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[分享]2007 花旗 - 中国白酒行业深度研究报告(60页)
30 个回复 - 7160 次查看 2007年4月 花旗 - 中国白酒行业深度研究报告(60页) [此贴子已经被作者于2007-7-25 18:12:47编辑过]2007-7-25 17:58 - z00061 - 行业分析报告
30 个回复 - 7160 次查看 2007年4月 花旗 - 中国白酒行业深度研究报告(60页) [此贴子已经被作者于2007-7-25 18:12:47编辑过]2007-7-25 17:58 - z00061 - 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 - 2542 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 - 2542 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
花旗 - 中国交通建设(1800:HK)研究报告 - 08-9-3
2 个回复 - 1543 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。2008-9-5 11:15 - alexcao10 - 行业分析报告
2 个回复 - 1543 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。2008-9-5 11:15 - alexcao10 - 行业分析报告
花旗：2013年香港银行业研究报告（免费）
8 个回复 - 3361 次查看 Differentiated Liquidity Experience 3 Arrows on the Bow – Two Scenarios for Shooting 7 Entering “Loan Re-pricing Paradise” 10 BoCHK more exposed to Syndicated loans re-pricing 13 NIM Dilution m ...2013-1-8 13:23 - bigfoot0516 - 行业分析报告
8 个回复 - 3361 次查看 Differentiated Liquidity Experience 3 Arrows on the Bow – Two Scenarios for Shooting 7 Entering “Loan Re-pricing Paradise” 10 BoCHK more exposed to Syndicated loans re-pricing 13 NIM Dilution m ...2013-1-8 13:23 - bigfoot0516 - 行业分析报告
摩根斯坦利 美林 巴克莱 瑞银 花旗研究报告-宏观经济与投资策略
6 个回复 - 3054 次查看 近期 摩根斯坦利 美林 巴克莱 瑞银 花旗研究报告，从8月下旬到10月的都有2010-10-13 11:46 - ailang - 行业分析报告
6 个回复 - 3054 次查看 近期 摩根斯坦利 美林 巴克莱 瑞银 花旗研究报告，从8月下旬到10月的都有2010-10-13 11:46 - ailang - 行业分析报告
近期大小摩、花旗等机构各类研究报告（行业、商品 公司）汇总三
0 个回复 - 990 次查看 近期大小摩、花旗等机构各类研究报告（行业、商品 公司）汇总三2014-4-21 12:12 - yutianxiang - 行业分析报告
0 个回复 - 990 次查看 近期大小摩、花旗等机构各类研究报告（行业、商品 公司）汇总三2014-4-21 12:12 - yutianxiang - 行业分析报告
花旗：2013年1月中国保险行业研究报告（免费）
2 个回复 - 2104 次查看 China Insurance Due North – When the Worst Is Over and the Engines Are Refueled Stay positive despite recent rally — We reiterate our positive view on Chinese life insurers and continue ...2013-1-9 23:54 - bigfoot0516 - 行业分析报告
2 个回复 - 2104 次查看 China Insurance Due North – When the Worst Is Over and the Engines Are Refueled Stay positive despite recent rally — We reiterate our positive view on Chinese life insurers and continue ...2013-1-9 23:54 - bigfoot0516 - 行业分析报告
【独家发布】免费-花旗和摩根大通关于建行的最新研究报告
140 个回复 - 7445 次查看 **** 本内容被作者隐藏 **** **** 本内容被作者隐藏 ****2013-3-26 11:27 - yanghaiting - 行业分析报告
140 个回复 - 7445 次查看 **** 本内容被作者隐藏 **** **** 本内容被作者隐藏 ****2013-3-26 11:27 - yanghaiting - 行业分析报告
供大家学习之用——花旗（亚洲）2011年12月5日研究报告
3 个回复 - 920 次查看 花旗（亚洲）2011年12月5日研究报告2011-12-6 15:03 - allen988 - 行业分析报告
3 个回复 - 920 次查看 花旗（亚洲）2011年12月5日研究报告2011-12-6 15:03 - allen988 - 行业分析报告
花旗：2013年1月中国制药行业研究报告（免费）
2 个回复 - 1515 次查看 China Pharma Sector Focus on Opportunities in Major Diseases; Initiating on China Pharm and Fosun Pharma Sector Growth ~17% in 2013E — We estimate that the Chinese prescription market re ...2013-1-18 21:56 - bigfoot0516 - 行业分析报告
2 个回复 - 1515 次查看 China Pharma Sector Focus on Opportunities in Major Diseases; Initiating on China Pharm and Fosun Pharma Sector Growth ~17% in 2013E — We estimate that the Chinese prescription market re ...2013-1-18 21:56 - bigfoot0516 - 行业分析报告
