结果：找到“行业研究报告 银行”相关内容1000个，排序为按回复时间降序，搜索更多相关帖子请点击“高级”
汇丰银行：2012年3月中国汽车行业研究报告（免费）
14 个回复 - 2541 次查看 Long-term growth prospects for China’s passenger car market remain strong … … but car sales growth may disappoint in 2012, on weak consumer sentiment and higher savings We li ...2012-3-8 17:01 - bigfoot0516 - 行业分析报告
14 个回复 - 2541 次查看 Long-term growth prospects for China’s passenger car market remain strong … … but car sales growth may disappoint in 2012, on weak consumer sentiment and higher savings We li ...2012-3-8 17:01 - bigfoot0516 - 行业分析报告
瑞士信贷：2012年1月香港银行业研究报告（免费）
33 个回复 - 1318 次查看 A bit of optimism to start the new year. It is well flagged in the market that operating fundamentals for HK banks will continue to face headwinds in the near term, but we believe such negatives are ...2012-2-1 10:30 - bigfoot0517 - 行业分析报告
33 个回复 - 1318 次查看 A bit of optimism to start the new year. It is well flagged in the market that operating fundamentals for HK banks will continue to face headwinds in the near term, but we believe such negatives are ...2012-2-1 10:30 - bigfoot0517 - 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 - 2779 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
39 个回复 - 2779 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
汇丰银行：2012年1月全球金属与矿产行业研究报告（免费）
31 个回复 - 1762 次查看 The sector trade is not dead, but we believe stock-specific issues are also pertinent in 2012 Our top picks are Xstrata, Rio Tinto (an HSBC Europe Super Ten portfolio constituent), Kazak ...2012-2-1 10:36 - bigfoot0517 - 行业分析报告
31 个回复 - 1762 次查看 The sector trade is not dead, but we believe stock-specific issues are also pertinent in 2012 Our top picks are Xstrata, Rio Tinto (an HSBC Europe Super Ten portfolio constituent), Kazak ...2012-2-1 10:36 - bigfoot0517 - 行业分析报告
汇丰银行：2012年1月亚洲无线通信行业研究报告（免费）
30 个回复 - 1447 次查看 4G (LTE) launches are gathering momentum in Asia Continue to prefer Japanese wireless over China and Korea – OW NTT DoCoMo and Softbank; UW LG U+ Downgrade Telstra to N from OW ...2012-1-17 09:24 - bigfoot0516 - 行业分析报告
30 个回复 - 1447 次查看 4G (LTE) launches are gathering momentum in Asia Continue to prefer Japanese wireless over China and Korea – OW NTT DoCoMo and Softbank; UW LG U+ Downgrade Telstra to N from OW ...2012-1-17 09:24 - bigfoot0516 - 行业分析报告
德意志银行：2013年全球新兴市场公司行业研究报告（免费）
81 个回复 - 11287 次查看 Table of Contents Top picks ............................................................................................ 3 Our preferred Buy and Sell recommendations ................................ ...2013-1-23 12:48 - bigfoot0518 - 行业分析报告
81 个回复 - 11287 次查看 Table of Contents Top picks ............................................................................................ 3 Our preferred Buy and Sell recommendations ................................ ...2013-1-23 12:48 - bigfoot0518 - 行业分析报告
中国银行业研究报告 - 2010.9.16.
30 个回复 - 2254 次查看 【名称及出版时间】： 中国银行业研究报告 - 2010.9.16. C 【来源】： DBS Group 【文件格式】： pdf nr 【页数】： 46 【目录或简介】： More concrete case for soft landing. August macro data were ...2010-9-17 12:21 - 勇敢去飞 - 行业分析报告
30 个回复 - 2254 次查看 【名称及出版时间】： 中国银行业研究报告 - 2010.9.16. C 【来源】： DBS Group 【文件格式】： pdf nr 【页数】： 46 【目录或简介】： More concrete case for soft landing. August macro data were ...2010-9-17 12:21 - 勇敢去飞 - 行业分析报告
汇丰银行：2012年1月亚洲电子行业研究报告（免费）
22 个回复 - 1432 次查看 The low-end, mainstream tablet is the new bright spot for the tech sector We expect 76% unit growth for 2012, half from lower-priced tablets Hon Hai, Radiant, Simplo and Samsung ...2012-1-17 09:26 - bigfoot0516 - 行业分析报告
22 个回复 - 1432 次查看 The low-end, mainstream tablet is the new bright spot for the tech sector We expect 76% unit growth for 2012, half from lower-priced tablets Hon Hai, Radiant, Simplo and Samsung ...2012-1-17 09:26 - bigfoot0516 - 行业分析报告
荷兰国际集团：意大利银行业研究报告2009年2月
4 个回复 - 1919 次查看 <p>Banks<br/>Hard times<br/>With a relatively defensive business model, Italian banks should manage to<br/>struggle through the recession. However, we believe the market's perception o ...2009-3-12 11:15 - bigfoot0518 - 行业分析报告
4 个回复 - 1919 次查看 <p>Banks<br/>Hard times<br/>With a relatively defensive business model, Italian banks should manage to<br/>struggle through the recession. However, we believe the market's perception o ...2009-3-12 11:15 - bigfoot0518 - 行业分析报告
汇丰银行:巴西电力行业研究报告2009年2月
2 个回复 - 1465 次查看 We are initiating coverage of threeBrazilian integrated utility companies:Cemig at Overweight (V), Copel atNeutral (V), and Light at Neutral (V) In an environment of little visibility,utilit ...2009-3-6 10:48 - bigfoot0516 - 行业分析报告
