麦格理-亚洲-股票策略-准备战斗：从财报季看股市-20180126-9页

Pleaserefertopage7forimportantdisclosuresandanalystcertification,oronourwebsitewww.macquarie.com/research/disclosures.ASIAPastperformanceofRfBpicks–LONGsideSource:FactSet,Bloomberg;MacquarieResearch,Jan2018;SeeFig7forimportantfootnotesAnalyst(s)FelixRusli+85239224283felix.rusli@macquarie.comJakeLynch+85239223583jake.lynch@macquarie.com26January2018MacquarieCapitalLimitedReadyforBattleStockstowatchthisearningsseasonMacquarie’s‘ReadyforBattle’(RfB)highlightssomeofthehighest-convictionbottomupearningscallsfromourcoverageofnearly1,000stocksinAsia.Inthisquarter’sreport,wehighlight22stockswherewehavedifferentiatedfull-year2017Eor2018Eearningsestimatesvsconsensus,andwherewehaveconvictionthatconsensusislikelytomovetowardsourestimatesoverthecourseofthenextfewweeks.Ourobjectiveistoidentifystockswhereweexpectconsensusearnings