花旗——中国市场策略：巨大的市场空间带来长期牛市（２７６页）

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花旗—中国市场策略：巨大的市场空间带来长期牛市

(276页) 12.04.pdf　　4.85Ｍ

China Equity Strategy Large Market Caps to Continue to Lead the Bull Market

4 December 2006 | 276 pages Asia Pacific | China Equity Strategy

Citigroup Global Markets | Equity Research

82076.pdf (4.86 MB, 需要: 20 个论坛币)

2007-1-3 10:16:00 上传

花旗——中国市场策略：巨大的市场空间带来长期牛市（２７６页）
需要: 20 个论坛币  [购买]

Contents
China Strategy – Large Market Caps to Continue to Lead the Bull Market 3
China Economy: Outlook for 2007 – A Modest Slowdown 26
Flows of Funds 33
Autos & Auto Parts 39
Brilliance China (1114.HK) 42
Denway (0203.HK) 44
Dongfeng Motor (0489.HK) 46
Geely (0175.HK) 48
Great Wall Motor (2333.HK) 50
Norstar (2339.HK) 52
Qingling Motors (1122.HK) 54
Xinyi Glass (0868.HK) 56
Aviation 58
Air China (0753.HK) 63
Beijing Capital International Airport (0694.HK) 65
China Eastern Airlines (0670.HK) 67
China Southern Airlines (1055.HK) 69
Hainan Meilan Airport (0357.HK) 71
Shanghai International Airport (600009.SS) 73
TravelSky Technology (0696.HK) 75
Conglomerates 77
Beijing Enterprises (0392.HK) 80
China Merchants Holdings (0144.HK) 82
China Resources Enterprise (0291.HK) 84
Cosco Pacific (1199.HK) 86
Shanghai Industrial (0363.HK) 88
Consumer 90
China Paradise (0503.HK) 95
China Yurun Food Group Ltd (1068.HK) 97
GOME (0493.HK) 99
Lianhua Supermarket (0980.HK) 101
Mengniu Dairy (2319.HK) 103
Parkson Retail Group (3368.HK) 105
Tingyi (0322.HK) 107
Tsingtao (0168.HK) 109
Wumart (8277.HK) 111
Financials 113
Bank of China (3988.HK) 117
Bank of Communications (3328.HK) 119
China Construction Bank (0939.HK) 121
China Merchants Bank (600036.SS) 123
China Life Insurance (2628.HK) 125
Ping An Insurance (2318.HK) 127
Internet & Media 129
51job (JOBS.O) 134
Baidu.com (BIDU.O) 136
Clear Media (0100.HK) 138
Ctrip.com (CTRP.O) 140
Focus Media (FMCN.O) 142
Hurray! (HRAY.O) 144
NetEase.com (NTES.O) 146
Sina Corp (SINA.O) 148
Sohu.com (SOHU.O) 150
The9 Ltd (NCTY.O) 152
TOM Online (8282.HK) 154
Metals & Mining 156
Angang (0347.HK) 161
Chalco (2600.HK) 163
China Shenhua Energy (1088.HK) 165
Maanshan (0323.HK) 167
Yanzhou Coal (1171.HK) 169
Oil and Gas 171
CNOOC (0883.HK) 172 PetroChina (0857.HK) 174
Property 176
Agile Property Holdings (3383.HK) 180
China Overseas Land & Investment (0688.HK) 182
China Resources Land (1109.HK) 184
Greentown China Holdings (3900.HK) 186
Guangzhou Investment (0123.HK) 188
Guangzhou R&F Properties (2777.HK) 190
GZI REIT (0405.HK) 192
Hopson (0754.HK) 194
New World China Land (0917.HK) 196
Shenzhen Investment (0604.HK) 198
Shipping 200
China Merchants Holdings (0144.HK) 205
China Shipping Container Lines (2866.HK) 207
Cosco Pacific (1199.HK) 209
Small/Mid-Caps 211
Fong's Industries (0641.HK) 214
Techtronic (0669.HK) 216
Victory City International Holdings (0539.HK) 218
Yue Yuen Industrial (Holdings) (0551.HK) 220
Technology & Hardware 222
AAC Acoustic Technologies Holdings (2018.HK) 225
BYD Company (1211.HK) 227
Comba Telecom Systems (2342.HK) 229
Lenovo Group (0992.HK) 231
SIM Tech (2000.HK) 233
ZTE Corporation (0763.HK) 235
Telecommunications 237
China Mobile (0941.HK) 246
China Netcom (0906.HK) 248
China Tel (0728.HK) 250
China Unicom (0762.HK) 252
Utilities 254
China Power International (2380.HK) 258
China Resources Power (0836.HK) 260
Datang International Power Generation (0991.HK) 262
Huadian Power International (1071.HK) 264
Huaneng Power International (0902.HK) 266
Xinao Gas Holdings (2688.HK) 268
Analyst Certification Appendix A-1 271

[此贴子已经被作者于2007-1-3 10:18:59编辑过]

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关键词：市场策略 中国市场 长期牛市 Conglomerate Construction 空间 花旗 牛市