Asia Daybook23/01/2013ASIA DAYBOOK: Australia, Singapore Inflation; Nanya, Sun TV, JSW 5:00
Today: Australia 4Q CPI, Singapore Dec. CPI, Olam rights issue result, Bank of Japan economic report.
WHAT TO WATCH:
• BHP Billiton 2Q iron ore output meets estimates, co. keeping FY13 W.A. iron ore, Escondida targets
• Olam to release results of rights issue after 5pm
• Google, IBM 4Q profits beat estimates
• Microsoft is said to be joining Silver Lake’s offer for Dell
• Apple-Samsung patent case: U.S. trade commission to say whether it will review or let stand Oct. 24 ruling that Samsung infringed 4 Apple patents
• Polysilicon prices rose most in 10 mos. as production fell and solar panel demand continued to gain
• Glencore-Xstrata merger conditional on Chinese regulatory approval now that S. Africa has approved deal
• UN Security Council unanimously votes for tighter sanctions on North Korea


ECONOMY (Hong Kong time):
• 5pm: Korea Dec. Discount Store Sales Y/y; no est. (prior -1.7%)
• 5am: Korea Dec. Department Store Sales Y/y; no est. (prior 9.1%)
• 6am: New Zealand Bloomberg Jan. New Zealand Economic Survey
• 7am: Australia Bloomberg Jan. Australia Economic Survey
• 7:30am: Australia Nov. Westpac Leading Index M/m; no est. (prior 0.1%)
• 8:30am: Australia 4Q Consumer Prices Q/q; est. 0.4% (prior 1.4%)
• 8:30am: Australia 4Q Consumer Prices Y/y; est. 2.4% (prior 2%)
• 8:30am: Australia 4Q CPI - Trimmed Mean Q/q; est. 0.7% (prior 0.7%)
• 8:30am: Australia 4Q CPI - Trimmed Mean Y/y; est. 2.4% (prior 2.4%)
• 8:30am: Australia 4Q CPI - Weighted Median Q/q; est. 0.6% (prior 0.8%)
• 8:30am: Australia 4Q CPI - Weighted Median Y/y; est. 2.4% (prior 2.6%)
• 10am: China Conference Board Dec. Leading Economic Index
• 1pm: Singapore Dec. CPI M/m; est. 0.5% (prior 0.1%)
• 1pm: Singapore Dec. CPI Y/y; est. 3.8% (prior 3.6%)
• 4pm: Thailand Dec. Exports Y/y; est. 21.45% (prior 26.86%)
• 4pm: Thailand Dec. Imports Y/Y; est. 7.6% (prior 24.53%)
• 4pm: Thailand Dec. Trade Balance; est. -$1.56b (prior -$1.454m)
• 4pm: Taiwan Dec. Industrial Production Y/y; est. 6.8% (prior 5.85%)
• 4pm: Taiwan Dec. Commercial Sales Y/y; est. 1.43% (prior 1.26%)
• 5pm: Malaysia Dec. CPI Y/y; est. 1.4% (prior 1.3%)
• TBA: Macau Dec. Visitor Arrivals; no est. (prior 2.37m)

CENTRAL BANKS:
• 1pm: BOJ Jan. Economic Report
• 3:30pm: Philippine central bank Governor Amando Tetangco speaks in Manila
• 6:30pm: HKMA Deputy CEO Arthur Yuen speaks in Hong Kong

GOVERNMENT:
• 8am: Indian Finance Minister Palaniappan Chidambaram speaks in Singapore
• 10am: China’s Industry Ministry to hold briefing on 2012 performance, 2013 outlook
• 10am: Thai Deputy Prime Minister and Finance Minister Kittiratt Na-Ranong speaks at a conference in Bangkok
• 11am: Hong Kong Financial Services Secretary K.C. Chan speaks in Legislative
Council
• 3:45pm: APEC Business Advisory Council press briefing in Manila
• 4:30pm: Indonesia Trade Minister Gita Wirjawan speaks in Singapore
• 1:20pm: Hong Kong CEO Leung speaks at H.K. General Chamber of Commerce
• TBA: Japan Cabinet Office Jan. Economic Report

