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2008-03-08

Credit Suisse-Asian Daily-Friday, 7 March 2008

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2008-3-8 14:42:00

PDF 37页

Top of the pack ...
China Telecom Sector – Maintain O Jeffrey Tan (3)
New report: industry restructuring almost final, but execution is the key; Unicom is our top pick
Singapore Market Strategy – Maintain O Sean Quek, CFA (4)
Bull & Bear Monitor: a guide in a directionless market
Sterlite Industries (STLT IN) – Upgrade to O Neelkanth Mishra (5)
Base metal forecasts revised upwards; the market is too pessimistic
HTIL (2332 HK) – Upgrade to O Colin McCallum, CA (6)
Solid valuation underpinning: special dividend edging closer
Neowiz Games Corp (095660 KS) – Initiating coverage with O Jeff Kahng (7)
Play on EA
... and the whole pack
Regional
Asian Tech Strategy – Maintain UW Keng Hock Lim (8)
Band Aid : rising metal prices and its impact on the Asian tech stocks
China
China Auto Sector – Maintain MW Michele Mak, CFA (9)
Facing industry headwinds
China Internet Sector – Maintain O Wallace Cheung, CFA (10)
Credit Suisse China Online Game League Table: February 2008
China Telecom Sector – Maintain O Jeffrey Tan (3)
New report: industry restructuring almost final, but execution is the key; Unicom is our top pick
China Netcom (906 HK) – Downgrade to N Jeffrey Tan (11)
High execution risk and lower potential upside
China Unicom (762 HK) – Upgrade to O Jeffrey Tan (12)
Home-court advantage on restructuring game: top pick in the sector
Guangxi Liugong Machinery (000528 CH) – Maintain O Victoria Li (13)
Building the fullest product mix
Hengan Int'l (1044 HK) – Maintain O Shan Shan Lu (14)
Embracing China’s consumption boom
Mindray Medical (MR US) – Maintain O Jinsong Du (15)
NEW REPORT: FY07 results review; earnings quality remains high
Hong Kong
Hongkong Electric Holdings (6 HK) – Maintain N Angello Chan (16)
Reached FY07 permitted return but opt for overseas acquisitions and not raising dividend payout
Hongkong Land Holdings (HKL SP) – Maintain O Louisa Fok, CFA (17)
FY07 results review: going into harvest time
HTIL (2332 HK) – Upgrade to O Colin McCallum, CA (6)
Solid valuation underpinning: special dividend edging closer
Orient Overseas International (316 HK) – Maintain O Sam Lee (18)
FY07 strong and in-line: a quality and value play in the sector
Sun Hung Kai Properties (16 HK) – Maintain N Miranda Lai (19)
Volume is a concern
Swire "A" (19 HK) – Maintain N Cusson Leung, CFA (20)
Attractive valuation justified by slowing earnings mometum

Hindalco Industries (HNDL IN) – Maintain U Neelkanth Mishra (21)
Base metal forecasts revised upwards, but earnings revisions are minor
National Aluminium (NACL IN) – Maintain U Neelkanth Mishra (22)
Base metal forecasts revised upwards; but upside already priced in
Sterlite Industries (STLT IN) – Upgrade to O Neelkanth Mishra (5)
Base metal forecasts revised upwards; the market is too pessimistic
Singapore
Singapore Market Strategy – Maintain O Sean Quek, CFA (4)
Bull & Bear Monitor: a guide in a directionless market
Hyflux Water Trust (HYFT SP) – Initiating coverage with O Clarice Khoo (23)
In water we trust
South Korea
Korea Economics Joseph Lau (24)
Consensus expects no interest rate cut on Friday
Korea Retail Sector – Maintain O Sonia Kim (25)
February consumer confidence slipped as expected
CJ Internet Corp (037150 KS) – Initiating coverage with O Jeff Kahng (26)
Most defensive play in the Korean online game sector
Neowiz Games Corp (095660 KS) – Initiating coverage with O Jeff Kahng (7)
Play on EA
Taiwan
Taiwan Hardware Sector Robert Cheng (27)
Takeaways of Taiwan Small Cap Technology Corporate Day
Thailand
Big C (BIGC TB) – Maintain O Chinnarat Boonmahanark, CA (28)
Changed valuation method to P/E: strong growth from eight new stores opening in 2008
C.P. All PCL (CPALL TB) – Maintain O Chinnarat Boonmahanark, CA (29)
Expect EPS to double in 2008 as China restructuring completes by May 08
SIAM MAKRO (MAKRO TB) – Maintain O Chinnarat Boonmahanark, CA (30)
FY07 EPS up 6% and leverage to positive 2008 domestic consumption: changed valuation method to
P/E
Sino-Thai Engineering and Construction (STEC TB) – Maintain O Chai Techakumpuch (31)
A turnaround is in motion
Thai Union Frozen Products (TUF TB) – Maintain O Chinnarat Boonmahanark, CA (32)
Negative news flow of possible shrimp AD penalty provides a great buy opportunity

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