GS 高盛：中国 每日报告 04.20

相似文件 换一批

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

GS 高盛：中国 每日报告 04.20

China-Daily-Insights

04.20 16页

109954.pdf (244.13 KB, 需要: 3 个论坛币)

2007-4-21 10:09:00 上传

GS 高盛：中国 每日报告 04.20
需要: 3 个论坛币  [购买]

Today’s focus
China: Portfolio Strategy: Do interest rate hikes matter?
Asia Economics Flash: China: Strong growth, sticky inflation, and raising our interest rates and exchange rate forecasts—readings of the 1Q2007 data
Pan-Asia Alpha: Buy 2x CNOOC calls, largely fund with 1x Sinopec call
CNOOC (0883.HK) Buy: The return to visible production growth in 08-09; upgraded to Buy
Dongfeng Motor (0489.HK): 2006 result in-line; 2007 prospects improving; maintain Neutral
China National Building Material (3323.HK): Analyst briefing takeaway negative, cement deal priced in, raise PT
Agile Property Holdings (3383.HK): In-line 2006 results; steady property presale growth
Golden Eagle Retail Group (3308.HK): 2006 results hit by one-off expenses, but core operations in line
COFCO International (0506.HK): Post spin-off earnings up 33% in 2006 on a recurring basis
Dynasty Fine Wines (0828.HK): 06 profit down 36% on high expenses; firm cost control needed
China Netcom (0906.HK): 1Q07 highlights: Broadband and VAS shine again, but top line flat
Guangdong Electric (000539.SZ): 2006 results 9% below our estimate and 8% below consensus
PetroChina (0857.HK): Target raised to HK$9.30; Neutral on unexciting earnings outlook
China Petroleum and Chemical (H) (0386.HK): Crude price strength could lead to 2Q07 refining losses; Sell
Jiangsu Expressway (H) (0177.HK): Strong earnings growth priced in; Roll over to 08E TP of HK$7

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：Internation PETROCHINA Expressway Highlights Operations 中国 高盛