EARNINGS (ests. net income):
• CapitaCommercial (CCT SP) FY S$213.5m (19 analysts)
• Havells India (HAVL IN) 3Q net est. 911m rupees (17 analysts)
• Inotera Memories (3474 TT) 4Q net loss NT$3.4b (10 analysts)
• JSW Energy (JSW IN) 3Q 2b rupees (12 analysts)
• Keppel Land (KPLD SP) FY S$402.5m (21 analysts)
• Nanya Technology (2408 TT) 4Q net loss NT$5.9b (7 analysts)
• Reliance Comms (RCOM IN) 3Q 1.6b rupees (20 analysts)
• Sun TV Network (SUNTV IN) 3Q 1.7b rupees (8 analysts)
• Syndicate Bank (SNDB IN) 3Q 3.9b rupees (5 analysts)
• Yaskawa Electric (6506 JP) 3Q
• Zee Entertainment (Z IN) 3Q 1.72b rupees (14 analysts)

BOND SALES:
• 11am: China To Sell 30b Yuan 7-Yr Bonds
• 11:35am: Japan to Sell 2-Mo. Bills
• 12:30pm: Taiwan to Sell NT$40b 20-Yr Bonds
• 5:30pm: India to Sell 50b Rupees 91-Day Bills
• 5:30pm: India to Sell 50b Rupees 364-Day Bills
• TBA: Pakistan to Sell 250b Rupees 3-,6- and 12-Mo. T-Bills

IPO WATCH:
• Cowealth Medical to Price 6m shrs at NT$60-NT$66
• Eslite Spectrum to Price 4.04m shrs at NT$155-NT$160
• Quali-Smart 60m shrs at HK$1.50

CORPORATE EVENTS/CONFERENCES (Hong Kong time):
• Indonesia Gas conference, Jakarta
• TBA: Medrx (4586 JP) to set IPO price range for Tokyo listing
• TBA: Fujimori Kogyo (7917 JP) may price share sale
• TBA: Japan Excellent (8987 JP) may price share sale
• 9:30am: Societe Generale briefing on 2013 recommendations for rates, credit, FX, equities with Head of Research Asia Guy Stear, Chief Asia Pacific Economist Klaus Baader, Asia Rates Strategist Wee-Khoon Chong
• 10am: Nippon Steel & Sumitomo Metal hold ceremony to mark ValeMax iron ore carrier’s first entry into Kimitsu port in Chiba
• 10:30am: Citigroup consumer banking business briefing by Citi Global Head of Retail Banking Jonathan Larsen and Citibank Singapore CEO Han Kwee Juan
• 10:30am: CapitaCommercial Trust (CCT SP) earnings call
• 11:30am: CB Richard Ellis briefing on Philippine Property Outlook for 2013 in Manila
• 1pm: Nomura Securities seminar about outlook for Japan REITs
• 2pm: Infosys (INFO IN) presentation at World Economic Forum in Davos
• 4pm: Fidelity International Chief Investment Officer Equities Dominic Rossi briefs reporters in Tokyo about 2013 outlook
• 4:30pm: Time Watch Investments H.K. IPO press conference
• 5pm: Keppel Land 4Q earnings press conference
• 5:30pm: Takeda Pharmaceutical (4502 JP) presentation at World Economic Forum in Davos
• 5:45pm: Mahindra & Mahindra (MM IN) presentation at World Economic Forum
• 6:30pm: Zee Entertainment (Z IN) earnings call
• 10:45pm: China Merchants Bank (600036 CH) presentation at World Economic Forum



• EGMs, Board meetings:
• 9am: Dongfeng Motor (489 HK)

(Source : Bloomberg)
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Sat Oct 31 2020 08:57 PM
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