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摩根大通：2012年9月亚洲钢铁行业研究报告（免费）
45 个回复 - 1324 次查看 Table of Contents Investment summary................................................................3 Asia steel demand and supply ................................................5 China steel sect ...2012-9-28 16:48 - bigfoot0518 - 行业分析报告
45 个回复 - 1324 次查看 Table of Contents Investment summary................................................................3 Asia steel demand and supply ................................................5 China steel sect ...2012-9-28 16:48 - bigfoot0518 - 行业分析报告
【国际投行研究资料】摩根士丹利、J.P.摩根宏观研究与行业研究参考资料2021年10 个回复 - 2782 次查看 内容如下： 摩根士丹利-中国股票策略-资本市场监管公告：神话、事实与含义-2021.7.8-22页.pdf 摩根士丹利-全球通信基础设施行业：第2届摩根大通全球铁塔日要点-2021.5.26-26页.pdf 摩根士丹利-美股 ...2022-2-19 14:03 - wz151400 - 现金交易版
摩根大通：美国新能源行业研究报告2009年10月
15 个回复 - 2800 次查看 Table of Contents The Road to a Lower-Carbon Future ......................................3 Demand Side Management......................................................5 Investment Thesis ......... ...2009-10-15 12:22 - bigfoot0518 - 行业分析报告
15 个回复 - 2800 次查看 Table of Contents The Road to a Lower-Carbon Future ......................................3 Demand Side Management......................................................5 Investment Thesis ......... ...2009-10-15 12:22 - bigfoot0518 - 行业分析报告
摩根斯坦利：日本汽车行业研究报告2009年8月
21 个回复 - 2304 次查看 Autos Upgrade to Attractive: Even Normal Recession Levels Not Yet Discounted What's Changed Industry View: Autos In-Line to Attractive Honda rating Overweight to Equal-weight Upgrading industry ...2009-8-21 12:32 - bigfoot0516 - 行业分析报告
21 个回复 - 2304 次查看 Autos Upgrade to Attractive: Even Normal Recession Levels Not Yet Discounted What's Changed Industry View: Autos In-Line to Attractive Honda rating Overweight to Equal-weight Upgrading industry ...2009-8-21 12:32 - bigfoot0516 - 行业分析报告
摩根大通：中国汽车行业研究报告2009年5月
31 个回复 - 2610 次查看 We were looking for a 10% Y/Y rise in China’s passenger vehicle growth in FY09: In our report, “Staging an earlier than expected recovery in FY09”, we had noted that China’s auto sector is seein ...2009-7-17 17:39 - bigfoot0516 - 行业分析报告
31 个回复 - 2610 次查看 We were looking for a 10% Y/Y rise in China’s passenger vehicle growth in FY09: In our report, “Staging an earlier than expected recovery in FY09”, we had noted that China’s auto sector is seein ...2009-7-17 17:39 - bigfoot0516 - 行业分析报告
摩根大通：美国广告与营销行业研究报告2009年10月
32 个回复 - 2079 次查看 Table of Contents U.S. Advertising Expenditures...............................................................................................7 Table 1. Advertising & Marketing Services — U.S. Outl ...2009-10-20 10:53 - bigfoot0518 - 行业分析报告
32 个回复 - 2079 次查看 Table of Contents U.S. Advertising Expenditures...............................................................................................7 Table 1. Advertising & Marketing Services — U.S. Outl ...2009-10-20 10:53 - bigfoot0518 - 行业分析报告
摩根大通：台湾半导体行业研究报告2009年7月
21 个回复 - 1928 次查看 Taiwan Semiconductor Industry 2Q09 results planner: expect healthy outlook for 3Q09; share price upside mostly from structural turnaround plays Taiwan Semiconductors Bhavin ShahAC (852) 2800-85 ...2009-8-10 16:45 - bigfoot0516 - 行业分析报告
21 个回复 - 1928 次查看 Taiwan Semiconductor Industry 2Q09 results planner: expect healthy outlook for 3Q09; share price upside mostly from structural turnaround plays Taiwan Semiconductors Bhavin ShahAC (852) 2800-85 ...2009-8-10 16:45 - bigfoot0516 - 行业分析报告
摩根斯坦利：美国石油天然气开采行业研究报告2009年8月
20 个回复 - 2465 次查看 Contents of The Weekly Explorer Page Producers Increase 2010 NG Hedges 2 Investment Perspective 3 Morgan Stanley Estimates vs. Consensus 4 Consensus EPS Revisions & Short Interest 6 Comparative P ...2009-8-25 00:17 - bigfoot0516 - 行业分析报告
20 个回复 - 2465 次查看 Contents of The Weekly Explorer Page Producers Increase 2010 NG Hedges 2 Investment Perspective 3 Morgan Stanley Estimates vs. Consensus 4 Consensus EPS Revisions & Short Interest 6 Comparative P ...2009-8-25 00:17 - bigfoot0516 - 行业分析报告
摩根大通：亚太汽车行业研究报告2009年9月
6 个回复 - 2421 次查看 Key items this month What is changing? We analyze: (1) China’s move away from a 25% import tariff on CKD and SKD sets towards a standard 10% tariff on import of all auto components and, the possib ...2009-10-6 23:05 - bigfoot0518 - 行业分析报告
6 个回复 - 2421 次查看 Key items this month What is changing? We analyze: (1) China’s move away from a 25% import tariff on CKD and SKD sets towards a standard 10% tariff on import of all auto components and, the possib ...2009-10-6 23:05 - bigfoot0518 - 行业分析报告
摩根大通：西班牙银行行业研究报告2009年9月
31 个回复 - 1776 次查看 Table of Contents Executive summary..................................................................3 Recovery still a long way off but coffers look sufficient to avoid losses; upgrading POP, SAB, ...2009-9-16 13:00 - bigfoot0517 - 行业分析报告
