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1

Au, Po-ling Lisa, and 區寶玲. "Smart card business strategy in Hong Kong." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1998. http://hub.hku.hk/bib/B3126847X.

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2

Leung, Hon-man Coleman, and 梁漢文. "Public transport pricing: a case study of theapplication of the smart card in the bus industry." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1999. http://hub.hku.hk/bib/B31952136.

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3

Lai, Tsz-wan, and 黎子雲. "The use of "Octopus" smart card in the secondary schooladministration." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 2002. http://hub.hku.hk/bib/B4004029X.

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4

Lo, Chun-chung Johnny, and 盧振忠. "Creative star: the strategic alliance of major transportation operators in Hong Kong." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1996. http://hub.hku.hk/bib/B31267543.

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5

Yu, Chi-ming, and 余志明. "The impact of the Octopus system on journey-to-work behaviour of bus passengers." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1999. http://hub.hku.hk/bib/B31952537.

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6

Au, Po-ling Lisa. "Smart card business strategy in Hong Kong /." Hong Kong : University of Hong Kong, 1998. http://sunzi.lib.hku.hk/hkuto/record.jsp?B19876178.

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7

Lo, Chun-chung Johnny. "Creative star : the strategic alliance of major transportation operators in Hong Kong /." Hong Kong : University of Hong Kong, 1996. http://sunzi.lib.hku.hk/hkuto/record.jsp?B17983265.

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8

Ng, Ching-wai Alan, and 吳政偉. "Strategic issues facing fuel credit card marketing in Hong Kong." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1990. http://hub.hku.hk/bib/B31264700.

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9

Chow, Wo-lap, and 鄒窩立. "Promotional strategy for visa credit card in Hong Kong with respect tocustomers' choice criteria." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1992. http://hub.hku.hk/bib/B43893338.

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10

Ho, Kam-wah Patrick, and 何錦華. "An analysis of the Hong Kong credit card industry: the competition and future development." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1995. http://hub.hku.hk/bib/B31266502.

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11

Leung, Sau-tung, and 梁秀棟. "A study of the competition in the credit card business." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1987. http://hub.hku.hk/bib/B31263847.

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12

Wong, Mau-yee, and 黃漫宜. "Stakeholders' perspectives on smart grid policy development in Hong Kong." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 2013. http://hdl.handle.net/10722/194552.

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Achieving a low carbon economy has been the focus of Hong Kong in recent years. Strategies are put forth to support sustainable energy, because Hong Kong has inadequate local and renewable energy reserves. Smart grid technologies have benefited many countries in the world, and countries such as the United States, the United Kingdom, China, and South Korea are exploring this new green energy strategy. Hong Kong’s power companies have considered smart grid technologies, conducting pilot projects to test their local feasibility. In this research, stakeholders’ perspectives of the current status of smart grids are overviewed in Hong Kong from the angle of policy aspect. Stakeholder theory is utilized as the framework for understanding and analyzing the perceptions of stakeholder groups. An integrated and modified stakeholder power-interest matrix was developed for analyzing level of power and interest of stakeholder groups on smart grid from policy dimension. Through the course of this research project, qualitative interviews were conducted for 11 interviewees with subjectsfrom1six stakeholder groups, including: academics, advisory bodies, business, government, non-governmental organizations, and power companies. Follow-up quantitative questionnaires were distributed to the same target group for stakeholder analysis and to map the level of power and interest of stakeholder groups regarding smart grid policy development in Hong Kong. The data collected from interviews were compared with and contrasted against each stakeholder groups and other countries, with a view to identifying common motivations, barriers, and policy suggestions. The findings reveal that the six stakeholder groups hold medium to high power and interest in smart grid policy development in Hong Kong. Common motivations identified by local stakeholder groups include: the right to choose their own energy mix for power generation, potential behavioural change via smart meter and tariff restructuring, possible energy savings and emissions reductions for the environment, and corporate social responsibility. The most significant motivation for smart grid development shared with other countries is the goal of achieving low carbon economy and energy efficiency. Shared barriers perceived by the six stakeholder groups are: unreliable renewable power supplies, significant capital investments required, impracticalities of supplying electricity back to the grid, transfers of additional power generation costs to consumers, and limited smart grid knowledge by the public. The most significant barrier shared with international countries is funding mechanism, yet it may be difficult for Hong Kong to secure funding from the government because of problems of trust. Three stages of recommendations are suggested. Short-term recommendations centre on the policy development direction of smart grid in Hong Kong, and include implementing dynamic pricing, undertaking a large-scale pilot program and establishing an awareness campaign (funded by the government)for educating the general public. Medium-term recommendation is to establish a joint green fund with the contributions of companies with large carbon footprints. Long-term recommendations include market liberalization and increases in market competition.
published_or_final_version
Environmental Management
Master
Master of Science in Environmental Management
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13

Ho, Suk-han Jacqueline, and 何淑嫻. "The "Smart Teen Challenge Project" in a secondary school in Hong Kong." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 2006. http://hub.hku.hk/bib/B37278733.

