Contents page
Summary and Investment Case 3
Cover Stories 3
— Datang Renewable (Buy, Price: HK$1.88; PT: HK$3.30)......................................3
— Q-Series®: Global Technology Strategy...............................................................5
— Quarterly European Chemicals Update ................................................................6
Electric Car Batteries 7
— Jiangxi Special Electric Motor (Buy, Price: Rmb35.92; PT: Rmb59.00).................7
Environment 8
— Mitsubishi Electric (6503) (Buy, Price: ¥993; PT: ¥1,300) .....................................8
Infrastructure 9
— Cheung Kong Infrastructure (Buy, Price: HK$36.75; PT: HK$45.50) ....................9
Insulators 9
— NGK Insulators (5333) (Buy, Price: ¥1,462; PT: ¥1,900) ......................................9
LED 10
— Taiwan LED Sector ............................................................................................10
— Zumtobel (Buy, Price: