Asia Daybook03/01/2013ASIA DAYBOOK: H.K. Retail Sales, Singapore PMI, Olam, Molycorp 5:00
Today: China non-manufacturing PMI, Hong Kong retail sales, Singapore PMI; China, Japan markets remain closed.
• U.S. stocks extended a rally and Treasuries dropped after lawmakers passed a bill averting tax increases and spending cuts
• Charoen Sirivadhanabhakdi extends deadline for $7.3b bid for control of Fraser & Neave; competing OUE offer expires today
• Boeing Co. won an order for 60 of its upgraded single-aisle 737s from Aviation Capital Group LLC, a deal with a $6b catalog value; Watch co.’s 40 Asian suppliers
• Olam says it’s balance sheet is the strongest since its 2005 initial share sale
• Sharp ADRs declined following a Yomiuri newspaper report it plans to raise up to $1.2b; trading in Japan resumes tomorrow
• CLSA analyst Mike Mayo lists businesses ripe for divestiture if U.S. banks break up to improve stock prices
• Molycorp’s plunge below the value of its net assets is turning the rare-earth supplier into a takeover target

ECONOMY (Hong Kong time):
• 9:00am: China Dec. Non-manufacturing PMI; no est. (prior 55.6)
• 4:30pm: Hong Kong Nov Retail Sales - Value Y/y; est. 4.2% (prior 4.0%)
• 4:30pm: Hong Kong Nov Retail Sales - Volume Y/y; est. 3.7% (prior 3.6%)
• 9:30pm: Singapore Dec. Electronics Sector Index; est. 47.7 (prior 47.4)
• 9:30pm: Singapore Dec. Purchasing Managers Index; est. 49.5 (prior 48.8)
• TBA: Kazakhstan Dec. CPI M/m; est. 0.7% (prior 0.7%)
• TBA: Kazakhstan Dec. Consumer Prices Y/y; est. 6.2% (prior 5.6%)
• TBA: Kazakhstan Dec. PPI M/m; est. -0.4% (prior -0.5%)
• TBA: Kazakhstan Dec. PPI Y/y; est. 2.5% (prior 2.7%)

CENTRAL BANKS (Hong Kong time):
• 8:30pm: RBI Governor Subbarao speaks at event in Mumbai

• 8:45am: Japan’s finance minister meets with Myanmar president, finance minister, Yangon

• Nothing major scheduled

BOND SALES (Hong Kong time):
• 12pm: Malaysia to Sell 100m Ringgit 182-Day Bills

• Nothing major scheduled

• Overseas Union Enterprise-led group’s deadline for its S$9.08/shr F&N offer
• 9am: Daewoo ship 2013 outlook, Seoul
• 11am: DBS media briefing on China 1Q macroeconomic outlook, Hong Kong
• 1:30pm: Maruti December sales, Mumbai
• 3pm: Chinese regional airlines alliance briefing, Taipei

• Greater China Highlights
• Asia Resources (899 HK): Mongolia may cancel mining license
• China Railway (390 HK): To build Cambodia rail link, Reuters
• Chinese Estates (127 HK) HK$266.5m gain on securities disposal
• India Highlights
• Bharti Airtel (BHARTI), Reliance Communications (RCOM), Idea Cellular (IDEA), Tata Teleservices (TTLS), Videocon Industries (VCLF): Regulator issues unified license recommendations
• South East Asia Highlights
• Maybank (MAY MK): Granted another 6-mo. extension by Indonesian regulator to cut stake in Bank Internasional Indonesia
• Olam International (OLAM SP): lodges bonds, warrants issue document with MAS

• S&P 500 up 2.5% to 1,462.42
• Stoxx Europe 600 up 2% to 285.33
• U.S. 10-year yield up 8.1 bps to 1.839%
• Brent futures up 1.1% to $112.36/bbl
• Feb. gold futures up 0.6% to $1,686.30/oz

(source : bloomberg)
Mon Apr 19 2021 04:14 PM
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