daiwa investment conference hong kong 2017
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Daiwa Investment Conference
Hong Kong 2017
7-10 November 2017 (Tuesday-Friday)
Island Shangri-La, Hong Kong
Pacific Place, Supreme Court Road, Admiralty
For further details, please contact your Daiwa sales representative or
Daiwa Hong Kong Corporate Access at Email: cateam@hk.daiwacm.com.
Daiwa Investment Conference | Hong Kong
Note: Sectors are classified in accordance to Global Industry Classification Standard (GICS).
Compelling guest speakers
and panel discussions
Date: 8 Nov 2017
Thematic side trips
before and after the conference
Date: 3-14 Nov 2017
More than 160 companies in 1-on-1 /
small group meetings
Date: 7-10 Nov 2017
For further details, please contact your Daiwa sales representative.
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Daiwa Investment Conference | Hong Kong
Date & Time | 10:00 - 10:50, 8 November 2017 (Wednesday) Topic | Riding the Tornado, Disruption in China and Beyond
Mr. Ron Raffensperger CTO, Data Center Solutions, Huawei Technologies
Ron Raffensperger has over 30 years’ experience in the IT, software and telecom industries. He has been at Huawei for 10 years, first working on globalisation and later on cloud computing and Big Data. Recently he has concentrated on AI, with a particular focus on the financial industry. Prior to Huawei, he was in Silicon Valley gaining a broad background in high-performance computing, databases and Big Data. Ron’s fascination with technology and particularly with software began in high school when he began programming using a teletype machine with paper tape to communicate with a time-shared computer. After college, he joined a telephone company in the middle of the Iowa corn fields but then got a chance to bring his knowledge of communications and software together when he joined a startup company in the San Francisco Bay Area. ROLM Corp. created the first computerized PBX system and Ron led Product Management for many of the key products. ROLM was very successful, went public and was bought by IBM, where Ron ended up with responsibility for Voice strategies. Prior to joining Huawei, Ron was Senior Vice President of Marketing for Sylantro Systems, a U.S.-based provider of advanced voice applications. Ron has held senior positions at Siemens, IBM and ROLM Telecommunications, along with startup companies in the database and SaaS industries. In his presentation, Ron will discuss how he sees technology evolving in China and, equally importantly, how the leading Chinese tech companies will take advantage of opportunities around the world. While the financial industry has been at the centre of Ron’s most recent work at Huawei, the vision he presents will touch on broader issues related to AI, including smart cities.
Guest Speakers
Certificate of Attendance
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Daiwa Investment Conference | Hong Kong
Date & Time | 11:00 - 11:50, 8 November 2017 (Wednesday) Topic | Japan Macroeconomic Outlook & Strategy 2017-18
Mr. Shunsuke Kobayashi Economist, Daiwa Institute of Research Ltd.
Shunsuke Kobayashi is an economist at Daiwa Institute of Research who ranked No. 4 in both Institutional Investor’s Analyst Ranking 2017 and the Nikkei Veritas Analyst Ranking 2017. His core focus is the macro picture in Japan, and he also has expertise in the global economic outlook and investment strategy. After joining Daiwa in 2007, Shunsuke held economist/strategist positions with a particular focus on emerging markets, before switching to concentrate on forecasts for the Japanese economy. Shunsuke has master’s degrees from the London School of Economics and Columbia University. He also has a degree from the University of Tokyo.
Guest Speakers
Date & Time | 12:00 - 13:20, 8 November 2017 (Wednesday) Topic | North Korea, Xi’s New Era and Dollar Debt Re-leveraging
Mr. Kevin Lai Chief Economist, Asia ex-Japan of Daiwa Capital Markets
Hong Kong Ltd.
