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瑞士信贷:2009年美国特殊化学品行业展望
3 个回复 - 2322 次查看
Specialty ChemicalsTHEME2009 Outlook, It's Going to be a Wild RideLooking at 2009, we expect quite a wild ride in the specialty chemical space with asignificant amount of volatility in many of the nam ...
2009-1-20 20:24 - bigfoot0518 - 行业分析报告
瑞士信贷:2013年中国大宗原材料行业展望(免费)
32 个回复 - 5708 次查看
The start of the new “norm”: If 2012 has been a year of painful transition
for China basic materials, 2013E would be the start of a new “norm”. To an
extent, 2013E probably would end better than ...
2012-12-10 09:19 - bigfoot0518 - 行业分析报告
瑞士信贷:2009年美国零售行业展望
2 个回复 - 1514 次查看
2009 Outlook and ThemesSECTOR REVIEWIn the Troughs of a Multi-Year RestructuringPhase■Theme for 2009. The Broadlines Universe under Credit Suisse’s coveragewill continue to see its share of challeng ...
2009-1-27 14:13 - bigfoot0518 - 行业分析报告
瑞士信贷:2009年美国健康护理行业展望
1 个回复 - 1766 次查看
<p>Revisiting Commercial Thesis<br/>for 2009<br/>SECTOR REVIEW<br/>Fundamentals Remain Challenged Despite<br/>Likely 09 Margin Relief<br/>■<br/>This morning we are revisit ...
2009-1-20 20:23 - bigfoot0518 - 行业分析报告
瑞士联合银行欧元、日元、英镑走势展望
0 个回复 - 34 次查看
汇通网12月3日讯——
瑞士联合银行(UBS)周三(12月3日)公布了最新的欧元、日元和英镑走势
展望,该行建议在接近1.2400时做空欧元兑美元;在1.2425-30附近加仓,止损放在1.2455;建议在119.00-10附近逢低买入美元兑日元; ...
2014-12-8 03:32 - CapitalVue - CapitalVue版
(免费英文)瑞士银行外汇展望2010年1月18日
2 个回复 - 1380 次查看
瑞银外汇策略团队的最近外汇观望,鉴于欧洲央行行长特里谢上周警告央行不会拯救希腊或欧元区的其他任何成员,欧元可能继续较疲软。特里谢还认为通货膨胀会保持在较低的水平,并称他支持强美元政策。特里谢的这些发言 ...
2010-1-19 09:48 - rongzx - 宏观经济学
瑞士信贷:巴基斯坦证券市场2010年展望
0 个回复 - 1701 次查看
Table of contents
Key market drivers are now steady......................................................................................5
Befriend valuation and liquidity: Be wary of oil and politi ...
2009-10-28 17:01 - bigfoot0518 - 行业分析报告
瑞士信贷:2010年美国电视广告展望2009年9月
0 个回复 - 1849 次查看
Action: The 2009/2010 TV upfront has (finally) concluded with broadcast
and cable networks seeing an estimated 22% decline and 12% year over
year decline, respectively, in upfront sales. This year’ ...
2009-9-21 20:15 - bigfoot0517 - 行业分析报告
瑞士信贷:2009年美国医疗行业前景展望
3 个回复 - 1636 次查看
MedTech AnalyzerSECTOR REVIEWJan 2009: Valuations Look Attractive, But NearTerm News Flow and Fundamentals Do Not■ For most of the year, the S&P 500 Healthcare Equipment & Supply stocksoutp ...
2009-1-13 22:56 - bigfoot0518 - 行业分析报告
瑞士信贷:2009年美国航空军工行业展望
1 个回复 - 2239 次查看
2009 AeroDefense OutlookSECTOR REVIEWFavor Defense Over Comm'l Aero to Start '09■Presenting Our Early 2009 Thesis, with a Shorter-Term Horizon: Headinginto 2009, we are resetting our thesis for comm’ ...
2009-1-20 20:42 - bigfoot0518 - 行业分析报告
瑞士信贷:2009年中国基本金属行业展望
4 个回复 - 1869 次查看
Looking for an inflection pointAs demand for basic materials has decelerated sharply through 2H08, we believe themarket will be looking for an inflection point in 2009. On a six to 12-month view, with ...
2009-1-20 20:27 - bigfoot0518 - 行业分析报告
瑞士银行:中国医疗行业2009年展望
11 个回复 - 2681 次查看
UBS Investment ResearchChina Healthcare2009 outlook: investment opportunitiesf rom medical reform Healthcare industry defensive in an unfavourable environmentIn September-November 2008, Chin ...
