Asia Daybook15/01/2013ASIA DAYBOOK: Tata Consultancy, Sharp, Billabong, Rio Tinto, F&N 5:05
Today: Tokyo mkts reopen after long weekend. Singapore retail sales, Japan machine orders, Philippine remittances.
WHAT TO WATCH:
• Tata Consultancy forecasts coming FY to better than current period, reports “clarity” on clients’ spending plans; 3Q net income topped est.
• Uranium stocks jumped in Toronto trading after Russia’s ARMZ offered $1.3b for Uranium One; watch Australian peers
• Sharp, Fanuc may follow Apple suppliers lower when Japan reopens; AAPL fell by most in 1 month amid iPhone concerns
• Dell is said to be in buyout talks with PE firms; notable Asian suppliers include Hon Hai, Wistron, Compal Electronics
• Billabong received conditional bid from Altamont, VF Corp., which are offering 30% premium; BBG mkt cap ~A$400m
• China Mobile is said to have cut 2013 profit targets, Sina reports
• Softbank was reported to be close to selling two-thirds of eAccess to Samsung, Orix, others; unit was bought for $2.4b
• Rio Tinto posts 4Q iron-ore output at 12 pm HKT; production is expected to drop slightly, see preview; NOTE: Harry Winston CEO said yday its interested in buying Rio’s 60% stake in the Diavik mine
• TCC Group’s offer for F&N offer expires at 5:30 pm HKT; Overseas Union Enterprise extended its higher offer to Jan. 21
• Morgan Stanley is said to plan cutting ~15% of IB positions in Asia as it begins round of job cuts this week
• Bumi Plc’s chairman and the Bakries say they will fight Nathan Rothschild’s effort to rejoin board; watch Bumi Resources

ECONOMY:
• 5:45am: New Zealand Dec. Food Prices M/m; no est. (prior -0.8%)
• 7:50am: Japan Dec. Japan Money Stock M2 Y/y; est. 2.1% (prior 2.1%)
• 7:50am: Japan Dec. Japan Money Stock M3 Y/y; est. 1.9% (prior 1.9%)
• 12:30pm: Japan Dec. Bankruptcies Y/y; no est. (prior -12%)
• 1pm: Singapore Nov. Retail Sales Excl. Auto Y/y; est. 2.9% (prior 1.3%)
• 1pm: Singapore Nov. Retail Sales Y/y; est. -0.3% (prior -1%)
• 1pm: Singapore Nov. Retail Sales M/m SA; est. 0.5% (prior 0.6%)
• 2pm: Japan Dec. Prelim. Machine Tool Orders Y/y; no est. (prior -21.3%)
• TBA: Vietnam Jan Purchased Apartment Index M/m; no est. (prior -2.35%)
• TBA: Philippines Nov. Overseas Workers Remittances; est. $1.88b (prior $1.93b)
• TBA: Philippines Nov. Overseas Remittances Y/y; est. 5.0% (prior 8.5%)

CENTRAL BANKS (Hong Kong time):
• TBC: BOJ Governor Masaaki Shirakawa speaks at branch managers meeting, Tokyo
• 8am: Philippines Central Bank Governor Amando Tetangco speaks at event, Manila
1:30pm: BOJ releases Sakura Report, Tokyo


GOVERNMENT:
• Nothing major scheduled

EARNINGS (Hong Kong time):
• Ascendas Real Estate (AREIT SP) 3Q
• Axis Bank (AXSB IN) 3Q parent net income adj. median est. 12.8b rupees (33 analysts)

BOND SALES:
• 9:30am: China Development Bank to Sell CNY5b 5-yr Floaters
• 9:30am: China Development Bank to Sell CNY5b 7-yr Floaters
• 9:30am: China Development Bank to Sell CNY5b 10-yr Floaters
• 9:30am: New Zealand Plans to Sell NZ$100m 105-Day Bills
• 9:30am: New Zealand Plans to Sell NZ$100m 182-Day Bills
• 9:30am: New Zealand Plans to Sell NZ$100m 364-Day Bills
• 11am: Thailand Bank of Thailand to Sell 25b Baht 28-Day Bills
• 11am: Thailand Bank of Thailand to Sell 28b Baht 91-Day Bills
• 11am: Thailand Bank of Thailand to Sell 25b Baht 182-Day Bills
• 11:30am: Hong Kong to Sell HK$30.323b 91-Day Bills
• 11:30am: Hong Kong to Sell HK$11b 182-Day Bills
• TBA: Bangladesh Plans to Sell 1b Taka 15-Yr Bonds

IPO WATCH:
• Speedy Global (540 HK) trading debut
• Ecosave Holdings (ECV AU) 5m shrs at A$1

CORPORATE EVENTS/CONFERENCES (Hong Kong time):
• Honda Motor (7267 JP), Toyota Motor (7203 JP), Hyundai Motor (005380 KS), Nissan Motor (7201 JP) at North American International Auto Show, Detroit
• 8:30am: Asia Financial Forum day 2, Hong Kong
• 10am: Stock Exchange of Thailand conference on Future and Challenges of the Asian Capital Market, Bangkok
• 10am: Merrill Lynch global outlook media roundtable, Jakarta
• 11am: UBS China Conference Property Outlook 2013, Shanghai
• 11:30am: Land & Houses (LH TB) press briefing on business plan, Bangkok
• 12pm: Rio Tinto (RIO AU) 4Q output report
• 12pm: Daikin (6367 JP) press briefing, Osaka
• 1pm: HSBC’s 2013 Asian Outlook, Singapore
• 1pm: Fuji Heavy (7270 JP) president gives press briefing on 2013 outlook, Tokyo
• 2:30pm: Hudson releases Hong Kong 2013 1Q employment trends and 2013 salary report
• 3pm: UBS briefing on steel and coal, Shanghai
• 3pm: Thai Bond Market Association briefing on outlook, Bangkok
• 5:30pm: Thai billionaire Charoen Sirivadhanabhakdi’s offer for F&N expires
• AGMs, EGMs, board meetings:
• Olam International (OLAM SP)
• Axis Bank (AXSB IN)
News
News
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