Kevin Lai has 20 years’ experience as a regional economist, and was one of few on the street today to witness the entire Asian Financial Crisis. In early 2014, he made 3 major “outlier” calls. He predicted the USD would enter a new phase of strength. He anticipated huge money outflows from Asia, especially from China. And he argued that the CNY would see depreciation pressure and the world should be worried about it. In August last year, he argued that Donald Trump still had a reasonable chance of winning the presidential election and was the first in the market to look at the macro implications for China of a Trump presidency. More recently, in April this year, he published a detailed report to talk about a likely escalation of North Korea crisis. Kevin’s views have not always been well received yet the eventuality underlines his prescience, with Bloomberg recently flagging that foresight in a report entitled “Yuan Bear in the Wilderness in 2014 Now Warns of China Credit Crisis”.
Certificate of Attendance
Certificate of Attendance
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Daiwa Investment Conference | Hong Kong
Guest Speakers
Date & Time | 13:30 - 14:20, 8 November 2017 (Wednesday) Topic | Asia Pacific Equity Strategy
Dr. Paul M. Kitney
Chief Equity Strategist of Asia Pacific Research, Daiwa
Capital Markets Hong Kong Ltd.
Certificate of Attendance
Paul M. Kitney has over 25 years experience in Asia Pacific (APAC) investment management and banking. Prior to joining Daiwa, Paul has worked as an investment strategist at Blackrock, Morgan Stanley and more recently, has authored the Animal Spirits Report - an independent research product focusing on APAC economics and strategy. Paul also has extensive portfolio management experience in APAC fundamental equity long-short strategies at Morgan Stanley and Whitney. Paul holds a Ph.D. in Economics from the Australian National University, specializing in monetary policy and financial linkages and is currently Adjunct Associate Professor at the Chinese University of Hong Kong (CUHK) Business School.
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Daiwa Investment Conference | Hong Kong
Date & Time | 15:30 - 16:20, 8 November 2017 (Wednesday)
Ms. Pimpaka Nichgaroon Head of Research, Thanachart Securities | Thailand
Pimpaka has 21 years’ experience in the industry, and during that time she has covered both Thai and regional stocks. She is now a market strategist and the Head of Research at Thanachart. Prior to her time at Thanachart, Pimpaka worked for ABN Amro Asia and CLSA Thailand. She has master’s degrees in Economics and Finance from Southern Connecticut State University and the University of New Haven.
Ms. Phuong Hoang Head of Institutional Research and Investment Advisory
Saigon Securities Inc. | Vietnam
Phuong has been with SSI Research & Investment Advisory since 2007, during which time she has covered sector such as conglomerates, steel, pharmaceuticals, oil & gas. She currently spearheads the company’s equity strategy. Phuong was made Head of Institutional Research and Investment Advisory in 2011. Under her leadership, SSI Research took home the major award categories in the Asiamoney Brokers Polls of 2013-16, including Best Country Research – Vietnam. In 2013, 2014, 2015 and 2016, Phuong was named Best Country Analyst and Best Strategist – Vietnam. Ms. Phuong obtained a MSc in Information Management & Finance from the University of Westminster, UK.
Topic |Thailand in a New Ball Game
Topic |Can further reforms keep the Vietnam bull market alive in 2018?
ASEAN Focus
Guest Speakers
Certificate of Attendance
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Daiwa Investment Conference | Hong Kong
Date & Time | 14:30 - 15:20, 8 November 2017 (Wednesday) Topic | Fintech and Innovation: Navigating New Horizons
Panel Discussion
In this Panel Discussion, the panelists will discuss how innovation and developments in fintech are impacting our daily lives and how technology is evolving to deliver on many of these new ideas. In addition, panelists will share their insights on how artificial intelligence (AI) initiatives and blockchain developments affect financial transactions and how companies can utilise AI to best meet their fast-evolving needs.
Panelists
Ms. Minerva Tantoco
Ex-CTO,
New York City
Mr. Daniel Tu
Ex-Chief Innovation
Officer, Ping An Group
Mr. Ron Raffensperger
CTO, Data Center Solutions,
Huawei Technologies
Minerva Tantoco most recently
served as New York City’s first-
ever Chief Technology Officer
(CTO). From tech start-ups to
large enterprises and
government, Minerva is focused
on applied innovation, creating
future-facing tech strategies and
implementing them to build
businesses that turn strategy into
reality.