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14

Lai, Kam-hung Jimmy, and 黎錦鴻. "The strategic importance of information technology (IT) to the credit card business of a local banking group." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1996. http://hub.hku.hk/bib/B3126721X.

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15

Bong, Kui-mein Maria, and 黃貴敏. "Characteristics of active & inactive credit cardholders: a case study." Thesis, The University of Hong Kong (Pokfulam, Hong Kong), 1985. http://hub.hku.hk/bib/B31263094.

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16

"Smart card technology and its perspective in Hong Kong." Chinese University of Hong Kong, 1997. http://library.cuhk.edu.hk/record=b5889000.

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Abstract:
by Yu Wai-Yip.
Thesis (M.B.A.)--Chinese University of Hong Kong, 1997.
Includes bibliographical references (leaves 51-57).
TABLE OF CONTENTS --- p.i
LIST OF EXHIBITS --- p.iii
Chapter
Chapter I. --- INTRODUCTION --- p.1
Project Objectives --- p.3
Methodology --- p.3
Chapter II. --- WHAT IS SMART CARD --- p.5
A Brief History of Smart Card --- p.5
Classifications of Smart Card --- p.7
Categorization by Security Level
Contact Vs Contactless
Chapter III. --- EVOLUTION OF SMART CARD MARKETS --- p.11
Smart Card Versus Magnetic Stripe Card --- p.11
Possible Applications --- p.13
Payment Applications
Transportation Applications
Healthcare Applications
Telecommuncations Applications
Global Market Trend --- p.22
Chapter IV. --- SMART CARD APPLICATIONS IN HONG KONG --- p.25
Transportation Applications --- p.27
Healthcare Applications --- p.28
Payment Applications --- p.30
Mondex Card and Visa Cash Card
Hong Kong Jockey Club Smart Card
Identification Applications --- p.32
Chapter V. --- ANALYSIS OF THE HONG KONG SMART CARD MARKET --- p.33
Smart Card as An Individual Product --- p.34
Smart Card as a Form of Monetary Exchange --- p.34
Smart Card as a System --- p.36
Technological Environment
Political-legal Environment
Competitive Environment
Economic Environment
Socio-cultural Environment
Perspertive of All-in-one Smart Card in Hong Kong --- p.43
Chapter VI --- SUMMARY AND CONCLUSIONS --- p.47
Summary --- p.47
Conclusions --- p.48
BIBLIOGRAPHY --- p.51
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17

"Marketing strategies: a case study of smart card." 1997. http://library.cuhk.edu.hk/record=b5890934.

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Abstract:
by Chan Tak-Wai, Woo Wai-Chung.
Thesis (M.B.A.)--Chinese University of Hong Kong, 1997.
Includes bibliographical references (leaves 89-91).
ABSTRACT --- p.ii
TABLE OF CONTENTS --- p.iv
ACKNOWLEDGMENTS --- p.vi
Chapter
Chapter I. --- INTRODUCTION --- p.1
Definition of Smart Card --- p.2
Smart Card --- p.2
Electronic Money --- p.4
Objective of Project --- p.5
Chapter II. --- METHODOLOGY --- p.8
Primary Data --- p.8
Secondary Data --- p.9
Literature Review --- p.10
Chapter III. --- CARD PRODUCTS --- p.13
Development of Credit Card and Smart Card --- p.13
Scope of Usage of Smart Card --- p.15
Commercial Areas --- p.15
Medical Aspects --- p.16
Telecommunications Industry --- p.17
Banking System --- p.17
Chapter IV. --- CITICORP --- p.20
Citibank --- p.20
Citibank H.K --- p.22
Chapter V. --- CITIBANK H.K. CREDIT CARD PROFILE --- p.23
Competitive Environment --- p.24
Marketing Strategies --- p.25
Chapter VI. --- SMART CARD PROFILE --- p.27
Product --- p.27
Market --- p.30
Customer --- p.31
Competitive --- p.33
Company --- p.35
Chapter VII. --- SURVEY RESULT --- p.38
Chapter VIII. --- RECOMMENDATIONS --- p.39
Characteristics of Target Market --- p.39
Establishing Marketing Objective --- p.40
Proposing Marketing Strategies --- p.40
Product --- p.40
Place --- p.43
Price --- p.46
Promotion --- p.47
Physical Facilities --- p.50
Personnel --- p.50
Process Management --- p.50
Chapter IX. --- CONCLUSION --- p.52
APPENDIX --- p.55
BIBLIOGRAPHY --- p.89
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18

"An empirical evaluation of the effectiveness of Octopus implementation." 1998. http://library.cuhk.edu.hk/record=b5889435.

