本人觉得这个报告还是相当物有所值的。
报告共37页。以下是目录。
Table of Contents
China market review.................................................................3
Share price performance ..............................................................................................3
Our key calls ................................................................................................................3
Trading ideas................................................................................................................8
Major corporate actions.........................................................12
Land acquisitions .......................................................................................................12
Other actions/news.....................................................................................................12
National macro and industry movements ............................13
Shanghai and Hangzhou........................................................16
Shanghai ....................................................................................................................17
Hangzhou...................................................................................................................19
Beijing .....................................................................................20
Guangzhou..............................................................................23
Shenzhen ................................................................................26
Chongqing and Chengdu.......................................................29
[此贴子已经被作者于2009-5-13 23:02:23编辑过]