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[外行报告] 高盛:2010年中国证券市场投资策略 [推广有奖]

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bigfoot0518 发表于 2009-10-29 08:58:24 |显示全部楼层 |坛友微信交流群
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Table of contents
2010 outlook: Fostering the roots of growth 3
End-2010 index targets: 16,800 for HSCEI and 4,300 for CSI300 5
Macro still a bright spot; reform key to sustain demand 9
Macro issue #1: Government’s exit strategy — The right thing to do 12
Macro issue #2: Property— Slightly expensive, but not a bubble 14
Macro issue #3: Non-performing loans — Not a near-term problem 16
Macro issue #4: Deepening reform to catalyze sustainable demand 18
Earnings: The primary driver of returns in 2010 21
Valuations: China’s growth premium is not fully priced in 28
Liquidity and positioning: Favorable for H; balanced for A 35
Sector allocation, themes, style investing, and stock ideas 40
Style-based stock screens—offshore market 47
Style-based stock screens—A-share market 48
Goldman Sachs/Gao Hua Securities’ top-10 H-share picks for 2010 49
Goldman Sachs/Gao Hua Securities’ top-10 A-share picks for 2010 50
Top-10 picks for the offshore market 51
Top-10 picks for the domestic market 55
2010 sector outlook 60
Airlines: International traffic rebound bodes well for domestic fares 61
Banks: GARP plays benefiting from strong macro and corporate earning recovery 63
Brokers: More active capital markets in 2010 65
Chemicals: 1Q positive on fertilizers; chemicals await 2H10 67
Commodities: Twin demand engines continue to deliver 69
Conglomerates: Recovery priced in 71
Consumer Discretionary: Staying positive on a brighter outlook 72
Consumer Staples: Demand recovery and higher costs 74
Healthcare: Increasing exposure to healthcare reform 76
Infrastructure Construction: Railway construction boom continues 78
Insurance: In the sweet spot; Ping An (A/H) as our top picks 80
Internet: Eyes on online advertising recovery, potential M&A 81
Media and Education: Riding the rising tide of consumer demand 83
Oil & Gas: Prefer E&P and gas exposure 84
Ports: Earnings recovery on strong operating leverage 86
Property: Resumption of NAV growth 87
Shipping: Bullish on bulkers 89
Technology: focusing on late cycle and secular growth stories 91
Telcos: The year of reckoning for 3G 93
Toll Roads: Export recovery and western expansion 94
Utilities: Positive on power producers, lukewarm on water utilities 96
Power Equipment: Prefer wind to diversified equipment makers 96
Appendix 98
Summary of China’s healthcare/social security reform 99
Performance summary 100
Valuations 102
Goldman Sachs/Gao Hua China stock coverage 105
Disclosures 111
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关键词:中国证券市场 中国证券 证券市场 投资策略 市场投资 投资 高盛 中国证券

高盛 中国证券市场2010.pdf

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chenfh123 发表于 2009-10-29 09:03:04 |显示全部楼层 |坛友微信交流群
lz这么有钱了还要加这么高哈。。。

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trier2006 发表于 2009-10-29 09:06:17 |显示全部楼层 |坛友微信交流群
1# bigfoot0518
不错,很中肯。
最好的医生是自己,最好的药物是时间……

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maybelleluan 发表于 2009-10-29 09:11:10 |显示全部楼层 |坛友微信交流群
非常想看看,但是真是售价太高了

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guoqingchun 发表于 2009-10-29 09:19:19 |显示全部楼层 |坛友微信交流群
要命啊,实在是买不起

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tinayy430 发表于 2009-10-29 09:51:37 |显示全部楼层 |坛友微信交流群
嚯,不是一般的贵哈。

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genelo 发表于 2009-10-29 09:54:24 |显示全部楼层 |坛友微信交流群
Do push the price to high, what is your reason to be in here? just sitting here to get the virtual cash as much as you can? If you are not here to benefit others, stay away from this forum!!

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gualinghe 发表于 2009-10-29 13:05:04 |显示全部楼层 |坛友微信交流群
把我卖了也买不起啊……

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smiley_wang 发表于 2009-10-29 19:33:15 |显示全部楼层 |坛友微信交流群
我腿贱,不该进来看疯子。
身未动,心已远。

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