India
India Telecoms Sector Sunil Tirumalai (3)
New report: One good cannot hide many bads
Bharti Airtel Ltd (BHARTI IN) – Downgrade to N Sunil Tirumalai (12)
The tide could be turning
Idea Cellular Ltd (IDEA IN) – Downgrade to U Sunil Tirumalai (13)
Risks are not priced in
Malaysia
Axiata Group Berhad (AXIATA MK) – Maintain O 􀂐Focus list stock􀂐 Foong Wai Loke (14)
Impact of India telecoms downgrade
Singapore
Singapore Telecom (ST SP) – Maintain O Chate Benchavitvilai (15)
Negative news on regulatory and currencies priced in, associates' growth is not
South Korea
Korea Economics Christiaan Tuntono (16)
Monetary policy is tilting towards easing—we expect one rate cut in 2012
Korea Construction Sector – Maintain MW Minseok Sinn (17)
Turnaround in the housing market still requires more time regardless of the supportive policies
LG Chem Ltd. (051910 KS) – Maintain O A-Hyung Cho (18)
Too early to say about the impact of potential battery business spin-off
Taiwan
Taiwan Economics Christiaan Tuntono (19)
We expect CBC to cut the rediscount rate in 2012
Thailand
Supalai(SPALI TB) – Initiating Coverage with O Chai Techakumpuch (20)
New report: A package of many good things