高盛081031每日观察

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2008-11-6 11:31:00 上传

高盛081031每日观察
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Today’s focus
China: Utilities: Power - IPPs: Opposite outlooks: recovering IPPs and waning equipment makers
China: Healthcare: Pharmaceuticals: Downward pressure on discretionary products; D/G GP to Sell
China: Real Estate Developers: Assessing downside risk to BV; relative preference for Vanke (B)
Offshore Oil Engineering (600583.SS) Sell: Solid fundamentals but a high premium tag; initiate with Sell
China Unicom (0762.HK): Inline with expectation - GSM vs CDMA cost allocation confounding
China Railway Construction (H) (1186.HK): First take: 3Q2008 results largely inline, margin declined slightly
China Railway Group (H) (0390.HK): First take: 3Q2008 results, Rmb550mn net loss due to currency loss
Suning Appliance Co. (002024.SZ): In line with expectations; GP margin expansion remains key driver
Yili Industrial (600887.SS): Robust sales during Olympics; 3Q in loss post milk scandal
Yingli Green Energy (YGE): Key takeaways from YGE's 2008 Global Customer Conference

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关键词：Expectations Construction Fundamentals expectation Engineering 高盛 观察