文档介绍:China related stocks under GS coverage
Source: Datastream, Goldman Sachs Research
Rating/
coverage Quoted
pany view Analyst currency
Airlines
753 HK Air China B/C Julie Lim HKD
1055 HK China Southern Airlines N/C Julie Lim HKD
670 HK China Eastern Airlines N/C Julie Lim HKD
Airports
694 HK Beijing Capital International Airport B/N Bingchao Cao HKD
000089 CH Shenzhen Airport N/N Bingchao Y
600009 CH Shanghai International Airport N/N Bingchao Y
600004 CH Guangzhou Baiyun International Airport N/N Bingchao Y
Automobiles
489 HK Dongfeng Motor B/N Anthony Yang, CFA HKD
2338 HK Weichai Power N/N Anthony Yang, CFA HKD
203 HK Denway Motors N/N Anthony Yang, CFA HKD
600066 CH Zhengzhou Yutong Bus B/N Anthony Yang, Y
000581 CH Weifu Hi-technology S/N Anthony Yang, Y
Banks
HK-listed
3328 HK Bank munications N/A Ning Ma HKD
939 HK China Construction Bank N/A Ning Ma HKD
3988 HK Bank of China N/A Ning Ma HKD
183 HK CITIC International Financial Holdings N/A Darwin Lam, CFA HKD
349 HK ICBC (Asia) N/A Darwin Lam, CFA HKD
A-shares
600000 CH Shanghai Pudong Development Bank B/A Ning Y
600036 CH China Merchants Bank N/A Ning Y
000001 CH Shenzhen Development Bank S/A Ning Y
600015 CH Hua Xia Bank S/A Ning Y
Conglomerates
1199 HK COSCO Pacific N/N Mike Warren HKD
144 HK China Merchants Holdings N/N Mike Warren HKD
363 HK Shanghai Industrial N/N Edward Chan HKD
392 HK Beijing Enterprises Holdings B/N Edward Chan HKD
267 HK CITIC Pacific N/N Mike Warren HKD
291 HK China Resources Enterprise B/N Mike Warren HKD
Consumer Electronics
1070 HK TCL Multimedia Technology B/N Cheryl Tang HKD
751 HK Skyworth Digital S/N Cheryl Tang HKD
600839 CH Sichuan Changhong N/N Cheryl Y
Food and Beverage
1068 HK China Yurun Food Group N/N Yifan Deng HKD
2319 HK Mengniu Dairy B/N Yifan Deng HKD
600887 CH Yili Industrial N/N Yifan Y
PFH SP People's Food Holdings N/N Yifan Deng SGD
506 HK COFCO International N/N Yifan Deng HKD
828 HK Dynasty Fine Wines Group