Morgan Stanley-Key Surprises for 2010 - China

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【出版时间及名称】：20091216Morgan Stanley-Key Surprises for 2010 - China
      【作者】：Morgan Stanley
      【文件格式】：PDF
      【页数】：33
      【目录或简介】：Table of Contents
2
3 Strategy Inflation shock the key negative surprise to remove Goldilocks
Jerry Lou
5 Airlines Renminbi appreciation and fuel cost correction could surprise the market
Edward Xu
7 Airlines
China Southern Airlines: Oil price stays below US$85/bbl in 2010E,
boosting CSA’s earnings
Edward Xu
9 Autos & Auto Parts Best is behind us, limited upside
Kate Zhu
11 Banks Capital replenishment in 2010 – market seems overly worried
Minyan Liu
13 Building Materials Restructuring theme re-emerging
Sandy Niu
15 Building Materials
China Resources Cement: Key beneficiary of industry restructuring
Sandy Niu
17 Property It’s all about policy
Derek Kwong, Coral Ching
19 Shipping Excess capacity removed; balanced fundamentals and strong freight rates
Sophie Loh
21 Steel China to be short of longs
Charles Spencer
23 Steel
Maanshan Iron & Steel: Positive outlook for long products in 2010
Charles Spencer, Mean Phil Chong
25 China Coverage Universe
28 Valuation Methodology and Risks

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关键词：Surprises surprise Stanley Morgan China Morgan China Surprises

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