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220378.pdf (557.57 KB)

2008-6-16 13:34:00 上传

免费-Credit Suisse：Asian Daily

Asian Daily (Asia Edition)

发表机构：Credit Suisse　　　　　　发表时间：Monday, 16 June 2008

格式：ＰＤＦ　　　　　　语言：英文　　　　页码：２７

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

[此贴子已经被作者于2008-6-16 13:40:26编辑过]

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