Daniel Tu has nearly 30 years of
experience, including sales and
marketing, PR, media, business
development, and related
executive leadership positions
mostly in Asia and the Greater
China market. His focus in the
past 10 years has been on
technology and innovation
investing. He currently serves on
the Advisory Committee of the
Innovation Outreach Program
(IOP).
Ron Raffensperger has over 30
years of experience in the IT,
software and telecom industries.
He has been at Huawei for 10
years, first working on globalisation
and later on cloud computing and
Big Data. Recently he has
concentrated on AI, with a
particular focus on the financial
industry. Prior to Huawei, he was
in Silicon Valley gaining a broad
background in high-performance
computing, databases and Big
Data.
Mr. Huayi Dong
Global Head, Electronic
Trading Solutions,
Daiwa Capital Markets
Huayi Dong is Global Head of
Electronic Trading Solutions at
Daiwa Capital Markets, based in
Hong Kong. He is focused on
algorithmic trading and high-
medium frequency electronic
equities trading. Prior to this,
Huayi worked at UBS for nearly 7
years, focusing on algorithmic
trading and leading UBS’s
expansion of electronic trading
services in China.
Certificate of Attendance
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Daiwa Investment Conference | Hong Kong
Mr. Ron Raffensperger
CTO, Data Center Solutions
Huawei Technologies Co. Ltd. | China
Industry Expert and Analyst Workshops
Ms. Phuong Hoang
Head of Insitutional Research and Investment
Advisory
Saigon Securities Inc. | Vietnam
Mr. Henry Wibowo
Country Strategist & Acting Head of Indonesia
Research
PT Bahana Sekuritas | Indonesia
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Daiwa Investment Conference | Hong Kong
Mr. Shunsuke Kobayashi
Economist
Daiwa Institute of Research Ltd. | Japan
Dr. Paul M. Kitney
Chief Equity Strategist of Asia Pacific Research
Daiwa Capital Markets Hong Kong Ltd. | Hong Kong
Industry Expert and Analyst Workshops
Ms. Pimpaka Nichgaroon
Head of Research
Thanachart Securities | Thailand
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Daiwa Investment Conference | Hong Kong
Participating Corporates as of 3 Nov 2017:
171 Confirmed
By Country
Ex-Japan
Companies:
127 Confirmed
Ticker Company Name SectorASML NA ASML HOLDING NV Information Technology
BAS GR BASF SE Materials
FDX US FEDEX CORP Industrials
HCM US HUTCHISON CHINA MEDITECH Health Care
Europe & US
Ticker Company Name SectorDEWH IN DEWAN HOUSING Financials
VKI IN VAKRANGEE LTD Information Technology
AKRA IJ AKR CORPORINDO Industrials
GIAA IJ GARUDA INDONESIA Industrials
JPFA IJ JAPFA COMFEED Consumer Staples
LPKR IJ LIPPO KARAWACI Real Estate
SILO IJ SILOAM INTL HOSPITALS Health Care
KLCCSS MK KLCCP STAPLED GROUP Real Estate
QLG MK QL RESOURCES Consumer Staples
SDH MK SERBA DINAMIK Energy
TOPG MK TOP GLOVE Health Care
BDO PM BDO UNIBANK Financials
SECB PM SECURITY BANK Financials
SM PM SM INVESTMENTS Industrials
