DB Today -Global/Macro

类别:投资策略 机构:德意志银行 研究员:德意志银行研究所 日期:2017-12-05

Credit Strategy - Early Morning Reid - Jim Reid

    Welcome to November, a month that has already been made more tolerable byhaving working underfloor bathroom heating for the first time in over a year (seeyesterday’s EMR for more on this)! I hope you had a good Halloween. When Iwas growing up I don’t really remember that much fuss being made of this eventperhaps partly as less attention was made of it back then in the UK and alsobecause my Dad used to hate it and detest kids knocking on our door. They endedup being too scared of him to leave a trick and therefore left us out completely! Idon’t think I’ve been scarred for life but it was a bit of a shock to get home lastnight to find cut out pumpkins all over the kitchen with candles inside. It seemsmy adult family are going to celebrate Halloween in a very different way to

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股票名称11年EPS12年EPS研报
绿地控股 0.55 0.30 研报
新城控股 0 0 研报
光大嘉宝 0.60 0 研报
世联行 0.84 0.62 研报
大悦城 0.30 0.27 研报
蓝光发展 0.24 0 研报
荣盛发展 0.75 1.04 研报
中南建设 0.80 0.99 研报
金融街 0.64 0.72 研报
新湖中宝 0.38 0.32 研报
金地集团 0.67 0.71 研报

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海康威视 6 持有 买入
华夏幸福 4 买入 买入
恒逸石化 4 买入 买入
南极电商 4 买入 买入
洽洽食品 4 持有 买入
贵州茅台 3 持有 买入
普洛药业 3 买入 买入
旗滨集团 3 买入 买入
喜临门 3 买入 买入
中南建设 3 买入 买入
比音勒芬 2 买入 持有
吉比特 2 持有 买入
完美世界 2 持有 买入
万科A 2 买入 买入
大悦城 2 买入 买入
美的集团 2 买入 买入
新经典 2 持有 中性

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