Afternoon.
Today's trade ran pretty close to prediction, with HSI running up 0.8%. A broad based recovery over HSI, seeing Autos rebounding, with Geely being the exempler, up 14%.
Aftermarket actions should be closely monitored with regards to how the Greece situation plays out. Should there be any changes to the tone, sentiments may collapse on this note. Could maintain to describe the current situation to be closely tied with policy and macro situation.
However, the positive flows coming out of China should provide support that China's recovery may not derail from the recent monetary finetuning. Bottom up analysis may continue to indicate logistics and export to be superior, whilst consumption sector will continue to be upbeating. Would leave a comment that any dips from here becomes strong buying opportunities for these sectors. Our top picks remain to be COSCO (1199.HK), Golden Eagle (3308.HK), NWDS (825.HK), and Jinkelong (814.HK).
Happy trading.
ongy out.
Wednesday, 10 February 2010
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