KIT SP KEPPEL INFRASTRUCTURE Utilities
SMI SP SINGAPORE MYANMAR Industrials
DELTA TB DELTA ELECTRONICS THAILAND Information Technology
RS TB RS PCL Consumer Discretionary
TU TB THAI UNION GROUP Consumer Staples
VCB VN BANK FOR FOREIGN TRADE Financials
SSI VN SAIGON SECURITIES Financials
ASEAN
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Daiwa Investment Conference | Hong Kong
Participating Corporates as of 3 Nov 2017:
171 Confirmed
By Country
Ex-Japan
Companies:
127 Confirmed
Ticker Company Name Sector1299 HK AIA Financials
2020 HK ANTA SPORTS Consumer Discretionary
522 HK ASM PACIFIC Information Technology
371 HK BEIJING ENTERPRISES WATER Utilities
2111 HK BEST PACIFIC INTL Consumer Discretionary
2588 HK BOC AVIATION Industrials
1848 HK CALC Industrials
1381 HK CANVEST ENVIRONMENTAL Utilities
1811 HK CGN NEW ENERGY Utilities
606 HK CHINA AGRI-INDUSTRIES Consumer Staples
867 HK CHINA MEDICAL SYSTEM Health Care
144 HK CHINA MERCHANTS PORT Industrials
291 HK CHINA RES BEER Consumer Staples
1193 HK CHINA RES GAS Utilities
836 HK CHINA RES POWER Utilities
3311 HK CHINA STATE CONSTRUCTION Industrials
956 HK CHINA SUNTIEN Energy
966 HK CHINA TAIPING INSURANCE Financials
728 HK CHINA TELECOM Telecommunication Services
308 HK CHINA TRAVEL HK Consumer Discretionary
762 HK CHINA UNICOM Telecommunication Services
2202 HK CHINA VANKE-H Real Estate
354 HK CHINASOFT INTL Information Technology
3899 HK CIMC ENRIC Industrials
1883 HK CITIC TELECOM Telecommunication Services
1038 HK CKI HOLDINGS Utilities
2688 HK ENN ENERGY Utilities
656 HK FOSUN INTL Industrials
175 HK GEELY AUTOMOBILE Consumer Discretionary
1776 HK GF SECURITIES Financials
270 HK GUANGDONG INVESTMENT Utilities
1788 HK GUOTAI JUNAN Financials
101 HK HANG LUNG PROPERTIES Real Estate
12 HK HENDERSON LAND Real Estate
HK / CHINA
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Daiwa Investment Conference | Hong Kong
Participating Corporates as of 3 Nov 2017:
171 Confirmed
By Country
Ex-Japan
Companies:
127 Confirmed
Ticker Company Name Sector1044 HK HENGAN INTL Consumer Staples
2638 HK HK ELECTRIC Utilities
3 HK HK&CHINA GAS Utilities
388 HK HKEX Financials
54 HK HOPEWELL HOLDINGS Industrials
737 HK HOPEWELL INFRASTRUCTURE Industrials
1347 HK HUA HONG SEMI Information Technology
215 HK HUTCHTEL HK Telecommunication Services
207 HK JOY CITY PROPERTY Real Estate
268 HK KINGDEE INTL SOFTWARE Information Technology
1813 HK KWG PROPERTY Real Estate
950 HK LEE'S PHARM Health Care
992 HK LENOVO GROUP Information Technology
494 HK LI & FUNG LTD Consumer Discretionary
1212 HK LIFESTYLE INTL Consumer Discretionary
66 HK MTR CORP Industrials
3918 HK NAGACORP LTD Consumer Discretionary
825 HK NEW WORLD DEPARTMENT Consumer Discretionary
17 HK NEW WORLD DEVELOPMENT Real Estate
2689 HK NINE DRAGONS PAPER Materials
659 HK NWS HOLDINGS Industrials
6899 HK OURGAME INTL Information Technology
857 HK PETROCHINA Energy
1339 HK PICC GROUP-H Financials
2328 HK PICC P&C-H Financials
