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Date Description Country Analyst Download
15-Jul-2019 Dr Reddy’s Laboratories (DRRD IN) - Relief in gSuboxone litigation; No incremental earnings; NEUTRAL with TP Rs 2850 India Surya Patra
15-Jul-2019 Bosideng (3998.HK) - high-end fashion transformation helping GPM expansion,e-commerce business with fast growing HongKong/China Tracy Ku
15-Jul-2019 • Trading at net cash and pays 3.7% dividend yield • Reviving oil and gas ordering cycle for new vessels • Bulk of problematic investments written off. Trading at a price to book of 0.5x Singapore Phillip Research Team
12-Jul-2019 IndusInd Bank (IIB IN))- Merger synergy yet to come in India Manish Agarwalla
12-Jul-2019 CPI and IIP above expectation India Anjali Verma
12-Jul-2019 Infosys 1QFY20: Strong all-round performance; Upgrade to BUY India Vibhor Singhal
12-Jul-2019 • We expect a range-bound market in 3Q19. Global economy still drifting lower and market expectations of lower interest rates is too aggressive. • Expect the trade dispute between U.S. and China to tapper down. The 2020 elections is nearby and corporate America is pushing back against these policies. • We raised our weighting on financials this quarter for Phillip Absolute 10 model portfolio. Singapore Paul Chew
12-Jul-2019 Daily Weather Update India Ashwini Bansod
12-Jul-2019 Kingdee International (268.HK) - Strong growth of Cloud services, but a slower growth in traditional ERP HongKong/China Terry Li
11-Jul-2019 Report card: How we fared: Glad for more hits than misses India Anjali Verma
11-Jul-2019 IT Services: Deal Monitor: ISG 2QCY19 - Slackening deal momentum – Not just an aberration maybe ? India Vibhor Singhal
10-Jul-2019 TCS 1QFY20: Revenue slightly below estimates – a minor blip; maintain Buy India Vibhor Singhal
10-Jul-2019 BJ ENT WATER (371.HK) - Leading Enterprise in Water Industry, “Dual Platform” Boost Light Assets Transformation HongKong/China Leon Duan
09-Jul-2019 Specialty Chemicals - Q1FY20 Preview: Softening prices to moderate growth India Surya Patra
09-Jul-2019 Aarti Industries - The scheme of arrangement boosts earnings by 3%; Maintain BUY with TP Rs 2000 India Surya Patra
09-Jul-2019 Metals Q1FY20 Results Preview: Metals to remain under pressure India Vikash Singh
09-Jul-2019 Consumer Electricals Preview Q1FY20 : A really hot summer = strong Q1 India Deepak Agarwal
09-Jul-2019 Q1FY20 Results Preview: Weakness persisting; Banks – the key support India Anjali Verma
09-Jul-2019 Financials- Q1FY20 Results Preview: Moderate quarter India Manish Agarwalla
09-Jul-2019 Weifu (000581.CH) - National VI Emission will sharpen its advantage edge HongKong/China Jing Zhang
08-Jul-2019 Consumer & Retail sector: Not out of the woods yet (Q1FY20 Results Preview) India Vishal Gutka
08-Jul-2019 • HMI on Friday announced a joint bid with PanAsia Health Limited to privatise HMI by way of a scheme of arrangement that entitles each HMI shareholder to receive for each HMI share either S$0.73 in cash, or one new ordinary share at the same price in PanAsia Health. • The cash offer represents a premium of 29.7%, 27.4% and 24.8% over the six-month, three-month and one-month VWAP respectively. Singapore Tin Min Ying
08-Jul-2019 Jubilant Foodworks : Subway India – Franchisee interaction takeaways India Vishal Gutka
08-Jul-2019 Sasa(178.HK) - Hong Kong`s political situation affecting the market sentiment. Rent costs to be expected being further controlled. HongKong/China Tracy Ku
05-Jul-2019 Union Budget FY20: Growth-neutral, as expected. Key theme – tax compliance India Anjali Verma
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