31 个回复 - 1776 次查看 Table of Contents Executive summary..................................................................3 Recovery still a long way off but coffers look sufficient to avoid losses; upgrading POP, SAB, ...2009-9-16 13:00 - bigfoot0517 - 行业分析报告
摩根大通：美国房屋建筑行业研究报告2009年9月
7 个回复 - 1442 次查看 Table of Contents Prior Stock Rallies Have Been Stronger.................................4 Demand Likely to Recover Over Next 24 Months ..................6 Starts, New Home Sales Remain Near Record ...2009-10-5 00:52 - bigfoot0518 - 行业分析报告
7 个回复 - 1442 次查看 Table of Contents Prior Stock Rallies Have Been Stronger.................................4 Demand Likely to Recover Over Next 24 Months ..................6 Starts, New Home Sales Remain Near Record ...2009-10-5 00:52 - bigfoot0518 - 行业分析报告
摩根斯坦利：美国零售行业研究报告2009年9月
20 个回复 - 1638 次查看 US Retail Team Formidable 5 / Fading 5 Portfolio Research US Formidable Five AAP DLTR WEN WMT YUM Fading Five ANF SONC SHLD SWY UA Performance update: Overweights marked progress, Un ...2009-9-12 23:00 - bigfoot0517 - 行业分析报告
20 个回复 - 1638 次查看 US Retail Team Formidable 5 / Fading 5 Portfolio Research US Formidable Five AAP DLTR WEN WMT YUM Fading Five ANF SONC SHLD SWY UA Performance update: Overweights marked progress, Un ...2009-9-12 23:00 - bigfoot0517 - 行业分析报告
摩根大通：全球投资银行业研究报告(II)2009年9月
6 个回复 - 918 次查看 Table of Contents Top down: switch preference to traditional credit-geared banks from IBs .........................................................................3 Bottom-up stock picking ........ ...2009-9-17 12:51 - bigfoot0517 - 行业分析报告
6 个回复 - 918 次查看 Table of Contents Top down: switch preference to traditional credit-geared banks from IBs .........................................................................3 Bottom-up stock picking ........ ...2009-9-17 12:51 - bigfoot0517 - 行业分析报告
摩根斯坦利：北美海运行业研究报告2009年9月
20 个回复 - 1703 次查看 Table of Contents Investment Perspective Page 2 Rates Assumptions & Forecasts Page 3 Change in Tanker & Dry Bulk Forward Sentiment Page 4 Morgan Stanley Valuation Summary & Estimates Page 7 Conse ...2009-9-21 21:40 - bigfoot0517 - 行业分析报告
20 个回复 - 1703 次查看 Table of Contents Investment Perspective Page 2 Rates Assumptions & Forecasts Page 3 Change in Tanker & Dry Bulk Forward Sentiment Page 4 Morgan Stanley Valuation Summary & Estimates Page 7 Conse ...2009-9-21 21:40 - bigfoot0517 - 行业分析报告
摩根斯坦利：澳大利亚地产行业研究报告2009年9月
3 个回复 - 1190 次查看 Australia Property Trust Talk: 80th Edition Chart of the Week: Regression Model Suggests Residential House Price Strength, But Risks Remain -20% -15% -10% -5% 0% 5% 10% 15% 20% 25% 30% ...2009-9-21 21:35 - bigfoot0517 - 行业分析报告
3 个回复 - 1190 次查看 Australia Property Trust Talk: 80th Edition Chart of the Week: Regression Model Suggests Residential House Price Strength, But Risks Remain -20% -15% -10% -5% 0% 5% 10% 15% 20% 25% 30% ...2009-9-21 21:35 - bigfoot0517 - 行业分析报告
摩根斯坦利：美国传媒行业研究报告2009年9月
20 个回复 - 2088 次查看 Media Networks Bet on Scatter & Against the Snuggie TV scatter market improving: Our above consensus ’10 estimates, in light of the recently concluded TV upfront negotiations, require that scatt ...2009-9-21 21:45 - bigfoot0517 - 行业分析报告
20 个回复 - 2088 次查看 Media Networks Bet on Scatter & Against the Snuggie TV scatter market improving: Our above consensus ’10 estimates, in light of the recently concluded TV upfront negotiations, require that scatt ...2009-9-21 21:45 - bigfoot0517 - 行业分析报告
摩根斯坦利：美国石油开采行业研究报告2009年9月
20 个回复 - 1321 次查看 Contents of The Weekly Explorer Page Marcellus Update 2 Investment Perspective 3 Morgan Stanley Estimates vs. Consensus 4 Consensus EPS Revisions & Short Interest 6 Comparative Performance Tables ...2009-9-21 21:49 - bigfoot0517 - 行业分析报告
20 个回复 - 1321 次查看 Contents of The Weekly Explorer Page Marcellus Update 2 Investment Perspective 3 Morgan Stanley Estimates vs. Consensus 4 Consensus EPS Revisions & Short Interest 6 Comparative Performance Tables ...2009-9-21 21:49 - bigfoot0517 - 行业分析报告
摩根斯坦利：美国石油开采设备行业研究报告2009年9月
20 个回复 - 1683 次查看 Table of Contents Investment Perspective Page 2 Int’l rig count to gain 4%/10% in 2010/2011 Page 3 Contract Drilling Markets Page 5 Jackup Dayrates: Historical and Forecast Page 8 Floater Dayrat ...2009-9-21 21:50 - bigfoot0517 - 行业分析报告
20 个回复 - 1683 次查看 Table of Contents Investment Perspective Page 2 Int’l rig count to gain 4%/10% in 2010/2011 Page 3 Contract Drilling Markets Page 5 Jackup Dayrates: Historical and Forecast Page 8 Floater Dayrat ...2009-9-21 21:50 - bigfoot0517 - 行业分析报告
摩根斯坦利：澳大利亚医疗行业研究报告2009年9月
20 个回复 - 2071 次查看 Contents Stock Ratings - Order of Preference 4 Changes to Ratings & Estimates 6 Morgan Stanley versus Consensus Estimates 7 New Research 8 PRY, SHL, HSP: The Growing Importance of Medical Centres ...2009-9-21 21:37 - bigfoot0517 - 行业分析报告
