GS 高盛：中国每日报告

03.26 15页 英文

Today’s focus
China Views: Strong growth momentum in January-February confirmed by the GS proprietary indicators; raising our 2007 GDP and inflation forecasts
Asia Economics Flash: Assessing inflation risks in China
Guangzhou R&F Properties (2777.HK): First-take: Unexciting results, in-line presale progress
Agile Property Holdings (3383.HK): Announces another high-end acquisition
China COSCO Holdings (1919.HK): Expect 2H06 recovery on the back of higher Asia-Europe rates
China Shipping Development (H) (1138.HK): FY06 preview: expect solid results, possibly more LT contracts
COSCO Pacific (1199.HK): Solid 2006 result; raising estimates but staying cautious
Suntech Power (STP): Downgrading to Neutral on earnings downward revision
Solarfun Power Holdings (SOLF): 12% cut in 2007 estimates, maintain Buy on attractive valuation
Weichai Power (2338.HK): Short term trading opportunity given booming industry demand
China Oilfield Services (2883.HK): 2006 result better than expected; reviewing estimates
China Shenhua Energy (1088.HK): 06 result below expectations due to one-off reasons; stay positive
Weichai Power (2338.HK): A-share prospectus published with non-audited 06 results
Shenzhen Development Bank (000001.SZ): Robust 06 results show continued turnaround; retain Neutral
Headline news
Hu stresses importance of property law (China Daily)
China biggest source of exports to EU (Financial Times)
China starts drilling Asia's deepest oil, gas well (Shanghai Daily)
China's open coastal cities report strong economic performance (Xinhua)
Advertising spending in China skyrockets (Asia Times)