二者都是航运业的, 现在都是指数股, 但是缩编到三十强后, 一山难容二虎, 大概只能竞争一个位置了.

许多朋友对COSCO 很有信心. 它看起来比NOL有生气多了．

但是，　大家不妨更审慎一点．

ＮＯＬ　现在的市值只比ＣＯＳＣＯ　少20% 左右, 但是NOL 的PE 只有11, COSCO　已经３２了．　

ＮＯＬ　如果想力拼ＣＯＳＣＯ　还是有底气的．

ＮＯＬ也可以换个玩法, 放弃力拼, 改用智取:

NOL 是吴总理的龙潜之地

NOL 是第一次海峡两岸会谈的名义东主

NOL 是新加坡航运的旗帜, 地位相当于SIA

即使内敛, 仍是贵族.

与他相比, 拿到大定单的COSCO, 倒象一个爆发的平民.

COSCO 你真的很笃信能赢?

COSCO 你没有危机感行么?

在胜者通吃的社会, 你承担得了失败的后果么?

COSCO, 你还楞什么? 跑吧

cosco不是搞航运的，或者说现在不是！现在主要是ship yard,目前又开始向海上钻油平台高附加值的领域进军。

NOL或许是贵族，但是需要加上暮气沉沉四个字。PE更加不是买卖标准，宝马难道要和Proton比价钱？

我是想探讨未来三十强的名额问题.

COSCO 是 Ship yard, 但是在争取名额时仍然是要分在航运, 船舶这一块. 而这一块名额很可能只有一个,

三大银行, 3个

地产 1-2个

电信 2个

REIT 1-2 个

共用事业 5-7个

SGX 1个

就这么分吧.

关键是看发展前途。买股票买得是预期。PE高/低一定有她的理由。MIDAS高吧？照样长。各大机构还buy call不断。不过豹兄这样能居安思危的想法，是难能可贵的，能保证安全投资。行走江湖，安全第一吗。

从中国股的角度，有可能是CAO代替COSCO，因为当年就是CAO出事了，COSCO才上榜的。如有不确切之处请指正。

这样NOL的机会比较大，因为NOL好像有70%的股票在市场流通。

2342 GMT [Dow Jones] STOCK CALL:

JPMorgan ups NOL (N03.SG) to Overweight from Neutral with S$5.50 price target; believes market undervaluing NOL''s significant cost advantage, strong Trans-Pacific market share. Views this combination of strengths as a potential protection of earnings during a slowdown in global trade or excess capacity supply; says valuation is "compellingly cheap, which reflects the market''s bias against the company due to its limited capacity growth over recent years." Closed down 1.4% at S$4.20 yesterday. (JEM)

证监会暂停审批民企海外上市 促使其在内地上市

　　股市热度不减，迫监管层施招“降温”

　　面对热度不减的股市，管理层正以扩容等“组合拳”手段进行调控，这包括国资委鼓励国企直接到A股上市、央行希望发展人民币投资基金、证监会发文加快红筹股回归，更包括近日有消息指出的，证监会可能已通过“内部指导”的方式，从今年4月起暂停审批私营企业赴海外IPO，以促使他们在内地上市。

　　“境外IPO卡得很紧”

　　“对于私营企业到海外上市，监管部门现在不仅仅是不鼓励，而是卡的很紧，出去很难。”某券商投行业务负责人昨天对早报记者表示。

　　“的确如此，监管层更希望这些企业到内地市场进行IPO。”一位接近管理层的业内专家佐证了这一说法。

　　对此，一个不愿透露姓名的消息人士向媒体透露了更多细节。他称，中国证监会4月以来就暂停审批内地企业赴海外上市，只有融资规模超过10亿美元才有希望获准在香港等地上市。他指出，这一举动“更多是内部指导而非官方政策”。

　　事实上，此前本计划到香港上市的西部矿业在审核一个月未果后，已于5月底转投上海，并很快于本月初通过了证监会发审委的审批。而据媒体报道，西部矿业弃港来沪的原因，正是受到了监管层的“建议”。

