Top Down Strategy and Large Cap Stock Picks - the DBS Vickers ...

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Regional Equity Strategy Q4 2007 Strategy Overview: Asian Equity Disclaimer: The information herein is published by DBS Bank Ltd (the “Company”). It is based on information obtained from sources believed to bereliable, but the Company does not make any representation or warranty, express or implied, as to its accuracy, completeness, timeliness orcorrectness for any particular purpose. Opinions expressed are subject to change without notice. Any recommendation contained hereindoes not have regard to the specific investment objectives, financial situation and the particular needs of any specific addressee. Theinformation herein is published for the information of addressees only and is not to be taken in substitution for the exercise of judgementby addressees, who should obtain separate legal or financial advice. The Company, or any of its related companies or any individualsconnected with the group accepts no liability for any direct, special, indirect, consequential, incidental damages or any other loss ordamages of any kind arising from any use of the information herein (including any error, omission or misstatement herein, negligent orotherwise) or further communication thereof, even if the Company or any other person has been advised of the possibility thereof. Theinformation herein is not to be construed as an offer or a solicitation of an offer to buy or sell any securities, futures, options or otherfinancial instruments or to provide any investment advice or services. The Company and its associates, their directors, officers and/ oremployees may have positions or other interests in, and may effect transactions in securities mentioned herein and may also perform orseek to perform broking, investment banking and other banking or financial services for these companies. The information herein is notintended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary tolaw or regulation. 28
Strategy Overview: Asian Equity Regional Equity Strategy Q4 2007 This page has been left blank intentionally 29
Page 1 and 2: Top Down Strategy and Large Cap Sto
Page 3 and 4: Table of Contents Regional Equity S
Page 5 and 6: Stock Profiles Key Data Regional Eq
Page 7 and 8: Strategy Overview: Asian Equity Reg
Page 27: Strategy Overview: Asian Equity Reg
Page 31 and 32: Regional Data Monitor Regional Equi
Page 33 and 34: Country Assessments & Stock Profile
Page 35 and 36: Country Assessment Regional Equity
Page 45 and 46: Stock Profile: CDL Hospitality Trus
Page 47 and 48: Stock Profile: F & N Regional Equit
Page 49 and 50: Stock Profile: SembCorp Industries
Page 51 and 52: Stock Profile: UOB Regional Equity
Page 71 and 72: Stock Profile: China Mobile Regiona
Page 73 and 74: Stock Profile: Dongfeng Motor Regio
Page 75 and 76: Stock Profile: ICBC Regional Equity
Page 77 and 78: Stock Profile: Lee and Man Paper Re
Page 79 and 80:
Country Assessment Regional Equity
Page 81 and 82:
Page 83 and 84:
Page 85 and 86:
Page 87 and 88:
Stock Profile: AMMB Holdings Region
Page 89 and 90:
Stock Profile: Bumiputra-Commerce R
Page 91 and 92:
Stock Profile: Resorts World Region
Page 93 and 94:
Page 95 and 96:
Page 97 and 98:
Page 99 and 100:
Stock Profiles: Advanced Info Servi
Page 101 and 102:
Stock Profiles: Charoen Pokphand Fo
Page 103 and 104:
Stock Profiles: KASIKORNBANK Region
Page 105 and 106:
Page 107 and 108:
Page 109 and 110:
Page 111 and 112:
Page 113 and 114:
Stock Profile: Bank Rakyat Indonesi
Page 115 and 116:
Stock Profile: Semen Gresik Regiona
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Top Down Strategy and Large Cap Stock Picks - the DBS Vickers ...

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