【出版时间及名称】：2010年1月中国证券市场策略年会资料
【作者】：德意志银行
【文件格式】：PDF
【页数】：47
【目录或简介】：
Table of Contents
Sector highlights ............................................................................... 4
Our analysts highlighted the key takeaways for each sector ....................................................4
Macro-economic sessions................................................................. 7
Highlights from macro sessions ...............................................................................................7
Companies ......................................................................................... 9
China CITIC Bank (0998.HK, HKD 6.42, Buy).............................................................................9
China Construction Bank (0939.HK, HKD 6.53, Buy) .................................................................9
ICBC (1398.HK, HKD 6.15, Buy) ..............................................................................................10
China Life Insurance (2628.HK, HKD 38.15, Buy)....................................................................10
Ping An Insurance Grp (2318.HK, HKD 71.00, Buy) ................................................................11
China Everbright (0165.HK, HKD 21.70, Buy)..........................................................................11
Cathay Financial (2882.TW, TWD 59.90, Buy).........................................................................12
China Vanke (200002.SZ, HKD 9.34, Buy) ...............................................................................12
Property .................................................................................................................................13
Property .................................................................................................................................13
Agile Property (3383.HK, HKD 11.38, Sell)..............................................................................14
Gome (0493.HK, HKD 3.00, Buy) ............................................................................................14
Ports Design Limited (0589.HK, HKD 24.80, Hold) .................................................................15
Hengan Intl. (1044.HK, HKD 54.15, Buy).................................................................................15
Huabao Int'l (0336.HK, HKD 8.33, Buy)...................................................................................16
Tingyi (0322.HK, HKD 18.00, Hold) .........................................................................................16
Anta (2020.HK, HKD 11.56, Buy).............................................................................................17
China Dongxiang (3818.HK, HKD 5.41, Buy) ...........................................................................17
Li Ning Co Ltd (2331.HK, HKD 25.45, Hold)............................................................................18
Focus Media (FMCN.OQ, USD 16.80, Buy) ............................................................................18
Dongfeng Motor (0489.HK, HKD 10.96, Buy) .........................................................................19
Geely Auto (0175.HK, HKD 4.04, Hold) ...................................................................................19
CNOOC Ltd (0883.HK, HKD 13.04, Hold)................................................................................20
PetroChina (0857.HK, HKD 10.12, Hold) .................................................................................20
Sinopec (0386.HK, HKD 6.63, Buy) .........................................................................................21
China Oilfield Services (2883.HK, HKD 10.78, Hold) ...............................................................21
China Coal Energy (1898.HK, HKD 14.46, Buy) .......................................................................22
China Shenhua Energy (1088.HK, HKD 40.35, Buy) ................................................................22
Coal........................................................................................................................................23
Formosa Plastics (1301.TW, TWD 71.00, Buy) .......................................................................23
Angang Steel (0347.HK, HKD 16.28, Buy)...............................................................................24
China VTM Mining (0893.HK, HKD 5.32, Buy).........................................................................25
CNBM (3323.HK, CNY 15.50, Buy)..........................................................................................25
Metals & Mining .....................................................................................................................26
Metals & Mining .....................................................................................................................26
Resources ...............................................................................................................................27
China Cosco Hldgs (1919.HK, HKD 11.02, Sell) ......................................................................27
Pacific Basin Shipping Ltd (2343.HK, HKD 6.65, Buy) .............................................................28
Beijing Cap Int'l Airport (0694.HK, HKD 5.25, Buy) .................................................................28
China Shipping Container (2866.HK, HKD 3.25, Sell) ..............................................................29
Evergreen Marine (2603.TW, TWD 19.10, Buy) ......................................................................30
China Merchants (0144.HK, HKD 27.80, Buy) .........................................................................30
China Comm. Constr. (1800.HK, HKD 8.27, Hold)...................................................................31
Infrastructure..........................................................................................................................31
Infrastructure..........................................................................................................................32
China Wind Power ..................................................................................................................32
China Mobile (0941.HK, HKD 74.85, Hold)..............................................................................33
China Telecom (0728.HK, HKD 3.52, Hold) .............................................................................33
China Unicom (0762.HK, HKD 10.04, Hold) ............................................................................34
Alibaba.com Limited (1688.HK, HKD 19.64, Buy) ...................................................................34
China Comm Services (0552.HK, HKD 4.13, Buy)...................................................................35
Ctrip.com International Ltd (CTRP.OQ, USD 72.78, Buy)........................................................35
Sina Corp (SINA.OQ, USD 45.87, Buy)....................................................................................36
Far EasTone Telecom (4904.TW, TWD 37.65, Buy) ................................................................37
Taiwan Mobile (3045.TW, TWD 61.90, Hold)..........................................................................37
AU Optronics (2409.TW, TWD 40.85, Buy).............................................................................38
Semiconductor & Semiconductor Equipment.........................................................................38
Advanced Semiconductor (2311.TW, TWD 30.30, Buy) .........................................................39
United Microelectronics (2303.TW, TWD 17.85, Buy) ............................................................39
HTC (2498.TW, TWD 369.00, Buy) .........................................................................................40
Utilities ...................................................................................................................................40
Beijing Enterprises (0392.HK, HKD 55.80, Hold) .....................................................................41
China Gas Holdings (0384.HK, HKD 4.99, Hold)......................................................................41
Guangdong Investment (0270.HK, HKD 4.40, Buy).................................................................42
XinAo Gas (2688.HK, HKD 19.92, Hold) ..................................................................................42
SJM (0880.HK, HKD 4.59, Buy)...............................................................................................43
Wynn Macau (1128.HK, HKD 10.62, Buy)...............................................................................43