GS 高盛-中国每日报告 09.18

China-Daily-Insights 09.18 12页

Today’s focus
Guangdong Investment (0270.HK): Raising target price to reflect better-than-expected 1H07 results
Pacific Basin Shipping (2343.HK): Accretive acquisition announced
Shanda Interactive Ent (SNDA): LaTale and casual games should support 3Q07 revenue
China Coal Energy (1898.HK): Core earnings weakness likely temporary, key drivers still positive
AAC Acoustic (2018.HK) Buy: Don't look in the rear mirror; bright future prospects ahead; Buy
Foxconn Int'l Holdings (2038.HK) Buy: Bullish on recovery; reiterate Buy
Headline news
Pork prices fall with live pigs rise (China Daily)
70% of overseas Chinese firms in the black (China Daily)
Chinese commercial banks warned not to sacrifice credit control for high profits (Xinhua)
Listing thresholds too high (Shanghai Daily)