HSBC 亚洲中小型潜力股 2007.01.12
HSBC:Asia MidCap stocks-Hidden Dragons 2007
Continuing quest to find Asia’s emerging business leaders
In this report we align our ‘Hidden Dragons’ with HSBC’s Asia Equity
Strategy
The three key themes that drive our stock picks are cyclical growth, lower raw material prices and valuations
This report highlights changes in our list of top ideas
32页 英文 pdf
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本附件包括:
Hidden Dragons
Best Asia Small and Mid-Cap ideas for 2007
From our equity strategy team’s view we distil three themes to select stocks in Asia’s small and mid cap universe.
These themes and the related stocks are:
1 Cyclical growth (CyberLink, MegaStudy, Xinyi Glass,Peace Mark, KEC International)
2 Beneficiaries of lower raw material prices (Hankook Tires, Kingboard Chemical)
3 Value (V-Tech, Chroma, China Yurun , SCCC) We remove from our list companies that:
Have seen sharp increases in valuations: Johnson Health Tech, Daewoong Pharma and Huabao
Face rising business risk: On*Media, Hero Honda, Samson Holdings


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