Sectors

Top 10

  • The Top 10 - Product makers you can't do without

    01 Nov 2008 Commodities, Top 10
    Consumer staples firms are well-placed to perform in a downturn. They offer products necessary for every living, are benefiting from falling raw material prices and have few private label competitors. Leigh Powell examines the sectors top 10 Asian firms by forecast return on equity.

  • THE TOP 10: Mature markets display their defensive value

    01 Sep 2008 Top 10
    Phone companies in saturated markets are doing better than peers in developing countries. They have less competition, which means fewer price wars and more earnings stability. Leigh Powell examines the region's top 10 telecom firms in terms of forecast 2008 return on equity.

  • THE TOP 10: Bharti Airtel extends its reach

    01 Sep 2008 Corporate profiles, Top 10
    India's leading mobile phone firm is attempting to expand its network via the country's vast and largely untapped rural population. The firm's chief executive, Manoj Kohli, is not concerned that average revenue per user is falling and is on the lookout for acquisitions, but he's not naming names. Ruth David reports.

  • THE TOP 10: Asian infrastructure needs a helping hand

    01 Aug 2008 Top 10
    The region is struggling to meet the demands of its rapidly expanding economies and populations owing to inadequate infrastructure systems. Nations with the greatest investment needs are India, China, Indonesia and the Philippines, but this in turn presents opportunities for making money. Richard Morrow examines Asia's top 10 infrastructure firms in terms of return on equity.

  • COMPANY PROFILE: Building a track record of success

    01 Aug 2008 Corporate profiles, Top 10
    China Railway Construction Corp. is a company that investors should take note of. It relies on government contracts for rail construction and maintenance projects, which are not going to dry up soon, and offers an appealing enterprise value. And its plans to build an international business are really exciting analysts.

  • THE TOP 10 - Pakistan oil firms power ahead

    01 Jul 2008 Corporate profiles, Commodities, Top 10
    The combination of low operating and production costs and high selling prices has spurred oil firms to new heights in Pakistan. Lack of government intervention has enabled them to build cash reserves for future exploration, too. Along with coal companies, they dominate our list of Asia's top 10 energy firms in terms of return on equity. Leigh Powell and Richard Morrow report.

  • Pakistan's Oil & Gas Development Corp

    01 Jul 2008 Corporate profiles, Commodities, Top 10
    While it plans to bring new oil fields into production too, Pakistan's Oil & Gas Development Corp is reaping the benefits of high oil prices. These are based in the country's lawless southwest, but the company's CFO says he isn't worried.

  • THE TOP 10 - Semiconductor industry under pressure from global slowdown

    01 Jun 2008 Top 10
    Companies involved in the design and manufacture of integrated circuits have found the past year hard going amid softening demand. Many expect little more than modest growth this year. Fabless firms with their lower capital expenditure dominate the sector in terms of return on invested capital. Pamela Tang reports.

  • RICKTEK - Gaining a technological edge

    01 Jun 2008 Corporate profiles, Top 10
    Richtek Technology is aware that it needs to innovate constantly to stay ahead of the competition. But it is a leader in its field and has the sector's second-highest return on invested capital in the region. It also keeps a close eye on risks to its franchise.

  • SPREADTRUM - Leveraging a natural advantage

    01 Jun 2008 Corporate profiles, Top 10
    Shanghai-based Spreadtrum Communications is perfectly placed to capitalise on the exploding number of mobile phone users in China. Next on the agenda: expanding its mobile television chip production.

  • THE TOP 10: Carriers bulk up on demand

    01 May 2008 Corporate profiles, Top 10
    Exposure to a booming resources cycle means that dry bulk shipping operators dominate the region's transportation sector in terms of return on equity. But after a year in the sun, they are facing stronger headwinds as economic conditions tighten. Industries dependent on the developed world have good reason to dread a United States recession, reports Chris Wright.

  • THE TOP 10 - China, India set to keep pharma firms in fine health

    01 Apr 2008 Top 10
    The pharmaceuticals sector in Asia is dominated by Chinese and Indian companies, reflecting the potential of markets with huge populations, growing wealth and increasing access to medical care. Chris Wright finds out how drugs and demographics mix as he measures out the sector's top 10 regional companies in terms of return on equity.

  • THE TOP 10 - How China is learning to love spending

    01 Mar 2008 Corporate profiles, Top 10
    Increasingly affluent consumers are playing a significant role in turning China into a market economy, with department stores and supermarkets tipped to benefit the most as disposable incomes grow. It comes as little surprise, then, that the country is well represented in our look at the top 10 retail companies across the region in terms of return on equity. Chris Wright fashions the facts from the fiction.

  • COMPANY PROFILE - Golden Eagle soars on home strength

    01 Mar 2008 Corporate profiles, Top 10
    While the Chinese department store operator focuses on growing its presence in its historical home of Jiangsu province, it is also ready to spread it wings to compete against international rivals in Shanghai. Its Hong Kong listing in 2006 has also given it increasing exposure to international investors.

  • COMPANY PROFILE - Sa Sa's strength seems more than skin deep

    01 Mar 2008 Corporate profiles, Top 10
    With facial products considered a necessity in Asia, cosmetics firm Sa Sa International would appear to be well positioned should forecast darker economic times materialise. The huge level of pass-through traffic in Hong Kong, where many of its stores are based, offers increasing international exposure to its brand too.

  • THE TOP 10 - Banks thrive amid Pakistan prosperity

    01 Feb 2008 Top 10
    Despite a combustible political environment, the country's surging economic growth and increasing wealth is reflecting in banks' bottom lines. Together with their Indian peers, sub-continental lenders dominate our list of the region's top 10 banks in terms of return on equity, with only one developed-market name in the frame. Chris Wright measures the margin of their progress.

  • Horizons expanding for Hang Seng

    01 Feb 2008 Corporate profiles, Top 10
    Hong Kong's largest locally-incorporated bank is two years into a new growth strategy and is reaping the benefits. China is sure to be the driver of future earnings, and with annual results around the corner, analysts have been reassessing their perception of the bank as an ex-growth stock.

  • Coordination key for Kotak Mahindra

    01 Feb 2008 Corporate profiles, Top 10
    The group aims to become an integrated financial player and it is one of the few Indian institutions capable of providing such breadth of services. While the investment banking division steals most of the limelight, its banking arm is at the core of everything that the Kotak group does.