GS 高盛：每日中国报告 09.20

China-Daily-Insights 09.20 12页

Today’s focus
Xinao Gas Holdings (2688.HK): 1H2007 results in-line; maintain Neutral
China Merchants Holdings (0144.HK): First take: strong 1H2007 result but no major surprises
AAC Acoustic (2018.HK) Buy: Non-deal road show wrap-up
Tianjin Port Development Holdings (3382.HK): In-line 1H07 results; adjusting TP & EPS based on new guidance
China Gas Holdings (0384.HK): Getting into the CBM business; consistent with strategy
China Foods (0506.HK): 1H07: encouraging wine business; others divisions under pressure
China Agri-Industries Holding (0606.HK): Strong 1H07 on oilseeds processing; delay in fuel ethanol projects
Headline news
Call for officials to be judged on housing efforts (China Daily)
Yuan strengthens after US rate cut (China Daily)
Chinese economy full steam ahead (Xinhua)
China freezes government-set prices (Financial Times)
State to slow some investment (Shanghai Daily)