kwan chi wan 2008086713 yip chun lung 2008147268 lee kok man 2006096099 chan kai sang 2007176420...
Post on 21-Dec-2015
221 views
TRANSCRIPT
![Page 1: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/1.jpg)
BILLYTEAM PORTFOLIO PERFORMANCE REPORT
Kwan Chi Wan 2008086713Yip Chun Lung 2008147268Lee Kok Man 2006096099
Chan Kai Sang 2007176420Wong Hin Lun 2007094971
![Page 2: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/2.jpg)
Introduction
We focus not only in Hong Kong,
but seek opportunities in global market
Mixed
Equity + Futures
Combined managementActive + Passive
![Page 3: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/3.jpg)
Investment Philosophy
Passive – intrinsic value
Active – market trend
Fine Tuning Strategy
![Page 4: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/4.jpg)
EQUITY5 Main types of equity Company
Finance / Banking CHINA LIFE, CITIC BANK, HSBC HOLDINGS P L C
Transportation CHINA EAST AIR
Energy / Natural Resources SINOPEC CORP, CNPC(HONG KONG),HARBIN POWER
Technology GENERAL ELECTRIC CO, CHINA MOBILE, APPLE INC, MICROSOFT CORP, INTEL CORP, GOOGLE INC
Others HKEX, ZIJIN MINING
No. of U.S. stock 6
No. of Hong Kong stock 9
![Page 5: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/5.jpg)
Reason for choosing these 5 industries:• Finance / Banking - China’s economy is recovering demand on banking/finance ↑
EQUITY
![Page 6: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/6.jpg)
•Transportation
-CHINA EAST AIR Purchase Shanghai Airlines Co ----> 50% market share- Join SkyTeam Alliance-Government support
EQUITY
![Page 7: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/7.jpg)
•Energy / Natural Resources-China have large amount of natural resources-Development needs large amount of Energy
EQUITY
![Page 8: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/8.jpg)
•Technology-Drop too much in financial tsunami predict the price will recover to level before in financial tsunami
EQUITY
![Page 9: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/9.jpg)
Stock Quantity
Price to buy
Price to sell
Return
HARBIN POWER 10,000 6.45 6.44 -0.155%
CHINA LIFE 10,000 35.2 37.65 6.96%
SINOPEC CORP 30000 6.04 6.58 8.94%
CITIC BANK 20000 5.47 5.01 -8.41%
GENERAL ELECTRIC CO 5,000 16.34 15.5 -5.14%
HKEX 5,000 134.3 130 -3.2%
CHINA MOBILE 9,911 76 78.9 3.82%
APPLE INC 496 215.1 222.92 3.64%
INTEL CORP 2500 19.15 20.44 6.74%
MICROSOFT CORP 2500 28.36 29.4 3.67%
CHINA EAST AIR 70000 2.67 3.83 43.45%
CNPC(HONG KONG) 20,000 8.79 9.97 13.42%
GOOGLE INC 150 535 550.31 2.86%
HSBC HOLDINGS P L C 1,600 51.28 53.61 4.54%
ZIJIN MINING 102,000 6.33 6.37 0.63%
![Page 10: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/10.jpg)
Future
Strategy:1. Short term 2. Active management based on
a. market issuesb. momentum analysisc. macroeconomic analysis
![Page 11: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/11.jpg)
Future US indices future 1.Dow Jones Industrial Average 2.NASDAQ 100 Composite3.S&P 500
Metals future1.Gold
• Currencies future1. Euro2.Australian Dollar3.Canadian Dollar
![Page 12: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/12.jpg)
Future• Why US indices future? Market
issues US economy is in good pace of
recovering1. Good economic factors enhance the
recovery of US market.
![Page 13: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/13.jpg)
Future• Why Euro Future? Market issue
1. Value of Euro against US$ Decline greatly since Greece crisis
2. Sensitive to positive market news ( Rescue Package )
![Page 14: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/14.jpg)
FutureWhy Australian Canadian Dollar and Gold
future? Market issue , momentum and
macroeconomic analysis1. US dollar and Euro are weak2. Momentum of two currencies
![Page 15: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/15.jpg)
Future Result
1. Positive overall return 5% from all future positions
![Page 16: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/16.jpg)
Conclusion
![Page 17: Kwan Chi Wan 2008086713 Yip Chun Lung 2008147268 Lee Kok Man 2006096099 Chan Kai Sang 2007176420 Wong Hin Lun 2007094971](https://reader035.vdocument.in/reader035/viewer/2022062407/56649d6d5503460f94a4daa2/html5/thumbnails/17.jpg)