GS 高盛:中国每日报告 06.21
China Daily Insights 06.21 10页
Today’s focus
China Views: China announced adjustments to export tax rebates
PetroChina (0857.HK): PetroChina A-share listing - expect minimal dilution, sentiment +ve
Shanda Interactive Ent (SNDA): LaTale slightly helps Shanda's 2Q07 revenue, Actoz's profitability
Sinofert Holdings (0297.HK): China XLX Fertiliser investment+sales arrangement strategically +ve
Weichai Power (2338.HK): Locking in ST gains as industry growth rate potentially close to peak
Headline news
China won't abolish interest tax in a short time (China Daily)
6b yuan public fund illegally invested in stocks (China Daily)
China’s car fuel policy in disarray (Financial Times)
China has qualms over new IMF currency rules (Shanghai Daily)