Global(IB)/Foreign Report 썸네일형 리스트형 Heat-maps: Key sectors in country recommendations - JPM Heat-maps: Key sectors in country recommendations - J.P. Morgan 11/9 OW: India, Turkey, Mexico, Thailand and Philippines UW: China, Brazil, (Australia) Equities –– We focus our overweights on EM Asia, Cyclical stocks and US Home builders. Equity markets are taking the Obama victory quite badly, with US stocks down some 4% on Wednesday and Thursday. This has pushed up global bond markets, and cre.. 더보기 2012.11.06 - HSBC HSBC 11/6 Taiwan Discovery Forum 요약 5개 업종 추천 - crop protection, LED lighting, cloud computing, power management, thin-and-light devices 1.LED We expect LED lighting demand to accelerate as prices fall. This bodes well for leading equipment maker Chroma and optical LED component Ledlink. Ledlink is a key beneficiary as the leader in providing optical components for LED light bulb, which is an oli.. 더보기 2012.11.06 - CS Cerdit Suisse 11/6 Asian Refining Fortnightly Gasoline weak, diesel resilient Gasoline down sharply Gasoline cracks continued their recent volatility, down $7.9/bbl for the fortnight. Diesel cracks trended down $2.1/bbl. Gasoline cracks are likely impacted by seasonality on switching of grades, while diesel remains strong on stronger demand going into winter. US supply down, demand down more Dat.. 더보기 2012.11.05 - UBS UBS 11/5 ▶ 국내 1. 대림산업 (TP 115,000 → 105,000) - Q3 in line with consensus but above our expectation - Guidance: Cuts 2012 order and sales target. But to turn net cash by y/e DIC cut consolidated 2012 order target to Won10-11tn from Won13.7tn as YTD order is only at US$5.3tn (39% of target) due to heavy price competition from European E&Cs. - Likely orders in 4Q12 are US$3bn Saudi DR steel complex.. 더보기 이전 1 다음
