对此,分析人士指出,去年年底,由于有高送转预期,联创节能show_quote("300343","sz","联创节能","stock");连收19根阳线,股价从最低价26.74元上涨到最高价73.15元,涨幅惊人。而如今又临近年底,重组和高送转再一次成为跨年度行情中被投资者“厚爱”的题材。盘面上,一批具备高送转潜力的个股炙手可热,成为近期市场主力资金重点挖掘的对象。
相关高送转概念股在当前疲弱不堪的市场环境中闪烁出令人欣慰的火花,引起投资者关注。那么,投资者该如何选出高送转概率较大的潜力股呢?
对此,日信证券认为,高送转股票在当年11月份和次年2月份的市场表现最好,11月份是关注高送转股票的最佳时机。以2008年至2011年4年年报中进行了高送转的个股作为样本,统计后发现以下几个特征:第一,70%以上的高送转的股票股本在4亿股以下;第二,95%以上的高送转股票股价高于10元;第三,83.79%以上的高送转股票每股收益在0.2元/股以上;第四,80%以上的高送转股票,每股资本公积金与每股未分配利润之和在2元以上;第五,当年平均净利润增速超过32%。
根据以上五个标准,记者筛选出103只符合要求的高送转潜力股。具体来看,各项标准居前的个股如下:金卡股份show_quote("300349","sz","金卡股份","stock");、哈尔斯show_quote("002615","sz","哈尔斯","stock");、麦迪电气show_quote("300341","sz","麦迪电气","stock");、三维丝show_quote("300056","sz","三维丝","stock");等个股的总股本小于1亿股;*ST国商、奥瑞金show_quote("002701","sz","奥瑞金","stock");、扬农化工show_quote("600486","sh","扬农化工","stock");、史丹利show_quote("002588","sz","史丹利","stock");、富瑞特装show_quote("300228","sz","富瑞特装","stock");、豪迈科技show_quote("002595","sz","豪迈科技","stock");、江山股份show_quote("600389","sh","江山股份","stock");、厦门信达show_quote("000701","sz","厦门信达","stock");、汤臣倍健show_quote("300146","sz","汤臣倍健","stock");、汇川技术show_quote("300124","sz","汇川技术","stock");等个股最新每股收益大于1元;扬农化工、明牌珠宝show_quote("002574","sz","明牌珠宝","stock");、史丹利、豪迈科技、奥瑞金、*ST国商、新华医疗show_quote("600587","sh","新华医疗","stock");、舜天船舶show_quote("002608","sz","舜天船舶","stock");、腾邦国际show_quote("300178","sz","腾邦国际","stock");、蒙发利show_quote("002614","sz","蒙发利","stock");、隆基机械show_quote("002363","sz","隆基机械","stock");、信质电机show_quote("002664","sz","信质电机","stock");、金城医药show_quote("300233","sz","金城医药","stock");等个股每股资本公积金与每股未分配利润之和大于7元;*ST国商、金鸿能源、江山股份、金飞达show_quote("002239","sz","金飞达","stock");、天喻信息show_quote("300205","sz","天喻信息","stock");、国统股份show_quote("002205","sz","国统股份","stock");等个股今年前三个季度归属母公司股东的净利润同比增长率超100%;富瑞特装、汤臣倍健、网宿科技show_quote("300017","sz","网宿科技","stock");、德赛电池show_quote("000049","sz","德赛电池","stock");、泰格医药show_quote("300347","sz","泰格医药","stock");等个股昨日收盘价高于50元。
值得一提的是,从行情表现来看,截至11月11日,11月份以来,上述103只符合高送转潜力股标准的个股中,有42只个股月内累计实现上涨。其中,奋达科技(26.15%)、奥瑞金(10.90%)、赛轮股份show_quote("601058","sh","赛轮股份","stock");(9.23%)、特锐德show_quote("300001","sz","特锐德","stock");(9.02%)、万邦达show_quote("300055","sz","万邦达","stock");(8.92%)等个股月内涨幅显著。