2011摩根斯坦利各行业公司研究报告-英文版

xiang8482890 · 发表于 2011-11-21 12:43:16

很好的资料，大家一起学习~
Contents
M O R G A N S T A N L E Y R E S E A R C H
November 15-17, 2011
Asia Pacific Summit
Macro
China Economics.............................................................................................................................................................................................................4
China Strategy.................................................................................................................................................................................................................6
Company Analysis
21Vianet............................................................................................. 10
361 Degrees International Limited..................................................... 12
51job, Inc ........................................................................................... 14
Agile Property .................................................................................... 16
Agricultural Bank of China Limited .................................................... 18
AirMedia............................................................................................. 20
BaWang International Holdings ......................................................... 22
Bosideng International Holdings Limited ........................................... 24
C C Land Holdings Limited................................................................ 26
Central China Real Estate Ltd ........................................................... 28
China Construction Bank Corp. ......................................................... 30
China Datang Corporation Renewable Power................................... 32
China Flooring Holding Company...................................................... 34
China Forestry Holdings Company Limited ....................................... 36
China High Speed Transmission ....................................................... 38
China Lodging Group, Limited........................................................... 40
China Medical Technologies ............................................................. 42
China Merchants Hldg Intl ................................................................. 44
China Resources Cement Holdings Ltd. ........................................... 46
China Resources Gas ....................................................................... 48
China Resources Power.................................................................... 50
China Rongsheng Heavy Industries Group ....................................... 52
China Shanshui Cement Group......................................................... 54
China Shenhua Energy ..................................................................... 56
China Shineway Pharmaceutical....................................................... 58
China Suntien Green Energy Co., Ltd. .............................................. 60
China Telecom .................................................................................. 62
China Unicom .................................................................................... 64
China Vanke Co., Ltd. ....................................................................... 66
China Windpower Group Limited....................................................... 68
China Yurun Food Group Ltd. ........................................................... 70
COSCO Corporation.......................................................................... 72
Country Garden Holdings Company Limited ..................................... 74
CSR Corp .......................................................................................... 76
CST Mining Group Limited ................................................................ 78
Ctrip.com ........................................................................................... 80
DaChan Food Asia Ltd ...................................................................... 82
ENN Energy Holdings Limited ........................................................... 84
Evergrande Real Estate Group Ltd ................................................... 86
Franshion Properties (China) Limited................................................ 88
GCL-Poly Energy............................................................................... 90
Giant Interactive ................................................................................ 92
Golden Eagle Retail Group Limited ................................................... 94
Greatview Aseptic Packaging Co Ltd ................................................ 96
Guangdong Investment Limited......................................................... 98
Guangzhou Automobile Group.......................................................100
Guangzhou R&F Properties ...........................................................102
GZI REIT ........................................................................................104
Haitian International Holdings Limited............................................106
Home Inns & Hotels Management Inc............................................108
Huaneng Power..............................................................................110
Huaneng Renewables ....................................................................112
Industrial and Commercial Bank of China ......................................114
Intime Department Store (Group)...................................................116
iSoftStone Holdings Limited ...........................................................118
Kingdee International Software Group ...........................................120
KWG Property Holding Limited ......................................................122
Lenovo............................................................................................124
Mindray...........................................................................................126
Minmetals Land Ltd ........................................................................128
New Oriental...................................................................................130
Nine Dragons..................................................................................132
Phoenix New Media........................................................................134
Ping An Insurance Company..........................................................136
Renhe Commercial Holdings Co. Ltd .............................................138
Renren Inc. .....................................................................................140
Sany Heavy Equipment International .............................................142
Sateri Holdings Limited...................................................................144
Shanghai Electric............................................................................146
Shanghai Industrial Holdings..........................................................148
Shanghai Pharmaceutical...............................................................150
Shangpharma Corp ........................................................................152
Shui On Land Limited.....................................................................154
Sihuan Pharmaceutical Holdings Group Ltd ..................................156
Sina Corporation.............................................................................158
Sino Biopharmaceutical..................................................................160
Sino Ocean Land............................................................................162
SOHO China...................................................................................164
SouthGobi.......................................................................................166
SPG Land (Holdings) Limited .........................................................168
Spreadtrum Communications Inc. ..................................................170
Stella International Holdings...........................................................172
TAL Education Group.....................................................................174
Tingyi (Cayman Islands).................................................................176
West China Cement Ltd .................................................................178
Winsway Coking Coal Holdings Ltd................................................180
Zhongpin Inc...................................................................................182
Zhongsheng Group Holdings .........................................................184
Zoomlion Heavy Industry................................................................186
Appendix
Asia/Pacific ex Japan Market Valuation Table .......................................................................................................................................................... 190
China: Upside / Downside to Price Target................................................................................................................................................................. 191
Valuation Methodology and Risks ............................................................................................................................................................................. 193

wujing · 发表于 2011-12-8 10:16:23

楼主，我分享币不够，能麻烦您发到我邮箱吗？wujing0927@163.com

wuzhong2009 · 发表于 2011-12-8 10:17:06

这有中文的吗

xinyang · 发表于 2011-12-19 10:58:31

奇文共欣赏，疑义相与析。

钱江湖畔 · 发表于 2011-12-19 12:33:02

这个可以免费下载

woshihuisun · 发表于 2011-12-19 12:51:45

这个能算是内部资料了

陈延嗣 · 发表于 2011-12-19 17:25:49

还是不能下载，求资料，谢谢啊
chenyansi2010@gmail.com

viv123 · 发表于 2011-12-20 22:03:45

标题党啦，2011摩根斯坦利各行业公司研究报告。。。这名字容易误解，第一不是所有行业都涵盖到，第二不是所有公司都涵盖到吧，只是几十个上市公司财务数据分析吧。。。

fuguliyu · 发表于 2012-2-7 16:48:01

我也下不了，发到我邮箱吧 fuguliyu@yahoo.cn,谢谢啦

wangyanliang · 发表于 2012-2-7 22:40:06

陈延嗣发表于 2011-12-19 17:25
还是不能下载，求资料，谢谢啊

给哥们传一份谢谢邮箱liangliang841004@gmail.com

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