GS 高盛：China Daily Insights

03.02 11页

Today’s focus
Asia Economics Analyst 07/04: China: Revisiting fiscal policy before the NPC
China Shipping Container (2866.HK): CSCL's parent co. inks agreement with China Railway Container
Focus Media (FMCN): Acquires Allyes; slightly EPS accretive and heavily growth accretive
Netease (NTES): Starts Tian Xia with 16 servers, or around 64,000 peak user capacity
Suning Appliance Co. (002024.SZ): First Take - 2006 Results
China Shipping Development (H) (1138.HK): First take: New 4-yr Shenhua coal contract; moving up value chain
People's Food Holdings (PPFH.SI): FY06 earnings up 15.7%, margin improved with higher hog price
Kweichow Moutai (600519.SS) Buy: Increasing frequency for price hike; upgrade to Buy; raise TP
Headline news
Foreigners in for steep tax rises as China's parliament meets (Yahoo)
Central Huijin to be transformed to new State forex manager (China Daily)
China's new accounting rules considered by International Accounting Standards Board (Xinhua