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1Q Performance – More Modest Than We Expected 6
Five themes into the rest of 2008 9
I. DARN – driving entry opportunities into Bharti and China Mobile 9
II. Indonesia – litmus test ahead 10
III. Yield – the market’s favourite theme as of now? 11
IV. Limited downside risk with potential catalysts – HTIL and TM 13
V. Uniquely Korea – no long-term positives but value to be found
after stock prices and expectations take a beating 14
Appendix I 16
Quants View – Glamour 16
Appendix II 18
Market Intelligence 20
Over/Undervaluation by Sector 21
MSCI AC Asia Pac ex Japan Telecom (Absolute Valuations) 22
MSCI AC Asia Pac ex Japan Telecom (Relative Valuations) 23
Appendix A-1 26
Analyst Certification 26
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