【出版时间及名称】：2009年12月台湾证券市场投资策略报告
        【作者】：汇丰银行
        【文件格式】：pdf
        【页数】：44
        【目录或简介】：
Taiwan storybook 5
M&A catalyst in 2010 8
Noise can’t stop TAIEX rise 8
M&A boosts sentiment and creates long-term value 8
Where are the deals? 8
Risks 13
China Mobile-Far EasTone deal to set the standard 14
Equity strategy 14
Taiwan model portfolio 14
Earnings 16
Valuation 18
Valuation 20
Funds flow 21
Foreign institutional investors 21
Local institutional investors 21
Fund flows 22
Taiwan datapack 23
MSCI Taiwan price level 24
MSCI Taiwan price-to-book multiples 26
MSCI Taiwan dividend yields 28
PB vs ROE 30
Appendix 37
Disclosure appendix 40
Disclaimer 43