【作者】:高盛
【文件格式】:PDF
【页数】:26
【目录或简介】:
Table of contents
Snapshot of changes in ratings, target prices, earnings estimates 2
CRP and Guodian may weather the coal price hikes better 4
Tariff hikes highly likely if coal costs rise by 16% in 2010 5
Generation recovery alone is unlikely to offset coal price hikes 6
Valuation: 2010E P/B and 2011E P/E highlight select opportunities 8
Company summary financials 14
Disclosures 24
The prices in the body of this report are based on the market close of December 4, 2009.
The author would like to thank June Zhu for her valuable contribution to this report.
本文来自: 人大经济论坛 详细出处参考:http://www.pinggu.org/bbs/viewthread.php?tid=641928&page=1 |