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Contents
Competitive Advantage Comparison.................................................................................................................................................. 2
Company Analysis Belle International: Acquisition-Led Growth ..................................................................................................................................... 5
Bharti Airtel Limited: Maintains No.1 Slot in India’s Wireless Market ............................................................................................... 9
Brambles Ltd.: More Cyclical Than We’d Thought, but Still a Long-Term Growth Story ................................................................. 13
China Mengniu Dairy: Potential to Emerge from China’s Dairy Industry Crisis ............................................................................... 17
Esprit Holdings: Blue Skies Beyond the Storm ............................................................................................................................... 21
Foxconn Technology: Expanding Metal Casing Applications Beyond NBs .................................................................................... 25
Gemtek Technology: World’s Love Affair with Wireless Is Boosting Orders ................................................................................... 29
Addition Hindustan Unilever: Pulling the Levers of Growth in India’s Consumer Space ............................................................... 33
IDFC: Funding India’s Infrastructure Growth.................................................................................................................................... 39
Addition Kingdee International Software Group: Enhancing Leadership in Booming China ERP Market ................................... 43
Larsen & Toubro: A Matter of Time: Biggest and Best in Construction ........................................................................................... 49
Li & Fung Ltd: Success Formula = Europe Penetration + Product Diversification + Operating Leverage ....................................... 53
Addition Mindray: Bellwether in a Booming Sector; Realizing International Ambition..................................................................... 57
Pantaloon Retail: Still the Front-runner in India’s Retail Revolution ................................................................................................ 64
Removal Reliance Capital: Promising, but Significantly Levered to Capital Markets ...................................................................... 68
Reliance Industries: Capitalizing on its E&P Advantage ................................................................................................................. 74
Shanghai Zhenhua Port Machinery Co.: New Offshore Business to Drive Profitability ................................................................. 78
Shuanghui Investment: Leader Benefiting from Industry Consolidation ......................................................................................... 82
Removal Sobha Developers Ltd.: Financial Risk Draws Us to the Sidelines; Land Assets Still Valuable ...................................... 86
Tencent Holdings Ltd.: Capitalizing on the Largest Online Park in China ...................................................................................... 92
Tingyi (Cayman Islands): Proxy for China’s Food & Beverage Growth .......................................................................................... 96
Woori Finance Holdings: Potential Risks More Than Priced In .................................................................................................... 100
Appendix
Company Fact Sheets.................................................................................................................................................................... 106
MSCI Indices: Historical Performance............................................................................................................................................ 116
Industry Views................................................................................................................................................................................ 118
Competitive Advantage Comparison.................................................................................................................................................. 2
Company Analysis Belle International: Acquisition-Led Growth ..................................................................................................................................... 5
Bharti Airtel Limited: Maintains No.1 Slot in India’s Wireless Market ............................................................................................... 9
Brambles Ltd.: More Cyclical Than We’d Thought, but Still a Long-Term Growth Story ................................................................. 13
China Mengniu Dairy: Potential to Emerge from China’s Dairy Industry Crisis ............................................................................... 17
Esprit Holdings: Blue Skies Beyond the Storm ............................................................................................................................... 21
Foxconn Technology: Expanding Metal Casing Applications Beyond NBs .................................................................................... 25
Gemtek Technology: World’s Love Affair with Wireless Is Boosting Orders ................................................................................... 29
Addition Hindustan Unilever: Pulling the Levers of Growth in India’s Consumer Space ............................................................... 33
IDFC: Funding India’s Infrastructure Growth.................................................................................................................................... 39
Addition Kingdee International Software Group: Enhancing Leadership in Booming China ERP Market ................................... 43
Larsen & Toubro: A Matter of Time: Biggest and Best in Construction ........................................................................................... 49
Li & Fung Ltd: Success Formula = Europe Penetration + Product Diversification + Operating Leverage ....................................... 53
Addition Mindray: Bellwether in a Booming Sector; Realizing International Ambition..................................................................... 57
Pantaloon Retail: Still the Front-runner in India’s Retail Revolution ................................................................................................ 64
Removal Reliance Capital: Promising, but Significantly Levered to Capital Markets ...................................................................... 68
Reliance Industries: Capitalizing on its E&P Advantage ................................................................................................................. 74
Shanghai Zhenhua Port Machinery Co.: New Offshore Business to Drive Profitability ................................................................. 78
Shuanghui Investment: Leader Benefiting from Industry Consolidation ......................................................................................... 82
Removal Sobha Developers Ltd.: Financial Risk Draws Us to the Sidelines; Land Assets Still Valuable ...................................... 86
Tencent Holdings Ltd.: Capitalizing on the Largest Online Park in China ...................................................................................... 92
Tingyi (Cayman Islands): Proxy for China’s Food & Beverage Growth .......................................................................................... 96
Woori Finance Holdings: Potential Risks More Than Priced In .................................................................................................... 100
Appendix
Company Fact Sheets.................................................................................................................................................................... 106
MSCI Indices: Historical Performance............................................................................................................................................ 116
Industry Views................................................................................................................................................................................ 118
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