China Gas Holdings Ltd (384 HK) – Maintain O Edwin Pang (12)
New report: Strong 1H results; catalysts remain intact
PICC P&C (2328 HK) – Maintain O 􀂐Focus list stock􀂐 Arjan van Veen (13)
Rights issue to qualify for new pricing regime?
Hong Kong
Hong Kong Banks Sector Franco Lam (14)
New report:
HKT Trust and HKT Limited (6823 HK) – Initiating Coverage with O Chate Benchavitvilai (15)
Solid cash flow generation, attractive dividend yield
India
Reliance Industries (RIL IN) – Maintain O Sanjay Mookim (16)
D6 arbitration need not necessarily hurt pending approvals; weak refining a bigger worry
Indonesia
Astra International (ASII IJ) – Maintain N Teddy Oetomo (17)
New report: The real drivers of auto demand growth
Japan
Mitsui Mining & Smelting (5706 JP) – Upgrade to O Shinya Yamada (4)
Upgrade to OUTPERFORM; products with top global share poised to drive earnings
Malaysia
Hong Leong Bank (HLBK MK) – Maintain N Danny Goh (18)
1Q FY12 results within expectations due to lower-than-expected provisions; prefer HLFG
RHB Capital Berhad (RHBC MK) – Maintain O Danny Goh (19)
New report: 9M11 results within street's expectations but likely to miss management's ROE target
Philippines
SM Prime Holdings (SMPH PM) – Maintain O Haj Narvaez (20)
Crisis tested
Singapore
Singapore Offshore and Marine Sector – Maintain MW Gerald Wong (21)
Keppel expected to benefit from tight supply chain in Brazil
CapitaLand (CAPL SP) – Maintain O Tricia Song (22)
CAPL/CMA awarded prime site for mixed development in Chongqing
South Korea
Hite Jinro (000080 KS) – Maintain N Sonia Kim (23)
3Q11 weak, and anticipations too high on ASP increase, in our view
LG Electronics (066570 KS) – Maintain N John Sung (24)
Company visit: 4Q11 mid-quarter update—no major deviations from our expectations
Taiwan
Taiwan Component Sector Pauline Chen (25)
Our best play for a short-term rally
Thailand
Bangkok Dusit Med Service (BGH TB) – Maintain O Thaniya Kevalee (26)
Big outperformer....but more upside possible
Siam Cement (SCC TB) – Maintain O Paworamon (Poom) Suvarnatemee, CFA (27)
Earnings cut but still our preferred cyclical name