ASIA DAYBOOK: Sony Film, Kwok Verdict, Xiaomi, Haitong, Macau

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ASIA DAYBOOK: Sony Film, Kwok Verdict, Xiaomi, Haitong, Macau
2014-12-21 21:39:24.432 GMT


By Margo Towie and Steven McPherson
   (Bloomberg) -- Today: Bank of Japan economic report,
China’s commodity, energy trade data, Taiwan’s jobless rate and
export orders; earnings from Nitori.


WHAT TO WATCH:
* Sony considers options for release of “The Interview”;
  Obama calls hack act of vandalism, not war
* Thomas Kwok found guilty of conspiracy
  * Sun Hung Kai Properties shares seen unharmed after only
    one Kwok brother guilty: AMTD
* Sun Hung Kai Properties shares seen unharmed after only
  one Kwok brother guilty: AMTD</li></ul>
* Xiaomi said to raise over $1b in investments: WSJ
* Dalian Wanda selling shrs at HK$48 each to raise at least
  HK$28b
* Barclays cuts Asia investment-bank client list by 30%: FT
* Ex-employees of BlackRock, Macquarie, Millennium Capital
  plan HS Group-backed hedge fund targeting 13 Asian markets
* Haitong Securities to raise $3.9b amid China market boom
* China eases rules on foreign bank branch openings, yuan
  business
* China’s CSRC to crack down stock manipulation: 21st Herald
* Chinese President Xi urges Macau to diversify economy
* Ferrovial said to plan higher Transfield bid of A$2-
  A$2.05/shr
* Idemitsu in talks to acquire Showa Shell in deal estimated
  at 500b yen, 20%-30% premium, Nikkei reports
* Thai central bank key rate to remain low in 2015: Paiboon
* Abbott names Andrews Australian defense minister in
  reshuffle
* Non-OPEC producers called on to reduce output after rout
* Chrysler expands air-bag recall nationwide, adding 2.9m cars


ECONOMY (Hong Kong time):
* 5am: New Zealand 4Q Westpac Consumer Confidence 114.8 (prior
  116.7)
* 8:30am: Taiwan Nov. Unemployment Rate; est. 3.87% (prior
  3.87%)
* 1pm: Japan Nov. Supermarket Sales y/y; no est. (prior -1.9%)
* 3pm: Japan Nov. Convenience Store Sales y/y; no est. (prior
  -1.1%)
* 4pm: Taiwan Nov. Export Orders y/y; est. 8.4% (prior 13.4%)


CENTRAL BANKS (Hong Kong time):
* 1pm: Bank of Japan’s Monthly Economic Report for December


GOVERNMENT (Hong Kong time):
* 2:30pm: China releases Nov. commodity, energy trade data


EARNINGS (Hong Kong time, estimates where available):
* Nitori (9843 JP) 3Q


IPO WATCH:
* Linekong Interactive (8267 HK): $125m, prices ~74m shrs at
  HK$9.80-HK$13.10 apiece


CORPORATE EVENTS/CONFERENCES (Hong Kong time):
* Analyst/Investor event: Nitori Holdings (9843 JP)
* AGMs/EGMs:
  * CITIC Securities (600030 CH)
  * Tower Bersama Infrastructure (TBIG IJ)
* Tower Bersama Infrastructure (TBIG IJ)</li></ul>


STOCKS TO WATCH
* Greater China Highlights
  * Fosun (656 HK): Raises Club Med bid to 24.6 euros/shr
  * Sun Hung Kai (16 HK): Thomas Kwok resigns; shrs resume
    today
* Sun Hung Kai (16 HK): Thomas Kwok resigns; shrs resume
  today</li></ul>
* India Highlights
  * DISA India (BMD IN): Norican Holdings to sell majority
    of its shrs
  * SpiceJet (SJET IN): Says continuing to operate 230
    flights a day
* SpiceJet (SJET IN): Says continuing to operate 230
  flights a day</li></ul>
* Japan Highlights
  * Murata Mfg (6981 JP): FY oper. profit to reach 190b yen,
    Nikkei reports; mean analyst est. 180.9b
  * Showa Shell (5002 JP): Idemitsu (5019 JP) in talks to
    acquire Showa in 500b yen deal, 20%-30% premium, Nikkei
    reports
* Showa Shell (5002 JP): Idemitsu (5019 JP) in talks to
  acquire Showa in 500b yen deal, 20%-30% premium, Nikkei
  reports</li></ul>
* South East Asia Highlights
  * DBS (DBS SP): Said to consider SocGen tie-up for Coutts
    bid
  * Dukang Distillers (DKNG SP): To relocate factory,
    operations in Yichuan
  * Nickel Asia (NIKL PM): Nickel Shortage Propels
    Philippines Mining Boom
  * Stats Chippac (STAT SP): Exclusivity period extended to
    Dec. 31; No assurance offer will be made
* Stats Chippac (STAT SP): Exclusivity period extended to
  Dec. 31; No assurance offer will be made</li></ul>


MARKETS:
* S&P 500 +0.5% to 2070.65
* Stoxx Europe 600 +0.4% to 340.3
* Gold futures +0.1% to $1196/oz
* Brent futures +3.6% to $61.38/bbl
* U.S. 10-year Treasury yield -5 bps to 2.16%


BLOOMBERG TV (Hong Kong time):
* 7:10am: OCBC Bank VP Wealth Management Vasu Menon
* 7:40am: Asia-Analytica Managing Director Pauline Loong
* 9:40am: Pride Investments CIO Lewis Wan
* 8:10am: LGT Capital Global Strategist Mikio Kumada
* 8:40am: Antipodean Capital Director Craig Ferguson
* 9:10am: Luminance Global Fund Manager Roshan Padamadan
* 10:10am: UBS Head Commodities Dominic Schnider
* 11:10am: JP Morgan Global Market Strategist Geoff Lewis


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To contact the reporter on this story:
Margo Towie in Bangkok at +66-2-654-7313 or
mto...@bloomberg.net

To contact the editor responsible for this story:
Rebecca Jones at +61-3-9228-8726 or
rev...@bloomberg.net

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