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 unclesam 




µ¥¯Å: ¬ã¨s­û
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µo¤å: 327 ½g
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µu°T®§¡@¬d¬Ý¡@·j´M¡@³q°T¿ý¡@¤Þ¥Î¡@¦^ÂФ峹¦^ÂС@¨ú®ø¥u¬Ý§Ú¡@[²Ä 2 ¼Ó]
  yes...but be careful|]
the PE is the most expensive among all developing countries."v3C
it is 16.1x now, consider Korea is just 9-10x...<nN
©½t¥Í³N¼Æ¬ã¨sªÀ -- ³N¼Æ¬ã¨s¡@¡@ ;>I]
most house views have underweight ratings on India this year.gE3e\








µoªí¤å³¹®É¶¡2006/02/09 00:01am¡@IP: ¤w³]©w«O±K[¥»¤å¦@ 224 ¦ì¤¸²Õ]¡@ 
 unclesam 




µ¥¯Å: ¬ã¨s­û
¸ê®Æ: ¦¹·|­û¥Ø«e¤£¦b½u¤W «Ó­ô ±Gªê ª÷¤û®y
«Â±æ: 0¡@¿n¤À: 377
²{ª÷: 0 ½t¹ô
¦s´Ú: 3016 ½t¹ô
¶U´Ú: ¨S¶U´Ú
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µo¤å: 327 ½g
ºëµØ: 0 ½g
¦b½u: 447 ®É 02 ¤À 16 ¬í
µù¥U: 2005/08/10 11:40pm
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µu°T®§¡@¬d¬Ý¡@·j´M¡@³q°T¿ý¡@¤Þ¥Î¡@¦^ÂФ峹¦^ÂС@¨ú®ø¥u¬Ý§Ú¡@[²Ä 5 ¼Ó]
 
¤U­±¤Þ¥Î¥Ñaz259¦b 2006/02/09 01:05am µoªíªº¤º®e¡G%o2\
I will wait till second quarter to see how the Japanese government will set their fiscal policyaU

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©½t¥Í³N¼Æ¬ã¨sªÀ -- ³N¼Æ¬ã¨s¡@¡@ SZInl
some house views expect no change til 4Q06.n
and i believe in that too. Kozumi does not want to raise rate and it is not a secret anymore.  March will be time for repatriating overseas profit back to Japan. so i expect the Yen will fell til March so those companies can report higher earnings.^Y`!\








µoªí¤å³¹®É¶¡2006/02/09 01:13am¡@IP: ¤w³]©w«O±K[¥»¤å¦@ 515 ¦ì¤¸²Õ]¡@ 
 unclesam 




µ¥¯Å: ¬ã¨s­û
¸ê®Æ: ¦¹·|­û¥Ø«e¤£¦b½u¤W «Ó­ô ±Gªê ª÷¤û®y
«Â±æ: 0¡@¿n¤À: 377
²{ª÷: 0 ½t¹ô
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µo¤å: 327 ½g
ºëµØ: 0 ½g
¦b½u: 447 ®É 02 ¤À 16 ¬í
µù¥U: 2005/08/10 11:40pm
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µu°T®§¡@¬d¬Ý¡@·j´M¡@³q°T¿ý¡@¤Þ¥Î¡@¦^ÂФ峹¦^ÂС@¨ú®ø¥u¬Ý§Ú¡@[²Ä 7 ¼Ó]
 
¤U­±¤Þ¥Î¥ÑGerryWu¦b 2006/02/09 01:13am µoªíªº¤º®e¡G\ 1~6j
¨S¦³±Ñ¶H¡A还会º¦¡IL3\

jx"$+Y
©½t¥Í³N¼Æ¬ã¨sªÀ -- ³N¼Æ¬ã¨s¡@¡@ 3qx
Japan market? only if there is no earthquake....sU








µoªí¤å³¹®É¶¡2006/02/09 01:18am¡@IP: ¤w³]©w«O±K[¥»¤å¦@ 204 ¦ì¤¸²Õ]¡@ 
 unclesam 




µ¥¯Å: ¬ã¨s­û
¸ê®Æ: ¦¹·|­û¥Ø«e¤£¦b½u¤W «Ó­ô ±Gªê ª÷¤û®y
«Â±æ: 0¡@¿n¤À: 377
²{ª÷: 0 ½t¹ô
¦s´Ú: 3016 ½t¹ô
¶U´Ú: ¨S¶U´Ú
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µo¤å: 327 ½g
ºëµØ: 0 ½g
¦b½u: 447 ®É 02 ¤À 16 ¬í
µù¥U: 2005/08/10 11:40pm
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µu°T®§¡@¬d¬Ý¡@·j´M¡@³q°T¿ý¡@¤Þ¥Î¡@¦^ÂФ峹¦^ÂС@¨ú®ø¥u¬Ý§Ú¡@[²Ä 9 ¼Ó]
 
