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2007-03-28
<P><STRONG><FONT face=黑体 size=6>GS 高盛:中国每日报告 03.28  </FONT></STRONG></P>
<P><STRONG><FONT face=黑体 size=6>China-Daily-Insights  </FONT></STRONG></P>
<P><STRONG><FONT face=黑体 size=6>03.28    11页  英文</FONT></STRONG></P>
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<P>Today’s focus<BR>PetroChina (0857.HK): Longgang gas discovery significant; could provide valuation upside<BR>Suntech Power (STP): STP analyst day takeaways reaffirm our long term positive view<BR>China: Utilities: Power - Generation: Benefits from grid generation assets are not to be underestimated<BR>China Oilfield Services (2883.HK): Growth outlook intact but with higher capex; valuation full<BR>Shimao Property (0813.HK): Volume expansion to underpin a more promising 2008<BR>Great Wall Motor Company (2333.HK): Good 06 result; slower 07 earnings growth; TP raised; keep Neutral</P>
<P>Headline news<BR>Property still a focus for foreign capital (People’s Daily)<BR>Bourses revise rules to boost info oversight (China Daily)<BR>Metal sector set for bumper year (China Daily)<BR>China's 53 mutual funds report profits of $6.5 bln in '06 (Xinhua)<BR>Tibetan aid package fuels record Shanghai close (Shanghai Daily)</P>
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