【出版时间及名称】：2010年东南亚证券市场投资策略报告
        【作者】：野村证券
        【文件格式】：pdf
        【页数】：134
        【目录或简介】：

Contents
Rebalancing policies 3
Country views 5
Rebalancing inwards — greater cooperation and M&A activity 6
ASEAN sector views and stock picks 8
Country outlooks
Singapore 11
Malaysia 17
Indonesia 26
Thailand 33
ASEAN sector views
Banks 40
Commodities 51
Telecoms 55
Power & Utilities 57
ASEAN stock picks
Bank Central Asia 66
OCBC 70
Malayan Banking 74
Kasikornbank 78
United Overseas Bank 82
Wilmar International 86
Noble Group 90
IJM Corp 94
Parkway Holdings 98
Keppel Corp 102
ST Engineering 106
Singapore Telecom 110
Singapore Airport Terminal Services 104
Tanjong plc 118
Appendix 122