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1、 DISCLOSURE APPENDIX CONTAINS ANALYST CERTIFICATIONS AND THE STATUS OF NON-US ANALYSTS. FOR OTHER IMPORTANT DISCLOSURES, visit www.credit- researchdisclosures or call +1 (877) 291-2683. U.S. Disclosure: Credit Suisse does and seeks to do business with companies covered in its research reports. As a
2、result, investors should be aware that the Firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. Monday, 13 June 2011 Asian Daily (Asia Edition)EPS, TP and Rating chang
3、es EPS TP (% change) T+1 T+2 Chg Up/Dn Rating China Ming Yang 270 216 (51) 33 N (O) China High Speed Transmission Equipment (27) (32) (44) 12 N (O) Goldwind Initiation (27) U (NA) Midland Holdings Ltd (6) (14) (17) 23 O (O) EVA Airways (52) (36) (17) (11) N (O) GLOW Energy 0 4 5 20 O (O) C3: Connect
4、ing clients to corporates Hong Kong TMB Bank Public Co Ltd(TMB.BK) Date 14 June, Hong Kong Coverage Analyst Thaniya Kevalee TCL Communication (2618.HK) Date 17 June, Hong Kong Coverage Analyst Kenny Lau Sparkle Roll Group (0970.HK) Post results Date 29 June, Hong Kong Coverage Analyst Eva Wang Pacif
5、ic Textiles (1382.HK) post result Date 30 June, Hong Kong Coverage Analyst Eva Wang Singapore Sa Sa International Holding (0178.HK) Date 20 June, Singapore Coverage Analyst Gabriel Chan US Daum Communications Corp (035720.KQ) Date 13-16 June, US Coverage Analyst Jeff Kahng HSBC Holdings (0005.HK) Da
6、te 14-16 June, US Coverage Analyst Sanjay Jain Hindalco Industries Ltd (HALC.BO) Date 16-17 June, US Coverage Analyst Anubhav Aggarwal Ayala Land (ALI.PS) Date 22-24 June, US Coverage Analyst Haj Narvaez Europe HDFC Ltd (HDFC.BO) Date 06-13 June, Europe Coverage Analyst Ashish Gupta China Resources
7、Gas Group Limited (1193.HK) Date 20-June - 01-July, Europe Coverage Analyst Edwin Pang CLP Holdings Limited (0002.HK) Date 23-24 June, Geneva Coverage Analyst Edwin Pang Others China Investment Conference Date 22-24 June, China ASEAN + India Conference Date 25-26 August, Singapore Contact cseq.event
8、scredit- or Your usual sales representative. Top of the pack . Asian Technology Strategy Manish Nigam (4) Tech: Macro headwinds; seasonal and product launches tailwind China Wind Equipment Sector Initiating Coverage with UW Yang Y. Song (5) New report: Storm ahead Asia Palm Oil Sector Maintain UW Ta
9、n Ting Min (6) New report: Too much of a good thing Microport (853 HK) Maintain O Jinsong Du (7) Valuation should get help from Weigaos transaction; upside surprise for 1H11E . and the whole pack Regional NJA Focus List Jahanzeb Naseer (8) Removing Sun Hung Kai, adding Wharf and Hysan Asian Technolo
10、gy Strategy Manish Nigam (4) Tech: Macro headwinds; seasonal and product launches tailwind Australia Today is a public holiday in this market China China Economics Dong Tao (9) May export growth has decelerated but further softening is likely China Auto Sector HungBin Toh (10) Declining June auto sa
11、les as expected; sector potentially close to inflection point Dongfeng Motor (489 HK) Maintain N HungBin Toh (11) Impact from auto parts shortage easing; demand the key swing factor for 2H Geely Auto (175 HK) Maintain U HungBin Toh (12) Weak May sales as expected; government subsidies may surprise o
12、n the downside China Wind Equipment Sector Initiating Coverage with UW Yang Y. Song (5) New report: Storm ahead Goldwind (2208 HK) Initiating Coverage with U Yang Y. Song (13) The gold is losing its shine China Ming Yang (MY US) Downgrade to N Yang Y. Song (14) All about market share gain Monday, 13
13、 June 2011 Asian Daily- 2 of 40 - Asian indices - performance (% change) Latest 1D 1W 3M YTD ASX300 4,568 0.3 (0.5) (1.9) (4.0) CSEALL 7,232 (0.7) (2.4) (1.1) 9.0 Hang Seng 22,420 (0.8) (3.6) (3.6) (2.7) H-SHARE 12,381 (0.7) (4.6) (2.9) (2.5) JCI 3,788 (0.5) (1.5) 6.9 2.3 KLSE 1,556 0.3 (0.2) 4.0 2.
14、5 KOSPI 2,047 (1.2) (3.2) 4.7 (0.2) KSE100 12,378 0.4 1.2 2.8 3.0 NIFTY 5,486 (0.6) (0.6) 0.7 (10.6) PCOMP 4,220 (0.1) (1.8) 7.5 0.4 RED CHIP 4,094 (0.7) (3.5) 1.3 (1.8) SET 1,020 0.3 (3.5) 1.3 (1.2) STI 3,078 (0.6) (2.1) 1.1 (3.5) TWSE 8,838 (1.8) (1.7) 3.2 (1.5) VNINDEX 445 0.2 0.4 (10.1) (8.2) Th
15、omson Financial Datastream Asian currencies (vs US$) (% change) Latest 1D 1W 3M YTD A$ 0.9 0.2 (1.9) 4.6 3.5 Bt 30.5 (0.2) (0.7) (0.6) (1.7) D 20,525.0 0.0 0.2 1.7 (5.0) NT$ 28.8 0.1 (0.4) 2.5 1.3 P 43.3 0.4 (0.2) 0.4 0.7 PRs 85.6 (0.2) 0.3 (0.3) 0.1 Rp 8,530.0 0.1 0.0 3.0 5.3 Rs 44.7 0.2 0.4 1.0 0.
16、0 S$ 1.2 0.0 (0.5) 2.5 3.7 SLRs 109.5 (0.1) 0.2 0.5 1.4 W 1,083.3 0.2 (0.4) 3.6 3.5 Thomson Financial Datastream Global indices (% change) Latest 1D 1W 3M YTD DJIA 11,952 (1.4) (1.6) (0.8) 3.2 S Qidong project launch a positive catalyst Microport (853 HK) Maintain O Jinsong Du (7) Valuation should get help from Weigaos transactio
