【出版时间及名称】:2010年2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】:40
【目录或简介】:
Taiwan storybook 5
The year of the Asian tiger 8
Time to regain its former glory 8
Sector calls update 11
Changes to our top picks 12
Earnings 14
Valuation 16
Valuation 17
Funds flow 18
Foreign institutional investors 18
Local institutional investors 18
Fund flows 19
Taiwan datapack 21
MSCI Taiwan price level 22
MSCI Taiwan price-to-book multiples 24
MSCI Taiwan dividend yields 26
PB vs ROE 28
Disclosure appendix 36
Disclaimer 39
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