www.ubs.com/investmentresearch This report has been prepared by UBS Securities Malaysia Sdn Bhd. ANALYST CERTIFICATION AND REQUIRED DISCLOSURES BEGIN ON PAGE 68. UBS does and seeks to do business with...
Indonesia CPO Sector Cyclical recovery amid supply hurdles Agricultural Products & Agribusiness | Initiation Figure 1: Stronger 2020 CPO demand vs production Source: MPOB, Credit Suisse estimates ■ CS...
DISCLOSURE APPENDIX AT THE BACK OF THIS REPORT CONTAINS IMPORTANT DISCLOSURES, ANALYST CERTIFICATIONS, LEGAL ENTITY DISCLOSURE AND THE STATUS OF NON-US ANALYSTS. US Disclosure: Credit Suisse does and ...
Please refer to page 34 for important disclosures and analyst certification, or on our website www.macquarie.com/research/disclosures. 29 March 2019 Indonesia EQUITIES Inside Time to chicken out 2 Bro...
Please refer to page 40 for important disclosures and analyst certification, or on our website www.macquarie.com/research/disclosures. 28 October 2019 Malaysia EQUITIES Quick Summary BBG ticker Unit S...
Please refer to page 37 for important disclosures and analyst certification, or on our website www.macquarie.com/research/disclosures. 20 January 2020 ASEAN EQUITIES Revision of CPO price forecasts Ne...
www.jpmorganmarkets.comAsia Pacific Equity Research02 December 2019ASEAN PlantationsStructurally higher CPO prices; upgrade GGR to OWSingapore, Indonesia, MalaysiaPlantationsHoy Kit Mak AC(60-3) 2718-...
AND ENERGY TRANSITION PATHWAYS FOR ASIA AND THE PACIFICCOAL PHASE OUT *The designations employed and the presentation of material on this map do not imply the expression of any opinion whatsoever on t...
UPS 《网购消费者行为调查》™2019 年亚太地区调研精要前言过去几年来，全球电子商务行业的增长速度令人瞩目。 就在 2014 年，全球网购行业估值约为 1.3 万亿美元；到 2021 年，这一数字有望突破 4.5 万亿美元。 亚太地区正处于电子商务革命的心脏地带，占据全球在线零售额的 50% 以上。 这为零售商创造了巨大的机遇，但随着网购人数飞速增长，消费者需求变得越来越精细，期望也在不断提高...
www.jpmorganmarkets.comAsia Pacific Equity Research07 August 2019Equity Ratings and Price TargetsMkt CapPriceRatingPrice TargetCompanyTicker($ mn)CCYPriceCurPrevCurEnd DatePrev End Datea2 Milk Company...
1See the end pages of this presentation for analyst certification and important disclosures, including non-US analyst disclosures.J.P. Morgan does and seeks to do business with companies covered in it...
See the end pages of this presentation for analyst certification and important disclosures, including non-US analyst disclosures.J.P. Morgan does and seeks to do business with companies covered in its...
Asia Pacific Equity Research04 August 2019Corrected Note (first published 03 August 2019) (See page 43 for details) Malaysia StrategyHow do we play this laggard?Strategy, Infrastructure and TransportH...
www.jpmorganmarkets.comAsia Pacific Equity Research25 July 2019Australian Chemicals SectorORI.AX, ORI AUUnderweightPrice: A$20.59 (25-Jul)Price Target: A$16.20 (Jun-20)Detonating Change - a Risk to Or...
Asia Pacific Equity Research04 September 2019 The Dissector'Twas not the season to be jollyAustraliaAustralia Equity StrategyJason Steed AC(61-2) 9003-8609jason.h.steed@jpmorgan.comBloomberg JPMA STEE...
Asia Pacific Equity Research02 September 2019 Australian UtilitiesWholesale electricity datawatch - August 2019AustraliaEnergy & UtilitiesMark Busuttil AC(61-2) 9003-8619mark.busuttil@jpmorgan.comBloo...
Asia Pacific Equity Research31 July 2019 Malaysia PropertyM-REITs ripe for re-rating; selective on Residential DevelopersReal EstateHoy Kit Mak AC(60-3) 2718-0713hoykit.mak@jpmorgan.comBloomberg JPMA ...
Asia Pacific Equity Research05 September 2019 Notes from the Road: MY TechImpact of trade tensions - feedback from discussions with Malaysian Tech companiesASEAN TMTRanjan Sharma, CFA AC(65) 6882-1303...
APAC Report 2018MASTERSOF MOBILE每日免费阅读行业报告1、每日星球内分享10+精品报告；2、不定时分享国际投行报告，脱水研报等；3、行业报告均为公开内容，版权归原作者所有，星球仅分享内部学习。扫描右侧二维码即刻加入【行业报告（免费） 】星球（此页只为更多需要行业报告的朋友提供便利，希望不会影响您的阅读，谢谢理解！）Consumers have high expecta...
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