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Abstract:
by Tse Kwong Keung.
Pages 52-56 and 74 in clear holder.
Thesis (M.B.A.)--Chinese University of Hong Kong, 1998.
Includes bibliographical references (leaf 99).
Questionnaries in English and Chinese.
ABSTRACT --- p.ii
TABLE OF CONTENTS --- p.ii
LIST OF ABBREVIATIONS --- p.v
LIST OF APPENDICES --- p.vi
LIST OF TABLES --- p.vii
LIST OF EXHIBITS --- p.ix
PREFACE --- p.x
Chapter
Chapter I. --- INTRODUCTION --- p.1
Title of the Project --- p.1
Terms of Reference --- p.1
Objective --- p.2
Chapter II. --- BACKGROUND --- p.4
Overview of the Octopus System --- p.4
Overview of the Octopus System Bus Equipment --- p.6
Fare collection system on LRT Feeder and Auxiliary Bus Routes --- p.9
Pre-Octopus Fare Collection System --- p.9
New Fare Collection System with the Introduction of Octopus System --- p.10
Implementation Measures --- p.11
Implementation Measures to Prepare Passengers to Use Octopus System on Buses --- p.11
Implementation measures - CSL --- p.11
Implementation measures - LRT --- p.13
Implementation Measures to Prepare Staff to Launch Octopus System on Buses --- p.14
Chapter III. --- METHODOLOGY --- p.16
Sources of Information --- p.16
The Questionnaire Surveys --- p.17
Questionnaire Survey for LRT Bus Passengers --- p.17
Questionnaire Survey for LRT Bus Traffic Staff --- p.18
Data Analysis Tools --- p.19
Chapter IV. --- FINDINGS --- p.20
Literature Review --- p.20
The Systems Development Cycle --- p.20
The Systems Development Cycle of Octopus System in LRT Buses --- p.24
Systems Implementation Measures Getting People Ready to Use the New System --- p.25
Measures of gaining acceptance by passengers and staff --- p.26
Measures of obtaining passengers and staff performance --- p.29
Education and training --- p.30
Performance aids --- p.32
Findings from Questionnaire Survey for LRT Bus Passengers --- p.33
Demographic Profile --- p.33
Effectiveness of Promotion Channels on Octopus Card to Passengers --- p.33
Number of Trips on LRT Buses Per Week by Respondents --- p.34
Fare Paying Methods of Respondents --- p.34
Competence of Respondents in Using Octopus Card on Buses --- p.35
Most Effective Methods to Educate Passengers on Octopus Card Usage --- p.36
Findings from Questionnaire Survey for LRT Bus Traffic Staff --- p.36
Demographic Profile --- p.36
Personal Computer Experience Prior to Octopus Bus Equipment Training --- p.37
Evaluation of DDU Operations Training Course --- p.37
Staff Perceived Level of Competence to Operate the DDU During Octopus System Launching --- p.38
Measures Proposed by Staff to Enhance Competence to Operate the DDU --- p.39
Evaluation of BDC Operations Training Course --- p.39
Staff Perceived Level of Competence to Operate the BDC During Octopus System Launching --- p.40
Measures Proposed by Staff to Enhance Competence to Operate the BDC --- p.41
Chapter V. --- CONCLUSIONS AND RECOMMENDATIONS --- p.42
Strengths of Implementation Measures on Passengers --- p.42
Weaknesses of Implementation Measures on Passengers --- p.43
Recommendations of Implementation Measures on Customers --- p.44
Strengths of Implementation Measures on Staff --- p.46
Weaknesses of Implementation Measures on Staff --- p.47
Recommendations of Implementation Measures on Staff --- p.48
APPENDICES 1-11 --- p.50
TABLES 1-18 --- p.75
EXHIBITS 1-6 --- p.93
BIBLIOGRAPHY --- p.99
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19

"Moving towards a cashless era in 2000: design a marketing strategy for Mondex, an electronic cash, in Hong Kong." Chinese University of Hong Kong, 1996. http://library.cuhk.edu.hk/record=b5888658.

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Abstract:
by Li Chun-Kit Patrick.
Thesis (M.B.A.)--Chinese University of Hong Kong, 1996.
Includes bibliographical references (leaves [87-90]).
ACKNOWLEDGEMENT --- p.ii
ABSTRACT --- p.iii
TABLE OF CONTENTS --- p.vi
LIST OF TABLES --- p.viii
INTRODUCTION --- p.1
LITERATURE REVIEW - DEVELOPMENT OF SMART CARD --- p.4
Terminology --- p.4
General Application of Smart Card --- p.6
DESCRIPTION OF MONDEX --- p.14
History of Mondex --- p.14
Description of Mondex and Its Accessories --- p.16
Advantages of Mondex --- p.20
Disadvantages of Mondex --- p.22
COMPETITOR ANALYSIS --- p.24
Maestro --- p.25
Credit Card --- p.27
Electronic Payment System (EPS) --- p.29
RESEARCH METHODOLOGY --- p.35
Research Objective --- p.35
Research Design and Method --- p.36
RESEARCH FINDINGS --- p.39
Data analysis on the Whole Sample Basis --- p.39
Data Analysis by Type of Adopter --- p.50
RECOMMENDATION --- p.58
Characteristics of Potential Adopters --- p.58
Product --- p.59
Promotion --- p.63
LIMITATION --- p.70
APPENDIX 1: DIAGRAMS
APPENDIX 2: CHINESE QUESTIONNAIRE
APPENDIX 3: ENGLISH QUESTIONNAIRE
APPENDIX 4: FIGURES
APPENDIX 5: TABLES
BIBLIOGRAPHY
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20

"Marketing strategies for Visa cards in Hong Kong." Chinese University of Hong Kong, 1989. http://library.cuhk.edu.hk/record=b5885999.

