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2011-12-05
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Non Japan Asia Automotive Sector – Maintain OW Henry Kwon (3)
Still likely to grow in 2012
Asian Transportation Sector Sam Lee (4)
New report: 2012E outlook—tough macro, but sector also a high beta recovery play
China Auto Sector HungBin Toh (5)
New report: Not the best, but likely a better 2012
China Life Insurance Sector – Maintain OW Arjan van Veen (6)
New report: What will drive re-rating in 2012?
Asia Telecoms Sector – Maintain MW Colin McCallum, CA (7)
New report: Which opportunities are priced in, and which aren't?
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