GS 高盛：每日中国报告 06.06

China Daily Insights

June 6, 2007 10页

Today’s focus
China Resources Power (0836.HK): CRP gains from "920" power plant sale as expected; reiterate Buy
China Petroleum and Chemical (H) (0386.HK): Product pricing reform stalled; potential downstream earnings risk
CNOOC (0883.HK): Key projects on track; still at a valuation discount to peers
Zhejiang Expressway (0576.HK): Solid fundamentals; Downgrade as fully valued
China: Transportation: Infrastructure: China toll roads: Concession transfer regulation update
Headline news
B-share market should be repositioned (China Daily)
Four mutual funds approved in attempt to stablize market (China Daily)
China Central Bank `Closely' Watching Food Prices (Bloomberg)
Life insurers prepare for rule change (Xinhua)
COSCO To Lead Red Chips in Mainland IPOs (Caijing)