Ai cần HSBC's report on Asia for Second quarter 2008

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em nữa: geameaux@gmail.com

em đây,
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thank bác trước, vote luôn

thánks bác có lòng tốt nhưng mà em nghĩ là cho cái bọn HSBC fắn mẹ nó đi cho khẩn trương, báo cáo chó gì mà toàn tháng sau đá tháng trước, bọn đấy vào TT Việt nam thì phân tích vào mắt

Readers will doubtless disagree with our
judgements, but this scorecard enables us to make
a rough call on which markets now look attractive
(Thailand, Singapore, and China, for instance),
and which are better avoided (Japan, Vietnam, the
Philippines, and Australia). We loosely based our
country weight recommendations this quarter on
these results.


Vietnam (slightly raise off-benchmark
weight)
The Vietnamese authorities have made a pigõ?Ts ear
of their stock market recently. A combination of
over-greedy pricing for privatisation IPOs,
behind-the curve monetary policy, confusing
currency policy, and ill-considered measures to
prop up the market have caused the Vietnam
index to crash 45% in Q1.
The economy is starting to show some strains too.
Tight monetary policy (to tackle inflation, which
has risen to 19%) is likely to slow growth to, in
our economistsõ?T view, 7.8% in Q1 2008 and
below 8% in 2009. Another worry is the trade
deficit, which hit 17% of GDP in 2007.

But we believe value is starting to emerge in the
stock market. The 12-month forward PE (based
on our assumption of 20% EPS growth this year,
following 49% in 2007) has fallen to 12x
(compared to a peak of 33x in March 2007). The
State Capital Investment Corp will start to buy
blue-chip stocks (in our view, a useful short-term
palliative, but a worrying long-term
development). We expect significant further
volatility in the short-term but for investors
willing to hold for a year or more, this market is
starting to look interesting again.
The fundamental story of Vietnam as the next
major FDI destination is not over (try asking
companies in Taiwan, Japan, and Thailand where
they intend to invest next). Good-quality
companies in consumer or infrastructure-related
businesses that have stuck to their knitting and not
diversified into banking or real estate ought to be
attractive long-term buys at these levels.

ùằIndex targets
Index Current level Target end Upside Old end- Target end Upside vs Old end-
3/27/2008 2008 2008 target 2009 2008 2009 target
Japan TPX Index 1,226 1,150 -6.2% 1,500 1,250 8.7% 1,600
Australia AS51 Index 5,372 5,500 2.4% 6,800 6,000 9.1% 7,500
China MXCN Index 64 75 17.4% 105 85 13.3% 120
Korea KOSPI Index 1,676 1,900 13.3% 2,200 2,200 15.8% 2,500
Taiwan TWSE Index 8,606 9,000 4.6% 8,200 10,000 11.1% 9,000
HK HSI Index 22,664 26,000 14.7% 31,000 29,000 11.5% 35,000
India Sensex Index 16,016 17,500 9.3% 23,000 21,000 20.0% 28,000
Singapore FSSTI Index 3,025 3,500 15.7% 4,000 4,000 14.3% 4,400
Malaysia KLCI Index 1,254 1,380 10.0% 1,500 1,500 8.7% 1,650
Thailand SET Index 823 950 15.4% 1,000 1,050 10.5% 1,200
Indonesia JCI Index 2,451 2,200 -10.3% 2,600 2,500 13.6% 2,900
Vietnam VNINDEX Index 509 600 17.9% 1,100 750 25.0% 1,300
MSCI Asia ex Japan MXFEJ Index 491 540 10.0% 570 613 13.6% 647
MSCI Asia Pacific MXAP Index 140 142 1.7% 177 158 10.7% 195

Nó thua lỗ hơn 4tỷ kia kìa, có giỏi nó kíu bố mẹ nó bên Mỹ đi, sao thỉnh thoảng lai phóng uế ra mấy cái báo cáo vớ va vớ vỉn như thế. Nó ckó hiểu TTCK Viêt nam phát triển theo định hướng XHCN nó như thế nào không hả.

Bon nó đúng là chym lợn đa quốc gia

bac cho em cai nhe: nghia12a1@gmail.com

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