“后股权分置时代”最具投资价值的30家公司

• 作 者: 吴俊峰 汤小生
• 机 构: 国信证券rrrrrrrrrn,国信证券
• 出 处: 证券导刊
• 发表日期: 2005年24期
• 关键词: 后股权分置 价值投资策略 估值体系 估值 并购价值 重置成本 非流通股股东 国信证券 同权 公司价值评估

经历股权分置改革中估值体系混乱之后,在进入同股同权全流通时代,市场仍将按照价值投资策略来进行股票投资。具备持续成长和具有核心竞争能力、重置成本和并购价值较高、现有估值水平合理和具有一定含权潜力的公司值得重点关注。

After the chaotic valuation system in the split share structure reform, the market will still invest in stocks in accordance with the value investment strategy after entering the era of full circulation with the same rights and same rights. Companies with sustained growth and core competencies, higher cost of replacement and higher M & A value, and the current level of valuation are reasonable and have potential rights of interest deserves special attention.