GS 高盛：每日中国报告  11.19

China-Daily-Insights 11.19     15页

 

Today’s focus
Asia Economics Data Flash: China data: Reported FAI growth accelerated strongly in October
The9 Limited (NCTY): 3Q results: inline revenue and higher costs; little change in pipeline
LDK Solar (LDK): First take: 4Q guided EPS largely in line with our expectation
China: Energy: Gas price hike has limited impact on producers + distributors
Mengniu Dairy (2319.HK): Stock has overreacted to raw milk cost concerns; opportunity to buy
Pacific Basin Shipping (2343.HK) Buy: Key themes from NDR: the three C's
China: Telecom Services: MII says it is 'obligated' to hasten licensing to aid fixed line players
China Unicom (0762.HK): Injection of Guizhou assets positive but not significant in size
Gome Electrical Appliances Holding (0493.HK): 3Q07 results preview; stock remains one of our top picks
China Power International (2380.HK): Delayed Qinghe acquisition is in-line with our expectation
Headline news
Shanghai Exchange May Allow Overseas Firms to Trade (Bloomberg)
Limits on foreign investment in service sector to be eased (China Daily)
China warns of weak int'l demand as global economy slows (China Daily)
Revised tax net targets gains from stocks, real estate (Xinhua)
Property sparks fixed-asset boom (Shanghai Daily)
Asia Economics Data Flash: China data:

[此贴子已经被angelboy于2008-7-30 9:55:47编辑过]