Latest Asia Pacific Invesment Perspective from MS,
36 Pages
Strategy and Economics
5 Global Equity Strategy A Quality Trade Gerard Minack, Jason Todd
7 US Economics Recovery Arrives – But Not a ‘V’ Richard Berner, David Greenlaw
Industry Analysis
9 Indonesia Banks The Final Stretch: How High Can Valuations Go? Roger Lum, Samantha L Horton
Company Analysis
11 ↑ Baoshan Iron & Steel Pricing to Stabilise Soon as Over-production Eases – Upgrade to OW
Charles C. Spencer, Mean Phil Chong
13 China Mengniu Dairy On a Strong Recovery Path Angela Moh, Penny Tu
15 Fortescue Metals Capital Likely Needed This Half Craig Campbell, Cameron Judd
17 Hyundai Steel Better B/S & HRC Pricing: Raising PT Hyunjae Lee, Sangkyoo Park, Charles C. Spencer
19 Incitec Pivot On balance DAP pricing likely to remain firm Michael Ward, Athlene Piech
21 Korea Zinc Shifting Toward Our Bull-Case Price Assumptions Sangkyoo Park, Hyunjae Lee, Charles C. Spencer
23 ↑ Shinsegae De-Rating Over, Valuation Becoming Attractive; Upgrade to Overweight Kelly H Kim, Jenna Mok, Angela Moh