Presentation Transcript
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)