Asian Top Buys, Sells Listed by JPMorgan
2015-03-11 05:15:21.155 GMT
By Jan Dahinten
(Bloomberg) -- Top overweight, underweight stocks by
country and industry listed by JPMorgan analysts Sunil Garg,
James Sullivan, Adrian Mowat and Tony Lee in noted dated yday.
* Forecast MSCI Asia Pacific ex-Japan Index at 525 at
end-2015, suggesting ~11% upside
* Overweight India, Thailand, Indonesia, Philippines in
Asia ex-Japan; underweight Australia, Malaysia, Hong
Kong, Singapore
* Overweight India, Thailand, Indonesia, Philippines in
Asia ex-Japan; underweight Australia, Malaysia, Hong
Kong, Singapore</li></ul>
* Country:
* China: overweight China Communications Construction,
underweight Guangzhou Automobile
* Hong Kong: AIA Group, SJM Holdings
* India: ICICI Bank, Hero MotoCorp
* Indonesia: United Tractors, PT Ace Hardware Indonesia
* Malaysia: Tenaga, Petronas Chemicals
* Philippines: SM Prime, Globe Telecom
* Singapore: Sheng Siong, Genting Singapore
* South Korea: Samsung SDI, Daelim Industrial
* Taiwan: TSMC, Formosa Chemicals and Fibre
* Thailand: CP All, TMB Bank
* Thailand: CP All, TMB Bank</li></ul>
* Sectors:
* Autos: overweight Geely Automobile, underweight Daihatsu
Motor
* Basic Materials: Anhui Conch, China Coal Energy
* Consumer: Hengan Intl Group, Want Want China
* Financials: Bank of China, AMMB Holdings
* Healthcare Sinopharm, Ansell
* Infrastructure & Industrials: Beijing Capital Intl
Airport, Daelim Industrial
* Oil & Gas: Inpex, PTT Exploration & Production
* Property: Cheung Kong, Quality Houses
* SMID: Skyworth Digital, Wowprime
* Technology: Samsung Electronics, Sharp
* Telecommunications & Media: Bharti Infratel, Maxis
* Transportation: Air China, Yamato
* Utilities & Power Equipment: China Gas, Huaneng Power
* Utilities & Power Equipment: China Gas, Huaneng Power</li></ul>
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
To contact the reporter on this story:
Jan Dahinten in Singapore at +65-6212-1164 or
jdahinten@bloomberg.net
To contact the editor responsible for this story:
Jan Dahinten at +65-6212-1164 or
jdahinten@bloomberg.net
2015-03-11 05:15:21.155 GMT
By Jan Dahinten
(Bloomberg) -- Top overweight, underweight stocks by
country and industry listed by JPMorgan analysts Sunil Garg,
James Sullivan, Adrian Mowat and Tony Lee in noted dated yday.
* Forecast MSCI Asia Pacific ex-Japan Index at 525 at
end-2015, suggesting ~11% upside
* Overweight India, Thailand, Indonesia, Philippines in
Asia ex-Japan; underweight Australia, Malaysia, Hong
Kong, Singapore
* Overweight India, Thailand, Indonesia, Philippines in
Asia ex-Japan; underweight Australia, Malaysia, Hong
Kong, Singapore</li></ul>
* Country:
* China: overweight China Communications Construction,
underweight Guangzhou Automobile
* Hong Kong: AIA Group, SJM Holdings
* India: ICICI Bank, Hero MotoCorp
* Indonesia: United Tractors, PT Ace Hardware Indonesia
* Malaysia: Tenaga, Petronas Chemicals
* Philippines: SM Prime, Globe Telecom
* Singapore: Sheng Siong, Genting Singapore
* South Korea: Samsung SDI, Daelim Industrial
* Taiwan: TSMC, Formosa Chemicals and Fibre
* Thailand: CP All, TMB Bank
* Thailand: CP All, TMB Bank</li></ul>
* Sectors:
* Autos: overweight Geely Automobile, underweight Daihatsu
Motor
* Basic Materials: Anhui Conch, China Coal Energy
* Consumer: Hengan Intl Group, Want Want China
* Financials: Bank of China, AMMB Holdings
* Healthcare Sinopharm, Ansell
* Infrastructure & Industrials: Beijing Capital Intl
Airport, Daelim Industrial
* Oil & Gas: Inpex, PTT Exploration & Production
* Property: Cheung Kong, Quality Houses
* SMID: Skyworth Digital, Wowprime
* Technology: Samsung Electronics, Sharp
* Telecommunications & Media: Bharti Infratel, Maxis
* Transportation: Air China, Yamato
* Utilities & Power Equipment: China Gas, Huaneng Power
* Utilities & Power Equipment: China Gas, Huaneng Power</li></ul>
For Related News and Information:
First Word scrolling panel: FIRST<GO>
First Word newswire: NH BFW<GO>
To contact the reporter on this story:
Jan Dahinten in Singapore at +65-6212-1164 or
jdahinten@bloomberg.net
To contact the editor responsible for this story:
Jan Dahinten at +65-6212-1164 or
jdahinten@bloomberg.net