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Jumat, 21 Januari 2011

CLSA Feng Shui Index 2011 YEAR OF THE RABBIT 4708 Sector Forecasts

Property BUMPY YEAR
Earth
Rubble, rubble, soil in trouble? Not that bad, but the outlook for property purveyors is more flat than high rise, with March hare-raising.
Auction action about October may augur well, with plots to build on. Nicole Wong says the party is over for Hong Kong residential, but there’s life yet in office and retail.

Resources GREAT YEAR
Metal

This is a bit of an ether-ore: extraction is earth (bumpy), but processing is metal (great). Which suggests that
seams are has-beens. Hold on, says Andy Driscoll, who won’t be bullied out of a bullish call, albeit a miner one, by a bearphased bunny. Coal is red hot, he reckons. Lode up.

Technology GOOD YEAR
Fire
You don’t need an ether man to know which way the wind blows. Bhavtosh Vajpayee has been well
ahead of the pack in tipping this year as tops for tech. If our reading of the elements is on the money,
the upgrade-replacement-capex perfect storm should hit about mid-year. Fill your boot-ups.

Telecoms/Internet GOOD YEAR
Fire
Our HK & China sector coverage has a tendency towards the toasty, with four of nine being fire. Not
a bad thing this year, as luck would have it. Elinor Leung is hot on the net but, while positive about telcos, she
prefers a selective than a broadbrushfire approach.

Transport GREAT YEAR
Water
stock had much in common, but gaming and transport are in for a great year with stunning
water views. Rob Bruce has been weighing anchor long enough to know that, come hell or high
water, September tends to sea a surge in the Baltic Dry Index.

Utilities GOOD YEAR
Fire
Whether you consider them as water or fire, utilities should be set for a surge this year. Rajesh Panjwani is sceptical, although he notes the low valuations of the Chinese utilities. He no longer burns for nuclear
(tough classification), as the stocks have run well
Posted by Saham Pilihan at 05.41

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