Small/Mid Cap Strategy and Stock Picks - the DBS Vickers ...

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Regional Small/Mid Cap Strategy Q2 2008 Stock Profiles Stock Profiles Key Data Bloomberg Code Company Price & Index (25 Mar 08) Mkt Cap (USDm) PE 08 (x) PE 09 (x) EPS CAGR 07-09 (%) EV/EBITDA 08 (x) P/BV 08 (x) ROE 08 (%) SINGAPORE STI 3,000 ARA SP ARA REIT S$0.71 299 11.2 8.8 18 7.8 3.7 34.8 CHHS SP China Hongxing Sports S$0.58 1,067 14.9 11.6 25 9.0 1.9 13.8 EZRA SP Ezra Holdings S$1.84 780 17.8 10.1 73 13.7 1.6 49.8 FRC SP Ferro China S$1.35 780 5.0 3.8 55 5.0 0.8 16.3 HONG KONG HSI / HSCEI 22465 / 11,727 814 HK Beijing Jingkelong HK$4.14 97 10.2 8.1 26 4.5 1.0 9.9 FRT SP Fortune REIT HK$5.08 530 7.1 ^ 7.1 ^ na na 0.5 na 1177 HK Sino Biopharmaceutical HK$1.47 428 11.3 8.8 30 5.0 1.6 12.6 763 HK ZTE # HK$35.30 727 16.0 11.3 47 8.2 2.3 15.1 # H Market Cap only ^ Distribution Yield (%) MALAYSIA KLCI 1,230 AMRB MK Alam Maritime RM1.85 281 12.8 9.8 35 10.3 3.2 28.4 LTK MK Litrak RM3.58 551 17.5 15.8 12 10.0 1.9 11.4 THAILAND SET 803 IRP TB Indorama Polymers Bt9.00 395 6.8 5.0 54 6.8 1.8 30.3 PS TB Preuksa Real Estate Bt10.70 743 12.2 11.7 27 9.3 2.4 19.9 INDONESIA JCI INDEX 2,420 UNSP IJ Bakrie Sumatra Plantation IDR1,810 746 14.1 11.0 63 9.7 2.9 22.5 SOBI IJ Sorini Corporation IDR1,410 138 11.7 8.2 30 7.7 2.4 22.3 TBLA IJ Tunas Baru Lampung IDR445 202 12.4 10.5 43 5.8 1.8 15.5 Page 4
Regional Small/Mid Cap Strategy Q2 2008 Country Assessments & Stock Profiles Country Assessments & Stock Profiles Page 5
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