Citigroup花旗：亚太地区中小上市公司产业回报率深度研究

（１３２页）　　06.10. pdf

这是目前对于中小上市公司的详细研究，难得

10 October 2006 | 132 pages Industry In-Depth

Citigroup Global Markets | Equity Research

Asia Viewfinder - Small & Mid Caps：The Return of the Industrials

Contents
Growing Risk Appetite 5
Interest-rate correlations 7
Bottom-up approach 8
HK / China: The Return of the Industrials 11
Taiwan / Korea: Domestic Plays and Tech Small-Caps 14
Malaysia, Singapore, Thailand 15
India 17
Stock Screens 18
Valuation Tables 22
Company Section 32
Lee & Man Paper (2314.HK) 33
Fong's Industries (0641.HK) 36
Geely (0175.HK) 39
TravelSky Technology (0696.HK) 42
Yue Yuen Industrial (Holdings) (0551.HK) 45
China Yurun Food Group Ltd (1068.HK) 48
Victory City International Holdings (0539.HK) 51
Great Wall Motor (2333.HK) 54
Techtronic (0669.HK) 57
Taiwan Cement (1101.TW) 60
Cathay Real Estate Development (2501.TW) 63
Shin Zu Shing (3376.TWO) 66
Far Eastern Department Stores Ltd (2903.TW) 69
Mogem (079560.KQ) 72
MtekVision (074000.KQ) 75
Road Builder (M) Holdings (ROAD.KL) 78
Media Prima Bhd (MPRM.KL) 81
IJM Plantations (IJMP.KL) 84
Olam International (OLAM.SI) 87
OSIM International (OSIL.SI) 90
Tat Hong Holdings (TAT.SI) 93
CSE Global (CSES.SI) 96
Indorama Polymers PCL (IRP.BK) 99
LPN Development PCL (LPN.BK) 102
Thai Stanley Electric PCL (STAN.BK) 105
Federal Bank (FED.BO) 108
United Phosphorus (UNPO.BO) 111
Bajaj Hindusthan (BJHN.BO) 114
Analyst Certification Appendix A-1 120

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