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21

"A comparative study on the credit card business in Hong Kong and People's Republic of China." Chinese University of Hong Kong, 1991. http://library.cuhk.edu.hk/record=b5886670.

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Abstract:
by Mui Yuet-sheung.
Thesis (M.B.A.)--Chinese University of Hong Kong, 1991
Includes bibliographical references.
EXECUTIVE SUMMARY
ACKNOWLEDGEMENT
CHAPTER
Chapter I: --- INTRODUCTION
Operation of Credit Card System
Role of Visa and MasterCard International Inc.
Chapter II: --- BUSINESS REVIEW
Historical Development of VISA and MasterCard
Development of Credit Card Business in Hong Kong
Development of Credit Card Business in China
Chapter III: --- OBJECTIVES AND METHODOLOGY
Hypothesis
Objectives
Methodology
Chapter IV: --- RESEARCH FINDINGS AND ANALYSIS
Marketing Strategies on Credit Card Products Employed by Banks in Hong Kong and China
Product Strategy
Pricing Strategy
Promotion Strategy
Distribution Strategy-
Operating System of Credit Card Business in Hong Kong and China
Credit Approval
Authorisation
Settlement
Credit and Security Control
SWOT Analysis
SWOT Analysis of Card Business in China
SWOT Analysis of Card Business in Hong Kong
Chapter V: --- COMPARISON BASED ON MCGUIGAN MODEL
McGuigan's Conceptual Market Performance Model
Market and Environmental Conditions
Market Structure
Market Conduct
Market Performance
Chapter VI: --- CONCLUSION AND FUTURE DEVELOPMENT
APPENDICES
Chapter Appendix I: --- Historical Development of VISA and MasterCard
Chapter Appendix II : --- Development of Credit Card Business in Hong Kong
Chapter Appendix III : --- Development of Credit Card Business in China
Chapter Appendix IV : --- Questionnaire Design (English and Chinese Version)
Chapter Appendix V : --- Background Information of Interviewees
Chapter Appendix VI : --- Interview Question Lists
Chapter Appendix VII : --- Different Credit Cards in Hong Kong
Chapter Appendix VIII : --- Different Credit Cards in China
BIBLIOGRAPHY
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22

"A study of the credit card market in Hong Kong." Chinese University of Hong Kong, 1989. http://library.cuhk.edu.hk/record=b5886003.

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23

"Credit card market strategies: Hong Kong financial institutions' prospective." Chinese University of Hong Kong, 1995. http://library.cuhk.edu.hk/record=b5888587.

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Abstract:
by Chan Bo Ching.
Thesis (M.B.A.)--Chinese University of Hong Kong, 1995.
Includes bibliographical references (leaves 65).
ABSTRACT --- p.ii
TABLE OF CONTENTS --- p.iii
LIST OF ILLUSTRATIONS --- p.v
LIST OF TABLES --- p.vi
Chapter
Chapter I. --- INTRODUCTION --- p.1
Chapter 1. --- Basic Functions of credit card --- p.1
Chapter 2. --- Significance and objectives of the study --- p.1
Chapter 3. --- History of credit card --- p.3
Chapter 4. --- Operations of credit card --- p.6
Chapter II. --- METHODOLOGY AND LITERATURE REVIEW --- p.10
Chapter III. --- THE DEVELOPMENT OF CREDIT CARD MARKET IN HONG KONG --- p.13
Chapter IV. --- ANALYSIS OF STRATEGIES OF CREDIT CARD BUSINESS --- p.21
Chapter 1. --- Macroenvironmental Analysis --- p.21
Chapter 2. --- SWOT Analysis for Hong Kong Credit Card Market --- p.24
Chapter 3. --- Analysis of Competitive Strategy by Michael Porter's Model --- p.27
Chapter 4. --- Overall Strategies of Hong Kong Credit Card Operations --- p.36
Chapter V. --- EMPIRICAL STUDY --- p.44
Chapter 1. --- Market Leader --- p.44
Chapter 2. --- Market Challengers --- p.46
Chapter 3. --- Market Followers --- p.48
Chapter 4. --- Market New Comers --- p.49
Chapter 5. --- Withdrawer from International Card Market --- p.49
Chapter VI. --- CONCLUSION --- p.51
APPENDIX --- p.55
Chapter 1. --- International Card Issuing Organizations in Hong Kong --- p.55
Chapter 2. --- Hong Kong Market Share Analysis --- p.56
Chapter 3. --- Development of Card Business (Credit and Charge Card) In Hong Kong (Major Milestones) --- p.58
Chapter 4. --- Table of Dates of Establishing Credit Card Services --- p.62
Chapter 5. --- Demographic Characteristics of Hong Kong --- p.63
Chapter 6. --- Competitive Analysis - Hong Kong Market --- p.64
BIBLIOGRAPHY --- p.65
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24

"A study of marketing strategies in the credit cards industry in Hong Kong and PRC." Chinese University of Hong Kong, 1997. http://library.cuhk.edu.hk/record=b5889028.

