GS 高盛：每日中国报告 09.28 11页

China Daily Insights 09.28

Today’s focus
China: Utilities: Power - IPPs: A detailed look at divergence in company outlooks and profitability
China: Metals & Mining: Eight risk reduction themes; sector is in a sweet spot
Shanghai Forte Land (2337.HK): Another positive move; raising target price, reiterate Buy
Yanlord Land (YNLG.SI): New acquisition in a new market; expansion is on the way
Parkson Retail Group (3368.HK): Staying positive but off Conviction List after recent run-up
Headline news
China's industrial profits soar 37% in first eight months (Xinhua)
China AMC QDII fund limit jumps from 2.5 bln USD to four bln USD (Xinhua)
China works to build new countryside (China Daily)
China: Utilities: Power - IPPs: A detailed look at divergence in company outlooks and profitability, Franklin Chow, CFA