花旗银行：日本传媒行业研究报告2009年10月
2 个回复 - 1953 次查看 Media July–September results preview Investment view — Overall end-H1 advertising demand was limited, and we think advertising companies will continue to struggle in H2. Still, with sect ...2009-11-12 10:44 - bigfoot0517 - 行业分析报告
2 个回复 - 1953 次查看 Media July–September results preview Investment view — Overall end-H1 advertising demand was limited, and we think advertising companies will continue to struggle in H2. Still, with sect ...2009-11-12 10:44 - bigfoot0517 - 行业分析报告
2011年4月最新花旗全球市场研究报告
11 个回复 - 1759 次查看 都是在本月发布的对于近期全球市场及各区域的观点及研究报告。文件里点开报告标题可拓展至相应完整报告。图片中是报告的sample：2011-4-13 11:15 - wth1116 - 行业分析报告
11 个回复 - 1759 次查看 都是在本月发布的对于近期全球市场及各区域的观点及研究报告。文件里点开报告标题可拓展至相应完整报告。图片中是报告的sample：2011-4-13 11:15 - wth1116 - 行业分析报告
花旗--韩国信用卡行业研究报告2007
5 个回复 - 3778 次查看 A Special Edition on Credit Cards Revival of interest in credit card business — We believe investors’ interest willrevert to the credit card sector triggered by recent sanguine macro datapoi ...2008-6-23 10:35 - bigfoot0517 - 行业分析报告
5 个回复 - 3778 次查看 A Special Edition on Credit Cards Revival of interest in credit card business — We believe investors’ interest willrevert to the credit card sector triggered by recent sanguine macro datapoi ...2008-6-23 10:35 - bigfoot0517 - 行业分析报告
花旗 -2007亚太地区地产行业深度研究报告：充足的发展空间(36页)
0 个回复 - 1792 次查看 花旗 -2007亚太地区地产行业深度研究报告：充足的发展空间(36页)2007-8-1 14:06 - z00061 - 行业分析报告
0 个回复 - 1792 次查看 花旗 -2007亚太地区地产行业深度研究报告：充足的发展空间(36页)2007-8-1 14:06 - z00061 - 行业分析报告
Citigroup 花旗：亚洲银行业深度研究报告（80页）
10 个回复 - 2707 次查看 Citigroup Asian Banking Trends 花旗——亚洲银行业深度研究报告（80页）.pdf 英文原版 [此贴子已经被作者于2006-12-17 21:36:07编辑过]2006-12-9 09:00 - vbbill - 金融学（理论版）
10 个回复 - 2707 次查看 Citigroup Asian Banking Trends 花旗——亚洲银行业深度研究报告（80页）.pdf 英文原版 [此贴子已经被作者于2006-12-17 21:36:07编辑过]2006-12-9 09:00 - vbbill - 金融学（理论版）
花旗:铜行业研究报告2009年5月
16 个回复 - 5000 次查看 Copper and the CycleStill Some Missing Ingredients Resurgent optimism — The base metal rebound has been driven by copper. Howeverwe don’t believe the necessary ingredients are present for a ...2009-5-13 10:00 - bigfoot0518 - 行业分析报告
16 个回复 - 5000 次查看 Copper and the CycleStill Some Missing Ingredients Resurgent optimism — The base metal rebound has been driven by copper. Howeverwe don’t believe the necessary ingredients are present for a ...2009-5-13 10:00 - bigfoot0518 - 行业分析报告
花旗--美国零售行业研究报告2007
3 个回复 - 2265 次查看 Investment SummaryGeographic Exposure at a GlanceIn this third edition of our annual atlas, we provide maps of U.S. geographicexposure for the Specialty Apparel, Leisure, Apparel and Footwear, Restaur ...2008-6-23 10:48 - bigfoot0517 - 行业分析报告
3 个回复 - 2265 次查看 Investment SummaryGeographic Exposure at a GlanceIn this third edition of our annual atlas, we provide maps of U.S. geographicexposure for the Specialty Apparel, Leisure, Apparel and Footwear, Restaur ...2008-6-23 10:48 - bigfoot0517 - 行业分析报告
