Contents page
UBS Analysts 7
China A-Share – Outlook 2013 29
Hong Kong – Outlook 2013 51
Taiwan – Outlook 2013 65
China Economic Outlook 2013 77
Hong Kong by the Numbers (November 2012) 89
Taiwan by the Numbers (November 2012) 113
Companies in alphabetical order 139
— AAC Technologies.............................................................................................. 140
— Agricultural Bank of China ..................................................................................143
— Ajisen (China) Holdings......................................................................................145
— Aluminum Corporation of China .........................................................................148
— Anta Sports Products..........................................................................................151
— ASM Pacific Technology.....................................................................................154
— Bank of Communications....................................................................................157
— Baosteel..............................................................................................................159
— Baoxin Auto Group .............................................................................................162
— BaWang International Group..............................................................................164
— BBMG Corporation .............................................................................................166
— Beijing Yanjing Brewery......................................................................................169
— Beiqi Foton Motor ...............................................................................................172
— Bitauto Holdings .................................................................................................175
— Boer Power.........................................................................................................177
— Bosideng International........................................................................................179
— BYD Company Limited .......................................................................................182
— Central China Real Estate..................................................................................185
— China Automation Group....................................................................................187
— China BlueChemical...........................................................................................189
— China CITIC Bank...............................................................................................192
— China Coal Energy .............................................................................................194
— China Communications Construction .................................................................197
— China COSCO Holdings.....................................................................................200
— China Eastern Airlines ........................................................................................203
— China Everbright.................................................................................................206
— China Everbright Bank........................................................................................208
— China Foods .......................................................................................................210
— China Gas Holdings............................................................................................213
— China International Travel Service .....................................................................216
— China Liansu Group Holdings.............................................................................219
— China Life Insurance...........................................................................................222
— China Longyuan Power Group ...........................................................................223
— China Medical System........................................................................................226
— China Mengniu Dairy..........................................................................................228
— China Merchants Holdings .................................................................................231
— China Metal Recycling Holdings.........................................................................234