Watch Lists 观察名单 (Dec 2010)

Watch Lists 观察名单

List 1 for mid-long term hold (GLC/blue chips): KepCorp, SembCorp, (SPH, F&N), ..
List 2 for mid-term growth (small-mid cap/growth): Euyansang, OSIM, Biosensor, Mewah, (UE), ..
List 3 (trust/dividend play, 5%+): CCT, P. Life Reit, (Ascott); M1, ..
List 4 (speculative/trading play): GAR, Gent SP, (HL Asia), ..
List 5 (laggards): Kim Eng, (SGX, HL Asia), ..

Watch Lists by Sector:

List A (China play): China AniH, (Ch.XLX, consumer sector-HKEX-listed: Sa Sa, Giordano, Tongfend Motor, ..)

List B (marine & shipping): KepCorp, SembMar, Cosco
List C (banks): OCBC; HKEX-listed China banks: CMB 3968, CCB 939, ABC 1288, ..
List D (props): UOL, KepLand, SingLand, HK Land, ..

Sectors to overweight: commodity, health, offshore & marine (O&M), ..

.......................... Comments and ideas welcome! ..........................
/update: 25-12-2010 10:20