20 个回复 - 2071 次查看 Contents Stock Ratings - Order of Preference 4 Changes to Ratings & Estimates 6 Morgan Stanley versus Consensus Estimates 7 New Research 8 PRY, SHL, HSP: The Growing Importance of Medical Centres ...2009-9-21 21:37 - bigfoot0517 - 行业分析报告
摩根大通：欧洲饮料行业研究报告2009年9月
20 个回复 - 2195 次查看 Table of Contents Brewers’ earnings are being upgraded.........................................................................3 Volume performance should improve from Q409 ........................ ...2009-9-14 16:23 - bigfoot0517 - 行业分析报告
20 个回复 - 2195 次查看 Table of Contents Brewers’ earnings are being upgraded.........................................................................3 Volume performance should improve from Q409 ........................ ...2009-9-14 16:23 - bigfoot0517 - 行业分析报告
摩根斯坦利：美国寿险行业研究报告2009年9月
20 个回复 - 1620 次查看 Contents Summary 2 Ratings Actions 5 Capital & Liquidity 7 Mergers & Acquisitions 8 Section 2. Summary of Recent Research 9 Section 3. Price Performance 11 Section 4. Valuation 15 Section 5. E ...2009-9-14 16:30 - bigfoot0517 - 行业分析报告
20 个回复 - 1620 次查看 Contents Summary 2 Ratings Actions 5 Capital & Liquidity 7 Mergers & Acquisitions 8 Section 2. Summary of Recent Research 9 Section 3. Price Performance 11 Section 4. Valuation 15 Section 5. E ...2009-9-14 16:30 - bigfoot0517 - 行业分析报告
摩根大通：亚太地产行业研究报告2009年9月
20 个回复 - 1494 次查看 Table of Contents Investment summary: from macro to micro...........................3 Valuation screens...................................................................13 Recent research ........ ...2009-9-14 16:26 - bigfoot0517 - 行业分析报告
20 个回复 - 1494 次查看 Table of Contents Investment summary: from macro to micro...........................3 Valuation screens...................................................................13 Recent research ........ ...2009-9-14 16:26 - bigfoot0517 - 行业分析报告
摩根斯坦利：日本金融行业研究报告2009年8月
20 个回复 - 2904 次查看 Market normalization will create further upside for some of the ‘other financials’ industry stocks: Market normalization benefits two groups. The first group includes the firms that can improve t ...2009-8-26 10:39 - bigfoot0516 - 行业分析报告
20 个回复 - 2904 次查看 Market normalization will create further upside for some of the ‘other financials’ industry stocks: Market normalization benefits two groups. The first group includes the firms that can improve t ...2009-8-26 10:39 - bigfoot0516 - 行业分析报告
摩根大通：日本衍生品行业研究报告2009年8月
26 个回复 - 2315 次查看 Highlights of the Week • Market: The market continued to suffer from the loss of momentum, as the prevailing sentiment appears to be that the stellar performance since mid-March is unlikely t ...2009-9-4 15:38 - bigfoot0517 - 行业分析报告
26 个回复 - 2315 次查看 Highlights of the Week • Market: The market continued to suffer from the loss of momentum, as the prevailing sentiment appears to be that the stellar performance since mid-March is unlikely t ...2009-9-4 15:38 - bigfoot0517 - 行业分析报告
摩根大通：日本航空行业研究报告2009年8月
21 个回复 - 1440 次查看 Table of Contents Executive Summary .................................................................3 Glossary....................................................................................9 ...2009-9-4 15:35 - bigfoot0517 - 行业分析报告
21 个回复 - 1440 次查看 Table of Contents Executive Summary .................................................................3 Glossary....................................................................................9 ...2009-9-4 15:35 - bigfoot0517 - 行业分析报告
摩根大通：中东地产行业研究报告2009年8月
21 个回复 - 1826 次查看 Table of Contents Investment thesis .....................................................................4 Underlying fundamentals suggest earlier recovery for Abu Dhabi property stocks ....7 Silve ...2009-8-18 23:06 - bigfoot0516 - 行业分析报告
21 个回复 - 1826 次查看 Table of Contents Investment thesis .....................................................................4 Underlying fundamentals suggest earlier recovery for Abu Dhabi property stocks ....7 Silve ...2009-8-18 23:06 - bigfoot0516 - 行业分析报告
摩根斯坦利：亚太地区农产品行业研究报告2009年8月
20 个回复 - 1593 次查看 Contents Investment Case: Buy CPO Stocks, Especially Upstream.......................... 3 We Initiate Coverage of the CPO (Crude Palm Oil) Industry with an Attractive View.....3 Our Top Picks are K ...2009-8-18 23:15 - bigfoot0516 - 行业分析报告
20 个回复 - 1593 次查看 Contents Investment Case: Buy CPO Stocks, Especially Upstream.......................... 3 We Initiate Coverage of the CPO (Crude Palm Oil) Industry with an Attractive View.....3 Our Top Picks are K ...2009-8-18 23:15 - bigfoot0516 - 行业分析报告
摩根斯坦利：澳大利亚地产行业研究报告2009年7月
24 个回复 - 1992 次查看 Australia Property Trust Talk: 74th Edition Chart of the Week: Just 8% of Cyclical Upside if A-REITs Return to Peak Operating EPS Earnings 62.9 100.0 67.9 (5%) (32%) +7.9% - 10 20 30 40 ...2009-8-10 16:54 - bigfoot0516 - 行业分析报告
24 个回复 - 1992 次查看 Australia Property Trust Talk: 74th Edition Chart of the Week: Just 8% of Cyclical Upside if A-REITs Return to Peak Operating EPS Earnings 62.9 100.0 67.9 (5%) (32%) +7.9% - 10 20 30 40 ...2009-8-10 16:54 - bigfoot0516 - 行业分析报告
