发帖
雷达卡
1。
Commodities
Energy Weekly
The anti-hoarding: physical and financial de-stocking at play
Global de-stocking has driven timespreads down at the same
time that fundamentals continue to tighten, as weak demand
growth continues to be off-set by even weaker supply
growth. This has left the oil system extremely vulnerable to
adverse supply and demand shocks and underscores the risk
of higher price spikes and volatility.
2。GS SUSTAIN - Basic Materials
Basic elements: Sustainable returns in mining, steel and chemicals
GS SUSTAIN has generated alpha
3。
ASEAN: Portfolio Strategy
ASEAN Stance-at-a-Glance
Still cautious
While many Asia ex-Japan markets are near recent ytd lows,
we continue to believe that valuations have not fully priced
in the downside risks to markets. On a Pan-Asia basis, we
continue to underweight the smaller ASEAN markets. Our
ASEAN market rankings remain unchanged from last month–
Singapore, Thailand, Philippines, Indonesia and Malaysia.
Unexciting outlook
ASEAN Stance-at-a-Glance: Still cautious 2
Asia Pacific: Telecom Services: Catalyst watch 3Q08: Facing challenges of an
inflationary world 3
Dongkuk Steel Mill (001230.KS) Buy: Raise high the steel beam, investors;
upgrade to Buy 4
Other Headlines
Economics
China: Economics: Headline growth held up, but underlying growth likely softer in May 5
South Korea: Economics: June CPI: Jumped to 5.5%, a nine-year high 6
South Korea: Economics: June trade: Exports growth moderated 7
Basic Materials
Asia Pacific: Steel: News of the cycle's death is grossly exaggerated 8
Consumer Cyclicals
Focus Media (FMCN): Analyst day takeaways - incrementally informative and positive 9
Hana Tour Service (039130.KQ): Disappointing 2Q08 results to weigh on the shares
224280.pdf
(254.97 KB, 需要: 30 个论坛币)
224281.pdf
(271.71 KB, 需要: 30 个论坛币)
224282.pdf
(2.5 MB, 需要: 30 个论坛币)
224283.pdf
(567.55 KB, 需要: 30 个论坛币)
224284.pdf
(209.92 KB, 需要: 30 个论坛币)
[此贴子已经被angelboy于2008-7-23 12:02:03编辑过]
京公网安备 11010802022788号
