汇丰银行：台湾证券市场投资策略报告2009年8月

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

Taiwan storybook 5
From ‘sell into strength’ to
‘buy on weakness’ 8
Increasing optimism…but 8
From ‘sell into strength’ to ‘buy on weakness’ 9
Changes to our top picks 10
Earnings 11
EPS on an upward trend 11
2009 earnings decline has moderated to 5.7% 11
Downward earnings revision finally ends 11
Valuations 13
PB premium to historical range and MSCI Asia Pacific 13
PE is 1 standard deviation above average 13
Valuation 14
Funds flow 15
Foreign investors 15
Institutional Trust Companies 15
Local dealers 15
Funds flow 16
Taiwan datapack 17
MSCI Taiwan price level 18
MSCI Taiwan price-to-book multiples 20
MSCI Taiwan dividend yields 22
PB vs ROE 24
Disclosure appendix 32
Disclaimer 35
Contents

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：投资策略报告 证券市场 投资策略 市场投资 策略报告 投资 证券 台湾 汇丰银行