Citigroup 花旗：亚太各国股市展望(2007年10月)

80页 英文 10.04 1.47M

4 October 2007 80 pages

Asia Pacific Radar Screen Oct 2007: Country Perspective

Contents
Asian Idols and Double Trouble 3
The Lifecycle of an Investment 4
Understanding the Drivers 5
Regional Overview 6
Korea - Attractive 8
Taiwan – Attractive 10
Hong Kong - Attractive 12
China - Glamour 14
Thailand - Contrarian 16
Singapore - Attractive 18
Malaysia - Attractive 20
India - Glamour 22
Australia - Attractive 24
Philippines - Contrarian 26
The Structure of Radar Screen 28
Valuation 28
Momentum 28
Stock Quadrants 29
GQR Stars and Dogs 29
Asian Idols and Double Trouble 29
The Screener Tool 30
Using and Interpreting the Screener Output 30
Interpreting the Screener Output 31
Global Quantitative Research Team 35
Appendix A-1 45
Analyst Certification 45