【高盛高华】China: Metals & Mining: Coal 2012 & Lanhua at Buy

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2012 Outlook: Identifying opportunities amid macro and policy risk

China Metals & Mining Coal.pdf (804.58 KB)

2011-12-22 15:11:28 上传

Anthracite stands out in economic slowdown; initiate Lanhua at Buy

China Metals & Mining Coal initiate Lanhua at Buy.pdf (901.14 KB)

2011-12-22 15:18:12 上传

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关键词：metals Metal China Meta 高盛高华 economic policy China

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Table of contents
Silence after the turbulence – our top picks: Jizhong, Lanhua, Panjiang, Lu’an, China Coal 4
2012 outlook: coal prices start low on weak demand, then rise 9
Policy environment shifting from incentives to neutral approach 12
Identifying investment opportunities in 2012 17
Valuation: Director’s Cut remains primary valuation methodology for China coal universe 24
Lanhua Sci-Tech (600123.SS): Better growth in five years; initiate as Buy 31
Panjiang (600395.SS): Lower taxes, better structure; upgrade to Buy 33
Yuanxing Energy (000683.SS): Weak earnings outlook; down to Sell 35
Disclosure Appendix 37

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【德意志银行 Deutsche Bank】Focus Europe - Outlook 2012
本文来自: 人大经济论坛 行业分析 版，详细出处参考： https://bbs.pinggu.org/forum.php? ... amp;from^^uid=1151824
本文来自: 人大经济论坛 行业分析 版，详细出处参考： https://bbs.pinggu.org/forum.php? ... amp;from^^uid=1151824
本文来自: 人大经济论坛 行业分析 版，详细出处参考： https://bbs.pinggu.org/forum.php? ... amp;from^^uid=1151824

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