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| Alex Wong Kwok Ying, Your Wealth Builder:
BSC., The University of Hong Kong
More than 20 years of investment experience
Analyst, Dharmala Securities Limited (96-97)
Head of Research Department, OSK Asia Securities Limited (97-02)
Director, Rexcapital Asset Management Limited (02-05)
Fund Manager, Shunyin Wanguo (H.K.) Limited (05-06)
Director, Ample Capital Limited (07-present)
Rexcapital Asian Pacific fund under Alex Wong’s management was ranked the best performance of all Asia Pacific funds (including Japan) during the period 30 Sept. 2002- 30 Sept. 2003 (Source : Wall Street Journal) |
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Alex Wong will provide a daily pre-market video with detailed forecast of the day. Subscribers will be able to deploy the optimal trading strategies for the day.
Alex’s range of analysis and recommendations covers Hong Kong stocks and warrants, US stocks, futures, HSI futures, ETFs, options, and more
Exclusively on Quamnet.com
2 trading portfolios detailing Alex Wong’s most updated transactions as a reference to build your own high return portfolio. Investment products include stocks, precious metals, energy, and agricultural products.
Portfolio I : Stable Growth Portfolio - suitable for general investors
Transactions include Hong Kong stocks, US stocks & ETFs
Portfolio II : Aggressive Growth Portfolio - suitable for investors with
derivatives trading experience
Transactions include Hong Kong stocks, US stocks, ETFs, Options, Warrants,
Callable Bull/ Bear Contracts (CBBC)
2 articles per week to elaborate his trading strategies and investment methods and follow-up his portfolio transactions.
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Market Forecast |
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| Sample Video, 4 August, 2009 |
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| Extracted from Smart Investors, 7 August, 2009 |
Standard Chartered (2888): Implications from latest results
......After the share placement, the first-tier capital ratio of StanChart will rise from 10.5% to 11.43%.
The corresponding ratio of HSBC (5), which has just announced results, is only 10.1%. This shows that StanChart has a
very strong capital base at the moment, which is capable of attacking or defending.
The appended tables show a simple comparison between StanChart and HSBC. In terms of EPS, StanChart has already
surpassed the level in 07, whereas HSBC is still dragged by the losses from US, staggering along its way of recovery.
Its profitability is still quite far below its level in 07.
Applying the analysis for the reasonable price of a share in theory mentioned above, the reasonable value of StanChart
should be enhanced:
- There will be enough ammunition for acquisitions after the share placement, which will increase its possibility to become a leader in the emerging markets via acquisitions.
- From its latest results, the impact from the financial tsunami upon the daily operations and the balance sheet of
StanChart has mostly dissolved (a higher possibility of positive scenario).
If we take a look at the various financial giants at the moment, not many can survive the financial tsunami.
There are even fewer that can recover quickly and come back in action. So far only Goldman Sachs, StanChart and
Chinese banks can walk out with a smile. At its present price, Stanch art’s P/B is around 2.0 times, while HSBC’s
P/B is around 1.5 times. Though StanChart is more expensive than its peers, it is still worth a bet due to its better
results. It should be able to outperform most of its battered peers and the Hang Seng Index with not much difficulty......
Sample Article >
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1 month
HK$250
6 month
HK$170 (Total HK$1,020)
12 month
HK$140 (Total HK1,680)
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