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Abstract:
by Hui Tung-Ying, Tai Shun-Fu.
Thesis (M.B.A.)--Chinese University of Hong Kong, 1997.
Includes bibliographical references.
APPROVAL --- p.i
ABSTRACT --- p.ii
TABLE OF CONTENTS --- p.iv
LIST OF ILLUSTRATIONS --- p.vi
LIST OF TABLES --- p.vii
PREFACE --- p.viii
CHAPTER
Chapter I. --- INTRODUCTION --- p.1
Chapter II. --- ANALYSIS AND ASSESSMENT --- p.5
Market Profile Analysis --- p.5
Economic Environment --- p.5
Demographic Environment --- p.17
Socio-cultural Environment --- p.21
Political & Legal Environment --- p.22
Regulator --- p.23
Technological Environment --- p.25
Customer Profile Analysis --- p.31
Company Profile Analysis --- p.33
Product Profile Analysis --- p.36
Competition Profile Analysis --- p.40
Chapter III. --- MARKETING OBJECTIVES --- p.44
Product Objective and Strategy --- p.47
Existing Situation in HK --- p.47
Recommended Objectives and Strategies in HK --- p.52
Existing Situation in PRC --- p.54
Recommended Objectives and Strategies in PRC --- p.56
Pricing Objective and Strategy --- p.58
Existing Situation in HK --- p.58
Recommended Objectives and Strategies in HK --- p.61
Existing Situation in PRC --- p.63
Recommended Objectives and Strategies in PRC --- p.64
Promotion Objective and Strategy --- p.65
Existing Situation in HK --- p.65
Recommended Objectives and Strategies in HK --- p.68
Existing Situation in PRC --- p.70
Recommended Objectives and Strategies in PRC --- p.71
Distribution Objective and Strategy --- p.73
Existing Situation in HK --- p.73
Recommended Objectives and Strategies in HK --- p.75
Existing Situation in PRC --- p.77
Recommended Objectives and Strategies in PRC --- p.78
Chapter IV. --- TACTICAL ACTION PLAN --- p.79
Product --- p.79
Pricing --- p.81
Promotion --- p.82
Distribution --- p.84
Chapter V. --- BUDGET --- p.85
Chapter VI. --- CONCLUSION --- p.86
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25

"A survival kit for a credit card package." Chinese University of Hong Kong, 1986. http://library.cuhk.edu.hk/record=b5885616.

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26

"A study on the credit card market in Hong Kong." 2001. http://library.cuhk.edu.hk/record=b5890576.

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Abstract:
by Chow Sau Shing, Leung Lai Man.
Thesis (M.B.A.)--Chinese University of Hong Kong, 2001.
Includes bibliographical references (leaves 58-59).
ABSTRACT --- p.ii
TABLE OF CONTENTS --- p.iii
LIST OF FIGURES --- p.v
LIST OF TABLES --- p.vi
Chapter
Chapter I. --- INTRODUCTION --- p.1
Chapter I.I --- Objective --- p.2
Chapter I.II --- Literature Review --- p.2
Chapter I.III --- Background --- p.2
Chapter I.III.I --- Credit Card Business Model --- p.2
Chapter I.III.II --- Common Types of Credit Card --- p.5
Chapter I.IV --- Methodology --- p.6
Chapter I.IV.I --- Part 1: Customer Segmentation --- p.6
Chapter I.IV.II --- Part 2: Customer Need Identification --- p.8
Chapter I.IV.III --- Part 3: Customer Satisfaction --- p.10
Chapter I.IV.IV --- Part 4: Case Studies on Market Competition --- p.11
Chapter II. --- CUSTOMER SEGMENTATION --- p.12
Chapter II.I --- Forming the Clusters --- p.12
Chapter II.II --- Verifying the Cluster Size --- p.13
Chapter II.III --- Analyzing the Clusters --- p.17
Chapter II.III.I --- "Group 1: Low-spending, High-loyalty" --- p.18
Chapter II.III.II --- "Group 2: High-spending, High-loyalty" --- p.18
Chapter II.III.III --- "Group 3: Middle-spending, Low-loyalty" --- p.18
Chapter III. --- CUSTOMER NEED INDENTIFICATION --- p.19
Chapter III.I --- Selection Criteria Comparison by Ranking --- p.19
Chapter III.I.I --- Similarly --- p.21
Chapter III.I.II --- Differences --- p.22
Chapter III.II --- Selection Criteria Comparison by Absolute Value --- p.23
Chapter IV. --- CUSTOMER SATISFACTION --- p.26
Chapter IV.I --- "Group 1: Low-spending, High-loyalty" --- p.27
Chapter IV.II --- "Group 2: High-spending, High-loyalty" --- p.28
Chapter IV.III --- "Group 3: Middle-spending, Low-loyalty" --- p.29
Chapter IV.IV --- Overall Comparison and Discussion --- p.30
Chapter V. --- CASE STUDIES ON MARKET COMPETITION --- p.32
Chapter V.I --- Credit Card Market Shares --- p.32
Chapter V.I.I --- "Group 1: Low-spending, High-loyalty" --- p.33
Chapter V.I.II --- "Group 2: High-spending, High-loyalty" --- p.34
Chapter V.I.III --- "Group 3: Middle-spending, Low-loyalty" --- p.36
Chapter V.II --- Analysis of Major Players --- p.37
Chapter V.II.I --- HSBC --- p.38
Chapter V.II.II --- Hang Seng Bank --- p.41
Chapter V.II.III --- Chase Manhattan --- p.43
Chapter V.II.III --- Overall Comparison --- p.44
Chapter VI. --- CONCLUSION --- p.46
APPENDIX --- p.47
BIBLIOGRAPHY --- p.58
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27

