Citigroup 花旗：中国投资策略－Earnings Momentum, Fund Flows Are Key Factors for the Market

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Citigroup 花旗：中国投资策略－

Earnings Momentum, Fund Flows Are Key Factors for the Market

9 July 2007 | 324 pages 4.55M

Citigroup Global Markets | Equity Research

136290.pdf (4.5 MB, 需要: 38 个论坛币)

2007-7-13 07:43:00 上传

Citigroup 花旗：中国投资策略－Earnings Momentum, Fund Flows Are Key Factors for the Marke
需要: 38 个论坛币  [购买]

Contents
Economic Momentum Remains Robust 13
Earnings Outlook Is the Key 16
Sector Overview 18
China Fund Flows to Hong Kong Just Starting 27
Key Risk Factors 29
Auto: Prefer Auto Part Makers; Cautious on OEM Margins 38
Brilliance China (1114.HK) 43 China Metal International Holdings (0319.HK) 45
Denway (0203.HK) 47 Dongfeng Motor (0489.HK) 49
Geely (0175.HK) 51 Great Wall Motor (2333.HK) 53
Minth Group (0425.HK) 55 Norstar (2339.HK) 57
Qingling Motors (1122.HK) 59 Shanghai Automotive (600104.SS) 61
Weichai Power (2338.HK) 63 Xingda International Holdings (1899.HK) 65
Xinyi Glass (0868.HK) 67
Bank: Prefer Offshore Chinese Plays 69
Bank of China (3988.HK) 73 Bank of Communications (3328.HK) 75
China Construction Bank (0939.HK) 77 China Everbright Ltd (0165.HK) 79
China Merchants Bank (3968.HK) 81 China CITIC Bank (0998.HK) 83
Industrial & Commercial Bank of China (1398.HK) 85
Cement 87
Anhui Conch Cement (0914.HK) 93 China Communications Construction (1800.HK) 95
China National Building Material (3323.HK) 97
Consumer: Positive Sentiment Driving Higher End Demand 99
Beijing Yanjing Brewery (000729.SZ) 102 China Yurun Food Group (1068.HK) 104
Golden Eagle Retail Group (3308.HK) 106 GOME (0493.HK) 108
Kweichow Moutai (600519.SS) 110 Lianhua Supermarket (0980.HK) 112
Luzhou Laojiao (000568.SZ) 114 Mengniu Dairy (2319.HK) 116
Parkson Retail Group (3368.HK) 118 Shanxi Fenjiu (600809.SS) 120
Tingyi (0322.HK) 122 Tsingtao (0168.HK) 124
Wuliangye Yibin (000858.SZ) 126 Wumart (8277.HK) 128
Energy: We Use Long-term Oil Price of $55/b 130
China Agri-Industries Holdings (0606.HK) 135 China BlueChemical (3983.HK) 137
China Energy (CENR.SI) 139 CITIC Resources Holdings (1205.HK) 141
CNOOC (0883.HK) 143 CNPC (Hong Kong) (0135.HK) 145
China Oilfield Services (2883.HK) 147 PetroChina (0857.HK) 149
Qinghai Salt Lake Potash (000792.SZ) 151 Sinofert Holdings (0297.HK) 153
Sinopec (0386.HK) 155 Sinopec Shanghai Petrochemical (0338.HK) 157
Insurance: Strong Core Business with Growth Options 159
China Insurance International Holdings (0966.HK) 161 China Life Insurance (2628.HK) 163
PICC Property & Casualty (2328.HK) 165 Ping An Insurance (2318.HK) 167
Internet and Media: Let the Olympics Countdown Begin 169
51job (JOBS.O) 172 Baidu.com (BIDU.O) 174
Beijing Media Corporation (1000.HK) 176 Clear Media (0100.HK) 178
Ctrip.com (CTRP.O) 180 Focus Media (FMCN.O) 182
Global Sources (GSOL.O) 184 Hurray! (HRAY.O) 186
NetEase.com (NTES.O) 188 Sina Corp. (SINA.O) 190
Sohu.com (SOHU.O) 192 Tencent Holdings (0700.HK) 194
The9 Ltd. (NCTY.O) 196
Power Equipment: Slowdown? Yes. Decline? Not so Fast 198
Dongfang Electrical Machinery (1072.HK) 199 Harbin Power Equipment (1133.HK) 201
Shanghai Electric Group (2727.HK) 203
Property: Remain Bullish 205
Beijing Capital Land (2868.HK) 211 C C Land Holdings (1224.HK) 213
China Overseas Land & Investment (0688.HK) 215 China Resources Land (1109.HK) 217
Guangzhou R&F Properties (2777.HK) 219 Hopson (0754.HK) 221
New World China Land (0917.HK) 223 Shenzhen Investment (0604.HK) 225
Shimao Property Holdings (0813.HK) 227 SPG Land Holdings (0337.HK) 229
Yanlord Land (YNLG.SI) 231
Small and Mid Caps: Domestic Bias 233
AMVIG Holdings (2300.HK) 236 Global Bio-chem Technology Group (0809.HK) 238
Hengan International Group (1044.HK) 240 Huabao International Holdings (0336.HK) 242
Lee & Man Paper (2314.HK) 244 Nine Dragons Paper Holdings (2689.HK) 246
Prime Success International Group (0210.HK) 248
Technology and Hardware 250
AAC Acoustic Technologies Holdings (2018.HK) 251 BYD (1211.HK) 253
Lenovo Group (0992.HK) 255 SIM Tech (2000.HK) 257
Telecom & Telecom Equipment 259
China Communications Services (0552.HK) 261 China Mobile (0941.HK) 263
China Netcom (0906.HK) 265 China Telecom (0728.HK) 267
China Unicom (0762.HK) 269 ZTE Corp. (0763.HK) 271
Transportation: Embracing a Stronger 2H07 273
Air China (0753.HK) 280 Beijing Capital International Airport (0694.HK) 282
China Eastern Airlines (0670.HK) 284 China Southern Airlines (1055.HK) 286
Hainan Meilan Airport (0357.HK) 288 Shanghai International Airport (600009.SS) 290
Tianjin Port (600717.SS) 292 Tianjin Port Development Holdings (3382.HK) 294
TravelSky Technology (0696.HK) 296
Utilities: Investment Outlook for Next 12 Months 298
China Everbright Int'l (0257.HK) 306 China Power International (2380.HK) 308
China Resources Power (0836.HK) 310 Datang International Power Generation (0991.HK) 312
Huadian Power International (1071.HK) 314 Huaneng Power International (0902.HK) 316
Xinao Gas Holdings (2688.HK) 318
Appendix A-1 320

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关键词：Citigroup earnings Momentum earning factors Fund market 花旗 earnings Momentum