¤U­±¤Þ¥Î¥Ñaz259¦b 2006/02/09 01:57am µoªíªº¤º®e¡GsDw`A
I am pretty cautious.  However, sterilization of the Yen will happen for sure since both sides agree they are printing too much.  As I mentioned last yr., I will probably pull back from energy sec ...msIs&k

`3r4WI
http://www.metroradio.com.hk/news/fnews/20060209135538.htmhQxO{
©½t¥Í³N¼Æ¬ã¨sªÀ -- ³N¼Æ¬ã¨s¡@¡@ _zA
¤éij­û«ü¥¡¦æ¤£À³©È©Ð¦a²£ªwªj¦Ó§ï³f¹ô¬Fµ¦.p5c3$
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©½t¥Í³N¼Æ¬ã¨sªÀ -- ³N¼Æ¬ã¨s¡@¡@ G9
¥L¤S«ü, ¥Ø«e¤é¥»¥»¤g¥u¦³¤T­Ó¥D­n«°¥«¦a»ù¤Wº¦, ¨ä¥L¦a¤èªº¦a»ù´N¤´µM¤U¶^ . ¤é¥»¥¡¦æ¸û¦­®É¤½¥¬, ¸g¹L¬°´Á¨â¤Ñªº¬Fµ¦·|ij«á, ¤E¦W©e­û·|©e­û¥H¤C¤ñ¤Gªº²¼¼Æ, ºû«ù³f¹ô¬Fµ¦¤£ÅÜ. ¤£¹L , ¥«³õ¤H¤h´N¦ô­p , ¥¡¦æ¥i¯à³Ì§Ö¦b¥|¦Ü¤»¤ë©u«×, µ²§ô¶W¼eÃP³f¹ô¬Fµ¦*








µoªí¤å³¹®É¶¡2006/02/09 03:12pm¡@IP: ¤w³]©w«O±K[¥»¤å¦@ 775 ¦ì¤¸²Õ]¡@ 
 unclesam 




µ¥¯Å: ¬ã¨s­û
¸ê®Æ: ¦¹·|­û¥Ø«e¤£¦b½u¤W «Ó­ô ±Gªê ª÷¤û®y
«Â±æ: 0¡@¿n¤À: 377
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µo¤å: 327 ½g
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¦b½u: 447 ®É 02 ¤À 16 ¬í
µù¥U: 2005/08/10 11:40pm
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µu°T®§¡@¬d¬Ý¡@·j´M¡@³q°T¿ý¡@¤Þ¥Î¡@¦^ÂФ峹¦^ÂС@¨ú®ø¥u¬Ý§Ú¡@[²Ä 12 ¼Ó]
 
¤U­±¤Þ¥Î¥Ñaz259¦b 2006/02/09 03:45pm µoªíªº¤º®e¡GCp
BTW, that is a good news.  I want the stock to crash!!!  hehe!M.

ur**
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©½t¥Í³N¼Æ¬ã¨sªÀ -- ³N¼Æ¬ã¨s¡@¡@ }]{Q
¤é¥»¥¡¦æÁ`µôºÖ¤««T«Û»¡,¤£´±ªÖ©w®ø¶Oª«»ù«ü¼Æ¤wí©w¦b¹s¥H¤W,¦ý±q1¤ë¶}©lªº¼Æ¾Ú,Åã¥Ü¼Æ¦r±N¬Û¹ï©ú½T¼Wªø,©Ò¥H¤U¦¸·|ij°_,®Ú¾Ú°ò¥»±¡¶Õ¬ã§P¼Æ¾Ú±N§ó¦³·N¸q.eu
©½t¥Í³N¼Æ¬ã¨sªÀ -- ³N¼Æ¬ã¨s¡@¡@ VPqQ0
³o¬OºÖ¤««T«Û¥Ø«e¬°¤î, µo©ñ³Ì±j¯Pªº°T®§, Åã¥Ü¥¡¦æ¶W¼eÃP³f¹ô¬Fµ¦¥i¯à§Y±N²×µ². 09/02/2006 08:12 PM http://www.metroradio.com.hk/news/fnews/20060209201257.htmvY
©½t¥Í³N¼Æ¬ã¨sªÀ -- ³N¼Æ¬ã¨s¡@¡@ 2MQ
the Japanese market is always difficult to predict... they can say "Hai" to you but they mean "No"ed








µoªí¤å³¹®É¶¡2006/02/10 01:04am¡@IP: ¤w³]©w«O±K[¥»¤å¦@ 667 ¦ì¤¸²Õ]¡@ 

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