瑞银-亚洲市场晨报-130709

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MorningExpresso - Asia

Today's Morning MeetingHighlights/Agenda: The MorningExpresso note is an early morning summary of the key ideas and'need to know issues' issues presented from UBS for the day ahead. Its contentsinclude:

1.      Macro Keys – Winners & Losers in recent pullback (Nick Nelson)

2.      Global Emerging Markets Strategy – UBS GEM Select and FrontierPortfolios (Nicholas Smithie)

3.      Global Emerging Markets Strategy – Upgrading the Philippines(Nicholas Smithie)

4.      China A-Share Strategy – Challenges ahead, but there is still hope– interim A-share strategic report (Li Chen)

5.      China property times – Sales -16% WoW; Gov’t to expedite LATsettlement (Eugene Cheung)

6.      China Port Sector – Limited impact from Westports IPO (Robin Xu)

7.      China Port Sector – June growth was similar to May (Robin Xu)

8.      China Food & Beverage – Interim results outlook: Positive ondairy & meat; our top pick is Kweichow Moutai (Dennis Wang)

9.      Maruti Suzuki India – Recovering a little more slowly (SonalGupta)

10.   IndianConsumer Sector – Growth amidst uncertainity (Sunita Sachdev)

11.   MalaysianBanking Sector – New consumer loan measures (Khairul Rifaie)

12.   MalaysianProperty Sector – Tweaking down the tenure (Chris Oh)

13.   LTGroup – Emerging consumer bellwether (Chesca Bugia Tenorio)

14.   Phil.National Bank – Undervalued franchise (Jody Santiago)

15.   SingaporeLand Transport – Singapore may see fewer taxi operators (Robin Xie)

16.   Asiana– Preliminary crash impact assessments (Eric Lin)

17.   TaiwanPCB Sector – Focus on FPC vendors in H213 (Samson Hung)

18.   ThaiBanks – Q213 preview—market may disappoint (Worawat Saisuphatphol)

19.   UBSGlobal I/O: In-house Banks Survey – Rising external risks (Philip Finch)

20.   USBrokers & Universal Banks – Higher leverage limit likely manageable(Brennan Hawken)

21.   AsiaQuantEssential – Play by the book – using low price to book to hedge against alow quality rally (Kenneth Tan)

22.   KeyCall: Japan Tobacco (2914) – Fundamentals firm (Naomi Takagi)

23.   FXComment – JPY: Back on track (Cameron N Umetsu)

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关键词：Fundamentals Philippines Fundamental Preliminary Assessments 亚洲

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