汇丰银行-东盟宏观经济-something just like this strait talk-20170725-hsbc.pdfVIP

25 July 2017   Something just like this EQUITY STRATEGY ASEAN Strait Talk  We present stocks that we consider to be the most Ismael Pili* fundamentally sound in ASEAN Head of ASEAN and South Asia Equity Research The Hongkong and Shanghai Banking Corporation Limited, Singapore Branch  There are 22 names that we believe should be considered ismael.pili@.sg +65 6658 0606 core holdings or at the very least be on investors’ radar Jayant Parasramka Associate  Of these there are 5 that are trading below mean PE and have Bangalore more immediate foreseeable catalysts: LPPF, ALI, DFI, FCT and SCB *Employed by a non-US affiliate of HSBC Securities (USA) Inc, and is not regist