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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
 
  • Howard Wong
    Grease Spot: Oil & Gas Daily - 27 Jun 2016
    Overnight, Brent and WTI both declined by 4.9% to USD48.41/bbl and to USD47.64/bbl, respectively. - Oil extends losses to near $47 after tumbling on Brexit vote (Bloomberg, 27 June 2016) - Algeria oil and gas output on the rise -Sonatrach (Reuters, 26 June 2016) - Saudi non-oil GDP growth to slow to 2.8 percent this year: central bank chief (Reuters, 26 June 2016) - Factbox: 'Brexit' vote delivers sharp shock to oil markets (Platts, 24 June 2016)
  • KL Lo
    HK/China Auto & Consumer - 27 Jun 2016
    BYD (1211 HK, HOLD)- Face more headwind in Shanghai | Peak (1968 HK, NR) – Possible privatization still under consideration | Zhong Auo Home (1538 HK, NR) – Adjusted profit rose 32.2% YoY in 1Q16
  • Sadiq Currimbhoy
    The Strategist - Brexit: Five Things We Think We Think
    As we enter a period of uncertainty, we are also concerned that Brexit has occurred at a time when the UK current account deficit is still large. That could mean more risks for the GBP even as political tensions are set to be high in both Europe and the US. Such environments can benefit safe-haven assets, precious metals and the US$. Given the problems with low returns on capital in over-leveraged China, we think downside risks have increased in China. Finally, Brexit has increased our conviction the scarce commodity is where balance sheets can sustainably expand. This is in developing ASEAN and India. We would accumulate on weakness in Thailand, Indonesia, Vietnam and the Philippines. In more developed ASEAN, we like yield.