2009-1-12 16:41 - bigfoot0518 - 行业分析报告
瑞士信贷:2009年美国汽车行业展望
7 个回复 - 1754 次查看
AutomotiveMONTHLYSideways Is Not Good Enough;US Sales to Stabilize at 12.0M in 2009■Light vehicle sales tumbled 18% in 2008, to 13.2 million units from 16.1million in 2007, with the selling rate dete ...
2009-1-20 20:36 - bigfoot0518 - 行业分析报告
瑞士信贷——亚洲保险业展望
0 个回复 - 2024 次查看
Regional outlook: the pendulum effect Date: 3. Feb ■ We expect 2009 to bring continued volatility for insurers as markets move like a pendulum between deflation fears and refl ...
2009-2-4 09:41 - ethanlau - 行业分析报告
瑞士信贷:2009年日本地产行业展望
0 个回复 - 1517 次查看
Real estate sectorSECTOR REVIEWDance, dance, dance■ Japans dance card for 2009: The European and US economic bubble whichhas been building up over the past 10 years has finally ended. The ...
2009-1-20 22:23 - bigfoot0518 - 行业分析报告
瑞士信贷:2009年美国广告行业展望
0 个回复 - 1412 次查看
U.S. Advertising Outlook 2009FORECAST REDUCTIONBracing for a Tough Year■In this report, we provide an update on the U.S. advertising market headinginto 2009, using both a top down and bottoms up meth ...
2009-1-20 20:40 - bigfoot0518 - 行业分析报告
瑞士信贷:2009美国零售行业展望
0 个回复 - 1441 次查看
Fast ForwardMONTHLYThemes for 2009 and BeyondAs we do every year in our Fast Forward report (the title we use for our Outlook),we try to look beyond the near term and consider what the key issues will ...
2009-1-20 20:33 - bigfoot0518 - 行业分析报告
瑞士信贷:2009年美国软件行业展望
0 个回复 - 1738 次查看
Software Decoded 2009ANNUAL“Thank Goodness 2009 Is Finally Here!”— Xen Master Says, “We’ll See…”Software Represents the Least-cyclical IT Segment. We expect the currentdownturn in software spen ...
2009-1-13 23:03 - bigfoot0518 - 行业分析报告
瑞士信贷:2009年亚洲交通运输行业展望
0 个回复 - 1242 次查看
Asia Transportation SectorMONTHLY2009 outlook and reality check■What needs to be done after the recent rally? Most transportation subsectorshave had a good run, with some stocks up more than 50% inth ...
2009-1-13 22:58 - bigfoot0518 - 行业分析报告
瑞士信贷:2009年亚洲金融行业展望
0 个回复 - 1277 次查看
Asia Financials SectorSTRATEGYBe afraid■ Asian banks outperformed the broader non-Japan Asia market in 2008,and eight of the 11 banking sectors did better than their domesticmarkets. However, lately ...
2009-1-13 22:47 - bigfoot0518 - 行业分析报告
瑞士信贷:2009年美国烟草行业展望
0 个回复 - 2344 次查看
Tobacco 2009 OutlookSECTOR REVIEWEven Bad News Would Be Better Than NoNewsAfter a disappointing 2008 for tobacco stocks (with the exception of theacquisition driven share price gain for UST), we expec ...
2009-1-13 22:43 - bigfoot0518 - 行业分析报告
瑞士信贷:2009年美国IT硬件行业展望
0 个回复 - 1589 次查看
IT HardwareSECTOR REVIEWOutlook for 2009 and Industry Primer■It’s going to get worse before it gets better. After a tumultuous year for thehardware segment and the global markets in general, we’re ...
2009-1-12 16:51 - bigfoot0518 - 行业分析报告
瑞士信贷:亚洲证券市场2009年展望
0 个回复 - 2259 次查看
Asia Market StrategySTRATEGY2009 outlookAsian Six Factor Valuation Indicator-60-40-20020406080Sep 73 Sep 83 Sep 93 Sep 036 factor Asian v aluation indicator-51% 1974 lows -50% 1982 lows-52% 27 Oct,now ...
2009-1-2 22:43 - bigfoot0517 - 行业分析报告
瑞士信贷:全球新能源行业2009年展望
0 个回复 - 1462 次查看
Alternative EnergySECTOR REVIEWWill It Be Back in 2009?■■The Credit Suisse Global Energy Team has published its annualoutlook report, entitled ‘Energy in 2009: Reboot!’ The 270-page reportincludes ...
2009-1-2 21:19 - bigfoot0518 - 行业分析报告
瑞士信贷:美国石油开采行业2009年展望
5 个回复 - 1229 次查看
Our theme for Energy in 2009 is “reboot”. After witnessing the most swift andspectacular energy cycle crash ever, we are now staring at the wreckage. Sowhat happens next? We expect 2009 will be the ...
2008-12-30 08:53 - bigfoot0517 - 行业分析报告