GS 高盛：每日中国报告 10.31 

China-Daily-Insights 10.31   13页

Today’s focus
COSCO Pacific (1199.HK): No major surprises in 3Q07 results; staying positive
Sohu.com (SOHU): New game boosts 3Q07 revenue & margins, advertising as forecast
Angang Steel (H) (0347.HK): 3Q weakness as expected, outlook still positive
CNOOC (0883.HK): Better than expected op data; remains top pick among Chinese oils
Chongqing Changan Auto (A) (000625.SZ): Weak 3Q07 bottom line due to unexpected non-operating numbers
China Resources Power (0836.HK): Further investment in coal mines; Reiterate Buy (Conviction List)
Shenergy (600642.SS): 3Q07 net income down 19%; 1-3Q07 results in line with expectations
Bank of Communications (H) (3328.HK): 3Q07 results beat estimates; raising earnings est. and price target
Headline news
Foreigners still hungry for Chinese real estate (China Daily)
OTC derivatives tradings soar in first nine months (China Daily)
Chinese investment in ASEAN countries catching up rapidly (Xinhua)
Ministry: China's lodgings, catering retail sales set to hit 1.2 trillion yuan this year (Xinhua)
COSCO Pacific (1199.HK): No major surprises in 3Q07 results; staying positive, Mike