免费分享：花旗银行2009年的铁矿石研究报告
6 个回复 - 1749 次查看 我写的论文是有关铁矿石的，这个报告给我蛮多帮助的，跟大家一起分享下吧。2011-3-7 20:32 - echopinggu - 行业分析报告
6 个回复 - 1749 次查看 我写的论文是有关铁矿石的，这个报告给我蛮多帮助的，跟大家一起分享下吧。2011-3-7 20:32 - echopinggu - 行业分析报告
花旗银行：中国银行业研究报告2009年8月(免费)
29 个回复 - 3495 次查看 Chinese Banks Next Phase: NIM and Profitability Expansion Profitability over volumes – Chinese banks have underperformed lately due to concerns over slowing loan growth. We see this curre ...2009-8-18 23:19 - bigfoot0516 - 行业分析报告
29 个回复 - 3495 次查看 Chinese Banks Next Phase: NIM and Profitability Expansion Profitability over volumes – Chinese banks have underperformed lately due to concerns over slowing loan growth. We see this curre ...2009-8-18 23:19 - bigfoot0516 - 行业分析报告
花旗全球经济展望与策略深度研究报告
0 个回复 - 1229 次查看 2011 is likely to be another year of strong but uneven global growth. We forecast global GDP growth of about 3.4% in 2011 and 3.8% in 2012 — somewhat below the 2010 pace (3.9%) — but st ...2011-1-20 09:21 - tracy1982 - 行业分析报告
0 个回复 - 1229 次查看 2011 is likely to be another year of strong but uneven global growth. We forecast global GDP growth of about 3.4% in 2011 and 3.8% in 2012 — somewhat below the 2010 pace (3.9%) — but st ...2011-1-20 09:21 - tracy1982 - 行业分析报告
花旗:镍行业研究报告2009年5月
11 个回复 - 3611 次查看 <p>Nickel<br/>The Wildcard<br/> Nickel Needs Help — For nickel prices to see meaningful upside over the next<br/>few years two factors are required: 1) The failure of all leac ...2009-5-13 09:57 - bigfoot0518 - 行业分析报告
11 个回复 - 3611 次查看 <p>Nickel<br/>The Wildcard<br/> Nickel Needs Help — For nickel prices to see meaningful upside over the next<br/>few years two factors are required: 1) The failure of all leac ...2009-5-13 09:57 - bigfoot0518 - 行业分析报告
花旗银行：香港银行业研究报告2009年9月
3 个回复 - 2189 次查看 Buy Banks: Look Beyond The Provisions Cycle 5 Top pick DBS, but UOB has more near-term price catalysts 5 High provisions charges marred strong 2Q09 results 6 But ROEs may rise to 12-15% once the pr ...2009-9-16 12:22 - bigfoot0517 - 行业分析报告
3 个回复 - 2189 次查看 Buy Banks: Look Beyond The Provisions Cycle 5 Top pick DBS, but UOB has more near-term price catalysts 5 High provisions charges marred strong 2Q09 results 6 But ROEs may rise to 12-15% once the pr ...2009-9-16 12:22 - bigfoot0517 - 行业分析报告
花旗：香港银行业研究报告2009年6月
5 个回复 - 2164 次查看 Valuation Summary 3 Hong Kong Banks – Valuation Abstract 3 Hong Kong Banks – Performance Ratio 4 Banks and Property Reflation 5 Rmb Trade Settlement 6 Interim results likely mixed 8 Bank of Ea ...2009-7-20 18:29 - bigfoot0516 - 行业分析报告
5 个回复 - 2164 次查看 Valuation Summary 3 Hong Kong Banks – Valuation Abstract 3 Hong Kong Banks – Performance Ratio 4 Banks and Property Reflation 5 Rmb Trade Settlement 6 Interim results likely mixed 8 Bank of Ea ...2009-7-20 18:29 - bigfoot0516 - 行业分析报告
2007 花旗银行 - 中国白酒行业深度研究报告(60页)
10 个回复 - 4144 次查看 2007 花旗银行 - 中国白酒行业深度研究报告(60页)<br/>2008-8-5 17:14 - manbu1100 - 行业分析报告
10 个回复 - 4144 次查看 2007 花旗银行 - 中国白酒行业深度研究报告(60页)<br/>2008-8-5 17:14 - manbu1100 - 行业分析报告
