发帖
雷达卡
【出版时间及名称】：2009年11月中国消费品行业研究报告
【作者】：MIRAE ASSET
【文件格式】：PDF
【页数】：56
【目录或简介】：
CONTENTS
Staples earnings growth momentum can stay strong................................3
Low visibility to discretionary earnings momentum...................................5
Our sector and stock recommendations.....................................................7
Company Section
Anta Sports (2020 HK, Buy)...................................................................13
Belle International (1880 HK, Reduce)..................................................16
China Dongxiang (3818 HK, Buy)..........................................................19
China Resources Enterprise (291 HK, Buy)...........................................22
China Yurun Food (1068 HK, Buy).........................................................25
Hengan International (1044 HK, Buy)...................................................28
Li Ning Co (2331 HK, Buy)......................................................................31
Mengniu Dairy (2319 HK, Reduce).........................................................34
Parkson Retail Group (3368 HK, Reduce)..............................................37
Ports Design (589 HK, Reduce)..............................................................40
Sinopharm Group (1099 HK, Buy).........................................................43
Tingyi (322 HK, Reduce)........................................................................46
Tsingtao Brewery (168 HK, Buy)...........................................................49
Want Want China (151 HK, Reduce)......................................................52
Analyst team profile..................................................................................55
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