2 个回复 - 1465 次查看 We are initiating coverage of threeBrazilian integrated utility companies:Cemig at Overweight (V), Copel atNeutral (V), and Light at Neutral (V) In an environment of little visibility,utilit ...2009-3-6 10:48 - bigfoot0516 - 行业分析报告
2010年3月欧洲银行业研究报告
28 个回复 - 2768 次查看 【出版时间及名称】：2010年3月欧洲银行业研究报告 【作者】：德意志银行 【文件格式】：pdf 【页数】：148 【目录或简介】： European Banks Running the Numbers: Spring ...2010-4-13 15:25 - bigfoot0516 - 行业分析报告
28 个回复 - 2768 次查看 【出版时间及名称】：2010年3月欧洲银行业研究报告 【作者】：德意志银行 【文件格式】：pdf 【页数】：148 【目录或简介】： European Banks Running the Numbers: Spring ...2010-4-13 15:25 - bigfoot0516 - 行业分析报告
三星证券-中国银行业研究报告-2010年1月
32 个回复 - 2003 次查看 发布报告的机构名称： 三星证券 报告发布时间：2010.01.26 报告页数：34 报告的文件格式：PDF 报告大小：2,102K2010-2-10 09:14 - emanjason - 行业分析报告
32 个回复 - 2003 次查看 发布报告的机构名称： 三星证券 报告发布时间：2010.01.26 报告页数：34 报告的文件格式：PDF 报告大小：2,102K2010-2-10 09:14 - emanjason - 行业分析报告
JP Morgan:2010中国银行业研究报告
31 个回复 - 2348 次查看 【出版时间及名称】：2010年1月中国银行业研究报告 【作者】：JP摩根 【文件格式】：PDF 【页数】：38 【目录或简介】： Investment Summary ....................... ...2010-1-18 22:59 - kkkkkkkboy - 行业分析报告
31 个回复 - 2348 次查看 【出版时间及名称】：2010年1月中国银行业研究报告 【作者】：JP摩根 【文件格式】：PDF 【页数】：38 【目录或简介】： Investment Summary ....................... ...2010-1-18 22:59 - kkkkkkkboy - 行业分析报告
2009年12月法国银行业研究报告
27 个回复 - 1715 次查看 【出版时间及名称】：2009年12月法国银行业研究报告 【作者】：汇丰银行 【文件格式】：PDF 【页数】：32 【目录或简介】： Impairments should peak soon as NPL formation ...2009-12-20 11:18 - bigfoot0516 - 行业分析报告
27 个回复 - 1715 次查看 【出版时间及名称】：2009年12月法国银行业研究报告 【作者】：汇丰银行 【文件格式】：PDF 【页数】：32 【目录或简介】： Impairments should peak soon as NPL formation ...2009-12-20 11:18 - bigfoot0516 - 行业分析报告
德意志银行：西班牙风电行业研究报告2009年7月
35 个回复 - 2775 次查看 Table of Contents Executive summary ........................................................................... 3 Outlook ............................................................................ ...2009-8-5 15:48 - bigfoot0516 - 行业分析报告
35 个回复 - 2775 次查看 Table of Contents Executive summary ........................................................................... 3 Outlook ............................................................................ ...2009-8-5 15:48 - bigfoot0516 - 行业分析报告
加拿大丰业银行：全球传媒行业研究报告2009年9月
29 个回复 - 2332 次查看 Contents Summary & Investment Recommendations i The Prospect of Growth Returns i Five Key Themes Influencing the Media Sector iii 1. Generation Y Emerging – Driving Significant Changes in the Can ...2009-9-8 23:13 - bigfoot0517 - 行业分析报告
29 个回复 - 2332 次查看 Contents Summary & Investment Recommendations i The Prospect of Growth Returns i Five Key Themes Influencing the Media Sector iii 1. Generation Y Emerging – Driving Significant Changes in the Can ...2009-9-8 23:13 - bigfoot0517 - 行业分析报告
德意志银行：台湾硬件技术行业研究报告2009年7月
2 个回复 - 1922 次查看 TW tech hardware Position for better PC replacement cycle Kc Kao, MBA Research Analyst (886) 2 2192 2831 Ivy Lee Research Associate (886) 2 2192 2834 Recent corrections offer buying oppor ...2009-7-20 16:09 - bigfoot0516 - 行业分析报告
2 个回复 - 1922 次查看 TW tech hardware Position for better PC replacement cycle Kc Kao, MBA Research Analyst (886) 2 2192 2831 Ivy Lee Research Associate (886) 2 2192 2834 Recent corrections offer buying oppor ...2009-7-20 16:09 - bigfoot0516 - 行业分析报告
2009年12月韩国银行业研究报告
30 个回复 - 1502 次查看 【出版时间及名称】：2009年12月韩国银行业研究报告 【作者】：SHINHAN证券 【文件格式】：PDF 【页数】：47 【目录或简介】： Contents Investment Summary 3 Valuation ...2009-12-25 14:51 - bigfoot0518 - 行业分析报告
30 个回复 - 1502 次查看 【出版时间及名称】：2009年12月韩国银行业研究报告 【作者】：SHINHAN证券 【文件格式】：PDF 【页数】：47 【目录或简介】： Contents Investment Summary 3 Valuation ...2009-12-25 14:51 - bigfoot0518 - 行业分析报告
2009年12月意大利银行业研究报告
32 个回复 - 2085 次查看 【出版时间及名称】：2009年12月意大利银行业研究报告 【作者】：法国兴业银行 【文件格式】：PDF 【页数】：40 【目录或简介】： Contents 3 Investment summary 7 Perform ...2009-12-28 13:08 - bigfoot0517 - 行业分析报告
32 个回复 - 2085 次查看 【出版时间及名称】：2009年12月意大利银行业研究报告 【作者】：法国兴业银行 【文件格式】：PDF 【页数】：40 【目录或简介】： Contents 3 Investment summary 7 Perform ...2009-12-28 13:08 - bigfoot0517 - 行业分析报告
2009年12月韩国银行业研究报告
30 个回复 - 1205 次查看 【出版时间及名称】：2009年12月韩国银行业研究报告 【作者】：大宇证券 【文件格式】：PDF 【页数】：32 【目录或简介】： Contents I. Investment summary................ ...2009-12-14 16:50 - bigfoot0516 - 行业分析报告
30 个回复 - 1205 次查看 【出版时间及名称】：2009年12月韩国银行业研究报告 【作者】：大宇证券 【文件格式】：PDF 【页数】：32 【目录或简介】： Contents I. Investment summary................ ...2009-12-14 16:50 - bigfoot0516 - 行业分析报告
2009年11月中国银行业研究报告
26 个回复 - 2367 次查看 【出版时间及名称】：2009年11月中国银行业研究报告 【作者】：美林证券 【文件格式】：pdf 【页数】：39 【目录或简介】： Flagging the risks and reshuffling within the ...2009-11-18 12:56 - bigfoot0517 - 行业分析报告
26 个回复 - 2367 次查看 【出版时间及名称】：2009年11月中国银行业研究报告 【作者】：美林证券 【文件格式】：pdf 【页数】：39 【目录或简介】： Flagging the risks and reshuffling within the ...2009-11-18 12:56 - bigfoot0517 - 行业分析报告
