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Senin, 13 Juni 2011

Asia ex Strategy - And So the Worries Turn to Earnings - Citigroup

Earnings revisions remain above average — The best earnings revisions are to
be found in China, Korea and Thailand. The worst are in India, though it is
debatable how much worse they can get. Sector leaders are the banks, real estate
and materials. Technology and industrials look worst.

Aggregate earnings have surpassed their prior peak by 12% — Indonesia and
China lead. Singapore, Taiwan and HK lag. Consumer earnings have surpassed
their prior peak by the greatest margin, as have energy, banks and tech. Other
financials and real estate are the biggest laggards.

The 2011 forecast of 15% EPS growth has remained very stable — The most
active period for EPS revisions is July/August, which is still ahead of us. The good
news is that the Citi LEI continues to show improvements, which bodes well for
Asian earnings.

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