花旗银行：亚洲海运行业研究报告2009年10月
5 个回复 - 1694 次查看 Asian Bulk Shipping: Investment Summary 3 BDI Seasonally Strong in 4Q 7 Excess Supply; but Focus on Improvement 8 Regional Bulk Shippers 3Q Earnings Surprise 10 Bullish on 2010 Iron Ore Demand and ...2009-10-13 14:23 - bigfoot0518 - 行业分析报告
5 个回复 - 1694 次查看 Asian Bulk Shipping: Investment Summary 3 BDI Seasonally Strong in 4Q 7 Excess Supply; but Focus on Improvement 8 Regional Bulk Shippers 3Q Earnings Surprise 10 Bullish on 2010 Iron Ore Demand and ...2009-10-13 14:23 - bigfoot0518 - 行业分析报告
花旗--印度制药行业研究报告2007
3 个回复 - 2364 次查看 Indian Pharma CapsuleDig Deeper for Value Divide and conquer — Indian pharma is best viewed as distinct sub sectorsto better understand valuation opportunities. Each sub sector faces its ownp ...2008-6-23 10:29 - bigfoot0517 - 行业分析报告
3 个回复 - 2364 次查看 Indian Pharma CapsuleDig Deeper for Value Divide and conquer — Indian pharma is best viewed as distinct sub sectorsto better understand valuation opportunities. Each sub sector faces its ownp ...2008-6-23 10:29 - bigfoot0517 - 行业分析报告
花旗：印度银行业研究报告2009年6月
3 个回复 - 1562 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 ...2009-7-8 13:41 - bigfoot0518 - 行业分析报告
3 个回复 - 1562 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 ...2009-7-8 13:41 - bigfoot0518 - 行业分析报告
花旗：中国钢铁行业研究报告2009年5月（免费）
8 个回复 - 2703 次查看 PRC SteelThe Bull vs. The Bear: We Are Not Following The Herd Today bull, tomorrow bear? – We remain bearish on the China steel sector.Admittedly, it is tempting to join the bullish herd, esp ...2009-5-23 21:33 - bigfoot0518 - 行业分析报告
8 个回复 - 2703 次查看 PRC SteelThe Bull vs. The Bear: We Are Not Following The Herd Today bull, tomorrow bear? – We remain bearish on the China steel sector.Admittedly, it is tempting to join the bullish herd, esp ...2009-5-23 21:33 - bigfoot0518 - 行业分析报告
2006年全球电力设备行业深度研究报告(124页)-花旗银行
0 个回复 - 1928 次查看 【出版时间及名称】：2006年全球电力设备行业深度研究报告 【作者】：花旗银行 【文件格式】：pdf 【页数】：124 【目录或简介】： It's Only Just Begun, Stronger For Lo ...2010-3-12 09:19 - stevenchow - 行业分析报告
0 个回复 - 1928 次查看 【出版时间及名称】：2006年全球电力设备行业深度研究报告 【作者】：花旗银行 【文件格式】：pdf 【页数】：124 【目录或简介】： It's Only Just Begun, Stronger For Lo ...2010-3-12 09:19 - stevenchow - 行业分析报告
花旗：全球铁矿石行业研究报告2009年8月
13 个回复 - 3558 次查看 Metals & Mining Sector From Bears to Bulls on Iron Ore Iron Ore Price Upgrades — Citi’s commodity team have replaced the claws with horns in iron ore, upgrading to a 15% increase in 2010 ...2009-8-25 14:13 - bigfoot0516 - 行业分析报告
13 个回复 - 3558 次查看 Metals & Mining Sector From Bears to Bulls on Iron Ore Iron Ore Price Upgrades — Citi’s commodity team have replaced the claws with horns in iron ore, upgrading to a 15% increase in 2010 ...2009-8-25 14:13 - bigfoot0516 - 行业分析报告
花旗：12月13日中国银行业研究报告
4 个回复 - 1221 次查看 Monthly new lending in line with expectations Consumer loans accounted for 81% of the new loan growth Deposit growth outpaced loan growth Positive view on Sector2009-12-14 11:42 - zhangining - 金融学（理论版）