2009年11月中国银行业研究报告
6 个回复 - 1249 次查看 【出版时间及名称】：2009年11月中国银行业研究报告 【作者】：摩根斯坦利 【文件格式】：PDF 【页数】：40 【目录或简介】： ICBC and CCB are our top picks, based on ca ...2009-11-21 12:27 - bigfoot0516 - 行业分析报告
6 个回复 - 1249 次查看 【出版时间及名称】：2009年11月中国银行业研究报告 【作者】：摩根斯坦利 【文件格式】：PDF 【页数】：40 【目录或简介】： ICBC and CCB are our top picks, based on ca ...2009-11-21 12:27 - bigfoot0516 - 行业分析报告
汇丰银行：亚洲造船行业研究报告2009年9月
22 个回复 - 3150 次查看 Offshore orders the next catalyst 4 Offshore orders rising in 2H09 4 Revival in shipping orders in last three months 5 Existing orderbook remains at risk of deferrals/cancellations5 Revise earnin ...2009-10-5 00:46 - bigfoot0518 - 行业分析报告
22 个回复 - 3150 次查看 Offshore orders the next catalyst 4 Offshore orders rising in 2H09 4 Revival in shipping orders in last three months 5 Existing orderbook remains at risk of deferrals/cancellations5 Revise earnin ...2009-10-5 00:46 - bigfoot0518 - 行业分析报告
2009年11月中国银行业研究报告
26 个回复 - 1471 次查看 【出版时间及名称】：2009年11月中国银行业研究报告 【作者】：花旗银行 【文件格式】：pdf 【页数】：56 【目录或简介】： Rising Capital Requirements 3 Who Needs Cap ...2009-11-19 16:01 - bigfoot0516 - 行业分析报告
26 个回复 - 1471 次查看 【出版时间及名称】：2009年11月中国银行业研究报告 【作者】：花旗银行 【文件格式】：pdf 【页数】：56 【目录或简介】： Rising Capital Requirements 3 Who Needs Cap ...2009-11-19 16:01 - bigfoot0516 - 行业分析报告
法国兴业银行：欧洲餐饮行业研究报告2009年7月
20 个回复 - 2325 次查看 The worst is yet to come as unemployment climbs to over 20-year highs Sodexo’s 9M numbers on 1 July highlighted a deceleration in underlying organic growth from 5.8% in H1 to just 2.9% in Q3. B ...2009-8-10 22:52 - bigfoot0516 - 行业分析报告
20 个回复 - 2325 次查看 The worst is yet to come as unemployment climbs to over 20-year highs Sodexo’s 9M numbers on 1 July highlighted a deceleration in underlying organic growth from 5.8% in H1 to just 2.9% in Q3. B ...2009-8-10 22:52 - bigfoot0516 - 行业分析报告
德意志银行：俄罗斯石油天然气行业研究报告2009年10月
5 个回复 - 1291 次查看 Table of Contents Executive summary ........................................................................... 3 Changes in key assumptions ......................................................... ...2009-10-20 10:21 - bigfoot0518 - 行业分析报告
5 个回复 - 1291 次查看 Table of Contents Executive summary ........................................................................... 3 Changes in key assumptions ......................................................... ...2009-10-20 10:21 - bigfoot0518 - 行业分析报告
汇丰银行：亚洲造船行业研究报告2009年3月
20 个回复 - 2799 次查看 Too early to get back into shipbuildingstocks; not an early cycle play Next negative catalyst is downwardearnings revisions on lower deliveries We lower earnings estimates for most ...2009-5-12 20:51 - bigfoot0518 - 行业分析报告
20 个回复 - 2799 次查看 Too early to get back into shipbuildingstocks; not an early cycle play Next negative catalyst is downwardearnings revisions on lower deliveries We lower earnings estimates for most ...2009-5-12 20:51 - 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 - 1789 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 - 1789 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
汇丰银行：全球贵金属行业研究报告2009年4月
2 个回复 - 1805 次查看 Our analysis of 13 development-stage projects indicates that the optimum gold price for project development is on average cUSD125/oz higher than the price used in the feasibility studies ...2009-7-21 13:23 - bigfoot0516 - 行业分析报告
2 个回复 - 1805 次查看 Our analysis of 13 development-stage projects indicates that the optimum gold price for project development is on average cUSD125/oz higher than the price used in the feasibility studies ...2009-7-21 13:23 - bigfoot0516 - 行业分析报告
德意志银行：澳大利亚LNG行业研究报告2009年9月
3 个回复 - 1538 次查看 Table of Contents Executive summary ........................................................................... 3 The Elephant in the Room............................................................ ...2009-9-17 12:45 - bigfoot0517 - 行业分析报告
3 个回复 - 1538 次查看 Table of Contents Executive summary ........................................................................... 3 The Elephant in the Room............................................................ ...2009-9-17 12:45 - bigfoot0517 - 行业分析报告
荷兰银行：澳大利亚保险行业研究报告2009年6月
20 个回复 - 1617 次查看 Contents When the Generals talk 3 An improving rate cycle should provide protection against declining bond yields, a deteriorating economy and lower reserve releases. Reasonable visibility on earn ...2009-8-10 13:38 - bigfoot0516 - 行业分析报告
20 个回复 - 1617 次查看 Contents When the Generals talk 3 An improving rate cycle should provide protection against declining bond yields, a deteriorating economy and lower reserve releases. Reasonable visibility on earn ...2009-8-10 13:38 - bigfoot0516 - 行业分析报告
