【出版时间及名称】：2009年11月中国投资峰会资料
【作者】：摩根斯坦利
【文件格式】：PDF
【页数】：284
【目录或简介】：
Macro
China Economics ............................................................................................................................................................................... 4
China Strategy .................................................................................................................................................................................. 6
Company Analysis
Agile Property .................................................................................... 10
Air China Ltd ...................................................................................... 14
Alibaba.com Ltd................................................................................. 18
American Dairy, Inc ........................................................................... 22
ANTA Sports Products ...................................................................... 24
Baoshan Iron & Steel......................................................................... 28
BaWang International Holdings ........................................................ 32
Beijing Enterprises Holdings.............................................................. 36
Belle International.............................................................................. 40
Central China Real Estate Ltd ........................................................... 44
China Aoyuan Property Group Ltd .................................................... 48
China Construction Bank Corp. ......................................................... 52
China Dongxiang Group Co. Ltd ....................................................... 56
China Everbright International Ltd ..................................................... 60
China Foods Ltd ................................................................................ 64
China High Speed Transmission ....................................................... 68
China Mengniu Dairy ......................................................................... 72
China Merchants Hldg Intl ................................................................. 76
China National Building Material Company ....................................... 80
China National Materials (Sinoma).................................................... 84
China Nepstar Chain Drugstore Inc................................................... 88
China Overseas Land & Inv............................................................... 92
China Petroleum & Chemical Corp.................................................... 96
China Resources Power.................................................................. 100
China Shanshui Cement Group....................................................... 104
China Shenhua Energy ................................................................... 108
China Telecom ................................................................................ 112
China Unicom .................................................................................. 116
China Vanke Co., Ltd ...................................................................... 120
China Yurun Food Group Ltd .......................................................... 124
CITIC Pacific Ltd.............................................................................. 128
Country Garden Holdings Company Ltd.......................................... 130
Ctrip.com ......................................................................................... 134
Datang Int'l Power ........................................................................... 138
Denway Motors ................................................................................142
Dongfeng Motor Group ....................................................................146
Fosun International ..........................................................................150
Franshion Properties (China) Ltd .....................................................154
GCL-Poly Energy ............................................................................156
Giant Interactive ...............................................................................160
Golden Eagle Retail Group Ltd ........................................................164
Greentown China Holdings Ltd ........................................................168
Guangzhou R&F Properties .............................................................170
Huaneng Power................................................................................174
KWG Property Holding Ltd...............................................................178
Lenovo..............................................................................................182
Metallurgical Corporation of China Ltd.............................................186
Netease.com ....................................................................................190
Nine Dragons ...................................................................................194
Ping An Insurance Company ...........................................................198
Ports Design Ltd...............................................................................202
Pou Sheng International Holdings....................................................204
Shanghai Forte Land........................................................................208
Shanghai Industrial Holdings ...........................................................212
Shimao Property...............................................................................216
Shui On Land Ltd .............................................................................220
Sina Corporation ..............................................................................222
Sino Ocean Land..............................................................................226
Sinopharm Group.............................................................................230
SOHO China ....................................................................................234
Sohu.com Inc ...................................................................................238
SPG Land (Holdings) Ltd .................................................................242
Tingyi (Cayman Islands) ..................................................................244
TPV Technology Ltd.........................................................................248
WeiChai Power.................................................................................252
WuXi Pharmatech ............................................................................256
Yingde Gases Group Co Ltd ............................................................260
Appendix
Asia/Pacific ex Japan Market Valuation Table ............................................................................................................................... 264
Current Earnings Estimates ........................................................................................................................................................... 265
Valuation Methodology and Risks .................................................................................................................................................. 271