【出版时间及名称】：2009年11月亚太交通运输行业研究报告
        【作者】：花旗银行
        【文件格式】：PPT
        【页数】：51
        【目录或简介】：
Investment Summary
 Prefer PRC airlines to airports: Supply demand most favorable; Beneficiaries of robust
China consumption, World Expo and RMB appreciation. Buy CEA, Air China, CSA; Sell
BCIA and SH Airport
 Prefer Taiwan airlines to CX and SIA: TW airlines are benefiting from cross-link and
quickly rising air freight volume/cargo; for CX and SIA, premium travel remain subdued.
 Positive on BDI and bulk shipping: Buy China COSCO, Sinotrans Shipping, U-ming; Sell
STX Pan Ocean;
 Prefer container terminals to container shipping: Top pick CMHI; Selectively buy NOL