发帖
雷达卡
【出版时间及名称】：2010年3月台湾证券市场投资策略报告
【作者】：德意志银行
【文件格式】：pdf
【页数】：28
【目录或简介】：
Table of Contents
Monthly strategy bullets................................................................... 3
Macro data, consensus data sheet ...........................................................................................4
Strategy overview ............................................................................. 5
Very high expectation – difficult to sustain, in our view ............................................................6
Some Taiwan-specific negative catalysts not yet discounted.................................................11
Deutsche Bank 10 Taiwan Portfolio ............................................... 14
Sector rotation................................................................................. 17
1. Performance .......................................................................................................................17
2. Growth and value................................................................................................................17
3. Momentum and marginal changes .....................................................................................19
4. Liquidity ..............................................................................................................................19
5. Volatility/risk ........................................................................................................................20
Appendix A – Growth screen.......................................................... 23
Appendix B – Value screen ............................................................. 24
Appendix C – Risk screen................................................................ 25
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