摩根斯坦利：美国海运行业研究报告2009年8月
20 个回复 - 1474 次查看 Table of Contents Investment Perspective Page 2 Rates Assumptions & Forecasts Page 3 Change in Tanker & Dry Bulk Forward Sentiment Page 4 Morgan Stanley Valuation Summary & Estimates Page 7 Conse ...2009-8-18 23:10 - bigfoot0516 - 行业分析报告
20 个回复 - 1474 次查看 Table of Contents Investment Perspective Page 2 Rates Assumptions & Forecasts Page 3 Change in Tanker & Dry Bulk Forward Sentiment Page 4 Morgan Stanley Valuation Summary & Estimates Page 7 Conse ...2009-8-18 23:10 - bigfoot0516 - 行业分析报告
摩根大通：美国牙医行业研究报告2009年8月
20 个回复 - 2328 次查看 Table of Contents Section 1: Survey Demographics............................................3 Respondent background information ...................................................................... ...2009-8-17 12:52 - bigfoot0516 - 行业分析报告
20 个回复 - 2328 次查看 Table of Contents Section 1: Survey Demographics............................................3 Respondent background information ...................................................................... ...2009-8-17 12:52 - bigfoot0516 - 行业分析报告
摩根斯坦利：亚太光伏行业研究报告2009年7月(免费)
20 个回复 - 1928 次查看 Next 3 years – Growth Resumption As global economy heals, global leaders will refocus on Clean Energy Positive Policy Tailwinds Renewed vows ahead of Copenhagen Su ...2009-8-5 13:30 - bigfoot0516 - 行业分析报告
20 个回复 - 1928 次查看 Next 3 years – Growth Resumption As global economy heals, global leaders will refocus on Clean Energy Positive Policy Tailwinds Renewed vows ahead of Copenhagen Su ...2009-8-5 13:30 - bigfoot0516 - 行业分析报告
摩根斯坦利：北美传媒技术行业研究报告2009年7月
2 个回复 - 1386 次查看 Medical Technology No Quick Fix: Orthopaedics Has Secular Challenges; SYK at UW, ZMH at EW The fundamental drivers of orthopaedics are in secular decline, preventing a return to historical growt ...2009-8-5 14:41 - bigfoot0516 - 行业分析报告
2 个回复 - 1386 次查看 Medical Technology No Quick Fix: Orthopaedics Has Secular Challenges; SYK at UW, ZMH at EW The fundamental drivers of orthopaedics are in secular decline, preventing a return to historical growt ...2009-8-5 14:41 - bigfoot0516 - 行业分析报告
摩根斯坦利：台湾电脑硬件行业研究报告2009年7月
20 个回复 - 2314 次查看 Taiwan Hardware Technology IC Substrates Reshuffle to Benefit Kinsus, Nan Ya PCB We are buyers of Kinsus as a smartphone play and Nan Ya PCB as a PC/Intel proxy: We expect the recent IC substrat ...2009-7-20 13:49 - bigfoot0516 - 行业分析报告
20 个回复 - 2314 次查看 Taiwan Hardware Technology IC Substrates Reshuffle to Benefit Kinsus, Nan Ya PCB We are buyers of Kinsus as a smartphone play and Nan Ya PCB as a PC/Intel proxy: We expect the recent IC substrat ...2009-7-20 13:49 - bigfoot0516 - 行业分析报告
摩根斯坦利：澳大利亚公用事业行业研究报告2009年4月
21 个回复 - 2938 次查看 Investment conclusion: We think that Spark and SP AusNet will raise new equity capital to fund large capex programs and cut dividends, principally to satisfy credit providers. DUET and Envestra, wh ...2009-7-20 10:55 - bigfoot0516 - 行业分析报告
21 个回复 - 2938 次查看 Investment conclusion: We think that Spark and SP AusNet will raise new equity capital to fund large capex programs and cut dividends, principally to satisfy credit providers. DUET and Envestra, wh ...2009-7-20 10:55 - bigfoot0516 - 行业分析报告
摩根斯坦利：中国银行业研究报告2009年5月
5 个回复 - 1292 次查看 China Banks Implication of Strong Liquidity; Positive Near Term Liquidity a positive near term: Though negative to NIM, we expect strong liquidity to lead to good loan growth and easing of asset ...2009-7-20 15:39 - bigfoot0516 - 行业分析报告
5 个回复 - 1292 次查看 China Banks Implication of Strong Liquidity; Positive Near Term Liquidity a positive near term: Though negative to NIM, we expect strong liquidity to lead to good loan growth and easing of asset ...2009-7-20 15:39 - bigfoot0516 - 行业分析报告
摩根斯坦利：中国银行业研究报告2009年6月
18 个回复 - 1598 次查看 China Banks Worst NIM Behind Us Soon; Liquidity Helps Asset Quality Worst likely to be behind us soon in NIM: Industry data shows that new discounted bills as a percentage of total new loans has ...2009-7-20 15:40 - bigfoot0516 - 行业分析报告
18 个回复 - 1598 次查看 China Banks Worst NIM Behind Us Soon; Liquidity Helps Asset Quality Worst likely to be behind us soon in NIM: Industry data shows that new discounted bills as a percentage of total new loans has ...2009-7-20 15:40 - bigfoot0516 - 行业分析报告
摩根大通：亚太证券市场行业研究报告2009年5月
20 个回复 - 2140 次查看 TABLE OF CONTENTS A Glimmer of Reason...............................................................4 EARNINGS Factors.................................................................10 Composite F ...2009-7-17 17:25 - bigfoot0516 - 行业分析报告
20 个回复 - 2140 次查看 TABLE OF CONTENTS A Glimmer of Reason...............................................................4 EARNINGS Factors.................................................................10 Composite F ...2009-7-17 17:25 - bigfoot0516 - 行业分析报告
摩根斯坦利：美国人寿行业研究报告2009年3月
