二千零六年投資前瞻-資料下載頁
2025-07-18 05:57本頁面
【正文】 , Australian market is currently trading at a pricetobook premium to the rest of the world making sustained outperformance unlikely ? Bears are starting to emerge from hibernation ? At some point, capital preservation bees important Portfolio Allocation – An Balancing Act ? Utilities amp。 Infrastructure Projects 20% ? Growth at reasonable price (grap) 20% ? Energy amp。 Materials 20% ? Banking amp。 High yielders 20% ? Logistics amp。 other favoured industries 20% BENJAMIN LO NAMED SHARES (1) ? TCL early pletion of M7 adds further value ? ALN – strong infrastructure spending drive up prices ? CSL – recent successful clinical trial proves its capability ? COH – a well managed growth pany ? ABS – strong demand for child care provides strong growth space BENJAMIN LO NAMED SHARES (3) ? NAB – capability of new management team unproven ? DJS – major beneficiary of our aging population ? FXJ playing interesting role(s) in Media reform ? PBL – passing the test for his succession plan ? BENJAMIN LO NAMED SHARES (4) ? CAB – strong growth in the small cap ? IVC – another beneficiary in the baby boomers theme ? GOLD a case for owning gold BENJAMIN LO NAMED SHARES (2) ? BHP – best pany in best industry ? RIO – a very well managed resources pany ? STO – new management focus in creating value for shareholders ? WPL – strong growth in production for next several year
規(guī)章制度相關(guān)推薦
鄂ICP備17016276號-1