汇丰银行：巴西银行业研究报告2009年8月
20 个回复 - 1402 次查看 Brazil banks valuation 3 Brazil bank sector barometer 4 Brazil bank sector data 6 Public and private sectors 7 Asset quality 9 Interest rates and spreads 14 Funding 16 Corporate sector outlook ...2009-9-12 22:43 - bigfoot0517 - 行业分析报告
20 个回复 - 1402 次查看 Brazil banks valuation 3 Brazil bank sector barometer 4 Brazil bank sector data 6 Public and private sectors 7 Asset quality 9 Interest rates and spreads 14 Funding 16 Corporate sector outlook ...2009-9-12 22:43 - 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 - 922 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 - 922 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
汇丰银行:俄罗斯钢铁行业研究报告2009年2月
20 个回复 - 2270 次查看 In less than a year, Russian steel hasmoved from a boom straight intorecession: we cut our price, volume andcapex assumptions We upgrade NLMK to OW (V) from N (V),but downgrade Evraz to N (V ...2009-2-20 12:50 - bigfoot0517 - 行业分析报告
20 个回复 - 2270 次查看 In less than a year, Russian steel hasmoved from a boom straight intorecession: we cut our price, volume andcapex assumptions We upgrade NLMK to OW (V) from N (V),but downgrade Evraz to N (V ...2009-2-20 12:50 - bigfoot0517 - 行业分析报告
汇丰银行：全球金属与矿产行业研究报告2009年8月
20 个回复 - 1548 次查看 Correction likely before gradual recovery 3 HSBC commodity price forecasts 6 Commodities forward curve 7 Commodities consumption trends 8 Macro indicators 10 HSBC equity indices performance 1 ...2009-9-8 22:45 - bigfoot0517 - 行业分析报告
20 个回复 - 1548 次查看 Correction likely before gradual recovery 3 HSBC commodity price forecasts 6 Commodities forward curve 7 Commodities consumption trends 8 Macro indicators 10 HSBC equity indices performance 1 ...2009-9-8 22:45 - bigfoot0517 - 行业分析报告
法国农业信贷银行：欧洲公路行业研究报告2009年5月
24 个回复 - 3034 次查看 CONTENTS Summary 3 I— Valuation: What is the market telling us? 5 Not very defensive investment vehicles 5 A wide range of valuations 6 Debt markets showing more ...2009-7-21 13:08 - bigfoot0516 - 行业分析报告
24 个回复 - 3034 次查看 CONTENTS Summary 3 I— Valuation: What is the market telling us? 5 Not very defensive investment vehicles 5 A wide range of valuations 6 Debt markets showing more ...2009-7-21 13:08 - bigfoot0516 - 行业分析报告
星展银行：中国航空行业研究报告2009年7月
20 个回复 - 1530 次查看 Table of Contents Investment Summary 3 History of China’s Airline Sector 4 Outlook and Growth Drivers 6 Industry Overview Regulations 8 Competition / Capacity 8 Operating and Financial Perform ...2009-7-16 14:13 - bigfoot0516 - 行业分析报告
20 个回复 - 1530 次查看 Table of Contents Investment Summary 3 History of China’s Airline Sector 4 Outlook and Growth Drivers 6 Industry Overview Regulations 8 Competition / Capacity 8 Operating and Financial Perform ...2009-7-16 14:13 - bigfoot0516 - 行业分析报告
波兰银行业研究报告2009年8月
21 个回复 - 1909 次查看 Banks Poland WIG Banki Index FY'10E P/E FY'09E P/E 21.8 17.9 5046 At Jet Speed As liquidity returns to financial markets, the cost of financing is decreasing, which impacts not just the whole ...2009-9-8 23:10 - bigfoot0517 - 行业分析报告
21 个回复 - 1909 次查看 Banks Poland WIG Banki Index FY'10E P/E FY'09E P/E 21.8 17.9 5046 At Jet Speed As liquidity returns to financial markets, the cost of financing is decreasing, which impacts not just the whole ...2009-9-8 23:10 - bigfoot0517 - 行业分析报告
Fox-Pitt Kelton：欧洲银行业研究报告2009年8月
20 个回复 - 1642 次查看 Investment banks: update summary and conclusion The world of capital markets is now shaping up to be not only a vintage year in 2009 but possibly the best year ever. In fact, we are raising our fore ...2009-8-20 08:56 - bigfoot0516 - 行业分析报告
20 个回复 - 1642 次查看 Investment banks: update summary and conclusion The world of capital markets is now shaping up to be not only a vintage year in 2009 but possibly the best year ever. In fact, we are raising our fore ...2009-8-20 08:56 - bigfoot0516 - 行业分析报告
法国兴业银行：一体化电信服务行业研究报告2009年7月
20 个回复 - 1735 次查看 Contents 3 Sector anatomy – presentation of the sector 3 Products sold 4 Sector anatomy – performance and valuation 4 Focus on two main changes foreseen in Belgian Telecoms 5 Sector – leading ...2009-8-25 10:39 - bigfoot0516 - 行业分析报告
20 个回复 - 1735 次查看 Contents 3 Sector anatomy – presentation of the sector 3 Products sold 4 Sector anatomy – performance and valuation 4 Focus on two main changes foreseen in Belgian Telecoms 5 Sector – leading ...2009-8-25 10:39 - bigfoot0516 - 行业分析报告
德意志银行：欧洲石油开采服务行业研究报告2009年8月
