上传：Morgan Stanley 10-23 Asia Pacific Morning Meeting

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Asia/Pacific Morning
Meeting Summary
Highlights
Company/Industry Analysis
Australia Banks / Reporting Season Preview
Aristocrat Leisure Ltd (Australia) / A Disappointing Update Equal-weight
Foster's Group (Australia) / Global M&A Another Reminder of the Value of CUB Equal-weight
China Merchants Bank (China) / Upside Surprises in NIM and Fees Equal-weight-V
CJ Cheil Jedang Corp (S. Korea) / 3Q07: Record OPM to Foster Earnings Momentum Overweight-V
Mobile One Ltd. (Singapore) / Solid 3Q07; Reiterate Overweight Overweight
Strategy/Economics Analysis
S. Korea Strategy / Bulls Keep Running in 2008
What's Changed
Stock Rating Changes – Downgrades
Stock Rating Price Target ModelWare Estimate
Ticker Company From To From To From To (FY) Consensus*
ALL.AX Aristocrat Leisure Ltd O E A$15.60 A$12.80 A$0.64 A$0.52(12/'07) --
A$0.75 A$0.61(12/'08) --
A$0.95 A$0.80(12/'09) --
Estimates/Price Target Changes – Up
3968.HK China Merchants Bank -- E-V HK$31.45 HK$33.26 Rmb0.89 Rmb0.94(12/'07) --
Rmb1.26 Rmb1.34(12/'08) --
Rmb1.57 Rmb1.65(12/'09) --
MONE.SI Mobile One Ltd. -- O S$2.40 S$2.45 S$0.17 S$0.18(12/'08) --
S$0.17 S$0.18(12/'09) --
* First Call consensus estimate 167030.rar (242.84 KB) 本附件包括：

• Asia Pacific Morning Meeting 10-23.pdf

2007-10-23 13:08:00 上传

上传：Morgan Stanley 10-23 Asia Pacific Morning Meeting

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