Stock Selection Criteria

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Monday, 20 February, 2012, 12:00am

Third of mainland companies forecast 2011 losses

About a third of mainland-listed companies have forecast an earnings drop or losses for 2011, the latest sign that the stock markets are still struggling with weak fundamentals even though investors are hoping for a rebound.

2 Feb 2012 - 12:00am

Stocks post biggest jump in 3 months

Mainland stocks posted their biggest single-day jump in three months yesterday, buoyed by Premier Wen Jiabao's support for the struggling market.

But analysts said the rally would prove short-lived, dragged down by worsening fundamentals.

10 Jan 2012 - 12:00am

Just stick to the facts

What's wrong with this sentence: 'Yesterday, the Hong Kong stock market soared by 200 points'?

It's the kind of thing you might see in overexcited daily stock market reports, and it is perfect nonsense.

If the Hong Kong bourse rose by something like 200 points, it would have done little more than rise 1 per cent.

13 Jun 2011 - 12:00am

Learning to love crisis

'Share markets may go down as well as up,' or so goes the rather unhelpful proviso presented to investors at the time of equity purchases.

A more constructive way to frame that message would go something like: 'Share prices may go up or you may be blindsided by a global catastrophe for which there is no planning.'

11 Apr 2011 - 12:00am

An attack of the jitters that may soon pass

Financial markets are suffering a bad attack of the jitters.

That might seem unfair, even irrational, considering the encouraging economic news over the past few days confirming that major economies including France, Germany and Japan emerged from recession in the second quarter, while Hong Kong, too, returned to growth.

18 Aug 2009 - 12:00am

Ignore the investment gurus and steer clear of 'cheap' stocks

With the unfolding of the financial crisis and the onset of the great bear market, I continue to see gurus in the mass media advising the public to continue holding and buying stocks.

Even the great Warren Buffett, who went into cash in 1968 and did not invest in the stock market until the early 1980s, is now advising the public to pick up stocks that are 'cheap'.

4 Nov 2008 - 12:00am

Investors expected to focus on corporate earnings growth

Mainland investors will have to apply a laser-like focus to corporate profit growth next year as they seek to strike it rich in the volatile stock market.

Beijing's expected monetary tightening is set to slow earnings growth from the 60 per cent level projected for this year.

31 Dec 2007 - 12:00am

Mainland firms use stock gains to boost results

Stock market returns have generated more than 20 per cent of the first-half profits for mainland-listed companies that have reported interim results so far, according to a report, underscoring concern that the recent earnings-driven domestic market rebound is ungrounded.

3 Aug 2007 - 12:00am

Beijing urged to tax share trading gains

Think-tank says levies will cool market

A top government think-tank says a capital gains tax should be considered to help cool the surging stock market, highlighting growing efforts in Beijing to prevent an asset bubble appearing in the mainland economy.

5 Jul 2007 - 12:00am

Real estate sector the StarMine winner

For overall stock picking and earnings forecasts, BOCI Research brokerage has come top in the 2005 StarMine analysts awards which focus on Hong Kong and mainland firms.

The individual awards went to Peter Bai of China International Capital Corp and Jonas Jan of Daiwa Institute of Research - analysts covering the property sectors on both sides of the border.

12 Jun 2006 - 12:00am

Unswayed by sentiment

Robin Parbrook, chief investment officer, Pacific ex Japan equities, talks about Schroders' investment strategies and gives his forecast for the year

How does Schroders differentiate itself from its rivals in the retail fund business in Hong Kong?

21 Feb 2006 - 12:00am

Broker awards reward accuracy and quality

StarMine and SCMP judge HK-based analysts on stock-picking and forecasts

There has been nothing like it since transatlantic flows of European capital funded the construction of America's railroads and industries in the latter half of the 19th century. Today another continental economy, China's, has captured the imagination of the world's capital markets.

26 Sep 2005 - 12:00am

World players move on domestic front

Big global lenders eye regional markets, particularly China, to help boost earnings

Asian domestic banks face growing competition from big global rivals battling to sustain earnings growth in their home markets and eyeing opportunities in the region, warns consulting firm Mercer Oliver Wyman.

31 Jan 2005 - 12:00am

H-share firms caught between expensive rocks and a hard sell

FOR A FEW brief weeks in June and July it looked so good.

Albeit tentatively, investors were once again buying into H shares as the central government's measures to cool the economy began working. The economy was expanding at a slightly less ferocious pace and a significant slowdown in fixed-asset investment suggested that lending restrictions were having the desired effect.

16 Aug 2004 - 12:00am

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