GS 高盛：每日中国报告 09.27

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GS 高盛：每日中国报告 09.27

China-Daily-Insights 09.27 12页

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2007-9-27 21:15:00 上传

GS 高盛：每日中国报告 09.27
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Today’s focus
Asia Pacific: Transportation: Shipping: Overcoming vertigo
Focus Media (FMCN): Publishes annual report, with small clarifications
China Merchants Holdings (0144.HK): Upgrading estimates and rating but valuation remains full
Greentown China Holdings (3900.HK): High NAV accretive acquisition needed; maintain Neutral
CNOOC (0883.HK): Now fairly valued; upside depends on catalysts; to Neutral
China Resources Power (0836.HK) Buy: A resourceful power; raising TP by 23%; adding to Conviction Buy
China: Utilities: Power - Generation: Divergence in company outlook and profitability; Buy CRP
Headline news
China Is Top Reformer in Boosting Business Climate (Bloomberg)
China likely to raise mortgage deposits to curb house price hiking (Xinhua)
Quality control spending to increase (China Daily)
More land for residential development (Shanghai Daily)
Asia Pacific: Transportation: Shipping: Overcoming vertigo, Tom Kim
• Strong 4Q07 rally prospects: We sense that ongoing apprehension that the Baltic Dry Index may be peaking appears to be dampening share performance.

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关键词：asia pacific Transportat China Daily performance Residential 中国 高盛