"Affinity marketing in the credit card business in Hong Kong: a marketing plan for launching an university alumni card." Chinese University of Hong Kong, 1989. http://library.cuhk.edu.hk/record=b5886002.

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28

"Hong Kong credit card marketing: consumer choice model & marketing program." 1999. http://library.cuhk.edu.hk/record=b5889460.

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Abstract:
by Tso Miu Lin Debbie.
Thesis (M.B.A.)--Chinese University of Hong Kong, 1999.
Includes bibliographical references (leaves 55-61).
Questionnaire also in Chinese.
ABSTRACT --- p.ii
TABLE OF CONTENTS --- p.iv
LIST OF ISSUSTRATIONS --- p.vii
LIST OF TABLES --- p.viii
PREFACE --- p.ix
Chapter
Chapter I. --- INTRODUCTION --- p.1
Chapter II. --- METHODOLOGY --- p.3
Sample --- p.4
Basic Contents of the Questionnaire --- p.4
Limitation of the Questionnaire --- p.5
Chapter III. --- FINDINGS OF THE RESEARCH --- p.6
General Card Users Distribution --- p.6
Credit Card Holding --- p.6
Type of Credit Card Held --- p.7
Different Aspects of Credit Cards --- p.8
Important Aspects --- p.8
Reasons for Not Paying by Credit Card --- p.10
Reasons for Paying by Credit Card --- p.11
Marketing Program of Credit Cards --- p.12
Effective Marketing Channels to General Users --- p.12
Effective Marketing Channels to High-end Users --- p.13
Default Risk of Credit Cards --- p.13
Total Credit Limit to Revenue Ratio --- p.13
Credit Card Balances --- p.14
Roll Over of Credit Card Balances --- p.15
Roll Over of Card Balances to Revenue Ratio --- p.15
Rejection of Credit Card Application --- p.16
Interest-bearing Credit Cards Users --- p.16
Demographic Characteristics of Interest-bearing Credit Card Users --- p.17
Consumption Pattern --- p.17
Gender --- p.18
Age --- p.18
Occupation --- p.19
Home Condition --- p.19
Education --- p.20
Credit Card Behaviors of Interest-bearing Credit Card Users --- p.20
Heavy Credit Cards Users --- p.21
Demographic Characteristics of Heavy Credit Card Users --- p.21
Consumption Pattern --- p.21
Gender --- p.22
Age --- p.22
Occupation --- p.23
Home Condition --- p.23
Education --- p.24
Credit Card Behaviors of Heavy Credit Card Users --- p.24
Roll over frequency --- p.24
Roll over card balances --- p.25
Chapter IV. --- ANALYSIS OF RESEARCH FINDINGS --- p.26
General Card Users Distribution --- p.26
Different Aspects of Credit Cards --- p.26
Physical Functions Vs Psychological Functions --- p.26
Card Issuers Vs Co-branding Partners --- p.27
Price Conscious Credit Card Users --- p.28
Credit Cards Usage --- p.28
Default Risk of Credit Cards --- p.28
Effective Marketing Program --- p.29
Effective Marketing Program for General Users … --- p.29
Effective Marketing Program for Interest-bearing Users --- p.30
Effective Marketing Program for Heavy Users --- p.31
Chapter V. --- RECOMMENDATION --- p.32
Product --- p.32
Functional Aspects of Credit Cards --- p.32
Co-branding Partners of Credit Cards --- p.33
Price --- p.33
Place --- p.34
Promotion --- p.35
Promotion for General Credit Card Users --- p.35
Promotion for Interest-bearing Credit Card Users --- p.36
Promotion for Heavy Credit Card Users --- p.37
Default Risk --- p.38
Chapter VI. --- CONCLUSION --- p.39
GLOSSARY --- p.42
APPENDIX --- p.46
Questionnaire (English version) --- p.46
Questionnaire (Chinese version) --- p.51
BIBLIOGRAPHY --- p.55
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29

"Marketing plan for the Hang Seng credit card." 1998. http://library.cuhk.edu.hk/record=b5889383.

