中银国际:华侨看中国 4月刊
(2007.04) 中文 68页
目录
日本是否可鉴? ........................................................................................... 3
暴风雨前的平静?....................................................................................... 4
中国经济........................................................................................................12
香港经济........................................................................................................22
汽车.................................................................................................................24
化工.................................................................................................................25
消费品 — 啤酒及白酒...............................................................................26
消费品 — 乳制品........................................................................................27
消费品 — 家电............................................................................................28
消费品 — 纺织品及零售..........................................................................29
消费服务 — 酒店/博彩..............................................................................30
能源.................................................................................................................31
金融 (中国)....................................................................................................32
金融 (香港)....................................................................................................33
金融 — 保险................................................................................................34
工业..................................................................................................................... 35
传媒.................................................................................................................36
金属及矿产....................................................................................................37
制药.................................................................................................................38
地产 (中国)....................................................................................................39
地产 (香港)....................................................................................................49
中小盘股/工业...............................................................................................41
科技.................................................................................................................42
电信 (中国)....................................................................................................43
电信 (香港)....................................................................................................44
交通运输 — 航空........................................................................................45
交通运输 — 机场........................................................................................46
交通运输 — 陆运........................................................................................47
交通运输 — 海运........................................................................................48
公用事业 (中国)...........................................................................................49
公用事业 (香港)...........................................................................................50
中银国际股票研究范围..............................................................................51
公告时间表....................................................................................................58
最近出版的研究报告..................................................................................65
中银国际研究团队.......................................................................................66