瑞士信贷：亚洲证券市场投资文摘2009年8月(免费)

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The tales of Davids
Hong Kong
Great Eagle – Risks fully priced in 11
Truly – Driven by Palm and China 3G: upgrade our forecasts, target and rating 11
China
Dalian Port – 1H09 results review: a set of solid results in a tough environment 17
Xiamen Int’l Port – 1H09 results review: overcapacity speeds up price competition in the downturn 17
Trina Solar – Share gainer in solar – initiate with OUTPERFORM 18
TCC – 1H09 results: cement unit profit on track, major improvement in volume growth and efficiency 18
Tianjin Port – Earnings and target price downgrades on poor 1H09 results 19
Indonesia
Holcim – Behind competitors 26
Korea
Seoul Semiconductor – New report: LED growth potential – fully reloaded 30
NCsoft – New report: Play on AION-erica 30
Kumho Electric – Beyond CCFL 31
Megastudy – A beneficiary of the spread of H1N1 flu? Positive impact is unlikely to be material 31
Malaysia
IJM – 1QFY10: slow start but all operating units improved QoQ 40
Maybulk – Weak 1H09 results 40
MAS – CEO to leave; maintain UNDERPERFORM 41
Muhibbah Engineering – Poor 1H09 results; downgrade to NEUTRAL 41
Sinagpore
ARA Asset Mgt – Fortune REIT proposes acquisition and 1-for-1 rights issue; positive for ARA 47
Raffles Education – Watershed year, fundamentals moving in the right direction 47
Wing Tai – FY09 results: above expectations on Singapore home sales; proxy to high-end residential 48
Tiong Woon – Small-cap heavy-weight 48
Taiwan
Epistar – Strong growth momentum likely an ongoing story 54
E.Sun Financial – Unattractive ROE profile hinders rerating 54
CyberTAN – 2Q09 came in as a positive surprise 55
Everlight – Awaiting stronger growth momentum 55
I-Chiun – Benefiting from increased LED penetration 56
Silitech – Headwind (read: touch screen) is getting stronger 56
Gemtek – In-line 2009, except for lower tax expenses 57
Thailand
Tisco Financial – Share price weakness brings good buy opportunity 64
Glow Energy – New report: Strong growth, defensive earnings 64
CP All – Retail Business Act unlikely this year, reducing near-term concern on the stock 65

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