Results for Regional Morning Notes

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$1717 #Ausnutria  Dairy Corp Ltd ... Regional Morning Notes - Friday, November 15, 2019: GREATER CHINA Economics Economic Activity: Muted domestic demand reflected in economic activity indicator miss. Sector Consumer: Key takeaways from… #equity  #stocks 

$AP #AP  Thailand ... Regional Morning Notes - Wednesday, November 13, 2019: GREATER CHINA Update Weimob (2013 HK/BUY/HK$3.64/Target: HK$6.20): Seeking growth in new initiatives. INDONESIA Results Charoen Pokphand Indonesia (CPIN… #equity  #stocks 

$BANPU TB #Banpu  ... Regional Morning Notes - Tuesday, November 12, 2019: GREATER CHINA Economics Money Supply: Monetary conditions worsen as impact of RRR cuts remains muted. Sector Property: Unsold inventory continues to rise; tier-2… #equity  #stocks 

$BTS #BTS  Group Holdings PCL ... Regional Morning Notes - Wednesday, October 9, 2019: GREATER CHINA Sector Consumer: Observations from National Day Golden Week. Internet: Volume growth slowing down, tourism spending increasing. Property:… #equity  #stocks 

$1239088D #ABC  FINANCIAL SERVICES INC ... Regional Morning Notes - Monday, October 7, 2019: INDONESIA Update Gudang Garam (GGRM IJ/BUY/Rp49,500/Target: Rp56,800): An opportunity for long-term investors to establish positions after share price… #equity 

$CPALL TB #CP  ALL ... Regional Morning Notes - Friday, October 04, 2019: GREATER CHINA Sector Automobile: BMW may skip special rebates to dealers for 3Q19, pressuring dealers’ new car sales margins. REITs & Landlords: Office & retail: Uncertainties may…

$BEM #Bangkok  Expressway and Metro ... Regional Morning Notes - Thursday, October 03, 2019: GREATER CHINA Strategy Alpha Picks: Greater China October Conviction List: No change in strategy; adding PICC P&C to our BUY list. Initiate Coverage Shenzhen…

$DBB #Duopharma  Biotech Bhd ... Regional Morning Notes - Tuesday, October 01, 2019: INDONESIA Strategy Alpha Picks: GGRM’s Decline Led To Underperformance: GGRM’s 23.5% decline led to portfolio’s underperformance while other selections outperformed.…

$BIMB #Bimb  Holdings Bhd ... Regional Morning Notes - Monday, September 30, 2019: GREATER CHINA Economics The Big Picture: Promising PPP project pipeline to facilitate FAI growth recovery. INDONESIA Update Sampoerna Agro (SGRO IJ/HOLD/Rp2,180/Target:…

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$BBCA #Bank  Central Asia ... Regional Morning Notes - Monday, May 6, 2019: CHINA Results Gemdale Corp (600383 CH/BUY/Rmb12.05/Target: Rmb15.21): 1Q19: Results in line with steady growth. HONG KONG Sector Property: Weekly Wrap-up: 1,200 primary units sold…

$ART #Ascott  Residence Trust ... Regional Morning Notes - Thursday, May 02, 2019: CHINA Sector Aviation: Flat pax yields in 1Q19; earnings could improve in 2H19 with a cut in civil aviation development fee. Results China Construction Bank (939…

$753 #Air  China Ltd-H ... Regional Morning Notes - Monday, April 29, 2019: CHINA Results Air China (753 HK/BUY/HK$9.06/Target: HK$11.10): 1Q19: Excluding lease accounting changes, core net profit rose 45% yoy. Stay invested. China Maple Leaf Educational…

$BBRI #Bank  Rakyat Indonesia ... Regional Morning Notes - Friday, April 26, 2019: CHINA Sector Healthcare: GPO spillover effect appears in more provinces. Results Baoshan Iron & Steel (600019 CH/BUY/Rmb7.23/Target: Rmb8.10): 2018: Strong results, in…

$BBNI #Bank  Negara Indonesia ... Regional Morning Notes - Thursday, April 25, 2019: CHINA Sector Automobile: Takeaways from dealership channel check. INDONESIA Results Bank Negara Indonesia (BBNI IJ/HOLD/Rp9,800/Target: Rp10,400): 1Q19: Higher cost of…

$DELTA #Delta  Electronics (Thailand) ... Regional Morning Notes - Tuesday, April 23, 2019: CHINA Sector Property: Weekly: Low inventories in tier-1 and tier-2 cities. HONG KONG Small/Mid Cap Highlights I.T (999 HK/HOLD/HK$3.78/Target: HK$4.04): Expecting…

$C61U #CapitaLand  Commercial Trust ... Regional Morning Notes - Monday, April 22, 2019: INDONESIA Small/Mid Cap Highlights MedcoEnergi Internasional (MEDC IJ/NOT RATED/Rp835): Consolidation of Ophir to provide a boost in 2H19. MALAYSIA Sector…

$C61U #CapitaLand  Commercial Trust ... Regional Morning Notes - Monday, April 22, 2019: INDONESIA Small/Mid Cap Highlights MedcoEnergi Internasional (MEDC IJ/NOT RATED/Rp835): Consolidation of Ophir to provide a boost in 2H19. MALAYSIA Sector…

$AXIATA #Axiata  Group Berhad ... Regional Morning Notes - Thursday, April 18, 2019: CHINA Economics Economic Activity: 1Q19 real GDP growth stays at 6.4% yoy, led by rebound in IP. Strategy The End Of Cycles?: No improvement in risk-reward so far, adding…

$000898 #Angang  Steel (A) ... Regional Morning Notes - Monday, April 15, 2019: CHINA Sector Education: 2018 results wrap-up. Property: 2018 results wrap-up: Positive on the sector. Solar: Market mechanism to propel development. Update Angang Steel (347…

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