MS 摩根斯坦利：中国投资视角

China Investment Perspectives　　February 16,2007

02.16 英文 56页

Strategy and Economics
China
7 Strategy Fortnight in Focus
Jerry Lou
9 Strategy Baby Boomers - China Style
Jerry Lou
Global
11 Europe Strategy
European Model Portfolio: Buying the Oil Sector
Teun Draaisma
13 Global Economics Spillover Risks
Stephen S. Roach
15 US Strategy Goldilocks Redux?
Henry H. McVey/David R. McNellis
Industry Analysis
17 Asia/Pacific Steel Regional Momentum
Peaking: Sell Now, Buy Later
Charles C. Spencer, Sandy Niu, Jonathan Rhee, Alex
Gong
Company Analysis
19 ↑ Bank of China Limited Upgrade to
Overweight-V
Minyan Liu, Eric Mak, Shary Z Wu, Amit Rajpal
21 Initiation China Infrastructure Machinery
Holdings Initiation of Coverage: Growing on
Consolidation and Diversification
Kate Zhu, Andy Meng
23 China Merchants Hldg Intl Upgrading to
Overweight; Sustainable Growth Still
Undervalued
Jim Lam, Edward H Xu, Chin Y. Lim
25 China Mobile (HK) Relative Certainty in a
Volatile Market
Lina Wai Choi, Mark S. Super, Franklin Fu

27 ↑ COSCO Pacific Upgrading to Overweight;
Moving in the Right Direction
Jim Lam, Edward H Xu, Chin Y. Lim,
29 ↑ Guangzhou Shipyard Intl. Co., Ltd. Asset
Injection Countdown
Kate Zhu, Andy Meng
31 ↑ Lenovo Group A Light at the End of the
Restructuring Tunnel
Viktor Ma, Sguala S Wan
33 Shimao Property Market Leader in the Making
Kenny Tse
35 ↑ Sina Corporation 4Q06: Upgrading to OW on
Coreand Web 2.0 Initiatives
Richard W Ji, Jenny Wu
37 Initiation Yantai Changyu Pioneer Wine
Company Ltd. Initiation of Coverage: A Wine
Giant in the Making
Roger Jiang, Angela Moh