2010年3月亚太中小上市公司研究报告

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【出版时间及名称】：2010年3月亚太中小上市公司研究报告
        【作者】：瑞士信贷
        【文件格式】：pdf
        【页数】：85
        【目录或简介】：
The tales of Davids
Hong Kong
Macau Gaming Sector – February GGR up 70% YoY, much stronger than market expectation 14
Luk Fook – Takeaway from “A Date with David” – In gold it trusts 15
Kingboard Chem – Hidden value, albeit with controversy 16
Pacific Basin – FY09 results below consensus; management guidance turning neutral 16
SmarTone – 1H10 results in line; reported earnings boosted by one-off non-cash item 17
China
Dalian Port – FY09 results: oil terminal the sweet spot; attractive dividend yield 24
Perfect World – 4Q09 results – EPS below consensus, due to marketing cost and non-cash write-off 24
AMVIG – BCG overhang removed, but resignation of Executive Director likely to hurt sentiment 25
Hongxing – 4Q/FY09 results bore the brunt of competition and stagnating brand progress 25
KWG Property – Solid sales momentum continues: February sales post 250% YoY growth 26
China Medical – Future remains uncertain 26
Home Inns – 4Q09 results: strong net profit beat on continuation of the margin inflexion story 27
Indonesia
Kalbe Farma – FY09 results above expectation 34
Korea
Taeyoung E&C – Results largely in line; solid top-line growth and new orders 38
Korean Re – Overall January results stayed solid 38
Hana Tour – Strong recovery in 2010 unlikely to continue beyond 2011 39
CJ Internet – Another strong growth for 2010 – new management breeds new optimism 39
Neowiz Games – Another strong growth in 2010 – oversold, on the back of legal dispute 40
Malaysia
IJM – Imminent order flow pick-up should overshadow weak 9M FY10 results 49
Muhibbah – FY09 results disappoints 49
POSM – FY09 disappoints 50
Scomi – FY09 results – disappointment due to goodwill impairement charges 50
Singapore
Allgreen Properties – Stellar FY09 results on development profits; compelling valuation 56
Raffles Medical – Strong 4Q09 – healthy fundamentals 56
Venture – 4Q09 in line – recovery still some way to go 57
Yongnam – 4Q09 below expectations; growth prospects remain strong 57
Taiwan
Epistar – Too early to turn negative; accumulate Epistar on weakness 63
D-Link – In-line 4Q09 results with improved operating level 63
Prime View – Departure of E-ink’s CEO – likely sentiment negative, but no change to important issues 64
Prince Housing – Strong earnings momentum ahead 64
Chong Hong – Revert to strength 65
Farglory – Needs more new sales to achieve 2010 target 65
Huaku – Migrating to high-end cluster 66
Hung Poo – Diverse project plans 66
Taiwan Fertizer – Attractive valuation 67
Thailand
Airports of Thailand – Unexpected resurgence of capex risk? Negative impact could follow 74
True – 4Q09 results – True Move improves again, but fixed-line cost control slips 74
Airports of Thailand – Capex risk revived, reducing the stock appeal 75
Asian Property – 2010 might not be appealing, but foundation being laid for better long-term growth 75
Land and Houses – Becoming more active 76
Italian-Thai – Poor 4Q09 results worse than our below-consensus expectations 76

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关键词：公司研究报告 上市公司研究 研究报告 公司研究 上市公司 研究报告 上市公司 亚太

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