结果:找到“高盛 行业研究”相关内容117个,排序为按回复时间降序,搜索更多相关帖子请点击“高级”
高盛:2012年7月中国煤炭有色建材行业研究报告(免费)
2 个回复 - 1256 次查看
Contents
Further earnings cuts on marking to market ASPs 4
Current valuations overlooking 4Q rebound/ 2013 normalization 7
Assets-backed valuation implies limited downside for cement/coal 9
What i ...
2012-7-9 16:55 - bigfoot0518 - 行业分析报告
[免费]高盛:9月14日最新中国银行业研究报告
39 个回复 - 2747 次查看
【出版时间及名称】:Chiba Banks Financials Forum takeaways: Medium-term structural challenges
【作者】:
高盛
【文件格式】:pdf
【页数】:12
【目录或简介】:
China Financials Forum: Addressing ...
2010-9-15 08:24 - zhangining - 行业分析报告
高盛:中国金属与矿产行业研究报告2009年11月
25 个回复 - 2100 次查看
Positive surprises from our construction value chain visits
Focusing on 2nd derivatives (demand growth/supply constraints), we visited
three cities (Changsha, Tangshan, and Beijing), and met with pr ...
2009-11-6 17:00 - bigfoot0517 - 行业分析报告
高盛:全球服装与零售行业研究报告2009年8月
30 个回复 - 5291 次查看
Table of contents
Executive summary: Long-term leaders in Global Retail & Apparel 4
Six companies stand out as well positioned to sustain superior returns on capital 8
Superior returns are the key ...
2009-9-4 14:55 - bigfoot0517 - 行业分析报告
高盛:2012年12月全球TMT行业研究报告(免费)
69 个回复 - 15504 次查看
Table of Contents
Portfolio Manager Summary 3
Smart TVs as the next battleground 10
Beneficiaries: Apple, Facebook, Samsung 11
Straddling the line: Amazon 12
Challenged: Google, Microsoft 12
Two ...
2012-12-12 09:38 - bigfoot0517 - 行业分析报告
高盛:2013年中国汽车行业研究报告
522 个回复 - 35854 次查看
Policy favors industry consolidation, big names set to gain share
News
On January 23, 2013, the Ministry of Industry and Information Technology
(MIIT), jointly with 11 other ministries, released ...
2013-1-31 12:53 - haiou1003 - 行业分析报告
高盛:2013年1月中国银行业研究报告(免费)
24 个回复 - 5355 次查看
Shadow banking trip takeaways: We expect 18% 2013E TSF balance
growth, despite potential modest growth slowdown of trusts
We organized a client trip to visit regulators, trust companies, and
banks’ ...
2013-1-23 12:55 - bigfoot0518 - 行业分析报告
高盛:2013年1月中国建筑行业研究报告(免费)
3 个回复 - 2081 次查看
Table of contents
Construction outlook muted, diversification is key: Buy CRCC (A); Sell CRG (H) 3
Railway: Relatively underinvested; 10%+ growth in 2013E, weaker momentum beyond 8
Metro: Poised to ...
2013-1-22 10:20 - bigfoot0518 - 行业分析报告
高盛:2013年2月中国食品饮料行业研究报告(免费)
22 个回复 - 6518 次查看
Table of contents
Overview: Industry growth buffeted by structural headwinds 4
Three key lessons from China’s beer industry 4
Prefer CRE over Tsingtao (H) on a long-term fundamental basis 4
We va ...
2013-2-8 14:47 - bigfoot0518 - 行业分析报告
高盛:2013年1月亚太手机行业研究报告(免费)
13 个回复 - 4334 次查看
Can smartphones change the way we interact with TVs?
Smartphones may finally become a true companion to TV this year
Smartphones (or smart devices like tablet) with built-in infrared modules
are po ...
2013-1-23 12:59 - bigfoot0518 - 行业分析报告
高盛:2013年1月澳门博彩行业研究报告(免费)
4 个回复 - 2768 次查看
+7% yoy visitation achievable; upside from border gate expansion
One of the growth drivers we identify in our Jan 3, 2013 Outlook note (Cyclical
recovery; MPEL to CL-Buy in place of Galaxy) for Maca ...
2013-1-23 13:01 - bigfoot0518 - 行业分析报告
高盛:2012年12月全球TMT行业研究报告(免费)
2 个回复 - 769 次查看
高盛:2012年12月全球TMT
行业研究报告(免费) Table of Contents[/backcolor]
Portfolio Manager Summary 3[/backcolor]
Smart TVs as the next battleground 10[/backcolor]
Beneficiaries: Apple, Facebook, S ...