6 HK POWER ASSETS Utilities
1478 HK Q TECHNOLOGY Consumer Discretionary
1928 HK SANDS CHINA Consumer Discretionary
69 HK SHANGRI-LA ASIA Consumer Discretionary
152 HK SHENZHEN INTL Industrials
2313 HK SHENZHOU INTL Consumer Discretionary
813 HK SHIMAO PROPERTY Real Estate
83 HK SINO LAND Real Estate
386 HK SINOPEC CORP Energy
HK / CHINA (CONT'D)
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Daiwa Investment Conference | Hong Kong
Participating Corporates as of 3 Nov 2017:
171 Confirmed
By Country
Ticker Company Name Sector192080 KS DOUBLEUGAMES Information Technology
018880 KS HANON SYSTEMS Consumer Discretionary
086280 KS HYUNDAI GLOVIS Industrials
009540 KS HYUNDAI HEAVY Industrials
119610 KS INTEROJO CO LTD Health Care
087260 KS MOBILE APPLIANCE Consumer Discretionary
047050 KS POSCO DAEWOO CORP Industrials
009150 KS SAMSUNG ELECTRO-MECHANICS Information Technology
215600 KS SILLAJEN INC Health Care
KOREA
Ex-Japan
Companies:
127 Confirmed
Ticker Company Name Sector2386 HK SINOPEC ENGINEERING Industrials
880 HK SJM HOLDINGS LTD Consumer Discretionary
1836 HK STELLA INTL Consumer Discretionary
2382 HK SUNNY OPTICAL Information Technology
1972 HK SWIRE PROPERTIES Real Estate
2678 HK TEXHONG TEXTILE Consumer Discretionary
698 HK TONGDA GROUP Information Technology
1083 HK TOWNGAS CHINA Utilities
570 HK TRADITIONAL CHI MEDICINE Health Care
3393 HK WASION GROUP Information Technology
288 HK WH GROUP Consumer Staples
4 HK WHARF HOLDINGS Real Estate
20 HK WHEELOCK & CO Real Estate
6068 HK WISDOM EDUCATION Consumer Discretionary
868 HK XINYI GLASS Consumer Discretionary
123 HK YUEXIU PROPERTY Real Estate
HK / CHINA (CONT'D)
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Daiwa Investment Conference | Hong Kong
Participating Corporates as of 3 Nov 2017:
171 Confirmed
By Country
Japan
Companies:
44 Confirmed
Ticker Company Name Sector5201 JP ASAHI GLASS CO Industrials
8601 JP DAIWA SECS GRP Financials
4980 JP DEXERIALS CORP Information Technology
4921 JP FANCL CORP Consumer Staples
6457 JP GLORY LTD Industrials
3281 JP GLP J-REIT Real Estate
9449 JP GMO INTERNET INC Information Technology
3765 JP GUNGHO ONLINE Information Technology
6305 JP HITACHI CONST MA Industrials
6501 JP HITACHI LTD Information Technology
3003 JP HULIC CO LTD Real Estate
7599 JP IDOM INC Consumer Discretionary
7013 JP IHI CORP Industrials
3774 JP INTERNET INITIATIVE Information Technology
1435 JP INVESTORS CLOUD Real Estate
3086 JP J FRONT RETAILING Consumer Discretionary
9201 JP JAPAN AIRLINES C Industrials
8697 JP JAPAN EXCHANGE Financials
2914 JP JAPAN TOBACCO Consumer Staples
4452 JP KAO CORP Consumer Staples
2503 JP KIRIN HOLDINGS Consumer Staples
JAPAN
Ticker Company Name Sector2882 TT CATHAY FINANCIAL Financials
2231 TT CUB ELECPARTS Consumer Discretionary
8406 TT GINKO Health Care
2454 TT MEDIATEK Information Technology
2439 TT MERRY ELECTRONICS Information Technology
4915 TT PRIMAX ELECTRONICS Information Technology