Full text
Abstract:
by Ko Wai-Yee.
Thesis (M.B.A.)--Chinese University of Hong Kong, 1998.
Includes bibliographical references (leaves 54-55).
ABSTRACT --- p.ii
TABLE OF CONTENTS --- p.iii
LIST OF TABLES --- p.vi
PREFACE --- p.vii
Chapter
Chapter I. --- INTRODUCTION --- p.1
Chapter II. --- EXECUTIVE SUMMARY --- p.2
Chapter III. --- BUSINESS DEFINITION
Nature of Business --- p.3
Types of Credit Card Credit Card --- p.4
Charge Card --- p.4
Affinity Card --- p.4
Company Card --- p.5
Cash Card --- p.5
Smart Card --- p.5
Functions of Credit Card
Exchange Medium --- p.6
Source of Credit --- p.6
Source of Cash --- p.7
Operations of Credit Card --- p.7
Chapter IV. --- market and channel definition
Cardholder --- p.9
Merchant --- p.9-10
Market Players --- p.11-12
Chapter V. --- RESEARCH METHOD AND LITERATURE REVIEW
Literature Review
Database Marketing --- p.13
Direct Mail --- p.14
Telemarketing --- p.15
Advertising --- p.15
Credit-based Promotion --- p.16
Interview --- p.16
Research --- p.17
Secondary Data --- p.17
Chapter VI. --- RESEARCH ANALYSIS
Objectives
Overview of Credit Card Market --- p.18
Card Acquisition --- p.18
Card Utilization --- p.18
Card Attrition --- p.19
Research Method --- p.19
Findings
Higher Utilization rate of credit cards --- p.20
Bonus Points Scheme is Driving Card Usage --- p.20
Components of an Ideal Bonus Point Scheme --- p.21
"Affinity Cards, Especially Co-branded Credit Cards, Will Become a Trend" --- p.21
Rising Demand for Higher Credit Limit --- p.21
More Competitive Interest Rate Offer is Expected --- p.22
Repayment will Become More Custom-made --- p.22
Stronger Resistance to Annual Fee --- p.22
Rewards (Card Acquisition) are Evaluated to Dollar Terms --- p.22
"More Bargaining and Interactions with Card Issuers, and Growing Importance of Telephone Service at Card Centre" --- p.22
Image of Hang Seng Credit Card Has Been Changed --- p.23
Interest in Electronic Money is High --- p.23
Bank Image Perception --- p.23-25
Chapter VII. --- MARKETING PLAN
Current Situation and Review
Promotions --- p.26
Brand Image --- p.27
Competitive Analysis
Market Share Analysis --- p.28
Product Features --- p.28-30
Promotions --- p.31
SWOT Analysis --- p.31
Marketing Objectives & Strategies
Objectives --- p.32
Marketing Strategies --- p.32-34
Promotion Plan --- p.35
Chapter VIII. --- CONCLUSION --- p.36
APPENDIX
Major Credit Card Product Features --- p.37-43
Major Credit Card Promotional Campaign - 1997 --- p.44-48
Promotional Schedule for Hang Seng Credit Card - 1998 --- p.49
Focus Group Discussion Guide --- p.50-53
REFERENCES --- p.54
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30

"A preliminary study of consumers' banking habits and payment methods." Chinese University of Hong Kong, 1989. http://library.cuhk.edu.hk/record=b5885990.

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31

"Consumer perception and behaviour towards credit cards' bonus point programs." Chinese University of Hong Kong, 1994. http://library.cuhk.edu.hk/record=b5888018.

Full text
Abstract:
by Hau Ka-hau, Wu Wei-chi.
Thesis (M.B.A.)--Chinese University of Hong Kong, 1994.
Includes bibliographical references (leaves 84-[85]).
ABSTRACT --- p.iii
TABLE OF CONTENTS --- p.vii
LIST OF ILLUSTRATIONS --- p.ix
LIST OF TABLES --- p.xi
ACKNOWLEDGEMENTS --- p.xii
Chapter
Chapter I. --- INTRODUCTION --- p.1
Background Information --- p.1
Purpose of.the Study --- p.5
Chapter II. --- METHODOLOGY --- p.6
General Description of the Experimental Technique --- p.6
Subjects Used --- p.8
Simulation Game --- p.8
Company Interview --- p.9
Details of the Experiment --- p.9
Chapter III. --- DATA ANALYSIS AND DISCUSSION --- p.13
Chapter IV. --- COMPANY INTERVIEWS --- p.22
Interview with Citibank --- p.22
Interview with American Express --- p.28
Chapter V. --- IMPLICATIONS AND RECOMMENDATIONS --- p.33
Factors Affecting the Selection of a Credit Card --- p.33
Benefits of the Bonus Points Programs --- p.35
Lucky Draw --- p.37
Discounted Merchandise --- p.39
Target Marketing --- p.41
Chapter VI. --- LIMITATIONS OF THE STUDY --- p.44
Chapter VII. --- CONCLUSION --- p.46
APPENDICES --- p.48
TABLE --- p.82
BIBLIOGRAPHY --- p.84
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32

"An analysis of credit card organizations' operations in two selected markets: a cross-cultural approach." Chinese University of Hong Kong, 1993. http://library.cuhk.edu.hk/record=b5887556.

