Citigtroup: Hong Kong Equity Strategy
作者:Anil Daswani ant etc.
资源类别:报告
资源格式: PDF 80 Pages 英 785 KB
目录:
Expect Hybrids to Continue Outperforming 3
Negative Real Interest Rate a Key Driver to Property Market 4
Office Oversupply a Concern 7
Bullish on Domestic Property 8
Banks – Challenges with Rate Cuts 10
Conglomerates – Residential, China Hybrid and Macau Plays 15
Remain Cautious on Utilities 19
Company Section
Cheung Kong (0001.HK) 24
Cheung Kong Infrastructure Holdings (1038.HK) 26
China Merchants Holdings (International) (0144.HK) 28
CITIC Pacific (0267.HK) 30
CLP Holdings (0002.HK) 32
Cosco Pacific (1199.HK) 34
Dore Holdings (0628.HK) 36
eSun Holdings (0571.HK) 38
First Pacific (0142.HK) 40
Galaxy Entertainment (0027.HK) 42
Guoco Group (0053.HK) 44
Henderson Land (0012.HK) 46
Hong Kong & China Gas (0003.HK) 48
Hongkong Electric (0006.HK) 50
Hutchison Whampoa (0013.HK) 52
Jardine Matheson (JARD.SI) 54
Jardine Strategic (JSH.SI) 56
Melco (0200.HK) 58
Melco PBL Entertainment (Macau) (MPEL.O) 60
MTR Corporation (0066.HK) 62
NagaCorp (3918.HK) 64
New World Development (0017.HK) 66
Shun Tak Holdings (0242.HK) 68
Swire Pacific (0019.HK) 70
Wharf Holdings (0004.HK) 72
Wheelock and Co (0020.HK) 74
Appendix A-1 77
Analyst Certification 77
[此贴子已经被作者于2007-12-10 8:53:34编辑过]