【出版时间及名称】：2010年2月中国港口行业研究报告
        【作者】：野村证券
        【文件格式】：pdf
        【页数】：68
        【目录或简介】：
Contents
Now looks a better time for re-entry 3
Rating snapshot 5
More upbeat macro outlook for US, Europe 6
A projected rebuild of US inventories as early as March 2010 7
Firmer-than-expected container shipping freight rates 9
Sequential declines in January-February 2010 should already be discounted 10
More rational inventory management may help to recapture sea cargo market
share 11
Non-port operations now less of a drag 13
Next peak cycle approaching 14
Laggard price performance suggests possibility of a catch-up 17
CMHI and COSCO Pacific most geared for a recovery 18
Latest company views
China Merchants Holdings 30
COSCO Pacific 37
Dalian Port 43
Tianjin Port Development 50
Xiamen International Port 57