21 个回复 - 2097 次查看 Insurance - Life/Annuity State of the Industry — Moving to Attractive We are raising our life insurance industry view to Attractive from In-Line. The forceful headwinds including the collapse in ...2009-7-20 11:26 - bigfoot0516 - 行业分析报告
21 个回复 - 2097 次查看 Insurance - Life/Annuity State of the Industry — Moving to Attractive We are raising our life insurance industry view to Attractive from In-Line. The forceful headwinds including the collapse in ...2009-7-20 11:26 - bigfoot0516 - 行业分析报告
摩根斯坦利：美国软件行业研究报告2009年7月
20 个回复 - 2517 次查看 CIO Survey Tentative Signs of Stabilization in IT Spending 2009 IT spending growth expectations have stabilized, but negative bias on revisions remains. Results from our recent survey of 150 IT e ...2009-7-20 11:28 - bigfoot0516 - 行业分析报告
20 个回复 - 2517 次查看 CIO Survey Tentative Signs of Stabilization in IT Spending 2009 IT spending growth expectations have stabilized, but negative bias on revisions remains. Results from our recent survey of 150 IT e ...2009-7-20 11:28 - bigfoot0516 - 行业分析报告
摩根斯坦利：美国石油开采设备行业研究报告2009年7月
20 个回复 - 1918 次查看 Oil Services, Drilling & Equipment Crude Supply Expectations & US Nat Gas Production Down IEA has shifted its medium-term supply outlook from prior “optimistic” expectations published Dec-08. ...2009-7-20 11:29 - bigfoot0516 - 行业分析报告
20 个回复 - 1918 次查看 Oil Services, Drilling & Equipment Crude Supply Expectations & US Nat Gas Production Down IEA has shifted its medium-term supply outlook from prior “optimistic” expectations published Dec-08. ...2009-7-20 11:29 - bigfoot0516 - 行业分析报告
摩根大通:尼日利亚银行业研究报告2009年2月
23 个回复 - 2342 次查看 Nigerian BanksToo early for the Phoenix: upgrade UBA toOverweight, downgrade GTB to Neutral and FirstBank to UnderweightBanksAndrew CuffeAC(27-11) 507-0364andrew.j.cuffe@jpmorgan.comJ.P. Morgan Equiti ...2009-2-20 14:39 - bigfoot0516 - 行业分析报告
23 个回复 - 2342 次查看 Nigerian BanksToo early for the Phoenix: upgrade UBA toOverweight, downgrade GTB to Neutral and FirstBank to UnderweightBanksAndrew CuffeAC(27-11) 507-0364andrew.j.cuffe@jpmorgan.comJ.P. Morgan Equiti ...2009-2-20 14:39 - bigfoot0516 - 行业分析报告
摩根大通：美国零售行业研究报告2009年6月
20 个回复 - 1668 次查看 Table of Contents A Hard Look at Hardlines.........................................................3 A View Across the Sector ........................................................6 Investing for a ...2009-7-17 16:12 - bigfoot0516 - 行业分析报告
20 个回复 - 1668 次查看 Table of Contents A Hard Look at Hardlines.........................................................3 A View Across the Sector ........................................................6 Investing for a ...2009-7-17 16:12 - bigfoot0516 - 行业分析报告
摩根大通：美国医疗行业研究报告2009年6月
13 个回复 - 1278 次查看 Executive Summary .................................................................5 Looking Out, Likely Valuation Ranges ...............................................................7 Key Health ...2009-7-17 16:15 - bigfoot0516 - 行业分析报告
13 个回复 - 1278 次查看 Executive Summary .................................................................5 Looking Out, Likely Valuation Ranges ...............................................................7 Key Health ...2009-7-17 16:15 - bigfoot0516 - 行业分析报告
摩根大通：南非银行业研究报告2009年7月
21 个回复 - 1437 次查看 Table of Contents Summary...................................................................................4 Stock preference ......................................................................6 ...2009-7-17 16:16 - bigfoot0516 - 行业分析报告
21 个回复 - 1437 次查看 Table of Contents Summary...................................................................................4 Stock preference ......................................................................6 ...2009-7-17 16:16 - bigfoot0516 - 行业分析报告
摩根大通：欧洲保险行业研究报告2009年7月
21 个回复 - 1605 次查看 Table of Contents Investment thesis .....................................................................3 Change in rating........................................................................... ...2009-7-17 16:17 - bigfoot0516 - 行业分析报告
21 个回复 - 1605 次查看 Table of Contents Investment thesis .....................................................................3 Change in rating........................................................................... ...2009-7-17 16:17 - bigfoot0516 - 行业分析报告
摩根大通：欧洲保险行业研究报告2009年7月
20 个回复 - 1686 次查看 Table of Contents 1H 09E: we focus on book values...........................................3 Company Profiles.....................................................................8 Allianz......... ...2009-7-17 16:18 - bigfoot0516 - 行业分析报告
20 个回复 - 1686 次查看 Table of Contents 1H 09E: we focus on book values...........................................3 Company Profiles.....................................................................8 Allianz......... ...2009-7-17 16:18 - bigfoot0516 - 行业分析报告
摩根大通：美国玩具行业研究报告2008年12月(免费)