20 个回复 - 2493 次查看 Table of Contents ‘Backlog cover’ analysis .................................................................... 3 Performance & valuation .......................................................... ...2009-8-18 23:40 - bigfoot0516 - 行业分析报告
20 个回复 - 2493 次查看 Table of Contents ‘Backlog cover’ analysis .................................................................... 3 Performance & valuation .......................................................... ...2009-8-18 23:40 - bigfoot0516 - 行业分析报告
德意志银行：澳大利亚保险行业研究报告2009年7月
20 个回复 - 2224 次查看 Table of Contents Executive Summary........................................................................... 2 Timing the turn...................................................................... ...2009-8-5 15:34 - bigfoot0516 - 行业分析报告
20 个回复 - 2224 次查看 Table of Contents Executive Summary........................................................................... 2 Timing the turn...................................................................... ...2009-8-5 15:34 - bigfoot0516 - 行业分析报告
星展银行：新加坡地产行业研究报告2009年7月
20 个回复 - 1759 次查看 Table of Contents PROPERTY SECTOR: STAY ON THE ROAD TO RECOVERY Executive Summary 3 Residential Sector 5 Prices 5 Demand 8 Supply 12 Rentals 15 Deferred Payment Scheme 17 Key Inflexion Point ...2009-8-6 16:47 - bigfoot0516 - 行业分析报告
20 个回复 - 1759 次查看 Table of Contents PROPERTY SECTOR: STAY ON THE ROAD TO RECOVERY Executive Summary 3 Residential Sector 5 Prices 5 Demand 8 Supply 12 Rentals 15 Deferred Payment Scheme 17 Key Inflexion Point ...2009-8-6 16:47 - bigfoot0516 - 行业分析报告
荷兰银行:中国电信行业研究报告2009年2月
20 个回复 - 2539 次查看 Telco ServicesTrimming into year-end resultsOur store visits indicate that slowing economic growth, the ramp-up of 3G andrising competition will make 2009 much tougher than 2008 for sector profits. We ...2009-3-9 10:40 - bigfoot0518 - 行业分析报告
20 个回复 - 2539 次查看 Telco ServicesTrimming into year-end resultsOur store visits indicate that slowing economic growth, the ramp-up of 3G andrising competition will make 2009 much tougher than 2008 for sector profits. We ...2009-3-9 10:40 - bigfoot0518 - 行业分析报告
加拿大丰业银行：墨西哥机场行业研究报告2009年7月
20 个回复 - 1908 次查看 Contents Mexican Airports – Strong Fundamentals, Long-Term Potential 2 Investment Views 3 Industry Overview 6 Industry Fundamentals 8 Airline Industry 11 The Economy 14 Swine Flu 14 Industry ...2009-7-21 11:07 - bigfoot0516 - 行业分析报告
20 个回复 - 1908 次查看 Contents Mexican Airports – Strong Fundamentals, Long-Term Potential 2 Investment Views 3 Industry Overview 6 Industry Fundamentals 8 Airline Industry 11 The Economy 14 Swine Flu 14 Industry ...2009-7-21 11:07 - bigfoot0516 - 行业分析报告
荷兰银行：英国房屋建造行业研究报告2009年6月
20 个回复 - 2122 次查看 Contents Softening the view 3 UK macro and housing indicators have generally outperformed our lowered expectations in 2009, supported by government/central bank initiatives, improvements in lendin ...2009-8-10 14:22 - bigfoot0516 - 行业分析报告
20 个回复 - 2122 次查看 Contents Softening the view 3 UK macro and housing indicators have generally outperformed our lowered expectations in 2009, supported by government/central bank initiatives, improvements in lendin ...2009-8-10 14:22 - bigfoot0516 - 行业分析报告
荷兰银行：中国银行业研究报告2009年6月
20 个回复 - 2323 次查看 Contents Accommodative monetary policy likely to persist in 3Q, though with some risk 3 We think Chinese banks are in a sweet spot under the current macro-economic environment, as tightening of mon ...2009-8-10 14:29 - bigfoot0516 - 行业分析报告
20 个回复 - 2323 次查看 Contents Accommodative monetary policy likely to persist in 3Q, though with some risk 3 We think Chinese banks are in a sweet spot under the current macro-economic environment, as tightening of mon ...2009-8-10 14:29 - bigfoot0516 - 行业分析报告
丰业银行：加拿大商业地产行业研究报告2009年4月
22 个回复 - 1997 次查看 Contents Executive Summary 3 The Canadian Office Industry: Clouds Gathering; Umbrellas Already Out 3 Summary of Recommendations 5 Allied Properties REIT (AP.un) 5 Artis REIT (AX.un) 6 Dundee REI ...2009-7-21 12:24 - bigfoot0516 - 行业分析报告
22 个回复 - 1997 次查看 Contents Executive Summary 3 The Canadian Office Industry: Clouds Gathering; Umbrellas Already Out 3 Summary of Recommendations 5 Allied Properties REIT (AP.un) 5 Artis REIT (AX.un) 6 Dundee REI ...2009-7-21 12:24 - bigfoot0516 - 行业分析报告
丰业银行：加拿大Reits行业研究报告2009年6月
10 个回复 - 2105 次查看 Contents Executive Summary 2 Summary of Key Macro Findings 6 Office – Objects in the Rear Are Further Than They Appear 6 Industrial – Shifting into Lower Gear 6 Retail – “Green Shoots” Provi ...2009-7-21 12:17 - bigfoot0516 - 行业分析报告
