
SourceofopportunityWereiterateourSellratingonGoldwind(A/H).WestillexpectGoldwindtomaintainitsleadingmarketshareandproductreputationamongpeers.Wealsoexpectfurtherearningsgrowthinto2015(e.g.2H13Enetprofittobe127%higherthan1H13and37%higherthanFY2012).However,webelieveitsrecoveryhasbeenmorethanpricedin.Wealsoexpectitswindfarmsalestoonlygrowslowlyinthenearterm.Hence,wecut2013/2014/2015...

SpotlightNewgTLDsecurityimplicationsPostedon10September2013.|ThenewgTLDsthatarebeingimplementedhaveafewsecurityconcernsalready.OneofthemajorconcernsisNameCollision,whichresultsfromasingledomainnamebeingusedindifferentplaces.ExploringattacksagainstPHPapplicationsPostedon9September2013.|ImpervareleaseditsSeptemberHackerIntelligenceInitiativereportwhichpresentsanin-depthviewo...
【研究报告内容摘要】Low-endcapacitytobefurthersqueezedout–MIITannouncedthatitwouldshutdownatotalof67low-endsmallpapermillsbytheendofthisyearatanaggregateof1.2mt.Ontopofthat,MIITunveiledtheclosureof274papermillswithtotalcapacityof6.35mtbyend-2013.Thus,Chinawouldcut2013papermillcapacitybyatotalof7-8mtorapprox.7-8%oftotalsupply,comparedwithclosing5.4/8.3/9.7mtin2010/11/12.Moreimportantl...