Goldman Sachs Morning Notes

pdf，30页

 

Focus Items
China: Real Estate Developers: Demand headwinds to persist; be selective -
ratings and TP changes 1
Kasikornbank (KBAN.BK) Sell: Fully priced, ignores opex, potential NIM
headwinds; D/G to CL Sell 2
Standard Chartered Bank (2888.HK): Less shine, more resets/questions; D/G to
Neutral, trim positions 3
Hong Kong: Banks: Losses a near certainty for Whistle Jacket capital note
holders 4
Longtop Financial Technologies (LFT) Buy: Improving outlook and favorable
valuation, raise TP/upgrade to Buy 5
Taiwan: Technology: Hardware: Implications of strengthening TWD - mixed
impact to Taiwan tech 6

[此贴子已经被作者于2008-2-25 12:50:04编辑过]