<p></p><p><strong>Asian Daily (Asia Edition)</strong></p><p>发表机构：Credit Suisse发表时间：Monday, 16 June 2008</p><p>格式：ＰＤＦ语言：英文页码：２７</p><p><strong>Top of the pack ...</strong><br/>Asia Equity Strategy Sakthi Siva (3)<br/>Vietnam a precursor for the rest of Asia? Three reasons why we do not think so<br/>China Market Strategy – Maintain MW Vincent Chan (4)<br/>Is a near-term bottom emerging?<br/>India Market Strategy – Maintain UW Nilesh Jasani (5)<br/>Inflation and deficit pressures lead to more re-regulation: new measures to affect ore exporters &amp; autos<br/>Pakistan Banks Sector – Decrease to MW Majid Munir (6)<br/>Challenging times ahead<br/>Asia Banks Sector – Maintain O Sanjay Jain (7)<br/>Long bond yields up further (close to peaking?): positive for banks, especially in Singapore and HK<br/><strong>... and the whole pack</strong><br/>Regional<br/>Asian Equity Strategy Sakthi Siva (8)<br/>Six Factor moves to 10% undervalued; ex. India and China to 20% undervalued<br/>Asian Equity Strategy Sakthi Siva (3)<br/>Vietnam a precursor for the rest of Asia? Three reasons why we do not think so<br/>Asia Banks Sector – Maintain O Sanjay Jain (7)<br/>Long bond yields up further (close to peaking?): positive for banks, especially in Singapore and HK<br/>China<br/>China Economics Dong Tao (9)<br/>May nominal retail sales growth remained robust at 21.6% YoY<br/>China Market Strategy – Maintain MW Vincent Chan (4)<br/>Is a near-term bottom emerging?<br/>Perfect World (PWRD US) – Maintain O Wallace Cheung, CFA (10)<br/>2Q08 revenue guidance revised up; new game Pocketpet Journey West a potential catalyst<br/>India<br/>India Market Strategy – Maintain UW Nilesh Jasani (5)<br/>Inflation and deficit pressures lead to more re-regulation: new measures to affect ore exporters &amp; autos<br/>India Steel Pipe Sector – Maintain O Anubhav Aggarwal (11)<br/>Removal of export duties a welcome relief: back to fundamentals, which remain strong<br/>India Steel Sector Neelkanth Mishra (12)<br/>Export duty changes: largely as expected, with some negative surprises for JSW<br/>Pakistan<br/>Pakistan Banks Sector – Decrease to MW Majid Munir (6)<br/>Challenging times ahead<br/>Allied Bank (ABL PA) – Maintain U Majid Munir (13)<br/>Valuation stretched<br/>Habib Bank (HBL PA) – Downgrade to N Majid Munir (14)<br/>Bad news priced in<br/>MCB Bank (MCB PA) – Upgrade to N Majid Munir (15)<br/>Well capitalised and managed<br/>National Bank of Pakistan (NBP PA) – Maintain N Majid Munir (16)<br/>Exposed to public sector risk<br/>United Bank (UBL PA) – Downgrade to N Majid Munir (17)<br/>Higher provisions to hurt earnings<br/></p>

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