外文报告：Core Pacific-HONG KONG DAILY COMMENTARY-120711

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Core Pacif ic - Yamaichi
- 1 -
Wednesday, 11 July 2012
HONG KONG DAILY COMMENTARY
http://wendang.chazidian.com
http://wendang.chazidian.com
Hong Kong Indi ces Vol ati l i ty Indi ces Chi na A Share Indi ces
Contents
News Briefs ................................................................................................................................................................................................. 2
Economic Snapshot ...................................................................................................................................................................................... 3
Latest Sector and Stock Commentary ................................................................................................................................................. 4 - 5
Stock Pick - Regent Manner (1997 HK), BUY......................................................................................................................................... 6
Trauson Holdings (325 HK), BUY ....................................................................................................................................... 7
Buy List ......................................................................................................................................................................................................... 8
Daily Stock on the Move............................................................................................................................................................................. 9
Hong Kong Indices
Points Chg.
HSI (10/07) : 19,396.36 -31.73
Turnover (HK$bn) : 37.86 -4.35
Finance : 26,163.24 0.04%
Utilities : 46,517.98 -1.01%
Properties : 25,183.27 -0.80%
C & I : 11,663.03 -0.15%
HSCEI : 9,386.66 -0.64%
HSCCI : 3,799.12 0.36%
HSCI : 2,639.85 -0.20%
H-Fin : 12,799.25 -0.63%
S&P/HKEX GEM : 376.79 -1.97
Turnover (HK$m) : 76.71 -6.68
HSI Volatility Index : 19.67 -0.24
Futures
HSI (Jul) : 19,426 -7
HSI (Aug) : 19,388 -17
HSI (Sep) : 19,304 -16
HSI net open interest : 99,146 +1,668
China Indices
Shanghai ‘A’ : 2,266.58 -6.74
Shanghai ‘B’ : 230.23 +0.70
Shenzhen ‘A’ : 947.19 -8.98
Shenzhen ‘B’ : 628.40 -2.76
Taiwan Index
TWSE : 7,251.35 -58.61
US Indices
DJI : 12,653.12 -83.17
NASDAQ : 2,902.33 -29.44
Others (as of 8:21am)
Latest
1Y HK$ Fwd (pt) : -81.9
1Y HIBOR (%) : 0.8900
USD/EUR : 1.2253
JPY/USD : 79.31
10Y US T Bond (%) 1.5049
30Y US T Bond (%) : 2.6079
Gold (US$/oz) : 1572.68
Brent (US$/bbl) : 98.12
Upcoming Results I: Interim Q: Quarter F: Final
11/07 YueXiu Reit 405 I
13/07 China Motor Bus 26 F
Linmark Group 915 F
17/07 Public Fin 626 I
18/07 G-Prop 286 SP DIV
19/07 China Bio-Med 8158 F
CKI Holdings 1038 I
CKLife Sciences 775 I
Power Assets 6 I
20/07 Hui Xian Reit 87001 I
24/07 WLS Holdings 8021 F
30/07 HSBC Holdings 5 I
31/07 Birmingham Int’l 2309 F
01/08 Hutchison Harbour Ring 715 I
02/08 Bank of E Asia 23 I
Cheung Kong 1 I
Htuchison 13 I
06/08 Hysan Dev 14 I
07/08 Haeco 44 I
08/08 Cathay Pac Air 293 I
HKEX 388 I
10/08 China Overseas 688 I
Ming Kei 8239 1Q
Swire Pacific A 19 I
85
90
95
100
105
110
115
01/12 02/12 03/12 04/12 05/12 06/12 06/12
HSCEI
HSCCI
HSI< br /> 10
15
20
25
30
35
01/12 02/12 03/12 04/12 05/12 05/12 06/12
Hang Seng Volatility Index
US Volatility Index
90
95
100
105
110
115
01/12 02/12 03/12 04/12 05/12 06/12
SZSA
SSEA