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09-05-2014, 09:55 PM
(09-05-2014, 06:11 PM)greengiraffe Wrote: · Our stock picks: In the China Water Sector, our order of preference is China Everbright Int’l (OW on growth from waste-to-energy projects), Sound Global (OW on removal of dilution overhang), and Guangdong Investment (OW ahead of HK tariff hike).
Three of them are the best ones in my list in SEHK. Within SGX, the top few were UEL and Memstar, but now may be only UEL. Hankore might make it to my list after CEI's water treatment asset acquisition.
“夏则资皮，冬则资纱，旱则资船，水则资车” - 范蠡