摩根斯坦利：亚太证券市场投资策略报告2009年5月

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Strategy and Economics
5 Asia Pacific Economics AXJ Capex Cycle: Will
It Be a Repeat of the 1997 Cycle?
Chetan Ahya, Sumeet Kariwala
7 S. Korea Economics Remain Relatively
Constructive
Sharon Lam, Katherine Tai
9 S. Korea Strategy Unfavorable Risk-Reward
Chanik Park, Jason Pyo
Global
11 US Economics Bear Market in Treasuries
Begins, but Watch for Deflation Risks
Richard Berner, David Greenlaw
13 US Interest Rate Strategy
Embracing Change and Finding Opportunities
Jim Caron
15 Commodity Strategy Gasoline –
Running on Empty, Distillates Getting Full
Hussein Allidina, Seth Kleinman, Jeremy R. Friesen

Industry Analysis
17 Asia Pacific Telecoms Whose Subscriber is
Generating Positive NPV?
Navin Killa, Vincent Wu, Yvonne Chow, Sachin
Salgaonkar, Gary Yu, Mitchell Kim, Vinay Jaising
19 Australia Coal Sydney Coal Forum: Is Demand
Still There?
Craig Campbell, Cameron Judd
Company Analysis
21 ↓ China High Speed Transmission Full
Expectations
Sunil Gupta, Simon Lee, Bin Jiang, Joseph Lam
23 ↓ China National Building Material Company
Taking Profit; Downgrade to Equal-weight
Sandy Niu, Kevin Shi, Charles C. Spencer
25 Initiation China National Materials Emerging
Global Leader with Strong Growth Potential
Sandy Niu, Kevin Shi, Charles C. Spencer

27 China Shanshui Cement Group Upgrade PT on
Better Pricing and Improved Liquidity
Sandy Niu, Kevin Shi, Charles C. Spencer
29 Assumption Dongkuk Steel Mill Earnings to Dip
on Shipbuilding Downturn: UW
Hyunjae Lee, Sangkyoo Park, Charles C. Spencer
31 ↑ HDFC Upgrade Driven by Sharp Decline in
Wholesale Rates
Anil Agarwal, Ashish Jain, Mansi Shah
33 ↑ Lee & Man Paper Manufacturing Ltd
Business Stabilizing, Attractive Valuation;
Upgrade to OW
Charles C. Spencer, Mean Phil Chong

35 OCBC Slight Beat; Provision Light
Matthew S. Wilson, Samantha L. Horton
37 ↑ Orion Corp Strong Momentum Ahead;
Upgrading to Overweight
Kelly H. Kim, Jenna Mok, Angela Moh
39 Reliance Industries Capex to Cash Flows
Vinay Jaising, Mayank Maheshwari, Surabhi Chandna
41 Assumption ST Engineering Too Expensive to
Be Defensive
Conrad Werner, Miang Chuen Koh
43 Assumption Suzlon Energy Repair and Heal;
Assuming Coverage with OW
Sunil Gupta, Sophie Lu
45 UOB In Line; NPL Cycle Immature
Matthew S. Wilson, Samantha L. Horton

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2009-5-16 22:11:00 上传

摩根斯坦利：亚太证券市场投资策略报告2009年5月
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