10 个回复 - 2105 次查看 Contents Executive Summary 2 Summary of Key Macro Findings 6 Office – Objects in the Rear Are Further Than They Appear 6 Industrial – Shifting into Lower Gear 6 Retail – “Green Shoots” Provi ...2009-7-21 12:17 - bigfoot0516 - 行业分析报告
帝国商业银行：加拿大石油开采行业研究报告2009年4月
20 个回复 - 1916 次查看 Table Of Contents Section 1: Introduction...........................................................................7 2008: Boom And Bust For Commodity Prices ....................................... ...2009-7-21 12:25 - bigfoot0516 - 行业分析报告
20 个回复 - 1916 次查看 Table Of Contents Section 1: Introduction...........................................................................7 2008: Boom And Bust For Commodity Prices ....................................... ...2009-7-21 12:25 - bigfoot0516 - 行业分析报告
花旗银行：印度银行业研究报告2009年6月
20 个回复 - 2561 次查看 India Banks It Wasn't That Bad, But It Isn’t That Good Either Financial markets and India’s longer-term outlook have improved... — We raise values on the Indian Banks due to: 1) Market f ...2009-7-20 18:30 - bigfoot0516 - 行业分析报告
20 个回复 - 2561 次查看 India Banks It Wasn't That Bad, But It Isn’t That Good Either Financial markets and India’s longer-term outlook have improved... — We raise values on the Indian Banks due to: 1) Market f ...2009-7-20 18:30 - bigfoot0516 - 行业分析报告
北欧银行业研究报告2009年4月
21 个回复 - 2336 次查看 Table of contents SUMMARY AND VALUATION 3 ROUGE PROSPECTS FOR THE NORWEGIAN ECONOMY 7 INCREASING LOSSES 9 SOLIDITY WITHIN REGULATORY REQUIREMENTS 12 DECLINING VOLUME GROWTH 14 MORE STABILE SENIO ...2009-7-20 18:40 - bigfoot0516 - 行业分析报告
21 个回复 - 2336 次查看 Table of contents SUMMARY AND VALUATION 3 ROUGE PROSPECTS FOR THE NORWEGIAN ECONOMY 7 INCREASING LOSSES 9 SOLIDITY WITHIN REGULATORY REQUIREMENTS 12 DECLINING VOLUME GROWTH 14 MORE STABILE SENIO ...2009-7-20 18:40 - bigfoot0516 - 行业分析报告
汇丰银行：英国商业服务行业研究报告2009年5月
20 个回复 - 2275 次查看 Confidence seems to have risen more quickly, on less evidence, than in previous ‘recovery’ rallies Fundamental valuations appealing on a rapid recovery assumption; still too early fo ...2009-7-16 16:55 - bigfoot0516 - 行业分析报告
20 个回复 - 2275 次查看 Confidence seems to have risen more quickly, on less evidence, than in previous ‘recovery’ rallies Fundamental valuations appealing on a rapid recovery assumption; still too early fo ...2009-7-16 16:55 - bigfoot0516 - 行业分析报告
汇丰银行：全球货币行业研究报告2009年4月
14 个回复 - 1701 次查看 Cable as good as it gets GBP fell heavily during the financial crisis as the turmoil changed investors’ long run perspectives of the UK and altered their perception of the UK economy and economic ...2009-7-16 15:33 - bigfoot0516 - 行业分析报告
14 个回复 - 1701 次查看 Cable as good as it gets GBP fell heavily during the financial crisis as the turmoil changed investors’ long run perspectives of the UK and altered their perception of the UK economy and economic ...2009-7-16 15:33 - bigfoot0516 - 行业分析报告
瑞士信贷：欧洲银行业研究报告2009年4月
21 个回复 - 2430 次查看 European Wholesale Banks SECTOR REVIEW Stabilising at a low level ■ With Q1 data now in, the wholesale banking industry looks weak on an underlying basis, but there are some positive signs. The ...2009-7-13 13:46 - bigfoot0516 - 行业分析报告
21 个回复 - 2430 次查看 European Wholesale Banks SECTOR REVIEW Stabilising at a low level ■ With Q1 data now in, the wholesale banking industry looks weak on an underlying basis, but there are some positive signs. The ...2009-7-13 13:46 - bigfoot0516 - 行业分析报告
瑞士信贷：欧洲银行业研究报告2009年5月
21 个回复 - 1910 次查看 European Wholesale Banks SECTOR REVIEW FICC trading profits – stronger for longer? ■ This month we focus once more on FICC trading profits, and conclude that there is potentially another good q ...2009-7-13 14:03 - bigfoot0516 - 行业分析报告
21 个回复 - 1910 次查看 European Wholesale Banks SECTOR REVIEW FICC trading profits – stronger for longer? ■ This month we focus once more on FICC trading profits, and conclude that there is potentially another good q ...2009-7-13 14:03 - bigfoot0516 - 行业分析报告
瑞士信贷：欧洲银行业研究报告2009年6月
20 个回复 - 2487 次查看 European Wholesale Banks SECTOR REVIEW Even more about trading ■ As Q2 comes to an end, and the coming results season looks likely to be driven by trading profits, we look at some of the more fu ...2009-7-13 14:05 - bigfoot0516 - 行业分析报告
20 个回复 - 2487 次查看 European Wholesale Banks SECTOR REVIEW Even more about trading ■ As Q2 comes to an end, and the coming results season looks likely to be driven by trading profits, we look at some of the more fu ...2009-7-13 14:05 - 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 - 1298 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 - 1298 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 - 1604 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 - 1604 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
