DB 德银：基金经理　深度报告

（141页）　　01.16　　　4.87M大小　

英文(非德文版)　　16 January 2007　　pdf

Macro
Data Flash – Tony Meer
Australian Housing Finance – November 2006
Stocks & Sectors
Newcrest Mining Ltd (NCM) – Peter Rose, Brendan James
Revised commodity and currency forecasts Buy (earnings change)
Zinifex Ltd (ZFX) – Peter Rose
Revised commodity forecasts Buy (earnings upgrade)
Alumina (AWC) – Brendan James
Better outlook on Aluminium, but still not great Hold (earnings change)
Harvey Norman (HVN) – Kristan Walker
2H07 sales - in line. Hold (earnings upgrade)
Paladin Resources Limited (PDN) – Brendan James
From Strength to Strength Hold (earnings upgrade)
Oxiana (OXR) – Brendan James, Peter Rose
A little tougher in the short term Hold (earnings change)
Lihir Gold Ltd (LHG) – Peter Rose, Brendan James
Revised commodity forecasts Buy (earnings downgrade)
Emerging Companies
Newmont Mining (NEM.N) – Peter Rose
Revised commodity and currency forecasts Buy (earnings change)
Barrick Gold (ABX.N) – Peter Rose
Revised commodity forecasts Buy (earnings downgrade)
ERA (ERA) – Brendan James
Upgrade to Hold – Uranium exceeds expectations Hold (Upgrade) (earnings change)
Buenaventura (BVN.N) – Peter Rose, Jorge Beristain, CFA, Magali Bim
Revised commodity assumptions Buy (earnings downgrade)
Meridian Gold (MDG.N) – Peter Rose
Revised commodity forecasts Hold (earnings change)
Count Financial Limited (COU) – Douglas Farrell, Neil Watson
Another strong quarter; upgrade to Buy. Buy (Upgrade)
E*TRADE Australia Ltd (ETR) – Douglas Farrell, Neil Watson
CEO's surprise departure Buy
Global Stocks & Sectors
Commodities Special – Peter Richardson, Joel Crane
CFTC Commitment of Traders report for w/e 9 Jan 2007