1504 TT TECO ELECTRIC & MACHINERY Industrials
3673 TT TPK Information Technology
6409 TT VOLTRONIC POWER Industrials
TAIWANEx-Japan
Companies:
127 Confirmed
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Daiwa Investment Conference | Hong Kong
Participating Corporates as of 3 Nov 2017:
171 Confirmed
By Country
Japan
Companies:
44 Confirmed
Ticker Company Name Sector4902 JP KONICA MINOLTA Information Technology
8058 JP MITSUBISHI CORP Industrials
7003 JP MITSUI ENG&SHIPB Industrials
6269 JP MODEC INC Energy
6268 JP NABTESCO CORP Industrials
5334 JP NGK SPARK PLUG Consumer Discretionary
2127 JP NIHON M&A CENTER Industrials
9062 JP NIPPON EXPRESS Industrials
9101 JP NIPPON YUSEN KK Industrials
8591 JP ORIX CORP Financials
7817 JP PARAMOUNT BED Health Care
4927 JP POLA ORBIS Consumer Staples
8473 JP SBI HOLDINGS INC Financials
4204 JP SEKISUI CHEMICAL Consumer Discretionary
1928 JP SEKISUI HOUSE Consumer Discretionary
8303 JP SHINSEI BANK LTD Financials
4004 JP SHOWA DENKO K K Materials
2768 JP SOJITZ CORP Industrials
6758 JP SONY CORP Consumer Discretionary
3092 JP START TODAY Consumer Discretionary
2587 JP SUNTORY BEVERAGE&FOOD Consumer Staples
4502 JP TAKEDA PHARMACEUTICAL Health Care
7272 JP YAMAHA MOTOR Consumer Discretionary
JAPAN (CONT'D)
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Daiwa Investment Conference | Hong Kong
By GICS Sector
Participating Corporates as of 3 Nov 2017:
171 Confirmed
Consumer
Discretionary:
29 Confirmed
Ticker Company Name Country2020 HK ANTA SPORTS HK / China
2111 HK BEST PACIFIC INTL HK / China
308 HK CHINA TRAVEL HK HK / China
175 HK GEELY AUTOMOBILE HK / China
494 HK LI & FUNG LTD HK / China
1212 HK LIFESTYLE INTL HK / China
3918 HK NAGACORP LTD HK / China
825 HK NEW WORLD DEPARTMENT HK / China
1478 HK Q TECHNOLOGY HK / China
1928 HK SANDS CHINA HK / China
69 HK SHANGRI-LA ASIA HK / China
2313 HK SHENZHOU INTL HK / China
880 HK SJM HOLDINGS LTD HK / China
1836 HK STELLA INTL HK / China
2678 HK TEXHONG TEXTILE HK / China
6068 HK WISDOM EDUCATION HK / China
868 HK XINYI GLASS HK / China
7599 JP IDOM INC Japan
3086 JP J FRONT RETAILING Japan
5334 JP NGK SPARK PLUG Japan
4204 JP SEKISUI CHEMICAL Japan
1928 JP SEKISUI HOUSE Japan
6758 JP SONY CORP Japan
3092 JP START TODAY Japan
7272 JP YAMAHA MOTOR Japan
018880 KS HANON SYSTEMS Korea
087260 KS MOBILE APPLIANCE Korea
2231 TT CUB ELECPARTS Taiwan
RS TB RS PCL Thailand
CONSUMER DISCRETIONARY
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Daiwa Investment Conference | Hong Kong
By GICS Sector
Participating Corporates as of 3 Nov 2017:
171 Confirmed
Consumer Staples:
13 Confirmed
Energy:
5 Confirmed
Financials:
18 Confirmed
Ticker Company Name Country956 HK CHINA SUNTIEN HK / China
857 HK PETROCHINA HK / China
386 HK SINOPEC CORP HK / China
6269 JP MODEC INC Japan
SDH MK SERBA DINAMIK Malaysia
ENERGY
Ticker Company Name Country1299 HK AIA HK / China
966 HK CHINA TAIPING INSURANCE HK / China
