GS 高盛：中国 每日报告

04.18 11页 China-Daily-Insights

Today’s focus
China Communication Services (0552.HK): First take: FY06 in line but revenue mix weaker; TD revenues in sight
Solarfun Power Holdings (SOLF): SOLF soared 36% overnight on a valuation catchup
China Life Insurance Company (2628.HK): FY2006: Stellar NBV and investment income, but premium a bit soft
Gome Electrical Appliances Holding (0493.HK): Noisy 2006 results, but margin outlook more upbeat for 2007; up TP
PICC Property and Casualty (2328.HK): FY2006: Robust investment income offset by strong DAC growth
Weichai Power (2338.HK): Strong 2006 result; a solid growing 2007 expected; Fairly valued