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Quam Research is one of the largest elite teams dedicated to Hong Kong equity research. Adhering to the concept of Value Investing, Quam Research endeavours to provide independent analyses and commentary for clients on all trading days.
Henry Chan Chi Sheung is currently the head of Quam Research. He joined Quam in 2004. He is renowned for his in-depth analysis on Hong Kong stocks, and for his insight in picking sectors and stocks with high growth potential.
Since 2004, he has written investment columns for the South China Morning Post and Hong Kong Economic Journal, and been interviewed by various media such as TVB, ATV, RTHK and Hong Kong Standard. He is also a guest lecturer at the Open University of Hong Kong on their ‘Value Investing: Theories and Practices' course.
Endorsement :
"The ebullience of the equity markets in China and the emergence of so many new names hitherto unheard of outside specialist circles in China makes this book a compelling reference for both the amateur and the professional investor."
Christopher Hammerbeck, Executive Director
The British Chamber of Commerce in Hong Kong
‘I sincerely recommend this book to readers, and hope that they can gain profound insights from it.'
Professor Raymond W. So
Associate Dean of the Faculty of Business Administration at CUHK
" Hong Kong stocks have experienced a bull mark, the reality to each investor may be somewhat different or even to the contrary. That makes Quam Research and their unbiased investment advice even more valuable and important to the investor public."
Vincent Lam, Director
Quam Asset Management Limited
Table of Content ：
Chapter 1. Philosophy of Value Investing
• The Concepts of Value Investing
• How to Evaluate the Value of a Company
• Be a Smart Investor
• Accumulate Wealth via Value Investing
Chapter 2. Analysing Chinese Enterprises
• China Takes Off
• Four Essentials in Analysing the Chinese Economy
• Identify Industries with the Most Potential
Chapter 3. Banking: A Better Outlook for Medium-sized Banks
• Growth in Loan/Deposit Ratio and Macro-economic Factors
• Improving Asset Quality
• Mid-sized Banks Are More Efficient
• Company Analysis: China Construction Bank, Bank of China , Bank of Communications and China Merchants Bank
• Expansion into Insurance: An Analysis of China Life
Chapter 4. Telecommunications: Mobile Business Predominates
• A Study of China 's Telecommunications Market
• Mobile Telecoms: China Mobile and China Unicom
• Fixed-line Telecoms: China Telecom and China Netcom
Chapter 5. Petroleum: Undergoing Mid-term Adjustment
• The International Oil Market
• Oil Price Fuelled By Demand
• A Brief Review of Oil Stocks
• Company Analysis: Sinopec
Chapter 6. Metals Industry: In a Precarious State
• Copper: Supply Picking Up Keeps Copper Price Down
Company Analysis: Jiangxi Copper
• Aluminum: Products in Transformation and Positive Industry Outlook
Company Analysis: Chalco
• Gold: Inflation and Gold Price Working In Tandem
Company Analysis: Zijin Mining
Chapter 7. Automobiles: Cycles Matter Most
• Sedan Market: Stable Growth
Company Analysis: Guangzhou Honda, Geely, Dongfeng, Denway
• Wheel-loader Market: Benefits from Infrastructural Development
Company Analysis: China Infrastructure Machinery
• Heavy Duty Truck Market: Signs of Recovery in 2006
Company Analysis: Weichai Power
Chapter 8. Ports and Containers: Long Term Stable Growth
• China 's Container Throughput Escalates
• Ports Prosper from Surging Foreign Trade
• A Comparison of Container Throughput of China's Ports
• Valuation of Listed Port Operators
Company Analysis: Tianjin Port Development, Xiamen International Port , Dalian Port , China Merchants
Appendix: Information on Quamnet and Quam Research
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