阿尔弗雷德迪和团队CLSA亚太市场
买方说:“我喜欢他们的研究质量和良好的,非围栏。”
阿尔弗雷德斯及其马尼拉的CLSA亚太市场Fivesome索赔了第四年跑步的最佳点。The team, which follows 40 stocks, initiated coverage on Security Bank Corp. in July 2010 with a valuation-based buy rating, at 53.97 pesos, and pounded the table repeatedly since on the Makati-based financial services firm’s growing loan portfolio and ballooning market share. By the end of March 2012, the stock had catapulted 165 percent, to 143 pesos — making the Philippine broad market’s 31.2 percent advance pale in comparison. In August the analysts launched coverage on Megawide Construction Corp. with a buy, at 8.37 pesos, citing its rising earnings as the Pasay-based apartment builder was diversifying into infrastructure projects. The stock bolted 76.6 percent, to 14.78 pesos, through March. Dy, 46, earned an MBA from Makati’s Asian Institute of Management; he joined CLSA in 2004 from Philippine Equity Partners and “is one of the few long-term Philippine brokers who understand the market and its dynamics,” observes one fund manager. —本马特林
买方说:“我喜欢他们的研究质量和良好的,非围栏。”
阿尔弗雷德斯及其马尼拉的CLSA亚太市场Fivesome索赔了第四年跑步的最佳点。The team, which follows 40 stocks, initiated coverage on Security Bank Corp. in July 2010 with a valuation-based buy rating, at 53.97 pesos, and pounded the table repeatedly since on the Makati-based financial services firm’s growing loan portfolio and ballooning market share. By the end of March 2012, the stock had catapulted 165 percent, to 143 pesos — making the Philippine broad market’s 31.2 percent advance pale in comparison. In August the analysts launched coverage on Megawide Construction Corp. with a buy, at 8.37 pesos, citing its rising earnings as the Pasay-based apartment builder was diversifying into infrastructure projects. The stock bolted 76.6 percent, to 14.78 pesos, through March. Dy, 46, earned an MBA from Makati’s Asian Institute of Management; he joined CLSA in 2004 from Philippine Equity Partners and “is one of the few long-term Philippine brokers who understand the market and its dynamics,” observes one fund manager. —本马特林