4 个回复 - 1221 次查看 Monthly new lending in line with expectations Consumer loans accounted for 81% of the new loan growth Deposit growth outpaced loan growth Positive view on Sector2009-12-14 11:42 - zhangining - 金融学（理论版）
花旗银行：澳大利亚银行业研究报告2009年10月
2 个回复 - 1867 次查看 Restoring industry returns 3 Estimating a normalised ROA 8 Revenue lever 8 Expense lever 12 Impairment lever 13 Normalised sector ROA 15 Estimating normalised leverage 17 Basel II – changed th ...2009-10-23 17:31 - bigfoot0518 - 行业分析报告
2 个回复 - 1867 次查看 Restoring industry returns 3 Estimating a normalised ROA 8 Revenue lever 8 Expense lever 12 Impairment lever 13 Normalised sector ROA 15 Estimating normalised leverage 17 Basel II – changed th ...2009-10-23 17:31 - bigfoot0518 - 行业分析报告
花旗银行：新加坡地产行业研究报告2009年11月
2 个回复 - 1277 次查看 Investment Summary 3 Update on Residential Market 6 HDB resale prices 7 What drove prices in 06-07 and why is it different this time? 10 Job creation and immigration 10 Hong Kong vs. Singapore 17 ...2009-11-6 16:57 - bigfoot0517 - 行业分析报告
2 个回复 - 1277 次查看 Investment Summary 3 Update on Residential Market 6 HDB resale prices 7 What drove prices in 06-07 and why is it different this time? 10 Job creation and immigration 10 Hong Kong vs. Singapore 17 ...2009-11-6 16:57 - bigfoot0517 - 行业分析报告
花旗银行：日本电子元器件行业研究报告2009年10月
1 个回复 - 2492 次查看 Electronic Component Observer: October Peak coming soon Conclusion — We downgrade our near-term stock price outlook to moderately bearish from neutral. The order growth rate is close to p ...2009-11-12 10:46 - bigfoot0517 - 行业分析报告
1 个回复 - 2492 次查看 Electronic Component Observer: October Peak coming soon Conclusion — We downgrade our near-term stock price outlook to moderately bearish from neutral. The order growth rate is close to p ...2009-11-12 10:46 - bigfoot0517 - 行业分析报告
花旗银行：日本交通运输行业研究报告2009年10月
0 个回复 - 1594 次查看 Transport trends and Q2 results preview 3 Cargo transport 7 Passenger transport 15 Nippon Yusen (9101) 30 Mitsui O.S.K. Lines (9104) 32 Kawasaki Kisen (9107) 34 All Nippon Airways (9202) 36 Jap ...2009-11-12 10:49 - bigfoot0517 - 行业分析报告
0 个回复 - 1594 次查看 Transport trends and Q2 results preview 3 Cargo transport 7 Passenger transport 15 Nippon Yusen (9101) 30 Mitsui O.S.K. Lines (9104) 32 Kawasaki Kisen (9107) 34 All Nippon Airways (9202) 36 Jap ...2009-11-12 10:49 - bigfoot0517 - 行业分析报告
花旗银行：日本地方政府债券行业研究报告2009年10月
0 个回复 - 1216 次查看 Local government bond sector outlook seminar 3 Study of key themes in local government bond market and local public finance 3 Q1. What theme for the local government bond sector are you most inter ...2009-11-12 10:45 - bigfoot0517 - 行业分析报告
0 个回复 - 1216 次查看 Local government bond sector outlook seminar 3 Study of key themes in local government bond market and local public finance 3 Q1. What theme for the local government bond sector are you most inter ...2009-11-12 10:45 - bigfoot0517 - 行业分析报告
花旗银行：亚洲交通运输行业研究报告2009年11月
1 个回复 - 1992 次查看 Investment Summary: Position for the Upside 3 Asia’s Export Cargo: Path to Recovery 6 3 ways to play the recovery story 13 Companies 19 China Merchants Holdings (0144.HK) 20 Tianjin Port Develop ...2009-11-9 16:59 - bigfoot0517 - 行业分析报告
