Top Down Strategy and Large Cap Stock Picks - the DBS Vickers ...
Top Down Strategy and Large Cap Stock Picks - the DBS Vickers ...
Top Down Strategy and Large Cap Stock Picks - the DBS Vickers ...
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Regional Data Monitor<br />
Regional Equity <strong>Strategy</strong> Q4 2007<br />
Earnings Monitor<br />
Revisions in Earnings Forecast<br />
Forecast revisions during 3Q07<br />
% Increase % Decrease % Net<br />
Singapore 45 35 10<br />
Hong Kong 52 19 32<br />
China 57 14 43<br />
Msia 43 38 4<br />
Thail<strong>and</strong> 39 36 4<br />
Indonesia 45 9 36<br />
Notes: % increase (decrease) denote <strong>the</strong> % of companies’ earnings that were raised (lowered) during 3Q07.<br />
Forecast revisions during 2Q07<br />
% Increase % Decrease % Net<br />
Singapore 48 27 20<br />
Hong Kong 46 21 25<br />
China 48 30 19<br />
Msia 69 10 59<br />
Thail<strong>and</strong> 28 30 -2<br />
Indonesia 27 9 18<br />
Notes: % increase (decrease) denote <strong>the</strong> % of companies’ earnings that were raised (lowered) during 2Q07.<br />
Revisions in Recommendation<br />
Changes in recommendation during 3Q07<br />
% Up % <strong>Down</strong> % Net<br />
Singapore 6 14 -8<br />
Hong Kong 10 19 -10<br />
China 21 7 14<br />
Msia 15 4 11<br />
Thail<strong>and</strong> 20 5 14<br />
Indonesia 45 0 45<br />
Notes: % increase (decrease) denote <strong>the</strong> % of recommendations that were raised (lowered) during 3Q07.<br />
Changes in recommendation during 2Q07<br />
% Up % <strong>Down</strong> % Net<br />
Singapore 8 17 -9<br />
Hong Kong 13 21 -8<br />
China 9 13 -3<br />
Msia 14 7 7<br />
Thail<strong>and</strong> 22 20 2<br />
Indonesia 9 55 -45<br />
Notes: % increase (decrease) denote <strong>the</strong> % of recommendations that were raised (lowered) during 2Q07.<br />
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