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Citigroup China Equity Strategy
作者：Lan Xue and etc
资源类别：报告
资源格式: 148 pages PDF 英 1.42MB
目录: China Equity Strategy: The Easy Money Has Been Made page 3 Focus Themes in 2008 page 9 Investment Strategy – Visible Growth is Defensive for China page 24 China Economy page 36 Sector Overview page 53
China Equity Strategy: The Easy Money Has Been Made page 3
Focus Themes in 2008 page 9
Investment Strategy – Visible Growth is Defensive for China page 24
China Economy page 36
Sector Overview page 53
Auto page 54
Consumer page 58
Insurance page 65
Internet/New Media page 68
Metals and Mining page 75
Oil & Gas Sector page 77
China Properties page 79
Small-Mid Caps page 88
Technology page 90
Telecoms page 92
Transportation page 95
Travel page 99
Utilities – Power page 103
Utilities – Gas page 106
Company Notes for Strategist's Top Picks page 111
Air China (0753.HK) 112
China Coal Energy (1898.HK) 114
China Merchants Holdings (0144.HK) 116
China Mobile (0941.HK) 118
China Resources Land (1109.HK) 120
China Yurun Food Group (1068.HK) 122
Ctrip.com (CTRP.O) 124
Dalian Port PDA (2880.HK) 126
Focus Media (FMCN.O) 128
Home Inns & Hotels Management (HMIN.O) 130
Intime Department Store (Group) (1833.HK) 132
Lenovo Group (0992.HK) 134
Mengniu Dairy (2319.HK) 136 Ping An Insurance (2318.HK) 138 Sina Corp. (SINA.O) 140 Sinopec (0386.HK) 142
Ping An Insurance (2318.HK) 138
Sina Corp. (SINA.O) 140
Sinopec (0386.HK) 142
Appendix A-1 144
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