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1、GlobalResearch23June2017AustralasianMorningHighlightsEquitiesAustralasiaTODAYSHIGHLIGHTSToday'sResults-UBSeAdjustedUBSEventCalendarJimXuP.2NPATandDividendEst(FullUpcomingstock¯oeventsYear/HalfHear)(A$inmils,DPSECONOMICS,STRATEGY&QUANTITATIVEincps)AustralianEquityStrategyDavidCassidyP.5---NoneUS$
2、Earners–BreakingAwayToday'sExDividendsNewZealandEconomicCommentRobinClementsP.16RBNZholdsOCRat1.75%,affirmsneutralstance---NoneINDUSTRIALSToday'sAGMsResmed,RMD.NAndrewGoodsallP.18---NoneMaskbackorderfinishes,growthaccelerates?12-monthrating:Buy,06/17E2.62,06/18E3.17,12mpricetarget:US$79.75,Marketcap
3、.:US$11.1bnFINANCIALSAustralianBankingSectorUpdateJonathanMottP.20SouthAustraliaannouncesitsownBankLevyREALESTATEDexusPropertyGroup,DXS.AXJamesDruce,CFAP.27Asgoodasitgets?12-monthrating:Prior:Neutral=>Sell,06/17E0.638,06/18E0.655,12mpricetarget:A$9.57,Marketcap.:US$7.73bn/A$10.2bnRESOURCESCaltexAust
4、raliaLimited,CTX.AXNikBurnsP.43HYprofitguidance–higherrefinermarginsdriveliftin1Hprofit12-monthrating:Buy,FYE-,12mpricetarget:A$33.00,Marketcap.:A$8.11bn/US$6.14bnEMERGINGINDUSTRIALSFlexigroupLimited,FXL.AXDougMacphillamyP.47InvestorDay–Nopain,nogain12-monthrating:Neutral,06/17E0.245,06/18E0.269,12m
5、pricetarget:A$2.17,Marketcap.:A$0.61bn/US$0.46bnEARNINGS&VALUATIONUBSStockUpdateCraigStafford,CFAP.49RecentchangestoUBSratings,pricetargets&EPSSummaryDatabySectorP.51IncludedNotesP.71http://www.ubs.com/investmentresearchThispackagehasbeenpreparedbyUBSSecuritiesAustraliaLtdANALYSTCERTIFICATIONANDREQU
6、IREDDISCLOSURESLOCATEDATBACKOFDOCUMENT.UBSdoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecisio
7、n.UBS1MacroCalendarJune2017MondayTuesdayWednesdayThursdayFriday19Australia-NewMotorVehicleSalesMoM20Australia-HousePriceIndexQoQ21Australia-SkilledVacanciesMoM22UnitedStates-FHFAHousePriceIndex23Canad
