2010年2月香港中小上市公司研究报告

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【出版时间及名称】：2010年2月香港中小上市公司研究报告
        【作者】：瑞士信贷
        【文件格式】：PDF
        【页数】：48
        【目录或简介】：
Table of contents
Kung Hei Fat Choi................................................................................................................5
Hello kitty in the Year of the Bull......................................................................................5
Year of the Tiger – Tora! Tora! Tora! or Hello Kitty? .......................................................5
Our Lai See picks...............................................................................................................10
China – 2010: a liquidity call ..............................................................................................16
Fair value and earnings growth .....................................................................................16
Long-term story..............................................................................................................17
How to position? ............................................................................................................17
China stock picks for the Year of the Tiger....................................................................19
Hong Kong – riding through the consolidation ...................................................................20
Better outlook in 2H10 as uncertainties fade.................................................................20
China policy risks...........................................................................................................21
Selective stock picking in select sectors........................................................................22
Top picks for Hong Kong ...............................................................................................22
Hong Kong stock picks for the Year of the Tiger ...........................................................23
Eight Lai See Picks ............................................................................................................27
China Shanshui Cement (0691.HK / 691 HK) ..............................................................28
Great Eagle – The most undervalued landlord..............................................................30
ICBC (Asia) – An era of ROE consistency.....................................................................32
Johnson Electric – Shifting from low to top gear............................................................34
KWG Property – 50% MoM growth in contracted sales bodes well for FY10................36
Skyworth Digital – Watchable........................................................................................38
TCL Multimedia – Going out, coming back....................................................................40
VTech – A fat yield as you wait......................................................................................42

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