Taiwan Investment Strategy at 2005

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    28-Nov-2014

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Taiwan Investment Strategy at 2005

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  • 1. 18 94 12 12 2 12 1
  • 2. 2
  • 3. IPO IPO IPO 1. , , , , . , , , . , , . 3
  • 4. 2 deal 40% 1 alternative investment vehicle 2 1 alternative investment vehicle 4
  • 5. Institutional Investor Asset Allocation10-15% 2GE Capital Portfolio Company exitexit, . ,consumer, retail, high techhigh tech P/E Ratio (price to earning ratio ) NASDAQ ( , Sarbane-Oxley ; , ; NASDAQ, , , 5
  • 6. ., . : 2005, ,40% , , , ) Marketing 1 40% 2 REITs capitalize idea 6
  • 7. BOT BOT 1, , , , ., ? ( ), . , Intellectual Property , , , . 2infrastructure REITs non-Australia, non-Japaninfrastructure infrastructure, 7
  • 8. (, , , ) 1 2 3TVBS 8
  • 9. REITs 9
  • 10. 101 2 1IPO 2 3REITs12 money market found 10
  • 11. 12 AIT927 947 2 101 follow-up 11
  • 12. 122 CEPA, , IBA, ) , .2 CYBERPORT, VC , VC , ?). TEMASEK( 12
  • 13. ), . , , 1(trust) 2 3IP BOT 13
  • 14. (RP) 101 20 267 35 38 14
  • 15. 2006 1996 800 15
  • 16. 11 800 185 1,100 1,400 25% 48% 18 30 50 16
  • 17. 2 BOT BOT BOT BOT BOT BOT 17
  • 18. BOT BOT 21 500 18
  • 19. 2 3 4 1 19
  • 20. 2 3 20
  • 21. internet 51 200 300 21
  • 22. 2 22
  • 23. 61 2 23
  • 24. BOT 7 5 24
  • 25. 8 1 2 2 22 9 25
  • 26. 1 2 1 2 26
  • 27. 1 96496 2 3 20 27
  • 28. 93 21 4 1 2 28
  • 29. 97 29
  • 30. 30
  • 31. 60% Transit Mall 31
  • 32. 94.09.30 32
  • 33. PPP 33
  • 34. 16 30 34

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