GS 高盛:中国每日报告 05.17
China Daily Insights 05.17 11页
117719.pdf
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Today’s focus
Asia Economics Data Flash: China industrial production data: Continued strength in April
China Netcom (0906.HK) Buy: Switch from CT into CNC: inexpensive laggard, free mobile option
China Telecom (0728.HK): Fixed line & mobile option values now more reflected - lock in gains
China: Telecom Services: MII issues PRC specs for WCDMA/CDMA2000 - a step towards 3G
Shanghai Industrial (0363.HK): No major impact from the pharmaceutical asset restructuring
Foxconn Int'l Holdings (2038.HK) Buy: FIH - Best Buy Vol. 2: What has capped FIH's share price?
Tencent Holdings (0700.HK): 1Q07 results: metrics and revenue resume growth; margin bounce



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