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Asian Conglomerates外文书.pdf 22页

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Asia Pacific Equity Research 26 October 2011 Asia Conglomerate Strategy 4Q stock ideas based on earnings revision momentum After sharp share price corrections and earnings downgrades over the past Regional three months, investors have become more aware of earnings downside risks. Conglomerates & Multi industry We are inclined to believe that the direction of earnings revision, rather than AC Benjamin Lo, CFA the revision itself, will lead share performances. In view of this, we have (852) 2800-8598 screened the consensus EPS revision trends in our universe over the past three benjamin.mc.lo@ months, and identified stock ideas for 4Q11 based on the following J.P. Morgan Securities (Asia Pacific) Limited observations: China/Hong Kong  A change in the direction of EP revisions – consensus EPS revision Benjamin Lo, CFA momentum has slowed down or even turned around. (852) 2800 8598  A divergence with share price performance – EPS revision and share price benjamin.mc.lo@ have moved in opposite directions, i.e. share price has yet to reflect a change J.P. Morgan Securities (Asia Pac


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