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Monday
Jan042010

2010 research outline-Rainbow after storm

DateMonday, January 4, 2010 at 5:33PM

to summarize…

 

  • Sharp rebound of Hong Kong market in 2009 after the financial tsunami.
  • Our new coverage yield at 52.2% relative to HSI during the year.
  • China’s 2010 outlook remains positive with extra fuel from export and domestic consumption sectors.
  • Bullish on Hong Kong stock market with confidence from China’s encouraging economy performance.
  • Sectors with obvious policy support may outperform.
  • Picks of existing coverage include Fufeng (546 HK), Pacific Andes (1174 HK), Ju Teng (3336 HK) and United Laboratory (3933 HK).

2010 research outline:Rainbow after storm

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