汇丰银行：中国地产行业研究报告2009年6月
20 个回复 - 1778 次查看 Near term pricing power 4 Sector valuation still attractive 8 Company Profiles 15 China Overseas Land & Investment 17 China Resources Land 25 Guangzhou R&F Properties 33 KWG Properties 41 Renhe ...2009-7-17 16:41 - bigfoot0516 - 行业分析报告
20 个回复 - 1778 次查看 Near term pricing power 4 Sector valuation still attractive 8 Company Profiles 15 China Overseas Land & Investment 17 China Resources Land 25 Guangzhou R&F Properties 33 KWG Properties 41 Renhe ...2009-7-17 16:41 - 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 - 2362 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 - 2362 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：南非银行业研究报告2009年7月
21 个回复 - 1448 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 - 1448 次查看 Table of Contents Summary...................................................................................4 Stock preference ......................................................................6 ...2009-7-17 16:16 - bigfoot0516 - 行业分析报告
德意志银行：台湾金融行业研究报告2009年3月
21 个回复 - 1361 次查看 Table of Contents Executive summary ........................................................................... 3 Outlook ............................................................................ ...2009-7-16 12:06 - bigfoot0516 - 行业分析报告
21 个回复 - 1361 次查看 Table of Contents Executive summary ........................................................................... 3 Outlook ............................................................................ ...2009-7-16 12:06 - bigfoot0516 - 行业分析报告
德意志银行：日本制药行业研究报告2009年6月
20 个回复 - 1805 次查看 Table of Contents Ideas ................................................................................................... 4 Rethinking sector valuations ........................................... ...2009-7-16 11:40 - bigfoot0516 - 行业分析报告
20 个回复 - 1805 次查看 Table of Contents Ideas ................................................................................................... 4 Rethinking sector valuations ........................................... ...2009-7-16 11:40 - bigfoot0516 - 行业分析报告
德意志银行：香港地产行业研究报告2009年4月
20 个回复 - 1419 次查看 Table of Contents Executive summary ........................................................................... 3 Recent property rally............................................................... ...2009-7-16 13:52 - bigfoot0516 - 行业分析报告
20 个回复 - 1419 次查看 Table of Contents Executive summary ........................................................................... 3 Recent property rally............................................................... ...2009-7-16 13:52 - bigfoot0516 - 行业分析报告
德意志银行：土耳其电信行业研究报告2009年5月
23 个回复 - 1913 次查看 Table of Contents Executive summary ........................................................................... 3 SWOT analysis....................................................................... ...2009-7-16 13:47 - bigfoot0516 - 行业分析报告
23 个回复 - 1913 次查看 Table of Contents Executive summary ........................................................................... 3 SWOT analysis....................................................................... ...2009-7-16 13:47 - bigfoot0516 - 行业分析报告
德意志银行：俄罗斯电信行业研究报告2009年6月
20 个回复 - 1497 次查看 Table of Contents Investment summary ........................................................................ 3 Sector in transition: VimpelCom remains top pick, despite Alfa/Telenor risk .......... ...2009-7-16 10:55 - bigfoot0516 - 行业分析报告
20 个回复 - 1497 次查看 Table of Contents Investment summary ........................................................................ 3 Sector in transition: VimpelCom remains top pick, despite Alfa/Telenor risk .......... ...2009-7-16 10:55 - bigfoot0516 - 行业分析报告
德意志银行：法国公用事业行业研究报告2009年4月
22 个回复 - 1566 次查看 Table of Contents Executive summary ........................................................................... 3 Key themes.......................................................................... ...2009-7-16 10:58 - bigfoot0516 - 行业分析报告
22 个回复 - 1566 次查看 Table of Contents Executive summary ........................................................................... 3 Key themes.......................................................................... ...2009-7-16 10:58 - bigfoot0516 - 行业分析报告
德意志银行：韩国汽车行业研究报告2009年5月
