新人葛(edwin)陈谁从香港工作,加入孟买为基础Gautam Chhaocharia.作为瑞银队的共同领袖,捕获了第三年跑步的第三年。分析师提供“覆盖的最佳深度,特别是在印度和中国”,一位客户宣布。“他们对股票做得更好的详细工作,在那里存在真正缺乏覆盖范围。”该团队目前的最爱之一是Gome电器控股,家电和消费电子零售商总部位于香港,在中国运营。大家于2013年成功转向其业务,在一年亏损59660万元的损失后发布了8.92亿元(1.44亿美元),分析师看到进一步提升。他们建议的底线有助于商店升级;改善采购,物流和供应链平台;并整合其在线和离线业务。他们的股票的目标价格为2.11港元;它于4月下旬以1.45港元交易。 They also like India’s Voltas, which provides engineering and general contracting services throughout the region. The company boasts a “solid balance sheet, high return ratios and a largely net cash profile,” Lau says. Moreover, given its strong exposure in India and the Middle East, the analysts expect Voltas to benefit from “any investment cycle improvement in these markets, especially its retail air-conditioning business,” he adds. “New orders from international [markets] will be a key positive.” Priced at 168 rupees in late April, the shares have an upside of 10.1 percent, the researchers project. |
另见Gautam Chhaochharia的个人资料2013年全年研究团队和2012年全亚洲研究团队。