加载中…第三次评估紫金矿业
(2011-04-08 11:02:47)
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杂谈 |
分类： 股票 |
我在09年上半年写过一篇《资源储量和市值的研究（1） ----
紫金矿业和江西铜业》，然后在2010年11月又写了一篇《紫金矿业储量价值重新研究！》。今天根据2010年年报，至2010
年末，集团保有资源储量（经评审）：金750.17 吨，比增5 %；银1827.9 吨；铜1057.87万吨；钼39.25
万吨；铅+锌523 万吨；钨（W2O3）17.34 万吨；铁矿石1.845 亿吨；煤4.592 亿吨；锡9.929 万吨；镍60.71
万吨；硫铁矿（标矿）6,673 万吨。
基本上，储量相当于3100亿美元。如果1美元兑换6.5人民币，则资源储量为：20150亿元。
4月7日紫金矿业收盘的市值为：
数量 价格 总值
A股： 105.359亿 8.10元 853.408亿元
港股：
＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝
总值： 1069.925亿元
再做一个比较：2008年11月，紫金的市值大概是400亿元，储量大概为7000亿元（当时商品价格大跌），市值储量比大概为5.7%；2010年7月紫金跌到5元，当时的市值储量比不到5%，大概是4.97%的样子。而目前，市值储量比为5.31%，是否已经到了发力的时候了？我不知道。
个人意见，仅供参考，股市有风险，投资需谨慎。
==========
In my eyes, the great rising of commidities is obvious. Compare to the contemporary situation, the previous rising is only warming up, and now has just getting into state. Many people's brains had been washed by such a logic: "Since the recovery of American economy seems good, so it shouldn't put QE3 into practice. So dollors will be backflowed to America to June, and as a result, commodities' prices will inevitably be plummeted."
In my view, it's mentally retarded logic, even idiot logic. If we have a close look at the situation of Middle East, North Africa and Japan, we should draw a conclusion that if dollors would be rised highly, America would pay more money pack to China and Japan. Is this the US's wish?
Next monday must be dominated by resource stocks!
Zijin Mining, I don't believe that you will not surge to rising limit !!!
基本上，储量相当于3100亿美元。如果1美元兑换6.5人民币，则资源储量为：20150亿元。
4月7日紫金矿业收盘的市值为：
数量 价格 总值
A股： 105.359亿 8.10元 853.408亿元
港股：
＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝＝
总值： 1069.925亿元
再做一个比较：2008年11月，紫金的市值大概是400亿元，储量大概为7000亿元（当时商品价格大跌），市值储量比大概为5.7%；2010年7月紫金跌到5元，当时的市值储量比不到5%，大概是4.97%的样子。而目前，市值储量比为5.31%，是否已经到了发力的时候了？我不知道。
个人意见，仅供参考，股市有风险，投资需谨慎。
==========
In my eyes, the great rising of commidities is obvious. Compare to the contemporary situation, the previous rising is only warming up, and now has just getting into state. Many people's brains had been washed by such a logic: "Since the recovery of American economy seems good, so it shouldn't put QE3 into practice. So dollors will be backflowed to America to June, and as a result, commodities' prices will inevitably be plummeted."
In my view, it's mentally retarded logic, even idiot logic. If we have a close look at the situation of Middle East, North Africa and Japan, we should draw a conclusion that if dollors would be rised highly, America would pay more money pack to China and Japan. Is this the US's wish?
Next monday must be dominated by resource stocks!
Zijin Mining, I don't believe that you will not surge to rising limit !!!
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