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Asia’s top 10 stock pickers: biographies and 2008 tips

Compiled by Justine Lau

Published: May 16 2008 07:32 | Last updated: May 16 2008 07:32

Keith Yeung
Age: 43
Company: Merrill Lynch (Asia Pacific)
Education and career: Holds a BSc in accounting & finance at the University of Warwick, UK, MBA in strategic management at the University of Bradford, UK and MSc in electronic commerce management at Hong Kong University of Science and Technology; started as an audit trainee in the UK; became a sell-side property analyst in a local Hong Kong firm in 1992, joined BNP Paribas in 1997 and CLSA in 2000; moved to Merrill Lynch in 2006 as head of greater China property research.
2008 stockpick: Sino Land

Hornghan Low
Age: 33
Company: Citi Investment Research
Education and career: Holds a marketing and finance degree from Curtin University of Technology; started with Hypovereinsbank in 1999 in financial control; became a credit analyst at SocGen in 2000; moved to Millennium Securities in 2001 and Citi in 2004 as a research associate; appointed vice-president in 2007.
2008 stockpicks: SembCorp Marine and Keppel Corp: “The demand for oil rigs will extend beyond 2010, underpinned by high oil prices and a push towards deepwater exploration and production”.
Venture Corp: “Growth is less exciting than other tech peers but high margin product strategy and free cashflow yield is a differentiating factor; Venture is a potential M&A target”. CSE Global – “solid orderbook momentum as it is a late cycle O&M beneficiary. Earnings quality is also improving with higher margins and shorter cash cycle”.

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