JPMorgan-China Daily Views

发表机构：JPMorgan           发表时间：2008年5月27日

格式：PDF                           页码：38

Contents
Recommendation/Forecast Changes
AAC Acoustic (Overweight), Charles Guo
1Q08 FX-led gross margin weakness offset by lower OPEX ratio; FY OP
margin sustainable
Results and Company Views
Hengan International Group Ltd (Overweight), Rui Wu
Kimberly Clark announced increasing product prices - ALERT

Tingyi (Cayman Islands) Holding Corp (Neutral), Rui Wu
1Q08 results review: Limited upside potential
Sector Research
Cement, Nick Lai
China Cement Industry: NDRC to monitor building material prices and will
intervene if necessary - ALERT

China Telecoms, Jimmy Cheong
Telecom Industry Restructuring given go ahead

Consumer sector, Selina Sia
Food For Thought: Tsingtao Brewery gained market share in 1Q08
JPMorgan Daily Valuations