GS 高盛：中国每日报告 06.07

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GS 高盛：中国每日报告 06.07

China Daily Insights 06.07 11页

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2007-6-7 20:38:00 上传

GS 高盛：中国每日报告 06.07
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Today’s focus
Pan-Asia Alpha: Hedging China A shares
China: Automobiles: Assemblers: Overheated: initiate on Changan (Neutral) & Shanghai (Sell) Autos
China CITIC Bank (H) (0998.HK): Fully priced even after recent selldown? Initiate with Neutral
China: Banks: Lowering sector stance to Neutral; downgrading BoCom to Neutral
CITIC Int'l Financial (0183.HK): Two "falling knives": what to do after both hit the floor
China Shipping Development (H) (1138.HK) Buy: Recent strength in coal demand not reflected in current valuations
Headline news
China's Wu Urges Changes to Private-Equity Fund Rules (Bloomberg)
Steel prices climb 7.8% in May (China Daily)
Regulator: Banks need to boost fees to stay competitive (Shanghai Daily)
City property watchdog to probe 3 developers (Shanghai Daily)
China's total foreign direct investment (FDI) hits US$73.3 billion (People’s Daily)

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关键词：China Daily competitive Development Automobiles Valuations Shanghai falling recent sector China