Credit Suisse Weekly
Asian stock investment ideas
- Asian equities are much in vogue with investors. Here is the latest US and Asian equity update from Credit Suisse analysts based in Singapore.
- Monday, December 01 - 2003 at 15:23
More firms added to our stop-loss list
- Some new US defence and security stock plays in the light of concerns following the Istanbul bombings, a look at opportunities posed by Chinese telecoms.
- Saturday, November 29 - 2003 at 08:43
Stick to a strict stop-loss policy
- Credit Suisse has raised some stop-loss levels and is advising clients to take partial profits on a list of US stocks.
- Tuesday, November 18 - 2003 at 11:46
Economic data lifts US stocks
- Lately we have had quite a number good economic data, and if the currently positive Q3 earnings results continue, we might see a good week for the stock market.
- Tuesday, October 21 - 2003 at 08:43
Oracle stays a buy, German stocks also look attractive
- We have extended our buy recommendation on Oracle Corporation though at the current stage it is uncertain whether its bid for Peoplesoft will succeed. But given the high cost of this acquisition, the share price could rise if it fails. We also reiterate our liking for German stocks at present levels.
- Tuesday, October 14 - 2003 at 10:21
Still comfortable with oil stocks
- We expect oil stocks to remain volatile over the next few days. But medium term the inventories for US heating oil are still 10 per cent below levels a year ago and demand from this side should keep oil prices stable at high levels over the winter months.
- Tuesday, September 30 - 2003 at 15:10
US market liquidity and momentum driven
- In the US a market driven by fundamentals still eludes us and the rally continues to be driven by liquidity and momentum. Our new trading buy SAP suffered alongside the technology sector after Oracle released weaker than expected license revenue.
- Thursday, September 18 - 2003 at 08:46
Don't give up on oil stocks yet!
- Last week saw some profit taking on oil stocks which is not surprising as crude oil prices weaken. But we continue to see a favourable environment for the oil industry with oil prices hovering around USD28, particularly in the upstream industry
- Tuesday, September 09 - 2003 at 10:04
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