1776 HK GF SECURITIES HK / China
1788 HK GUOTAI JUNAN HK / China
388 HK HKEX HK / China
1339 HK PICC GROUP-H HK / China
2328 HK PICC P&C-H HK / China
DEWH IN DEWAN HOUSING India
8601 JP DAIWA SECS GRP Japan
FINANCIALS
Ticker Company Name Country606 HK CHINA AGRI-INDUSTRIES HK / China
291 HK CHINA RES BEER HK / China
1044 HK HENGAN INTL HK / China
288 HK WH GROUP HK / China
JPFA IJ JAPFA COMFEED Indonesia
4921 JP FANCL CORP Japan
2914 JP JAPAN TOBACCO Japan
4452 JP KAO CORP Japan
2503 JP KIRIN HOLDINGS Japan
4927 JP POLA ORBIS Japan
2587 JP SUNTORY BEVERAGE&FOOD Japan
QLG MK QL RESOURCES Malaysia
TU TB THAI UNION GROUP Thailand
CONSUMER STAPLES
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Daiwa Investment Conference | Hong Kong
By GICS Sector
Participating Corporates as of 3 Nov 2017:
171 Confirmed
Financials:
18 Confirmed
Health Care:
11 Confirmed
Industrials:
34 Confirmed
Ticker Company Name Country8697 JP JAPAN EXCHANGE Japan
8591 JP ORIX CORP Japan
8473 JP SBI HOLDINGS INC Japan
8303 JP SHINSEI BANK LTD Japan
BDO PM BDO UNIBANK Philippines
SECB PM SECURITY BANK Philippines
2882 TT CATHAY FINANCIAL Taiwan
VCB VN BANK FOR FOREIGN TRADE Vietnam
SSI VN SAIGON SECURITIES Vietnam
FINANCIALS (CONT'D)
Ticker Company Name Country867 HK CHINA MEDICAL SYSTEM HK / China
950 HK LEE'S PHARM HK / China
570 HK TRADITIONAL CHI MEDICINE HK / China
SILO IJ SILOAM INTL HOSPITALS Indonesia
7817 JP PARAMOUNT BED Japan
4502 JP TAKEDA PHARMACEUTICAL Japan
119610 KS INTEROJO CO LTD Korea
215600 KS SILLAJEN INC Korea
TOPG MK TOP GLOVE Malaysia
8406 TT GINKO Taiwan
HCM US HUTCHISON CHINA MEDITECH US
HEALTH CARE
Ticker Company Name Country2588 HK BOC AVIATION HK / China
1848 HK CALC HK / China
144 HK CHINA MERCHANTS PORT HK / China
INDUSTRIALS
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Daiwa Investment Conference | Hong Kong
By GICS Sector
Participating Corporates as of 3 Nov 2017:
171 Confirmed
Industrials:
34 Confirmed
Ticker Company Name Country3311 HK CHINA STATE CONSTRUCTION HK / China
3899 HK CIMC ENRIC HK / China
656 HK FOSUN INTL HK / China
54 HK HOPEWELL HOLDINGS HK / China
737 HK HOPEWELL INFRASTRUCTURE HK / China
66 HK MTR CORP HK / China
659 HK NWS HOLDINGS HK / China
152 HK SHENZHEN INTL HK / China
2386 HK SINOPEC ENGINEERING HK / China
AKRA IJ AKR CORPORINDO Indonesia
GIAA IJ GARUDA INDONESIA Indonesia
5201 JP ASAHI GLASS CO Japan
6457 JP GLORY LTD Japan
6305 JP HITACHI CONST MA Japan
7013 JP IHI CORP Japan
9201 JP JAPAN AIRLINES C Japan
8058 JP MITSUBISHI CORP Japan
7003 JP MITSUI ENG&SHIPB Japan
6268 JP NABTESCO CORP Japan
2127 JP NIHON M&A CENTER Japan
9062 JP NIPPON EXPRESS Japan
9101 JP NIPPON YUSEN KK Japan
2768 JP SOJITZ CORP Japan
086280 KS HYUNDAI GLOVIS Korea
009540 KS HYUNDAI HEAVY Korea
047050 KS POSCO DAEWOO CORP Korea
SM PM SM INVESTMENTS Philippines
SMI SP SINGAPORE MYANMAR Singapore
1504 TT TECO ELECTRIC & MACHINERY Taiwan
6409 TT VOLTRONIC POWER Taiwan
FDX US FEDEX CORP US
INDUSTRIALS (CONT'D)