30 个回复 - 3379 次查看 Table of Contents Global Thesis............................................................................5 The US Toy Industry Is Unattractive .......................................8 The US Toy ...2009-7-17 16:13 - bigfoot0516 - 行业分析报告
30 个回复 - 3379 次查看 Table of Contents Global Thesis............................................................................5 The US Toy Industry Is Unattractive .......................................8 The US Toy ...2009-7-17 16:13 - bigfoot0516 - 行业分析报告
摩根大通：澳大利亚电视行业研究报告2009年7月
5 个回复 - 2261 次查看 Australian FTA TV Industry Long-term Dynamics are Structurally Sound Broadcasting & Radio Colin MorawskiAC (61-2) 9220-3051 Laurent Horrut (61-2) 9220-1593 J.P. Morgan Securities Australia ...2009-8-5 14:14 - bigfoot0516 - 行业分析报告
5 个回复 - 2261 次查看 Australian FTA TV Industry Long-term Dynamics are Structurally Sound Broadcasting & Radio Colin MorawskiAC (61-2) 9220-3051 Laurent Horrut (61-2) 9220-1593 J.P. Morgan Securities Australia ...2009-8-5 14:14 - bigfoot0516 - 行业分析报告
摩根大通：亚太金融行业研究报告2009年5月
20 个回复 - 2474 次查看 Table of Contents Investment Summary ...............................................................3 From Fear to Growth ................................................................7 Crisis Ab ...2009-7-17 17:20 - bigfoot0516 - 行业分析报告
20 个回复 - 2474 次查看 Table of Contents Investment Summary ...............................................................3 From Fear to Growth ................................................................7 Crisis Ab ...2009-7-17 17:20 - bigfoot0516 - 行业分析报告
摩根史坦利——大中华地区半导体行业研究
2 个回复 - 896 次查看 摩根史坦利2021年4月报告，全英文资料，68页。练练英语也不错。 Greater China Technology Semiconductors IoT Semis – Welcome to the Wireless World We believe short-range wireless communicat ...2021-5-10 17:51 - wsyrstc - 行业分析报告
2 个回复 - 896 次查看 摩根史坦利2021年4月报告，全英文资料，68页。练练英语也不错。 Greater China Technology Semiconductors IoT Semis – Welcome to the Wireless World We believe short-range wireless communicat ...2021-5-10 17:51 - wsyrstc - 行业分析报告
(新年免费)摩根大通：亚太汽车行业研究报告20090123
8 个回复 - 2944 次查看 Key items this month• What is changing? We focus on the regional auto sales outlook for2009. We analyze 1) the timing and the drivers of the third auto boom inChina, and the potential short-term ...2009-1-31 14:48 - djiahua - 行业分析报告
8 个回复 - 2944 次查看 Key items this month• What is changing? We focus on the regional auto sales outlook for2009. We analyze 1) the timing and the drivers of the third auto boom inChina, and the potential short-term ...2009-1-31 14:48 - djiahua - 行业分析报告
摩根斯坦利：2013年1月中国消费行业研究报告（免费）
85 个回复 - 13853 次查看 Table of Contents • HK Retail Sales Leading Indicators 6 • China Retail Sales Leading Indicators 7 • Raw Materials Price Trends – Apparel & Footwear 9 • Raw Materials ...2013-1-30 13:07 - bigfoot0516 - 行业分析报告
85 个回复 - 13853 次查看 Table of Contents • HK Retail Sales Leading Indicators 6 • China Retail Sales Leading Indicators 7 • Raw Materials Price Trends – Apparel & Footwear 9 • Raw Materials ...2013-1-30 13:07 - bigfoot0516 - 行业分析报告
摩根大通：日本电信行业研究报告2009年7月
4 个回复 - 1367 次查看 We maintain our Bullish sector stance: The telecom sector has been out of favor with investors since the beginning of 2009. However, we maintain our Bullish sector stance. First, we expect stable pr ...2009-8-5 14:24 - bigfoot0516 - 行业分析报告
4 个回复 - 1367 次查看 We maintain our Bullish sector stance: The telecom sector has been out of favor with investors since the beginning of 2009. However, we maintain our Bullish sector stance. First, we expect stable pr ...2009-8-5 14:24 - bigfoot0516 - 行业分析报告
摩根斯坦利：英国电力行业研究报告2009年10月
3 个回复 - 1549 次查看 UK Utilities Contango Collapse – Look for Regulated Exposure We are bearish on UK wholesale gas and power prices. Lower demand, with little sign of any recovery, means UK gas and power markets a ...2009-10-21 14:01 - bigfoot0518 - 行业分析报告
3 个回复 - 1549 次查看 UK Utilities Contango Collapse – Look for Regulated Exposure We are bearish on UK wholesale gas and power prices. Lower demand, with little sign of any recovery, means UK gas and power markets a ...2009-10-21 14:01 - bigfoot0518 - 行业分析报告
摩根斯坦利：美国有线电视与卫星行业研究报告2009年10月
1 个回复 - 2052 次查看 Contents Cable / Satellite Industry Upgrade: Investment Case 3 Broadband Industry: Overview, Market Trends, Key Debates 8 Broadband Industry: Company-Specific Market Forecasts 19 Key Debates and R ...2009-10-27 16:38 - bigfoot0518 - 行业分析报告
1 个回复 - 2052 次查看 Contents Cable / Satellite Industry Upgrade: Investment Case 3 Broadband Industry: Overview, Market Trends, Key Debates 8 Broadband Industry: Company-Specific Market Forecasts 19 Key Debates and R ...2009-10-27 16:38 - bigfoot0518 - 行业分析报告
摩根斯坦利：2013年1月中国医药行业研究报告（免费）
24 个回复 - 7383 次查看 China Pharmaceuticals Pipeline NPV Analysis Uncovers Hidden Value Following up on our “China Has R&D” report, we have built a net present value (NPV) model to assess the pipeline of the compani ...2013-1-30 20:36 - bigfoot0516 - 行业分析报告
