全部版块 我的主页
论坛 新商科论坛 四区(原工商管理论坛) 行业分析报告
1723 1
2009-09-17
Table of Contents
Monthly strategy bullets................................................................... 3
Top picks, macro data, consensus data sheet ..........................................................................4
Strategy overview ............................................................................. 5
What happened to the retail investors? ....................................................................................6
Liquidity still available when needed? Or just an illusion?.........................................................7
Global tax scheme (effective January 2010) a wild card ...........................................................9
Fundamentals appear on track................................................................................................11
Deutsche Bank 10 Taiwan portfolio ............................................... 16
Sector rotation................................................................................. 18
1. Performance .......................................................................................................................18
2. Growth and value................................................................................................................18
3. Momentum/marginal change..............................................................................................20
4. Liquidity..............................................................................................................................21
5. Volatility/risk ........................................................................................................................22
6. Sector strategy summary....................................................................................................22
Appendix A – growth screen .......................................................... 24
Appendix B – value screen.............................................................. 25
Appendix C – risk screen................................................................. 26
附件列表

db 台湾证券市场 9.pdf

大小:638.85 KB

只需: 60000 个论坛币  马上下载

二维码

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

全部回复
2009-9-17 12:52:05
明目张胆的抢劫……
二维码

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

相关推荐
栏目导航
热门文章
推荐文章

说点什么

分享

扫码加好友,拉您进群
各岗位、行业、专业交流群