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Daiwa Investment Conference | Hong Kong
By GICS Sector
Participating Corporates as of 3 Nov 2017:
171 Confirmed
Information
Technology:
24 Confirmed
Materials:
3 Confirmed
Ticker Company Name CountryASML NA ASML HOLDING NV Europe
522 HK ASM PACIFIC HK / China
354 HK CHINASOFT INTL HK / China
1347 HK HUA HONG SEMI HK / China
268 HK KINGDEE INTL SOFTWARE HK / China
992 HK LENOVO GROUP HK / China
6899 HK OURGAME INTL HK / China
2382 HK SUNNY OPTICAL HK / China
698 HK TONGDA GROUP HK / China
3393 HK WASION GROUP HK / China
VKI IN VAKRANGEE LTD India
4980 JP DEXERIALS CORP Japan
9449 JP GMO INTERNET INC Japan
3765 JP GUNGHO ONLINE Japan
6501 JP HITACHI LTD Japan
3774 JP INTERNET INITIATIVE Japan
4902 JP KONICA MINOLTA Japan
192080 KS DOUBLEUGAMES Korea
009150 KS SAMSUNG ELECTRO-MECHANICS Korea
2454 TT MEDIATEK Taiwan
2439 TT MERRY ELECTRONICS Taiwan
4915 TT PRIMAX ELECTRONICS Taiwan
3673 TT TPK Taiwan
DELTA TB DELTA ELECTRONICS THAILAND Thailand
INFORMATION TECHNOLOGY
Ticker Company Name CountryBAS GR BASF SE Europe
2689 HK NINE DRAGONS PAPER HK / China
4004 JP SHOWA DENKO K K Japan
MATERIALS
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Daiwa Investment Conference | Hong Kong
By GICS Sector
Participating Corporates as of 3 Nov 2017:
171 Confirmed
Real Estate:
17 Confirmed
Telecommunication
Services:
4 Confirmed
Utilities:
13 Confirmed
Ticker Company Name Country371 HK BEIJING ENTERPRISES WATER HK / China
1381 HK CANVEST ENVIRONMENTAL HK / China
1811 HK CGN NEW ENERGY HK / China
1193 HK CHINA RES GAS HK / China
836 HK CHINA RES POWER HK / China
UTILITIES
Ticker Company Name Country2202 HK CHINA VANKE-H HK / China
101 HK HANG LUNG PROPERTIES HK / China
12 HK HENDERSON LAND HK / China
207 HK JOY CITY PROPERTY HK / China
1813 HK KWG PROPERTY HK / China
17 HK NEW WORLD DEVELOPMENT HK / China
813 HK SHIMAO PROPERTY HK / China
83 HK SINO LAND HK / China
1972 HK SWIRE PROPERTIES HK / China
4 HK WHARF HOLDINGS HK / China
20 HK WHEELOCK & CO HK / China
123 HK YUEXIU PROPERTY HK / China
LPKR IJ LIPPO KARAWACI Indonesia
3281 JP GLP J-REIT Japan
3003 JP HULIC CO LTD Japan
1435 JP INVESTORS CLOUD Japan
KLCCSS MK KLCCP STAPLED GROUP Malaysia
REAL ESTATE
Ticker Company Name Country728 HK CHINA TELECOM HK / China
762 HK CHINA UNICOM HK / China
1883 HK CITIC TELECOM HK / China
215 HK HUTCHTEL HK HK / China
TELECOMMUNICATION SERVICES
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Daiwa Investment Conference | Hong Kong
By GICS Sector
Participating Corporates as of 3 Nov 2017:
171 Confirmed
Utilities:
13 Confirmed
Ticker Company Name Country1038 HK CKI HOLDINGS HK / China
2688 HK ENN ENERGY HK / China
270 HK GUANGDONG INVESTMENT HK / China
2638 HK HK ELECTRIC HK / China
3 HK HK&CHINA GAS HK / China
6 HK POWER ASSETS HK / China
1083 HK TOWNGAS CHINA HK / China
KIT SP KEPPEL INFRASTRUCTURE Singapore
UTILITIES (CONT'D)
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