, science and technology, Jerry shares, Hui BOPP, COSL, petrochemical oil service, thick Pu shares.
Machinery industry view update:
(1) the layout of electronic equipment sector. Although 7 of Apple's sales lower than expected, but the panel localization and electronic equipment localization to provide growth space for the electronic equipment, and OLED/LTPS, double perturbation, 3D glass and other new technology for electronic equipment upgrading production needs, focus on detection, hot bending, laminating / bonding and other key production. Electronic Science and technology, and associated equipment measuring precision, attention Tanaka Seiki, Hao Chi, and other mechanical and electrical oversold rebound opportunities.
(2) grasp the bottom rebound opportunity in the field of oil and gas equipment. At present, the international crude oil prices have returned to the engineering technical service market demand inflection point, 2017 will be the oil and gas equipment and engineering technical service at the bottom of the plate rebound time, focus on two kind of oil service companies, the core recommendation Jerry shares, Hui BOPP, COSL, petrochemical oil service, thick Pu shares.
Focus on the recommendations of the views of the stock market update:
Precision measurement electronics: the company is the domestic leader in the field of flat-panel display detection, the future benefit of the panel localization, OLED, as well as the company's own product development in the field of array, cell. High growth over the past three years is expected to continue. 2015 net profit of 77 million yuan, profit of $50 million in the first quarter of this year, an increase of 220% year on year performance is expected to be about $90 million, the total market capitalization of $8 billion, valued at 90 times. But consider the subsequent high growth, it is strongly recommended.
Science and Technology (300410): core dual camera module, OLED automation equipment and automation equipment of lithium battery detecting target. Industrial chain research firm's growth in order to ensure that the collection of silver technology in OLED, dual cameras and other innovative mobile phone technology can supply the core manufacturing equipment.
Jerry shares: (1) according to the order, we expect to do 4-5 billion profit this year. (2) orders, next year, mainly to see if we can continue to receive large orders EPC. And business orders for equipment and services will only be better. (3) the industry is doing a good job to do well, but the company has not yet acquired a clear intention of the acquisition. (4) at the present stage, the investment Jerry or follow our point of view, to buy the layout of the oil industry is the leader in the industry, Jerry.
Whibop: (1) cheap valuation. 17 year performance is expected to be $4 hundred million, less than the valuation of 25. (2) breakthrough in the joint model to help expand overseas business market. (3) cooperation and further equity Anton worth looking forward to.