GS 高盛：China Daily Insights

03.05 March 5, 2007 11页

Today’s focus
Kongzhong Corp. (KONG): Better than feared 4Q06, but poor outlook and Unicom changes
51job, Inc. (JOBS): More pages but deep discounts in 4Q06; limited visibility for 1Q07
Orient Overseas Int'l (0316.HK): 2H06 earnings could mark bottom-of-cycle; expect stronger 2007
Sinomem Technology (SINO.SI): 4Q2006 impacted by writedown of associate and exchange losses
China: Banks: In-line 06E results but positive NIM/NPL trends; add on dips
Foxconn Int'l Holdings (2038.HK) Buy: More volume, content and customers; adding to Conviction Buy List

Headline news
China to Let Overseas Companies Sell Yuan Bonds (Bloomberg)
China Says It's Delaying Index Futures on Concern of Volatility (Bloomberg)
China's QFII investment quotas close to ceiling (China Daily)
Overseas firms increase investment in real estate sector (China Daily)
China Mobile asks TD-SCDMA equipment suppliers to submit informal bids (Xinhua)