[Morgan Stanley] Greater China Consumer 12th Oct 2012

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GREATER CHINA CONSUMER
J.P Morgan China/Hong Kong consumer universe 5
Discretionary: Leave macro aside and focus on bottom up drivers 6
Valuations not compelling in staples, we focus on margin improvement 7
FY12 estimates: J.P. Morgan vs Bloomberg consensus – 2012 & 2013 8-9
China consumer discretionary 10-19
Consumer discretionary – zooming into subsectors 20-35
China consumer staples 36-38
Raw material price trend and outlook 39-41
Staples sub sectors 42-65
Company slides 66-98
Appendix 1: China luxury market 99-102
Appendix 2: Hong Kong retail and tourism 103-105
Appendix 3: China department stores – comparison tables 106-112
Appendix 4: China sportswear 113-120
Appendix 5: China/HK discretionary growth trends 121-127
Appendix 6: China staples growth trends 128-133
Appendix 7: Raw material price charts 134-136
Appendix 8: China instant noodles market 137
Appendix 9: China beverage market 138
Appendix 10: China beer market 139-143
Appendix 11: Forward P/E charts 144-148
Appendix 12: Price performance vs MSCI China and performance in 08/09 149-153
Valuations 154-157

[Morgan Stanley] Macau Gaming 3Q Earnings Preview
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https://bbs.pinggu.org/forum.php?mod=viewthread&tid=2113540&from^^uid=143965

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