Asia Daybook08/01/2013ASIA DAYBOOK: Samsung, HTC, Australian Trade Data, China Pacific 4:30
Today: Australia’s trade balance; prelim. results from Samsung, earnings from Seven & I.
WHAT TO WATCH:
• Samsung Electronics to report prelim. 4Q at 7am HKT; sales est. 56.4t won, oper. profit est. 8.49t won
• HTC’s 4Q oper. profit missed est. post-mkt; sales were in line
• India imposed 20% tariff on some Chinese hot-rolled flat steel
• China Pacific holder Carlyle is unwinding rest of its stake in insurer, or ~7% of H-shrs outstanding
• Aozora Bank confirmed Cerberus will sell stake valued at as much as $1.8b; shrs fell 10% on earlier report
• Australia’s trade deficit is expected to have widened in Nov.; figures at 8:30am HKT, est. deficit A$2.3b
• RBS revised its global mining “best ideas,” with emphasis on Australia; Alacer, Regis Resources, Base Resources deleted; Glencore, Paladin, Perseus added
• Mark Mobius says he’s buying Malaysian stocks, notably in palm oil, banking, property, health care and consumer goods

ECONOMY (Hong Kong time):
• 8:30am: Australia Nov. Trade Balance; est. -A$2.3b (prior -A$2.09b)
• 1:30pm: Australia Dec. Foreign Reserves; no est. (prior A$46.2B)

CENTRAL BANKS:
• Nothing major scheduled

GOVERNMENT:
• Nothing major scheduled

EARNINGS:
• Familymart (8028 JP) 3Q oper. profit 10.1b yen (3 analysts)
• Samsung Electronics (005930 KS): Prelim. 4Q sales (est. 56.4t won) and oper. profit (est. 8.49t won)
• Seven & I Holdings (3382 JP) 3Q oper. profit 69.0b yen (3 analysts)
• Toho (9602 JP) 3Q

BOND SALES (Hong Kong time):
• 11am: Bank of Thailand to Sell 28b Baht 91-Day Bills
• 11am: Bank of Thailand to Sell 25b 182-Day Bills
• 11am: Bank of Thailand to Sell 50b 364-Day Bills
• 11am: China Development Bank to Sell 6b Yuan 1-Yr Bonds
• 11am: China Development Bank to Sell 6b Yuan 3-Yr Bonds
• 11am: China Development Bank to Sell 6b Yuan 5-Yr Bonds
• 11am: China Development Bank to Sell 6b Yuan 7-Yr Bonds
• 11am: China Development Bank to Sell 6b Yuan 10-Yr Bonds
• 11:30am: Hong Kong to Sell HK$27.383b 91-Day Bills
• 11:30am: Hong Kong to Sell HK$9b 182-Day Bills H1355
• 11:35am: Japan to Sell 3-Mo. Bills
• 11:45am: Japan to Sell 10-Yr Bonds

(Source : Bloomberg)
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