GS 高盛：每日中国报告 11.16

China-Daily-Insights 11.16    13页

 

Today’s focus
China: Portfolio Strategy: China Conference Key Takeaways
Asia Economics Data Flash: China data: Industrial production growth came in at a weaker-than-expected 17.9% in October
Sinomem Technology (SINO.SI): Weak 3Q07, earnings and TP revised downwards, new TP of S$1.34
SINA Corporation (SINA): Inline 3Q07 results; solid cost control
Shangri-La (0069.HK): Better than expected room rates achieved
China: Agriculture: Key takeaways from agriculture panel at China Conference
Suntech Power (STP): First take: 3Q profit beat expectations; better 2008 earnings visibility
Headline news
Property prices rise 10% despite control measures (China Daily)
Industry gets new guidelines (China Daily)
China pledges more efforts to stabilize prices (People’s Daily)
Dollar to stay anchor of China's reserves: Chinese official (Yahoo)
China says key pollution levels are down (Yahoo)
China: Portfolio Strategy: China Conference Key Takeaways, Thomas Deng, CFA
• China Conference Key Takeaways: We held our two-day China Investment Frontier Conference in Beijing and over 600 investors and 120 corporates attended the conference. Generally speaking, investors