发帖
雷达卡
Language: English
Date: 6 Mar 2012
Page: 40
Investment summary 3
Short-term outlook: missing a
gear 7
Overcapacity concerns
overdone 10
Competitive landscape 14
Long-term outlook remains
positive 16
Valuation and risks 28
Appendix 31
Disclosure appendix 36
Disclaimer 39
HSBC Global Research - Monthly AlphaPicks March 2012 (No. 7)
Language: English
Date: 5 Mar 2012
Page: 96
Style & Alpha Strategy: March 2012 3
Top 20 stock ideas for March 2012 6
Special situations & anomalies 9
Two-dimensional style comparison 12
1. Value 16
2. Dividend 22
3. Contrarian & Optimism 26
4. Momentum & Growth 34
5. Value/Momentum 43
6. Quality models 47
7. Short 54
8. Market and other risks 58
STOXX 600 – all stocks at a glance, February 2011 66
Style & Systematic Alpha: product overview 77
Appendix 82
Disclosure appendix 93
Disclaimer 95
20120306 China Autos.pdf
(375.41 KB)
20120305 Monthly AlphaPicks March 2012 No.7.pdf
(2.39 MB)
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