结果:找到“大摩 策略”相关内容20个,排序为按回复时间降序,搜索更多相关帖子请点击“高级”
大摩2014/10/22最新A股投资策略
1 个回复 - 988 次查看
首页参考:
China’s A-share markets:
Secular bull market resumes
We think China’s A-share markets remain in a
secular bull market (albeit with extreme volatility):
These markets have been delive ...
2014-10-22 12:14 - sunshinechen - 行业分析报告
最新,大摩报告两篇--印度经济,东南亚资产投资策略
25 个回复 - 2608 次查看
概要:
ASEAN Equity Strategy
3Q11 Earnings Miss Continues
-----------------------------------------------------
India Economics
Early Signs of Policy
Response Picking Up?
2011-11-23 10:48 - ctjboy - 行业分析报告
大摩oil and gas 能源行业策略报告 2011-10 34页
4 个回复 - 1058 次查看
We maintain our Attractive industry view despite
recent outperformance, due to its high growth and
defensive nature. In the long term, we maintain our
preference for ENN and TCCL, and believe TCCL
...
2011-11-20 08:33 - wangxuuibe - 行业分析报告
大摩最新中国医疗行业策略报告2011-10 45页
4 个回复 - 937 次查看
We believe the China healthcare industry’s current
valuation is sustainable and 2012 should be better
with limited downside risks. The group began to
recover in late August, after hitting a trough ...
2011-11-20 08:47 - wangxuuibe - 行业分析报告
最新!大摩区域投资策略展望报告--台湾,印度篇 英文 均为20页左右
9 个回复 - 1244 次查看
概要如下:
24页报告(印度):
16% upside to BSE Sensex in 2012
We expect the market to make steady upward progress in 2012, marked by volatility. We think investors will be best placed to chose ...
2011-12-5 10:23 - ctjboy - 行业分析报告
大摩中国农业策略研究报告(65页)-2011-10
7 个回复 - 1690 次查看
大摩中国农业
策略研究报告(65页)
An escalating proportion of China’s household income is being spent on food. As China’s per-capital GDP continues to climb, so has its spending on more—and hig ...
2011-11-20 07:49 - wangxuuibe - 行业分析报告
大摩中国汽车行业2011年10月调研策略报告-38页
0 个回复 - 755 次查看
Our 2nd Alphawise survey of >250 China car dealers
reveals clear evidence of rising price tension – in
both premium and mass segments. We trim German
OEM earnings and TPs on weaker 2012e pricing ...
2011-11-20 08:38 - wangxuuibe - 行业分析报告