HSBC- 中國基礎建設&水泥業：China Infrastructure Construction and Cement

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HSBC- 中國基礎建設&水泥業：

China Infrastructure Construction and Cement

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2009-2-5 09:44:00 上传

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Global Research

􀀗 Stock prices are not reflecting the

potential for China’s pump-priming to lift

infrastructure demand and earnings...

􀀗 …despite evidence that infrastructure

construction orders are already flowing

through to building material companies

􀀗 Top picks: CRG (390.HK), Conch Cement

(914.HK), Taiwan Cement (1101.TW)

Not yet in the price

In this report, we aim to answer the commonly asked questions

about how China’s stimulus package will work, examining:

􀀗 the 1998 experience and which sectors benefited;

􀀗 the decision-making process this time and which sectors

are likely to benefit when; and

􀀗 how the government money filters through.

The infrastructure construction and cement sectors are direct

beneficiaries of China’s fiscal pump-priming, yet the stock

market gains made since the stimulus package was released

have recently reversed. Hard evidence of a demand increase

is coming through and we recommend that investors

accumulate stocks in these two sectors.

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关键词：Construction Structure struct INFRAS Cement Construction China 水泥 HSBC Cement