Monday, March 23, 2009 10:16:17 PM
StarHub (STAR.SI): Stable free cash flow;potential near-term catalyst if wins OpCobidCompany Name: StarHub Ticker: STAR.SIPrice:2 52-Week Price Range (S$): 3-2Year Net EPS EPS . Dividend To ...
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Sunday, March 22, 2009 10:31:51 AM
StarHub (STAR.SI): Stable free cash flow;potential near-term catalyst if wins OpCobidCompany Name: StarHub Ticker: STAR.SIPrice:2 52-Week Price Range (S$): 3-2Year Net EPS EPS . Dividend To ...
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Friday, March 13, 2009 3:55:20 AM
TVN S.A. (TVNN.WA): Lowering estimates to
reflect increase in 'n' stake; remains Sell
Company Name: TVN S.A. Ticker:...
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Friday, March 13, 2009 3:55:18 AM
Belgacom (BCOM.BR): Still looksunattractive relative to the sectorCompany Name: Belgacom Ticker: BCOM.BRPrice:23.385 52-Week Price Range (EUR): 31-22Year Net EPS . . Gross To Income Diluted ...
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Friday, March 13, 2009 3:55:15 AM
Mexico: Retail: Walmex still the best placeto shop; downgrade Soriana to SellMacro outlook remains extremely difficultMeetings with 15 Mexican companies from the consumer/retail sector in Feb support ourview that Mexican consumers are experiencing...
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Friday, March 13, 2009 3:55:07 AM
TeliaSonera (TLSN.ST): Expensive relativeto peers; cutting estimates to reflect EMrisksCompany Name: TeliaSonera Ticker: TLSN.STPrice:37.6 52-Week Price Range (Skr): 57-32Year Net EPS . . Gross To ...
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Friday, March 13, 2009 2:03:41 AM
Mexico: Retail: Walmex still the best placeto shop; downgrade Soriana to SellMacro outlook remains extremely difficultMeetings with 15 Mexican companies from the consumer/retail sector in February supportour view that Mexican consumers are...
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Friday, March 13, 2009 2:03:39 AM
Americas: Energy: Oil Services - Drilling:Even the best land rigs will suffer; HP to Sellfrom NeutralIndustry contextWe are downgrading HP to Sell from Neutral with a 6 month price target of $20,representing 15% potential downside. Meetings with...
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Friday, March 13, 2009 2:03:35 AM
Formosa Petrochemical Corp. (6505.TW):First Take: Significant loss in 4Q; low cashyield to trigger de-ratingCompany Name: Formosa Petrochemical Corp. Ticker: 6505.TWPrice:59.6 52-Week Price Range (NT$): 99-56Year Net EPS ...
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Friday, March 13, 2009 2:03:32 AM
MDS reported fiscal 1Q adjusted EPS of $0.06, $0.01 below us and consensus on lowerthan expected revenues offset by savings from streamlining efforts. Softness came fromAnalytical Technology and Pharma Services while revenue at Nordion continued...
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Friday, March 13, 2009 2:03:30 AM
Americas: Energy: Oil & Gas - E&P: Houstontrip: Further rig drops likely; gas S-Dbalance to improveIndustry contextIn a trip to Houston earlier this week, we attended the Anadarko Petroleum analystmeeting, met with managements of Apache, Noble...
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Friday, March 13, 2009 2:03:28 AM
Aban Offshore (ABAN.BO): TerminatingcoverageCompany Name: Aban Offshore Ticker: ABAN.BOPrice:229.75 52-Week Price Range (Rs): 4,183-230Year Net EPS EPS . Dividend To Income Diluted Growth P/E ...
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Friday, March 13, 2009 2:03:21 AM
Neptune Orient Lines (NEPS.SI): Quashingmarket talk on rights issuance; near-termpositiveCompany Name: Neptune Orient Lines Ticker: NEPS.SIPrice:0.88 52-Week Price Range (S$): 4-1Year Net EPS EPS . ...
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Thursday, March 12, 2009 11:05:47 PM
We are upgrading FWLT to Buy from Neutral and adding it to the Conviction List as webelieve energy infrastructure (EI) stocks could rally intra-quarter given lack of negativecatalysts until the May earnings period. Three reasons to Buy FWLT: (1)...
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Thursday, March 12, 2009 11:05:45 PM
We lower Gerdau’s 2009E EBITDA by 18% and EPS by 60% following 4Q results, andto reflect a weaker outlook for the North American business (mainly price and volumes)and lower long steel demand in Brazil. Our 6-month price targets decrease to...
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Thursday, March 12, 2009 11:05:42 PM
CJ Home Shopping (035760.KQ) Buy:Strong momentum from China business,insurance product salesCompany Name: CJ Home Shopping Ticker: 035760.KQPrice:47850 52-Week Price Range (W): 70,500-28,200Year Net EPS EPS . ...
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Thursday, March 12, 2009 11:05:39 PM
4Q2008 EPS of $1.01 beat our/Consensus of $1.00. Comp sales grew +6%, gross margindeclined 170bps ex last year’s gift card breakage adjustment (better than we expected),and SG&A was well-controlled with expense rate down 120bps. Inventory per ft...
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Thursday, March 12, 2009 11:05:36 PM
SOHO China (0410.HK): Below expectations:Due to low project bookings/FX lossesCompany Name: SOHO China Ticker: 0410.HKPrice:2.73 52-Week Price Range (HK$): 5-2Year Net EPS EPS . Dividend To ...
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Thursday, March 12, 2009 11:05:34 PM
Inmarsat Plc (ISA.L) Buy: Secular growthdeserves re-rating; reiterate BuyCompany Name: Inmarsat Plc Ticker:ISA.LPrice: 459 52-Week Price Range (£): 585-330Year Net EPS . . Gross To Income ...
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Thursday, March 12, 2009 11:05:31 PM
Our takeaways from yesterday’s UTX analyst meeting are: (1) recently revised 2009 EPSguidance of $4.00-$4.50 still appears optimistic at mid-point, though this is true as muchor more so for many in our coverage, (2) UTX is “eyes wide open” about...
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