2014-12-9 22:35 - yuwenjun720731 - 投资人(实务版)
高盛:2014年12月全球TMT行业研究报告(免费)
0 个回复 - 1422 次查看
高盛:2014年12月全球TMT
行业研究报告(免费)
Table of Contents[/backcolor]
Portfolio Manager Summary 3[/backcolor]
Smart TVs as the next battleground 10[/backcolor]
Beneficiaries: Apple, Facebook, ...
2014-12-9 22:31 - yuwenjun720731 - 投资人(实务版)
高盛:2013年1月中国煤炭钢铁水泥行业研究报告(免费)
62 个回复 - 13478 次查看
We believe sentiment for original
equipment manufacturers (OEMs) of
renewables has troughed
儰 But expect price volatility to remain
high given low earnings and cash flow
visibility. Investors sh ...
2013-1-26 11:02 - bigfoot0516 - 行业分析报告
高盛:2013年中国连锁百货行业研究报告(免费)
20 个回复 - 5971 次查看
Table of contents
Executive summary: position for 2013 growth recovery but be selective 3
Cyclical headwinds turning, structural challenges priced in 3
Top picks: Intime (adding to CL), Golden Eagl ...
2013-1-25 16:25 - bigfoot0518 - 行业分析报告
高盛:2013年中国网购行业研究报告(免费)
96 个回复 - 16325 次查看
Table of contents
Overview: China’s retail revolution has begun, and it’s accelerating 3
The opportunity: Rmb3 tn in online sales by 2015E, 40% CAGR 6
The challenge: How much pain is in store for ...
2013-1-23 12:09 - bigfoot0518 - 行业分析报告
高盛:2013年亚太综合贸易行业研究报告(免费)
7 个回复 - 1872 次查看
Contents
Earnings recovery in 2013, but price trajectory hard to predict 3
Detailed analysis of cash return and stock implications 13
Key sector themes and outlook 23
Cheung Kong (0001.HK, CL-Buy) ...
2013-1-8 16:31 - bigfoot0516 - 行业分析报告
高盛:2013年1月亚洲科技行业研究报告(免费)
5 个回复 - 2297 次查看
Holiday sell-through for LCD TV unexciting
Our industry checks indicate that North American LCD TV holiday demand
was lackluster and may have just met the low end of expectations, with low
single-d ...
2013-1-8 17:00 - bigfoot0518 - 行业分析报告
最新出炉!Goldman Sachs 高盛中国银行业研究报告
1151 个回复 - 55035 次查看
7月21日,共60页,分两份
目录:
A modest rather than sharp NPL cycle in 2011E/12E; trading ranges set; be selective 2
Some cyclical NPLs due to sharp corporate debt rise and tightening 11
LGP l ...
2011-7-26 10:24 - abcass - 行业分析报告
高盛:2012年3月中国银行业研究报告(免费)
21 个回复 - 5958 次查看
Contents
Stay positive view for improving liquidity/NPL/policy/earnings 2
Liquidity better than it appears to be; no constraint for credits 12
Adjusting ratings post target price rises; add CNCB H/ ...
2012-3-8 17:06 - bigfoot0516 - 行业分析报告
高盛:2012年6月中国石化行业研究报告(免费)
7 个回复 - 2889 次查看
Table of contents
Delay in product pricing reforms an overhang for Sinopec; risk reward for CNOOC improved with recent correction 2
Risk-reward attractive for CNOOC post recent correction in stock p ...
2012-6-14 15:45 - bigfoot0518 - 行业分析报告
高盛:2012年1月中国保险行业研究报告(免费)
13 个回复 - 3784 次查看
Table of contents
Difficult 1Q, but gradual loosening to drive modest upside in 2012 2
Top picks: NCI H and Ping An A (both on Buy, CL) 5
NCI (1336.HK): Above-peer NBV growth, attractive risk/rewar ...
2012-1-18 10:41 - bigfoot0516 - 行业分析报告
高盛:2012年12月中国珠宝零售行业研究报告(免费)
1 个回复 - 2239 次查看
Table of contents
Overview: Jewelry stock: the most sustainable growth stories in China discretionary consumer? 3
We forecast 15% topline and 23% EPS growth for H-shares stocks in 2013 5
Pricing an ...
2012-12-11 09:21 - bigfoot0518 - 行业分析报告
最新高盛报告--中国消费者研究(23页英文)以及房地产行业研究(8页英文)
268 个回复 - 14936 次查看
China: Real Estate Developers
Developers have turned more cautious than in December
On February 9-10, we visited company headquarters of leading developers,
including Evergrande/Vanke/Gemdale/KWG i ...
