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14th Annual J.P. Morgan Asia Pacific Equity Conference，Thomson研报数据库售价 USD1300
Year of the Tiger:
Asia Roars On
June 28 – 30, 2010
The New York Palace, NY, NY
See the end pages for analyst certification and important disclosures, including non-US analyst disclosures.
J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of
interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Table of Contents
Macro Overviews......................................................................5
Sector Overviews ...................................................................21
The Companies.......................................................................33
Global Strategy Dashboards ...............................................157
All stock prices in this report are as of the close, 9 June 2010; and the ratings,
estimates, and investment conclusions in this report are accurate as of that date,
unless otherwise indicated.
Macro Overviews
Equity Strategy ..........................................................6
India .........................................................................11
Indonesia..................................................................12
Malaysia...................................................................13
Singapore .................................................................15
South Korea .............................................................16
Taiwan .....................................................................17
Economics................................................................19
Sector Overviews
Autos..........................................................................22
China Internet ............................................................23
Consumer...................................................................24
Financials...................................................................25
Infrastructure..............................................................26
Japan Auto & Auto Parts ...........................................27
Japan Steel .................................................................28
Oil and Gas ................................................................29
Real Estate .................................................................30
Technology Hardware................................................31
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