国泰君安(香港)研究股票每周更新

Code Company nameChanges in the past weekEarnings Est. chg?00390China Railway Group - HY02380CHINA POWER - RY02319MENGNIU DAIRY6 to 18 months target price is revised upwards from 22.00 to 23.30Y00883CNOOC - R6 to 18 months target price is revised upwards from 15.00 to 19.90YTable of contentsPageSectors and related listcosPage 1Automobiles & Components, Aviation, Banking, Cement and construction materials, Coal, Conglomerate, ConsumerPage 2Consumer, Electric equipment, Electricity, Health care, Infrastructure, Insurance, InternetPage 3Machinery, Manufaturing, New energy,Nonferrous metals, Oil and gas, Petrochemicals, Ports, Precious metals, PropertyPage 4Shipping and logistics, Steel, Telecommunications equipment, Telecommunication services, Toll roads, OthersCompany Rating DefinitionRating Relative PerformanceBuyRelative Performance >15%;or the fundamental outlook of the company or sector is favorable.AccumulateRelative Performance is 5% to 15%or the fundamental outlook of the company or sector is favorable.NeutralRelative Performance is -5% to 5%or the fundamental outlook of the company or sector is neutral.ReduceRelative Performance is -15% to -5%or the fundamental outlook of the company or sector is unfavorable.SellRelative Performance <-15%or the fundamental outlook of the company or sector is unfavorable.GUOTAI JUNAN ( Hong Kong ) Universe Weekly Update国泰君安(香港)研究股票每周更新3rd Dec. 2010第 1 頁，共 6 頁 GUOTAI JUNAN ( Hong Kong ) Universe Weekly Update国泰君安(香港)研究股票每周更新3rd Dec. 20106 to 18 MonthsRatingTarget08 A09 A10F11F12F08 A09 A10F11F12F08 A09 A10F11F12F08 A09 A10F11F12F08 A09 A10F11F12FAutomobiles & Components00175Geely AutomobileAccumulate6.50RMB0.1430.1670.2000.2330.2850.0140.0200.0200.0230.02887911831548179822360.740.941.341.792.3424.019.917.714.713.7n.a.n.a.Harry Chen11-11-201000489Dongfeng Motor GroupBuy 16.10RMB 0.459 0.725 1.406 1.489 1.506 0.045 0.090 0.169 0.179 0.181 3,955 6,250 12,111 12,827 12,978 2.89 3.55 4.93 6.31 7.71 18.57 22.54 33.17 26.50 21.49n.a.n.a.Harry Chen9-9-201001211BYDNeutral 41.00RMB 0.500 1.770 1.420 1.671 1.7790.000 0.330 0.284 0.334 0.356 1,021 3,794 3,232 3,802 4,048 5.50 7.33 7.71 8.77 9.70 9.29 27.13 18.88 20.28 19.26n.a.n.a.Harry Chen12-11-2010Aviation00670CHINA EASTERN AIR- HAccumulate5.80RMB(3.137)0.026 0.505 0.327 0.2360.0000.0000.000 0.215 0.261(15269) 169 5,388 3,686 2,660(2.60) 0.26 1.22 1.91 2.11 n.a. 13.65 42.89 17.58 11.54n.a.n.a.Harry Chen1-11-201000753AIR CHINA - HAccumulate12.40RMB(0.780)0.4100.9670.9310.9030.0000.0000.2110.2090.203(9256)48541220112096117381.631.953.674.985.88 n.a.20.3026.3518.6815.36n.a.n.a.Harry Chen14-10-201001055CHINA SOUTHERN AIRLINES - HAccumulate6.40RMB(0.735)0.0470.7400.4170.2910.0000.0000.0000.0830.058(4823)3306179420629391.071.291.852.262.55(68.7)3.233.218.411.4n.a.n.a.Harry Chen28-10-2010Banking00939CCB - HAccumulate8.00RMB0.4000.4570.5720.6300.7170.1940.2020.2420.2830.322925991067561345211574081791811.992.392.873.263.7020.920.921.120.5 20.6 n.a.n.a.Wilson Li30-09-201000998CITIC BANK - H Accumulate6.60RMB0.3410.3670.4970.5260.5730.0850.0880.1240.1260.14313296143191938623939273032.452.673.073.463.9114.814.317.316.8 15.6 n.a.n.a.Wilson Li26-08-201001398ICBC - H Accumulate7.30RMB0.3300.3860.4680.5620.6680.1650.1740.1870.2250.2671108411288971563681877232230921.802.022.302.643.1019.420.221.722.8 23.3 n.a.n.a.Wilson Li26-03-201002388BOC HONG KONG - RNeutral21.10HKD0.3161.2981.5641.7722.0010.4380.8130.9791.1101.2533343137251653318734211577.829.7310.4811.2812.173.814.815.513.3 12.9 n.a.n.a.Wilson Li25-03-201003328BANK COMM - HAccumulate11.60RMB0.5800.6180.7750.9481.1180.2000.2470.3100.3790.55928393301183798046431547523.053.343.814.384.9420.119.221.723.1 24.0 n.a.n.a.Wilson Li30-03-201003968CM BANK - H Accumulate24.50RMB1.1000.9541.2041.4611.8330.1000.2100.2930.3650.45821077182352524731523395495.414.856.427.649.1428.621.221.820.821.8n.a.n.a.Wilson Li10-09-201003988BOC - H Buy5.50RMB0.2500.3190.3910.4750.5690.1300.1440.1560.1900.2276436081068991991204581443271.832.012.302.633.0014.616.618.119.2 20.2 n.a.n.a.Wilson Li24-03-201001988CMBCBuy9.90RMB0.3490.5280.5990.7300.8550.0670.0420.1200.1460.1717885121041601219511228362.393.303.854.465.1715.217.116.817.617.7n.a.n.a.Wilson Li06-09-2010Cement and Construction Materials00914ANHUI CONCH - HNeutral30.00RMB1.5491.9851.3971.8802.0690.3150.3500.2790.3760.4142607350649356641730914.7916.329.2810.7812.3814.413.116.018.717.8n.a.n.a.Ray Zhao23-11-201000743Asia CementNeutral4.20RMB0.3000.3920.2000.2610.3000.1000.1000.0510.0670.0774116103114074674.164.464.124.374.718.09.14.76.26.6n.a.n.a.Ray Zhao20-10-201000691Shanshui CementNeutral6.00RMB0.2330.2530.3540.4540.5240.0890.0610.0860.1100.127539702981125714511.871.862.122.47