2012-3-3 10:51 - xjpenpal - 行业分析报告
高盛--全球消费品行业研究报告2008年10月
4 个回复 - 2279 次查看
The Day After Tomorrow, v1.0The changing face of the consumerLooking ahead to the "Day After Tomorrow"On the other side of the current financial market turmoil, we see the globallandscape shifting dra ...
2008-10-3 22:16 - bigfoot0517 - 行业分析报告
高盛:2012年12月中国LED行业研究报告(免费)
3 个回复 - 1840 次查看
Table of contents
Executive summary: Invest selectively as LED lighting cycle powers up in 2013E 4
More affordable products, better technology, and government support… 10
…should power up domesti ...
2012-12-28 09:36 - bigfoot0518 - 行业分析报告
高盛:2013年1月亚太计算机行业研究报告(免费)
8 个回复 - 2711 次查看
Table of Contents
Overview: PC outlook weak amidst mobile convergence 3
PCs miss mobile internet opportunity but silver linings do exist 4
Our Picks: Buy Compal, Sell Acer/Quanta in the mobile inte ...
2013-1-23 12:56 - bigfoot0518 - 行业分析报告
高盛:2013年2月亚洲汽车行业研究报告(免费)
6 个回复 - 2593 次查看
Contents
Investment case: Upgrading Toyota to Buy, downgrading Hyundai Mobis to Neutral 4
We expect Korean automaker margin growth to slow while Japanese margins rise rapidly 10
Shift in 2013 capac ...
2013-2-8 14:45 - bigfoot0518 - 行业分析报告
高盛:2013年2月亚洲信息设备行业研究报告(免费)
3 个回复 - 1682 次查看
Table of contents
GS SUSTAIN Asia Tech Road Map and Key Ideas 3
Overview: Introducing the Goldman Sachs Asia Tech Heat Map 4
Outlook: 2nd half of smartphone/tablet growth phase = competition and co ...
2013-2-8 14:43 - bigfoot0518 - 行业分析报告
高盛:2012年3月美国页岩气行业研究报告(免费)
9 个回复 - 2877 次查看
Table of Contents
Shale gas: Tactical and structural implications for Industrials & Materials 3
The current state of US “shale” gas 5
Agribusiness: Higher gas prices a risk to nitrogen sentimen ...
2012-3-22 16:21 - bigfoot0516 - 行业分析报告
高盛:2013年1月中国农药行业研究报告(免费)
1 个回复 - 1973 次查看
Potash prices may bottom out given lower import pricing
We believe the lower-than-expected price of Sinofert’s recent potash
import contracts suggests a possible bottom for potash prices in 1H2013, ...
2013-1-18 21:27 - bigfoot0516 - 行业分析报告
高盛:2012年12月中国电力行业研究报告(免费)
5 个回复 - 2259 次查看
The best is yet to come for Chinese IPPs
We reiterate our Buy ratings on China Power International (on CL), Huaneng,
and China Resources Power. We think the market is not fully appreciating
recen ...
2012-12-6 17:10 - bigfoot0518 - 行业分析报告
高盛:2012年5月中国消费品行业研究报告(免费)
4 个回复 - 1832 次查看
Table of contents
Executive summary 3
China’s consumer: A myriad of groups, drivers, and opportunities 4
We see mass market as the biggest structural opportunity 13
Capturing the theme with our t ...
2012-5-4 16:52 - bigfoot0516 - 行业分析报告
高盛:2012年9月中国汽车行业研究报告(免费)
5 个回复 - 1420 次查看
Overview: Estimate revisions due to impact of anti-Japan protests 3
Impact of recent anti-Japan protests may be higher than in the past 4
China auto valuations 8
Great Wall (H) down to Neutral from ...
2012-9-28 16:31 - bigfoot0518 - 行业分析报告
高盛:2012年9月中国轨道交通行业研究报告(免费)
2 个回复 - 1226 次查看
Key investment ideas: Buy CSR(A)/CNR for metro exposure; Zoomlion/Lonking for attractive valuation 3
3,800km metro lines, Rmb2trn construction spending, and 18,500 new subway cars by 2015 9
Construc ...
2012-9-28 16:28 - bigfoot0518 - 行业分析报告
高盛:2012年6月亚太酒店行业研究报告(免费)
7 个回复 - 1558 次查看
Table of contents
While near-term macro headwinds persist longer-than-expected... 3
...we see structural growth drivers intact for economy hotels 5
We see current valuation discounting crisis-level ...
2012-6-13 16:24 - bigfoot0518 - 行业分析报告
高盛:2012年10月中国银行业研究报告(免费)
1 个回复 - 1230 次查看
Total potential NPLs may not be as bad as market feared; Buy quality banks 3
We see 4%-6% total potential NPL ratio for China banks, not over 10% as some may fear 4
Adjusted book factors in corporat ...
