【免费】高盛Goldman Sachs2012年中国大区展望及信用展望报告 - 2份，共245页，推荐

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GS 2012 China Outlook.pdf (2.18 MB)

2012-4-17 09:40:24 上传

GS 2012 Credit Outlook - Stormy Harbors 20111130.pdf (2.6 MB)

2012-4-17 17:58:59 上传

第一篇为高盛Goldman Sachs发布的2012年中国大区展望报告，全文共99页，内容如下所示，非常非常好的报告，本人强烈推荐。
第二篇为高盛Goldman Sachs发布的2012年中国大区信用展望报告，全文共146页。同样是非常好的报告，推荐！
资源取得不容易，大家也知道高盛的年费有多贵，最重要的是免费分享给大家，希望大家共同进步，今后共同为民族争光，希望能有加分！

P.S.本人其他一些高盛关于各类新能源行业的报告也推荐各位关注 https://bbs.pinggu.org/thread-1417743-1-1.html
还有高盛房地产行业报告请关注 https://bbs.pinggu.org/thread-1415566-1-1.html
本文持续更新，敬请关注。

Table of contents 目录
The bottom line: A gradual recovery
2012 macro backdrop: Growth slower, policy friendlier
Structural concerns to persist, but imminent hard landing risk is exaggerated
Earnings to slow, but already reflected in valuations
Liquidity and fundflow outlook fairly favorable
Sectoral preferences: Tepid cyclical bias to start
Top picks and thematic baskets
Sector snapshots
Agrochemicals: Attractive risk/reward for pesticides and potash
Autos: Growth rebounds marginally with slipping profitability
Banks: A modest NPL cycle in 11/12E; 2Q12 could be the fundamental turning points
Building materials: Improving supply demand outlook
Clean Energy-Nuclear/Wind: Defensive wind farms; potential turnaround of wind/nuclear power
equipment makers
Clean Energy-Solar/Lighting: solid growth for lighting (LED); cautious on solar
Coal: Consolidations + railway bottleneck = supported price
Conglomerates: Stock picks by themes
Consumer discretionary: A soft landing in 2012
Consumer staples: Margins play catch up
Diversified financials: Turnover at bottom, entry opportunity
Healthcare: Favorable risk/reward amid global uncertainty
Insurance: Lack of near-term catalysts until CPI peaks out; trough valuation provides good entry level
Internet: Continually evolving models
Machinery: Muted growth but different paths across products
Metals: supply growth continue to drive stock performance
Oil & Gas: Prefer upstream, gas exposure oil names, pure gas firms
Ports: Prefer exposure to the Bohai Rim region; stocks price in some slowdown
Power Utilities: Regaining power via change
Property: Funding risk, asset write-down, & policies key focus
Technology: Focusing on emerging industry leaders
Telecom services: Two game changers—smartphone and TD-LTE
Transport: Prefer carriers with higher domestic exposure

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关键词：高盛Goldman Goldman Goldma Sachs 中国大区 高盛 Goldman Sachs 中国大区 展望报告

very good

还免费，楼主厚道

恢复！！

?????????????

好好学习天天向上

看看看看看看

thank you!

kankan

谢谢  看看