瑞士信贷：亚洲证券市场投资文摘2009年7月(免费)

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The tales of Davids
Hong Kong
Asia Small Caps – Riding the small-cap outperforming rally: our 15 Asian small-cap top picks 10
Techtronic – BDK sees much weaker-than-expected 3Q09 despite share price hike 11
ASM Pacific – Recovery on course but may reverse in 4Q09 11
Galaxy Entertainment – StarWorld remains steady, but Cotai Mega Resorts is still up in the air 11
China
China Automation – Takeaways from ‘A Date with David’: the express train 18
Lumena – New report: Turning powder to gold 19
Pinggao – Disappointing 1H09 results, but might get support from SGCC 19
Honghua – Re-boot 20
SMIC – 2Q results: passed the worst, but more needed to get to profitability 20
Wuxi PharmaTech – 2Q09 preview: stronger growth expected; valuation gap to narrow 21
Indonesia
Sampoerna Agro – Supported by valuations and production outlook 28
Sampoerna Agro – 2Q09: very strong rebound 28
Ramayana – 2Q09: strong QoQ improvement 29
Korea
Cheil Worldwide – 2Q09 as expected; improvements in market shares and commission rates 33
HDS – Strong 2Q09 results: upgrade to OUTPERFORM; deemed as a safer macro recovery play 33
LG Dacom – Another set of strong 2Q09 results 34
Meritz F&M – Solid 1Q FY10 results 34
Cheil Industries – Better-than-expected 2Q09 earnings but valuation reflects the positives 35
Daegu Bank – 2Q09 results: quick normalisation 35
LG Innotek – Healthier 2Q09 core operations, but… 36
Daum – Limited share price upside despite strong 2Q earnings rebound 36
Malaysia
Carlsberg Malaysia – Singapore acquisition 45
AirAsia – 1H09 results preview: driven by strong traffic growth 45
Sinagpore
CSM – Moderate 3Q growth, but positive FCF remains elusive 51
Biosensors – 1Q10 results encouraging 51
Raffles Medical – Interims in line – pandemic resilient 52
M1 – Non-deal roadshow feedback – more ready for NGN than the market expects 52
Suntec REIT – 2Q09 results in line: occupancies at office and retail falling 53
Taiwan
Novatek – Decent earnings results for 2Q09; near-term outlook healthy 59
Thailand
Central Pattana – Rental and occupany rates are holding up well 66

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