Asian Daily

DISCLOSURE APPENDIX CONTAINS ANALYST CERTIFICATIONS AND THE STATUS OF NON-US ANALYSTS. FOR OTHER IMPORTANT DISCLOSURES, visit www.credit-suisse.com/ researchdisclosures or call +1 (877) 291-2683. U.S. Disclosure: Credit Suisse does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the Firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision CREDIT SUISSE SECURITIES RESEARCH & ANALYTICS BEYOND INFORMATION TM Client-Driven Solutions, Insights, and Access Tuesday, 10 February 2015 Asian Daily (Asia Edition) EPS, TP and Rating changes EPS TP (% change) T+1 T+2 Chg Up/Dn Rating Changyou.com Ltd 0 2 0 23 O (O) Indian Overseas Bank n.m (42) (9) (18) U (U) IPCA Labs (20) (5) 17 6 N (U) Jammu and Kashmir Bank (46) (29) (29) 17 O (O) VA Tech Wabag (18) 0 0 38 O (O) DiGi.Com 1 0 0 0 N (O) Himax Technologies, 0 (16) (30) 6 N (O) MediaTek Inc. (2) (6) (4) 7 O (O) Sinopac Holdings (5) 2 0 27 O (O) Tripod Technology (2) 3 9 9 N (N) Connecting clients to corporates Corporate Days / Conferences India Mid-Cap Discovery Day Date 24-25 February, Singapore Hong Kong / China (Non-deal roadshow) E.Sun Financial Holding Co.(2884.TW) Date 10-12 February, Hong Kong Analyst Chung Hsu SmarTone Telecom (0315.HK) Date 25-26 February, Hong Kong Analyst Chate Benchavitvilai Cheung Kong Infrastructure (1038.HK) Date 26 February, Hong Kong Analyst Dave Dai Singapore (Non-deal roadshow) E.Sun Financial Holding Co.(2884.TW) Date 09-10 February, Singapore Analyst Chung Hsu Bank Alfalah (BAFL.KA) Date 16-17 February, Singapore Analyst Farhan Rizvi Asian Pay Television Trust (ASIA.SI) Date 24-27 February, Singapore Analyst Chate Benchavitvilai SmarTone Telecom (0315.HK) Date 27 February, Singapore Analyst Chate Benchavitvilai First Resources Ltd (FRLD.SI) Date 27 February, Singapore Analyst Priscilla Tjitra US (Non-deal roadshow) HCL Technologies (HCLT.BO) Date 05-13 February, US Analyst Anantha Narayan Nagacorp Ltd (3918.HK) Date 17-20 February, US Analyst Isis Wong Europe (Non-deal roadshow) United Bank Limited (UBL.KA) Date 24 February, London Analyst Farhan Rizvi Contact cseq.events@credit-suisse.com or Your usual sales representative. Top of the pack ... MediaTek Inc. (2454.TW) – Maintain O Randy Abrams, CFA (3) New report: A higher cost to drive growth and leadership in LTE DiGi.Com (DSOM.KL) – Downgrade to N Foong Wai Loke (4) New report: FY14 in line. Downgrading to NEUTRAL after five years of outperformance. Asia Equity Strategy Sakthi Siva (5) New report: Reiterate consumer staples UNDERWEIGHT; Want Want downgrades profit Indonesia Automotive Sector Jahanzeb Naseer (6) The surprise from the Consumer Survey CS pic of the day Note: * GDP Series has changedSource: UNSTATS, CSO, Credit Suisse research.India Market Strategy: Share of manufacturing in GDP for India has scope to riseManufacturing is 18% of Indian GDP (13% in the old GDP series), marginally above the world average, but lower than several other large emerging economies and more importantly, below most markets when they were at similar levels of development.Manufacturing as % of GDP8%10%11%12%13%13%15%16%18%19%22%24%30%31%0%5%10%15%20%25%30%35%AustraliaUKCanadaUSIndia (Old *)BrazilRussiaWorldIndia (New *)SwitzerlandGermanyIndonesiaChinaS. Korea ... and the whole pack Regional Asia Equity Strategy Sakthi Siva (7) New report: "New" Economy—Further EPS cuts in February Asia Equity Strategy Sakthi Siva (5) New report: Reiterate consumer staples UNDERWEIGHT; Want Want downgrades profit Asia Pacific Strategy Kin Nang Chik (8) Credit Suisse GEM valuation snapshot Asia Pacific Strategy Kin Nang Chik (9) Credit Suisse valuation snapshot China China Property Sector Jinsong Du (10) Weekly update: Primary market decreased 19% WoW but rose 477% YoY, up 61% YTD ky.seong@samsung.com Ky Seong 02/10/15 12:24:56 AM Samsung Information Systems of Tuesday, 10 February 2015 Asian Daily - 2 of 36 - Asian indices - performance (% change) Closing 1D 1W 3M YTD ASX300 5744.0 (0.1) 3.4 5.3 7.4 CSEALL 7198.4 0.5 2.8 (2.9) (1.4) Hang Seng 24521.0 (0.6) 0.1 3.0 3.9 H-SHARE 11647.4 (0.4) 0.6 9.3 (2.8) JCI 5348.5 0.1 1.4 6.3 2.3 KLSE 1811.6 (0.1) 1.7 (0.7) 2.9 KOSPI 1947.0 (0.4) (0.3) (0.8) 1.6 KSE100 34570.3 (0.2) (0.3) 10.4 7.6 NIFTY 8526.4 (1.6) (3.1) 2.0 2.9 NIKKEI 17711.9 0.4 0.9 3.4 1.5 TOPIX 1424.9 0.5 1.1 3.6 1.2 PCOMP 7782.6 0.7 2.0 8.0 7.6 RED CHIP 4536.7 (0.3) 1.3 3.3 4.3 SET 1601.8 (0.7) 1.2 1.9 7.0 STI 3418.0 (0.4) (0.2) 3.8 1.6 TWSE 9421.5 (0.4) 0.4 4.3 1.2 VNINDEX 573.6 (0.1) 0.6 (5.1) 5.1 Thomson Reuters Asian currencies (vs US$) (% change) Closing 1D 1W 3M YTD A$ 0.8 0.1 (0.5) (10.6) (4.9) Bt 32.6 - 0.2 (0.7) (0.9) D 21310.0 0.4 0.5 0.2 (0.3) JPY 118.9 (0.1) 1.1 2.7 (0.7) NT$ 31.6 (0.1) 0.0 3.4 (0.1) P 44.3 0.2 0.3 (1.3) (1.1) PRs 101.1 - (0.2) (0.