MS 摩斯斯坦利：Asia/Pacific Equity Morning Summary

02.01　　　17页 英文

Highlights
The Morning Call
AAC Acoustic (Hong Kong) / Stress Test Suggests Sell-Off Is Overdone Overweight
Tata Steel (India) / Cutting Target Price, Maintaining Overweight Overweight
Hynix Semiconductor (S. Korea) / It Can’t Get Any Better Underweight
Taiwan Hardware Components / 2007 a Year Full of Challenges & Opportunities
Merry Electronics (Taiwan) / Strong Revenue Growth to Alleviate Margin Pressure Overweight
Company/Industry Analysis
Nat Aust Bank (Australia) / No Surprises Equal-weight
Hero Honda Motor Ltd (India) / Margin Erosion Constrains Growth Underweight
Mahindra & Mahindra (India) / In-Line Results Overweight
Korea Gas Corporation (S. Korea) / Outlook Remains Unexciting Underweight
S. Korea Insurance / Get Ready for the Up-Cycle
Daeduck Electronics (S. Korea) / Assuming Coverage: Long-term Reward Overweight
Phoenix Precision Tech. (Taiwan) / Outlook Remains Gloomy Underweight