Company
Asia Pan-Asia Strategy
24 August 2010
Asia Equities Daily Focus
Today's research headlines
Asian Edition
TOP STORIES
FITT - China Internet Insights
Periodical
Asian Index Closings
EQUITIES SHSZ300 HSCEI HSI TWSE KOSPI FSSTI KLCI SENSEX NIFTY SET JCI PCOMP ASX200 FOREX (vs US$) Rmb HK$ NT$ Won S$ M$ Rupee Baht Rupiah Peso A$
Source: Bloomberg
Close 2896.19 11670.39 20889.01 7975.93 1767.71 2925.99 1403.15 18409.35 5543.50 894.78 3128.73 3613.37 4429.00 Close 6.80 7.77 31.94 1181.95 1.36 3.13 46.65 31.47 8970.00 45.04 0.89
1D Chg -0.07 -0.93 -0.44 0.61 -0.44 -0.36 0.58 0.04 0.23 0.10 0.35 0.55 -0.04 1D Chg -0.14 0.00 -0.08 0.10 -0.06 0.18 0.06 0.19 0.03 0.06 -0.26
%Chg -19.00 -8.78 -4.50 -2.59 5.05 0.98 10.24 5.41 6.58 21.82 23.45 18.37 -9.07 YTD %Chg 0.40 -0.26 0.13 -1.52 3.53 9.40 -0.26 6.04 4.84 2.49 -0.68
Global Markets Research
China e-commerce: Logistically speaking The long tail growth opportunity
Page 6 Page 7
FITT - Korea Life Insurance
CIMB Group (CIMB.KL) MYR7.98 Buy Price Target MYR8.50
Raising target price on dividend upside, provisions Page 8
INITIATIONS
Korea Life (088350.KS),KRW8,390.00 Buy Price Target KRW11,000 Samsung Life (032830.KS),KRW107,500.00 Price Target 140,000
Initiating with Buy; strong business recovery to come Page 9 Initiating with Buy; leads long-term market growth Page 10
Latest Commodity Prices
COMMODITIES Close 72.60 73.10 266.03 329.15 1226.90 2040.00 2756.00 1D %Chg -1.17 -0.67 -0.37 0.02 -0.07 -1.26 4.24 West Texas Brent CRB Copper Gold (Spot) Alum. (LME) Baltic Dry
Source: Bloomberg
RECOMMENDATION CHANGES
Baidu (BIDU.OQ),USD82.17 Hold Price Target USD86.00 Datang Int'l Power (0991.HK),HKD3.27 Buy Price Target HKD4.30 Tencent (0700.HK),HKD148.10 Hold Price Target HKD155.00 Weichai Power (2338.HK) HKD64.45 Hold Price Target HKD69.00
Baidu and e-commerce; D/G to Hold Risk/reward becomes attractive; Upgrade to Buy

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