　　此外，同样由于审批缓慢，重庆力帆也于近日决定由香港改道沪市。重庆力帆董事长尹明善告诉早报记者，这是因为A股市场很繁荣，政府鼓励到A股上市。“政府希望为A股市场注入新鲜优质的血液，使股市的发展更加健康。”

　　其实，在严把内地企业赴海外上市以达到“节流”目的的同时，监管层更多的是希望为内地股市“开源”。“据我所知，管理层正在让投行多找一些企业来上市。”一位资深证券分析师向早报记者透露。

　　“外界的理解可能有错误。”对此，证监会相关人士昨天对早报记者表示，一些企业审批缓慢可能过程中发现了一些问题，毕竟不是所有申请报上来就一定要马上审的。他说，监管层的政策一直没有实质性的变化，一贯是支持企业上市融资的。“现在环境变化了，企业的行为也在变化，很多企业希望在内地上市。对此，我们会尊重。”

　　证监会并非“单独行动”

　　其实，证监会通过在IPO上的开源节流来达到调控市场的目的，尊重的可能不仅是企业的意愿，还包括整个证券市场。因为，在很多专家看来，与上调印花税相比，为A股市场扩容，改善供给平衡，才是调控的“正道”。

　　国资委主任李荣融此前接受媒体采访时明确表示，国企走A股上市或许是更好的选择。

　　中国人民银行副行长吴晓灵上周表示，中国目前不缺外汇，希望外国私募基金进入中国后更多利用人民币市场，发展人民币的投资基金。

　　证监会日前向部分券商下发了《境外中资控股上市公司在境内首次公开发行股票试点办法(草案)》，为红筹股回归A股初步确定了门槛和规范，使得回归心切的红筹股中的首批试点公司有望在7月份踏上“回归”之路。

XIAO HU 要拍砖了,

我闪先, *_^

BROKER CALL - COSCO Singapore target price raised to 4.12 sgd - UOB Kay Hian
6/15/2007 9:38:00 AM

SINGAPORE (XFN-ASIA) - UOB Kay Hian has lifted its target price for shipbuilder
COSCO Corp (Singapore) Ltd to 4.12 sgd per from 3.50 sgd after raising its

earnings estimates for the firm to factor in new contract wins.

The brokerage noted COSCO recently secured new shipbuilding contracts worth 1.2

bln usd, bringing its total contract wins to 4.4 bln sgd in the year to date.

"We are raising our 2007, 2008 and 2009 earnings estimates by 2.4 pct, 8.6 pct

and 11.2 pct, respectively, on the back of new contract wins and better freight

rates," UOB Kay Hian said in a note to clients.

It now also expects COSCO to win a total of 6 bln sgd worth of contracts this

year after the firm exceeded its initial assumption of achieving 3 bln worth of

contracts.

UOB Kay Hian is maintaining its "buy" rating on the firm.

"COSCO Singapore's ability to continue to secure contracts is astounding, and

reaffirms our belief that COSCO Singapore will be able to substantially grow its

shipyard business in the coming years," the brokerage said.

At 9.17 am, COSCO was up 0.04 sgd or 1.17 pct at 3.46 with 1.08 mln shares

traded.

COSCO还需要再加把劲

Shares of Neptune Orient Lines (NOL) <NEPS.SI>, which runs the world's eighth-biggest container liner, rose as much as 9.3 percent to a record high of S$5.90 with 1.3 million shares traded as investors expect freight rates to rally following recent ship purchases made by shipping firms.

NOL said last Thursday that it would buy eight container ships worth a total of $1 billion.

"The shipping firms are buying new ships, and that's a good indicator that the companies are forecasting that freight rates will rebound," said a local dealer.

STX Pan Ocean <STXP.SI>, a South Korean shipping firm, said on Monday that it had acquired four new ships at under $30 million each. Last week, the company announced that it had bought two container ships for under $40 million each.