Focus
1. focus on large beta growth mid cap
2. Industry Sector(Gas 3928 , Consumer1968 , Medical 587, Technology 861)
3. Hedge fund 2X leverage operation on HSCE future
Speculate
1. Long :3928 鄭州燃氣 (Low PE and high growth)
2. 272 NVA discount > 50%
3. Short : 818高陽科技
Stocks
1. 272 : P/B @1.2 vs industrial avg 2.0+ Boss buy @$5.00 Oct 2009 NAV @$8.
2. 2318 : huge growth potential. (Grow at 37%, PEG = 0.34)
3. 587 : Est PE = 8 Medical for female (growth @20%)
4. 1387 : Est PE = 6.9 underground shopping mall
5. 2343 : cyclical stock - steady for recovery in 2010.
6. 868 : cyclical commodity. (2009/09/27 Chairman buy at $5.03)
7. 861 神州數碼 : Octopus in China
8. 1968 匹克體育 : consumer sports (PE @ 14)
9. 3928 鄭州燃氣 : PE @ 9 growth @20% (Rapid Growth and Capital intensive)
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