[下载]JP Morgan China Daily View（2008.2.25）

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JP Morgan China Daily View（2008.2.25）

pdf，80页，长

Contents
Recommendation/Forecast Changes
China Netcom (Neutral), Yvonne Chow
Earnings revisions post company visit
China Telecom Corporation Ltd (Neutral), Jimmy Cheong
Lowering fixed-line subscriber forecasts
Parkson Retail Group Ltd (Neutral), Vineet Sharma, CFA
Upgrade to Neutral
Shenzhen Expressway - H (Neutral), Karen Li, CFA
Has the market fully priced in green-field project upside?
Weichai Power (Overweight), Frank Li
Upgrade to OW
Zijin Mining Group Co Ltd (Overweight), Feng Zhang
Strong gold and copper prices should drive up share price
Strategy & Macro
Economy, Frank Gong
Headline CPI unlikely to accelerate further in the near term on oya basis
Results and Company Views
The9 Limited (Overweight), Dick Wei
4Q07 Review: Strong WoW growth, stock is cheap, driver in 2H08
Sector Research
Broadlines/Department Stores, Vineet Sharma, CFA
China Consumer: Best large-cap long ideas
Communications Equipment, Charles Guo
Monthly China Handset for Jan'08: White-box inventory level eased;
snowstorm limited impact on sales and demand
JPMorgan Daily Valuations

 

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2008-2-25 12:47:00 上传

[下载]JP Morgan China Daily View（2008.2.25）
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