【出版时间及名称】：2010年1月中国零售行业研究报告
        【作者】：野村证券
        【文件格式】：pdf
        【页数】：68
        【目录或简介】：


Contents
Executive summary 3
What’s new in 2010? 6
Mild inflation positive for retailers 6
Electronic stimulus package 6
Guangzhou Asian Games 7
Wuhan-Guangzhou high-speed Railway 8
Expo 2010 Shanghai 9
The higher-end the better 10
Valuation still has room to run, but be selective 11
Macro backdrop 18
Latest company views
Li Ning 20
Gome Electrical Appliances 24
Wumart Stores 32
Lianhua Supermarket 37
Belle International 41
Intime Department Store (Group) 47
Ports Design 53
Parkson Retail Group 57
Golden Eagle Retail Group 61