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China Consumer Sector – Maintain OW Kevin Yin (3)
New report: Chasing China's rising young middle class
China Internet Sector – Maintain OW Wallace Cheung, CFA (4)
China Consumer Survey 2012: Internet—over-competitive industry with changed consumer
China Shenhua Energy Company Limited (1088 HK) – Maintain O Trina Chen (5)
Survivor Series: Long-term growth, defensive margin
Hutchison Whampoa (13 HK) – Maintain O Cusson Leung, CFA (6)
Best time to play consolidation
Australia Banks Sector Jarrod Martin (7)
Commercial bank stock picks: Positioning more defensively