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雷达卡
The tales of Davids
Hong Kong
Macau Gaming Sector – July score card – good luck lifted July’s GGR 11
MPEL – MPEL reported an unexpected EBITDA loss in 2Q09 12
Johnson Electric – Shifting the low to top gear on multi-year structual recovery 12
China
TCL Multimedia – Takeaways from ‘A Date with David’: going to countryside, getting away overseas 19
Huabao – A small, but sweet step forward 20
Honghua – Profit warning for 1H09 20
Home Inns – Strong execution in 2Q09 sweetened by further CB purchase gains; valuation upside 21
TCC – New report: Turning point 21
Indonesia
Kalbe Farma – 1Q09A results: supported by stronger IDR 28
Medco Energi – 1H09 earnings lower than expected 28
Sampoerna Agro – 2Q09: CPO output recovery is underway 29
Korea
LG Telecom – 2Q09 results: mounting concerns about its strategic direction 33
Korean Re – 1Q FY10 results proved strong earnings turnaround 33
MKIF – 2Q results: solid with resilient traffic volumes 34
Nong Shim – Strong 2Q results, and 2H likely to improve further 34
Malaysia
AirAsia – Opts for a pure placement; no rights issue 43
Sinagpore
SMRT – 1Q10 results – another pedestrian quarter 49
Tat Hong – A new lift from private equity 49
Hi-P – 2Q09 results: stronger than expected, valuations undemanding 50
Straits Asia Resources – 2Q09 disappoints on weak core operations and exceptional items 50
ARA Asset Mgt. – 2Q results beat our and consensus forecasts; looks set to thrive on liquidity surge 51
ARA Asset Mgt. – Single-asset fund to acquire SSICEC: strategic and synergistic 51
Straits Asia Resources – Cutting estimates on disappointing management guidance 52
Taiwan
Realtek – 2Q09 earnings dragged by opex hikes; sales momentum may start to soften from September 58
WPG – 2Q09 results way above expectations; 3Q09 outlook bright 58
Elan – Near-term outlook dampened; waiting for positive signs to resurface 59
Yang Ming – Oversupply shallower; higher tide lifts all boats 59
Vanguard – Solid core business rebound, new applications gradually developing 60
Chicony – Better 2Q results, solid 3Q outlook 60
Phison – More upside to near-term profitability, but growth unlikely to be robust next year 61
Richtek – 2Q09 results in line and 3Q09 guidance strong, the question is valuation 61
Thailand
Central Pattana – A good trade-off of one old mall for 2-3 new malls 68
LPN Development – Solid 2Q09 results, but 2010 earnings could be lower than expected 68
Airports of Thailand – New report: Farewell to capex 69
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