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Morning Bulletin - 16 December 2014
- CN: China Gas Holdings (384 HK) | NDR: Looks attractive - CN: Guangzhou R&F Properties (2777 HK)
Last Update: 2014-12-16
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Research Reports
 
  • Regional Oil & Gas team
    Grease Spot: Oil & Gas Daily - 31 Jul 2015
    News Headlines Overnight, Brent and WTI were down 0.1% to USD53.31/b and 0.6% to USD48.52/b respectively. - Oil recovers on stockpile hopes (Reuters, 30 July 2015) - Shell chops capex, jobs (Upstream, 30 July 2015) - Cnooc oil-sands spill worsens outlook for Canada pipeline plans (SZ China, 30 July 2015) - China’s Shaoxing Yuandong files for bankruptcy as Asian PTA plummets on supply glut (SZ China, 30 July 2015) - Shale gas market expected to reach $104.1bn globally by 2020, says new report (SZ China, 30 July 2015)
  • Warren Lau
    Samsung Electronics - Perceptions vs fundamental (BUY, KRW1.8m, 005930 KS/005935 KS, Technology)
    — 2Q results offered no surprise and 3Q guidance was broadly in line with YoY growth expectations – the first since 3Q13. — Stock at distressed valuations but balance sheet is at strongest ever (net cash is ~35-40% of market cap). — Lack of guidance on long-term capital management and concerns about controlling stakes in SEC among shareholders overshadow SEC’s fundamentals and stock valuations.
  • Warren Lau
    ASM Pacific - Worse before it gets better (TP HKD85.00, 522 HK, Technology)
    - Cut TP to HKD85 from HKD92 as we lowered FY15/16F EPS by 30%/20% to factor in demand weakness. - Despite our Street-first downgrade of tech sector in mid-March, we under-estimated the extent of downturn, which has since adversely impacted the capital equipment segment. - 2H15 earnings outlook is soft and may continue until earnings momentum recovers in 1H16.