24 个回复 - 7383 次查看 China Pharmaceuticals Pipeline NPV Analysis Uncovers Hidden Value Following up on our “China Has R&D” report, we have built a net present value (NPV) model to assess the pipeline of the compani ...2013-1-30 20:36 - bigfoot0516 - 行业分析报告
摩根士丹利区块链行业研究报告
4 个回复 - 856 次查看 摩根士丹利区块链行业研究报告：区块链成为银行实际应用之前要克服的10大障碍等。2018-5-5 15:22 - zuozuo_3 - 行业分析报告
4 个回复 - 856 次查看 摩根士丹利区块链行业研究报告：区块链成为银行实际应用之前要克服的10大障碍等。2018-5-5 15:22 - zuozuo_3 - 行业分析报告
摩根斯坦利：2013年2月香港电信行业研究报告（免费）
2 个回复 - 1629 次查看 Retain preference for wireline plays (HKT/PCCW) to wireless (SMT/HTHKH) ahead of 2H12 results. We believe slowing mobile revenue growth could lead to earnings disappointments for SMT and HTHKH. We ...2013-2-8 14:18 - bigfoot0518 - 行业分析报告
2 个回复 - 1629 次查看 Retain preference for wireline plays (HKT/PCCW) to wireless (SMT/HTHKH) ahead of 2H12 results. We believe slowing mobile revenue growth could lead to earnings disappointments for SMT and HTHKH. We ...2013-2-8 14:18 - bigfoot0518 - 行业分析报告
摩根斯坦利：亚太银行业研究报告2009年7月
1 个回复 - 1844 次查看 Asia Pacific Banks Dissecting Regional Returns Differentiating regional returns: using our proprietary bank version of a modified DuPont we de-compose the return structures of our regional bank co ...2009-8-10 17:19 - bigfoot0516 - 行业分析报告
1 个回复 - 1844 次查看 Asia Pacific Banks Dissecting Regional Returns Differentiating regional returns: using our proprietary bank version of a modified DuPont we de-compose the return structures of our regional bank co ...2009-8-10 17:19 - bigfoot0516 - 行业分析报告
摩根斯坦利：2013年1月中国旅游酒店行业研究报告（免费）
14 个回复 - 4416 次查看 Table of Contents 1. Hotel Operations in December and 2012 • China – Showing Signs of Recovery in December 2012 • Beijing – Star-rated Hotel RevPAR Positive Growth Continued ̶ ...2013-1-25 16:27 - bigfoot0518 - 行业分析报告
14 个回复 - 4416 次查看 Table of Contents 1. Hotel Operations in December and 2012 • China – Showing Signs of Recovery in December 2012 • Beijing – Star-rated Hotel RevPAR Positive Growth Continued ̶ ...2013-1-25 16:27 - bigfoot0518 - 行业分析报告
摩根斯坦利：2013年1月中国石油天然气行业研究报告（免费）
3 个回复 - 2439 次查看 China Oil & Gas Oil Equipment & Services – 2013 Another Strong Year Our checks with companies provided aggressive 2013 earnings growth targets of 20-50% driven by strong revenue growth. More o ...2013-1-29 14:17 - bigfoot0518 - 行业分析报告
3 个回复 - 2439 次查看 China Oil & Gas Oil Equipment & Services – 2013 Another Strong Year Our checks with companies provided aggressive 2013 earnings growth targets of 20-50% driven by strong revenue growth. More o ...2013-1-29 14:17 - bigfoot0518 - 行业分析报告
摩根斯坦利：2013年1月中国投资品行业研究报告(免费)
9 个回复 - 2203 次查看 China Materials Asia Insight: Recovery Priced In, Time to Take Profit With the recent rally, risk reward is less favorable. Whilst we expect a mild recovery in property construction, infrastructu ...2013-1-25 16:30 - bigfoot0518 - 行业分析报告
9 个回复 - 2203 次查看 China Materials Asia Insight: Recovery Priced In, Time to Take Profit With the recent rally, risk reward is less favorable. Whilst we expect a mild recovery in property construction, infrastructu ...2013-1-25 16:30 - bigfoot0518 - 行业分析报告
摩根斯坦利：2013年1月香港地产行业研究报告（免费）
8 个回复 - 2829 次查看 We favor investors for 2013 as concerns of continued policy action, slow sell-through and increased competition will keep the lid on NAV accretion for developers. We now prefer office rental expos ...2013-1-23 13:09 - bigfoot0518 - 行业分析报告
8 个回复 - 2829 次查看 We favor investors for 2013 as concerns of continued policy action, slow sell-through and increased competition will keep the lid on NAV accretion for developers. We now prefer office rental expos ...2013-1-23 13:09 - bigfoot0518 - 行业分析报告
【171页】摩根大通：2012年9月中国消费品行业研究报告（免费）
103 个回复 - 13773 次查看 In this report we leave macro aside and focus on bottom-up drivers for each company that will secure longer-term growth in the consumer space. We also take the view that a significant recovery in sa ...2012-9-18 09:21 - bigfoot0518 - 行业分析报告
103 个回复 - 13773 次查看 In this report we leave macro aside and focus on bottom-up drivers for each company that will secure longer-term growth in the consumer space. We also take the view that a significant recovery in sa ...2012-9-18 09:21 - bigfoot0518 - 行业分析报告
摩根大通：美国管理式医疗保健行业研究报告2009年10月
3 个回复 - 1747 次查看 Table of Contents Table of Contents .....................................................................3 Health Insurance Trends..........................................................5 Industr ...2009-10-20 10:50 - bigfoot0518 - 行业分析报告
3 个回复 - 1747 次查看 Table of Contents Table of Contents .....................................................................3 Health Insurance Trends..........................................................5 Industr ...2009-10-20 10:50 - bigfoot0518 - 行业分析报告
【Morgan Stanley深度报告】摩根士丹利－中国电信行业研究（47页）－20130613
44 个回复 - 6294 次查看 【Morgan Stanley深度报告】摩根士丹利－中国电信行业研究（47页）－20130613**** 本内容被作者隐藏 ****2013-7-21 15:29 - jacken - 行业分析报告
