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Added: April 21, 2008 This presentation is Public
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HONG KONG STOCKMARKET OUTLOOK 2007 By Peter W L LAI : HONG KONG STOCKMARKET OUTLOOK 2007 By Peter W L LAI


Economy Outlook I : Economy Outlook I


Economy Outlook II : Economy Outlook II


Economy Outlook III : Economy Outlook III


Risks : Risks Liquidity Flows Outflow of fund Large scale profit-taking Epidemic Diseases Natural Forces Tsunami/Earthquake/Typhoon Terrorists Attacks


CONCLUSION : CONCLUSION


RECOMMENDATIONS : RECOMMENDATIONS Property Cheung Kong (1) Sun Hung Kai (16) New World (17) Telecommunications China Tel (728) Conglomerates Hutchison (13) Bank China Construction Bank (939) Bank of Communications (3328)


Slide20 : Hotels -Jinjiang (2006) -Regal (78) China Retailers -Mengniu Dairy (2319) Olympic Concept Li Ning (2331) Win Hanverky (3322) Pharmaceutical -Guangzhou Phar (874) -Tong Ren Tang (8069) Automobile -Denway (203)

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