[下载]Goldman Sachs Morning Notes（20080225）

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Goldman Sachs Morning Notes

pdf，30页

 

Focus Items
China: Real Estate Developers: Demand headwinds to persist; be selective -
ratings and TP changes 1
Kasikornbank (KBAN.BK) Sell: Fully priced, ignores opex, potential NIM
headwinds; D/G to CL Sell 2
Standard Chartered Bank (2888.HK): Less shine, more resets/questions; D/G to
Neutral, trim positions 3
Hong Kong: Banks: Losses a near certainty for Whistle Jacket capital note
holders 4
Longtop Financial Technologies (LFT) Buy: Improving outlook and favorable
valuation, raise TP/upgrade to Buy 5
Taiwan: Technology: Hardware: Implications of strengthening TWD - mixed
impact to Taiwan tech 6

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2008-2-25 12:49:00 上传

[下载]Goldman Sachs Morning Notes
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[此贴子已经被作者于2008-2-25 12:50:04编辑过]

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