2012-10-15 16:42 - bigfoot0518 - 行业分析报告
高盛:2012年4月全球航天军工行业研究报告(免费)
2 个回复 - 1884 次查看
Table of Contents
A quick summary of 1Q12 sub-sector performance 4
Our top ideas in Global Civil Aerospace 4
Our top ideas in Global Defense 7
Key theme: Initiated coverage - China’s Aero & Def ...
2012-4-18 11:29 - bigfoot0516 - 行业分析报告
最新高盛报告--中国消费者研究(23页英文)以及房地产行业研究(8页英文)
72 个回复 - 5424 次查看
摘要如下:
China: Real Estate Developers
Developers have turned more cautious than in December
On February 9-10, we visited company headquarters of leading developers,
including Evergrande/Vanke/G ...
2012-2-16 11:38 - ctjboy - 行业分析报告
高盛:2012年5月中国消费行业研究报告(免费)
0 个回复 - 927 次查看
Table of contents
Executive summary 3
China’s consumer: A myriad of groups, drivers, and opportunities 4
We see mass market as the biggest structural opportunity 13
Capturing the theme with our t ...
2012-5-14 09:58 - bigfoot0518 - 行业分析报告
高盛:2012年3月中国地产行业研究报告(免费)
1 个回复 - 944 次查看
Table of contents
Our base, bull and bear case analysis drives our top picks -Evergrande, Longfor and CRL 2
Our base, bull and bear-case assumptions 6
Summary of our base-case NAV, TP and earnings ...
2012-3-8 17:03 - bigfoot0516 - 行业分析报告
高盛:2012年2月中国地产行业研究报告(免费)
3 个回复 - 1274 次查看
Table of Contents
Snapshot of valuations 3
Stage I Easing: Focus on first-time homebuyers, limited impact 5
Earlier-than-expected Stage II Easing presents upside risk 8
Stage III Easing...unlike ...
2012-2-18 22:56 - bigfoot0516 - 行业分析报告
高盛:2012年1月中国互联网行业研究报告(免费)
1 个回复 - 1344 次查看
Neutral fundamental outlook
We maintain a neutral view on China Internet sector fundamentals in 1H12,
as we expect the challenges of 2011 to persist. A maturing Internet industry
necessitates evolv ...
2012-2-1 10:37 - bigfoot0517 - 行业分析报告
高盛:2012年1月中国军工行业研究报告(免费)
2 个回复 - 1350 次查看
Initiating on five key prime contractors
We are initiating on five of China’s key Aerospace
& Defense contractors and component suppliers
of helicopters, trainer jets, bombers, turboprops,
civil ...
2012-1-17 16:51 - bigfoot0516 - 行业分析报告
高盛--中国钟表零售行业研究报告2008年6月
1 个回复 - 2360 次查看
<p>Initiate China watch retail; Buy Peace Mark, Neutral Xinyu Hengdeli<br/>Industry context<br/>Watch retail spending is currently one of the fastest-growing discretionary<br/>spending ...
2008-6-17 10:07 - bigfoot0517 - 行业分析报告
高盛高华:中国地产行业研究报告 2011年8月(免费)
2 个回复 - 1006 次查看
Incremental impact from HPR extension unlikely to be significant…
We believe the government's plan to extend the home purchase restriction
(HPR) policy to more Tier-2 and Tier-3 cities will have li ...
2011-8-22 15:48 - bigfoot0516 - 行业分析报告
高盛:中国消费品行业研究报告2009年1月
1 个回复 - 2069 次查看
Prefer defensiveness and cost benefits; upgrade Tsingtao, MengniuSource of opportunityWe believe demand for most consumer staples is likely to continue togrow in 2009, albeit slowing down mildly on th ...
2009-2-2 16:15 - bigfoot0518 - 行业分析报告
高盛1月13日行业研究报告-亚洲航运业
3 个回复 - 1243 次查看
亚洲航运业,
高盛1月13日研究报告,PDF36页,英文。
Favorable macro backdrop but valuations look reasonable 2
Airlines: Balanced 2011 supply/demand outlook; fuel a wildcard 12
Airports: Interplay be ...
2011-1-14 09:35 - mrzhao82468246 - 行业分析报告
高盛--中国太阳能行业研究报告2008.4
5 个回复 - 4229 次查看
<p>Solar Power: Look beyond growth; sustainability is the key; Buy STP<br/>The bigger, the better—winners take all<br/>We expect strong global demand to sustain robust top-line growth in ...
2008-4-19 23:32 - bigfoot0517 - 行业分析报告