44 个回复 - 6294 次查看 【Morgan Stanley深度报告】摩根士丹利－中国电信行业研究（47页）－20130613**** 本内容被作者隐藏 ****2013-7-21 15:29 - jacken - 行业分析报告
摩根斯坦利：日本消费电子行业研究报告2009年8月
4 个回复 - 1727 次查看 Upgrade industry from Cautious to In-Line: We had been Cautious on consumer electronics due to a marked disparity between uncertainty in 2H demand conditions and bullish 2H guidance spelling risk o ...2009-9-4 15:53 - bigfoot0517 - 行业分析报告
4 个回复 - 1727 次查看 Upgrade industry from Cautious to In-Line: We had been Cautious on consumer electronics due to a marked disparity between uncertainty in 2H demand conditions and bullish 2H guidance spelling risk o ...2009-9-4 15:53 - bigfoot0517 - 行业分析报告
摩根大通：英国公交与铁路行业研究报告2009年9月
4 个回复 - 2897 次查看 Table of Contents Still value upside left................................................................3 UK bus still dominates the EBIT outlook – and assists de-leveraging ...................... ...2009-10-5 01:05 - bigfoot0518 - 行业分析报告
4 个回复 - 2897 次查看 Table of Contents Still value upside left................................................................3 UK bus still dominates the EBIT outlook – and assists de-leveraging ...................... ...2009-10-5 01:05 - bigfoot0518 - 行业分析报告
摩根大通：2012年6月中国水务行业研究报告（免费）
6 个回复 - 2419 次查看 Table of Contents Bottom-fish amid market weakness .......................................3 Water investments on a growth trend ....................................4 31% of water investments concen ...2012-6-6 10:27 - bigfoot0518 - 行业分析报告
6 个回复 - 2419 次查看 Table of Contents Bottom-fish amid market weakness .......................................3 Water investments on a growth trend ....................................4 31% of water investments concen ...2012-6-6 10:27 - bigfoot0518 - 行业分析报告
摩根斯坦利：美国银行业研究报告2009年9月
5 个回复 - 1854 次查看 Table Of Contents 1. Deposits Total Deposits 4 Core deposits 5 Large Time deposits 6 Money Market Funds 7 Deposits vs. Loans 8 2. Loans & ...2009-9-16 13:57 - bigfoot0517 - 行业分析报告
5 个回复 - 1854 次查看 Table Of Contents 1. Deposits Total Deposits 4 Core deposits 5 Large Time deposits 6 Money Market Funds 7 Deposits vs. Loans 8 2. Loans & ...2009-9-16 13:57 - bigfoot0517 - 行业分析报告
摩根大通：全球烟草行业研究报告2009年3月
3 个回复 - 3264 次查看 Global Tobacco - Smoke SignalsTobacco's Time When Everything Else is Up in SmokeGlobal TobaccoErik Bloomquist, CFAAC *(44-20) 7325-9917erik.a.bloomquist@jpmorgan.comSam H Weeman(44-20) 7742-6481samuel ...2009-3-11 10:59 - bigfoot0518 - 行业分析报告
3 个回复 - 3264 次查看 Global Tobacco - Smoke SignalsTobacco's Time When Everything Else is Up in SmokeGlobal TobaccoErik Bloomquist, CFAAC *(44-20) 7325-9917erik.a.bloomquist@jpmorgan.comSam H Weeman(44-20) 7742-6481samuel ...2009-3-11 10:59 - bigfoot0518 - 行业分析报告
摩根大通：全球烟草行业研究报告2009年4月
1 个回复 - 2692 次查看 Table of Contents Weekly News Summary ...........................................................4 Company Update .................................................................................... ...2009-7-17 17:12 - bigfoot0516 - 行业分析报告
1 个回复 - 2692 次查看 Table of Contents Weekly News Summary ...........................................................4 Company Update .................................................................................... ...2009-7-17 17:12 - bigfoot0516 - 行业分析报告
摩根大通：2013年2月中国高速公路行业研究报告（免费）
10 个回复 - 3161 次查看 Invest in tollroad operators along asset lifecycle. Following the lifecycle investment concept introduced in Asia Infrastructure Ecosystem: Life cycles and cash returns in Asian infrastructure, 6 No ...2013-2-5 15:35 - bigfoot0518 - 行业分析报告
10 个回复 - 3161 次查看 Invest in tollroad operators along asset lifecycle. Following the lifecycle investment concept introduced in Asia Infrastructure Ecosystem: Life cycles and cash returns in Asian infrastructure, 6 No ...2013-2-5 15:35 - bigfoot0518 - 行业分析报告
摩根大通2012年5月亚洲银行业研究报告（免费）
15 个回复 - 4348 次查看 First quarter bank results show earnings growth is increasingly challenged across Asia. Three years of rising leverage has resulted in greater funding competition; more onerous capital & reserve d ...2012-5-14 10:01 - bigfoot0518 - 行业分析报告
15 个回复 - 4348 次查看 First quarter bank results show earnings growth is increasingly challenged across Asia. Three years of rising leverage has resulted in greater funding competition; more onerous capital & reserve d ...2012-5-14 10:01 - bigfoot0518 - 行业分析报告
摩根斯坦利：中国交通运输行业研究报告2009年8月(PPT)免费
13 个回复 - 4624 次查看 China Transportation Chartbook The Recovery is Unfolding China GDP took the lead in recovery (up 6.1%-7.9% in 1Q- 2Q09), lending strength to transportation plays with high domestic expo ...2009-8-13 23:22 - bigfoot0516 - 行业分析报告
13 个回复 - 4624 次查看 China Transportation Chartbook The Recovery is Unfolding China GDP took the lead in recovery (up 6.1%-7.9% in 1Q- 2Q09), lending strength to transportation plays with high domestic expo ...2009-8-13 23:22 - bigfoot0516 - 行业分析报告