Full text
Abstract:
by Cheung Mo Man, Mandy, Lau Yiu Kwong, Clive.
Thesis (M.B.A.)--Chinese University of Hong Kong, 1993.
Includes bibliographical references (leaves [31]-[34] (2nd group)).
EXECUTIVE SUMMARY --- p.i
ACKNOWLEDGMENTS --- p.iii
TABLE OF CONTENTS --- p.iv
LIST OF TABLES --- p.vi
LIST OF FIGURES --- p.vii
Chapter
Chapter I. --- INTRODUCTION --- p.1
Chapter II. --- OBJECTIVES --- p.5
Chapter 2.1 --- Decision-Making Objective --- p.7
Chapter 2.2 --- Research Objectives --- p.7
Chapter III. --- LITERATURE REVIEW --- p.9
Chapter 3.1 --- Standardization Versus Adaptation --- p.9
Chapter 3.1.1 --- International Marketing Standardization --- p.11
Chapter 3.1.2 --- International Marketing Adaptation --- p.13
Chapter 3.1.3 --- Standardization or Adaptation? --- p.14
Chapter 3.2 --- Studies on Credit Card Market --- p.16
Chapter 3.2.1 --- Cross-Cultural Studies of Credit Cardholders --- p.16
Chapter 3.2.2 --- Studies of the Credit Card Market in Hong Kong --- p.20
Chapter 3.2.3 --- Studies of the Credit Card Market in the United Kingdom --- p.23
Chapter 3.3 --- Overview of the Credit Card Market --- p.25
Chapter 3.3.1 --- Global Market --- p.25
Chapter 3.3.2 --- Hong Kong Market --- p.36
Chapter 3.3.3 --- United Kingdom Market --- p.39
Chapter IV. --- METHODOLOGY --- p.43
Chapter 4.1 --- Research Design --- p.43
Chapter 4.2 --- Data Collection --- p.47
Chapter 4.2.1 --- Secondary Data Collection --- p.47
Chapter 4.2.2 --- Primary Data Collection --- p.48
Chapter 4.3 --- Sampling --- p.50
Chapter 4.3.1 --- Sampling Method --- p.50
Chapter 4.3.2 --- Sample Size --- p.51
Chapter 4.4 --- Construction of Questionnaire --- p.52
Chapter 4.5 --- Field Work --- p.55
Chapter 4.6 --- Data Analysis --- p.56
Chapter 4.6.1 --- Editing --- p.56
Chapter 4.6.2 --- Coding --- p.57
Chapter 4.6.3 --- Methods of Analysis --- p.58
Chapter V. --- LIMITATIONS --- p.61
Chapter 5.1 --- Sampling Control --- p.61
Chapter 5.2 --- Information Control --- p.62
Chapter 5.3 --- Administrative Control --- p.63
Chapter VI. --- FINDINGS AND IMPLICATIONS --- p.65
Chapter 6 .1 --- Usage Patterns --- p.65
Chapter 6.2 --- Card Selection Criteria --- p.72
Chapter 6.3 --- Attitudes Toward Credit Cards --- p.76
Chapter 6.4 --- Demographic Characteristics of Heavy Users --- p.81
Chapter VII. --- RECOMMENDATIONS --- p.85
Chapter 7.1 --- Standardization Versus Adaptation --- p.85
Chapter 7.2 --- Recommended Marketing Strategies --- p.89
Chapter 7.2.1 --- Marketing Strategies for the HK Market --- p.89
Chapter 7.2.2 --- Marketing Strategies for the UK Market --- p.93
APPENDIX
BIBLIOGRAPHY
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33

MiaohuaLai and 賴淼華. "Applying the Modern Asset Allocation and Smart-BetaModels to the Securities Markets of Mainland China, Hong Kong and Taiwan." Thesis, 2015. http://ndltd.ncl.edu.tw/handle/46689798997602691510.

Full text
Abstract:
碩士
國立成功大學
財務金融研究所
103
In this paper we will explore the application of the MAA (modern asset allocation) models to the securities markets of Greater China (including Mainland China, Hong Kong and Taiwan). In our first step, we introduce the evolution of Modern Portfolio Theory (Markowitz, 1952) to the Modern Asset Allocation Model (Keller et al., 2013 and 2014), and we illustrate the main difference between “strategic and “tactical” asset allocation. As in our second step, we get the basic MAA model by using the single index model (Elton et al., 1976) to arrive at an analytical solution for a long-only maximum Sharpe allocation. In our third step, we use shrinkage estimators in our formula for asset returns, volatilities and correlations to arrive at practical allocations. In addition, as a special cases, we arrive at Minimum Variance (MV), Maximum Diversification (MD) and EW (Equal Weight), and the EW model is our benchmark model. These MV, MD, EW models are sometimes called “smart-beta” models. Finally, we apply the different models to the stock index ETFs, bond index ETFs and REITs of Mainland China, Hong Kong and Taiwan with the daily data from Jan. 2006 to Feb.2015, monthly rebalanced. The empirical results show that MAA models beat other models consistently on various return /risk criteria, with the general smart-beta models (with return momentum) also beating the EW model.
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