Presentation to Client XYZ - JP Morgan Asset Management
Presentation to Client XYZ - JP Morgan Asset Management
Presentation to Client XYZ - JP Morgan Asset Management
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J.P. <strong>Morgan</strong> <strong>Asset</strong> <strong>Management</strong> Standard Template 2009.pptValuation – could a move <strong>to</strong> premium be sustained?ASEAN forward Price <strong>to</strong> Earnings ratio relative <strong>to</strong>Jan-2005 <strong>to</strong> Aug 2011 rangeASEAN Price <strong>to</strong> Book ratio relative <strong>to</strong> Jan-2005<strong>to</strong> Jul 2011 range18.016.016.015.514.515.05.04.04.14.014.012.010.08.012.612.213.9 13.913.010.213.711.811.59.010.63.02.01.02.2 2.32.62.82.72.32.32.21.81.91.5 1.6 1.66.00.0Singapore Malay sia Indonesia Philippines ThailandSingapore Malay sia Indonesia Philippines ThailandCurrentAv erageCurrentAv erageShaded area shows +/- one standard deviation from average over Jan 2005 - Aug 2011 periodSource: Bloomberg, UBS Estimates, Updated as on 19-Aug-2011
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