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: [email protected].

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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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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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”.




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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.


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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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



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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.



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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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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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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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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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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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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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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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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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By GICS Sector


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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By GICS Sector


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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By GICS Sector


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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By GICS Sector


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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By GICS Sector


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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By GICS Sector


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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By GICS Sector


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)

Documents

Daiwa Investment Conference Hong Kong 2017