20 个回复 - 1242 次查看 Table of Contents Executive summary ........................................................................... 4 Sector consolidation and sales recovery to drive growth ............................ ...2009-7-16 10:59 - bigfoot0516 - 行业分析报告
20 个回复 - 1242 次查看 Table of Contents Executive summary ........................................................................... 4 Sector consolidation and sales recovery to drive growth ............................ ...2009-7-16 10:59 - bigfoot0516 - 行业分析报告
德意志银行：美国地产行业研究报告2009年5月
21 个回复 - 1573 次查看 Table of Contents Overview ............................................................................................ 3 Equity offerings push credit spreads tighter ............................... ...2009-7-16 11:02 - bigfoot0516 - 行业分析报告
21 个回复 - 1573 次查看 Table of Contents Overview ............................................................................................ 3 Equity offerings push credit spreads tighter ............................... ...2009-7-16 11:02 - bigfoot0516 - 行业分析报告
德意志银行：美国博彩行业研究报告2009年4月
3 个回复 - 1835 次查看 Table of Contents Intro: Vibe is Negative, Looking for the Turn.................................. 5 Recommendations and Historical Performance ............................. 7 Recommendation Abstrac ...2009-7-16 11:02 - bigfoot0516 - 行业分析报告
3 个回复 - 1835 次查看 Table of Contents Intro: Vibe is Negative, Looking for the Turn.................................. 5 Recommendations and Historical Performance ............................. 7 Recommendation Abstrac ...2009-7-16 11:02 - bigfoot0516 - 行业分析报告
德意志银行：美国日用化学行业研究报告2009年4月
23 个回复 - 2487 次查看 Table of Contents Earnings quick reference...........................................................................................................3 A Storm in a Port ............................. ...2009-7-16 11:10 - bigfoot0516 - 行业分析报告
23 个回复 - 2487 次查看 Table of Contents Earnings quick reference...........................................................................................................3 A Storm in a Port ............................. ...2009-7-16 11:10 - bigfoot0516 - 行业分析报告
2009年11月南非银行业研究报告
20 个回复 - 1606 次查看 【出版时间及名称】：2009年11月南非银行业研究报告 【作者】：德意志银行 【文件格式】：PDF 【页数】：36 【目录或简介】： Table of Contents Executive summary ........ ...2009-11-27 17:08 - bigfoot0517 - 行业分析报告
20 个回复 - 1606 次查看 【出版时间及名称】：2009年11月南非银行业研究报告 【作者】：德意志银行 【文件格式】：PDF 【页数】：36 【目录或简介】： Table of Contents Executive summary ........ ...2009-11-27 17:08 - bigfoot0517 - 行业分析报告
德意志银行：中国钢铁行业研究报告2009年4月
20 个回复 - 3574 次查看 6 April 2009Asian Metals & MiningPRC Steel UpdateJ ClarkeResearch Analyst(852) 2203 6371j.clarke@db.comJulian ZhuResearch Analyst(852) 2203 6207julian.zhu@db.comStill expecting profit margins to tre ...2009-4-13 17:10 - bigfoot0518 - 行业分析报告
20 个回复 - 3574 次查看 6 April 2009Asian Metals & MiningPRC Steel UpdateJ ClarkeResearch Analyst(852) 2203 6371j.clarke@db.comJulian ZhuResearch Analyst(852) 2203 6207julian.zhu@db.comStill expecting profit margins to tre ...2009-4-13 17:10 - bigfoot0518 - 行业分析报告
2010年1月爱尔兰银行业研究报告
20 个回复 - 2147 次查看 【出版时间及名称】：2010年1月爱尔兰银行业研究报告 【作者】：摩根斯坦利 【文件格式】：pdf 【页数】：50 【目录或简介】： Options on recapitalization and recovery: Gi ...2010-1-21 23:06 - bigfoot0517 - 行业分析报告
20 个回复 - 2147 次查看 【出版时间及名称】：2010年1月爱尔兰银行业研究报告 【作者】：摩根斯坦利 【文件格式】：pdf 【页数】：50 【目录或简介】： Options on recapitalization and recovery: Gi ...2010-1-21 23:06 - bigfoot0517 - 行业分析报告
BNP百富勤：泰国银行业研究报告2009年8月
21 个回复 - 2828 次查看 Contents More positive outlook for 2010....................................................................................... 3 Thai banks are direct beneficiaries of better economic momentum. We p ...2009-9-6 00:50 - bigfoot0517 - 行业分析报告
21 个回复 - 2828 次查看 Contents More positive outlook for 2010....................................................................................... 3 Thai banks are direct beneficiaries of better economic momentum. We p ...2009-9-6 00:50 - bigfoot0517 - 行业分析报告
2010年1月泰国银行业研究报告
29 个回复 - 1948 次查看 【出版时间及名称】：2010年1月泰国银行业研究报告 【作者】：瑞士信贷 【文件格式】：pdf 【页数】：33 【目录或简介】： Possible changes to capital adequacy ratio calcu ...2010-1-13 23:25 - bigfoot0516 - 行业分析报告
29 个回复 - 1948 次查看 【出版时间及名称】：2010年1月泰国银行业研究报告 【作者】：瑞士信贷 【文件格式】：pdf 【页数】：33 【目录或简介】： Possible changes to capital adequacy ratio calcu ...2010-1-13 23:25 - bigfoot0516 - 行业分析报告
2010年4月中国银行业研究报告
22 个回复 - 3072 次查看 【出版时间及名称】：2010年4月中国银行业研究报告 【作者】：三星证券 【文件格式】：pdf 【页数】：35 【目录或简介】： Event: The PBoC released further 1Q10 loan g ...2010-4-29 16:00 - bigfoot0517 - 行业分析报告
22 个回复 - 3072 次查看 【出版时间及名称】：2010年4月中国银行业研究报告 【作者】：三星证券 【文件格式】：pdf 【页数】：35 【目录或简介】： Event: The PBoC released further 1Q10 loan g ...2010-4-29 16:00 - bigfoot0517 - 行业分析报告