1 个回复 - 1992 次查看 Investment Summary: Position for the Upside 3 Asia’s Export Cargo: Path to Recovery 6 3 ways to play the recovery story 13 Companies 19 China Merchants Holdings (0144.HK) 20 Tianjin Port Develop ...2009-11-9 16:59 - bigfoot0517 - 行业分析报告
花旗银行：中国地产行业研究报告2009年11月
1 个回复 - 1036 次查看 Volatility Presents Opportunities in 2010 3 Policy environment not so easy in 2010, but no outright tightening 5 1. Supportive measures on transaction taxes and levies likely to be withdrawn first ...2009-11-6 16:57 - bigfoot0517 - 行业分析报告
1 个回复 - 1036 次查看 Volatility Presents Opportunities in 2010 3 Policy environment not so easy in 2010, but no outright tightening 5 1. Supportive measures on transaction taxes and levies likely to be withdrawn first ...2009-11-6 16:57 - bigfoot0517 - 行业分析报告
花旗银行：全球宏观经济研究报告2009年10月
7 个回复 - 1856 次查看 2 Citigroup Global Markets Forecast Highlights and Changes from Last Month 3 Overview: Recovery’s Leaders and Laggards 4 Economic Forecast Overview 9 Long-Term Forecasts 12 Country Commentary 14 ...2009-10-27 16:24 - bigfoot0518 - 行业分析报告
7 个回复 - 1856 次查看 2 Citigroup Global Markets Forecast Highlights and Changes from Last Month 3 Overview: Recovery’s Leaders and Laggards 4 Economic Forecast Overview 9 Long-Term Forecasts 12 Country Commentary 14 ...2009-10-27 16:24 - bigfoot0518 - 行业分析报告
花旗银行：亚太宏观经济研究报告2009年10月
1 个回复 - 1755 次查看 Citi Key Economic Forecasts 3 Macro Overview: Exiting the Sweet Spot 4 Asian Currencies & Interest Rate Forecasts 17 Country Section 19 Bangladesh 20 China 24 Hong Kong 28 India 32 Indonesia 3 ...2009-10-26 16:28 - bigfoot0518 - 行业分析报告
1 个回复 - 1755 次查看 Citi Key Economic Forecasts 3 Macro Overview: Exiting the Sweet Spot 4 Asian Currencies & Interest Rate Forecasts 17 Country Section 19 Bangladesh 20 China 24 Hong Kong 28 India 32 Indonesia 3 ...2009-10-26 16:28 - bigfoot0518 - 行业分析报告
花旗银行：亚洲宏观经济与策略研究报告2009年9月
5 个回复 - 1603 次查看 Citi Key Economic Forecasts 3 Macro Overview: A Year Onwards – How do Asia’s credit fundamentals stand? 4 Asian Currencies & Interest Rate Forecasts 15 China 18 Hong Kong 22 India 26 Indonesi ...2009-10-1 07:18 - bigfoot0518 - 行业分析报告
5 个回复 - 1603 次查看 Citi Key Economic Forecasts 3 Macro Overview: A Year Onwards – How do Asia’s credit fundamentals stand? 4 Asian Currencies & Interest Rate Forecasts 15 China 18 Hong Kong 22 India 26 Indonesi ...2009-10-1 07:18 - bigfoot0518 - 行业分析报告
花旗银行：台湾地产行业研究报告2009年9月
1 个回复 - 1327 次查看 Investment Summary 3 So what’s pushing prices up? 3 Selecting the winners 4 And our picks? 4 Industry Update 7 Low interest and mortgage rates 7 Money repatriation fuels property market 12 A f ...2009-9-24 16:31 - bigfoot0517 - 行业分析报告
1 个回复 - 1327 次查看 Investment Summary 3 So what’s pushing prices up? 3 Selecting the winners 4 And our picks? 4 Industry Update 7 Low interest and mortgage rates 7 Money repatriation fuels property market 12 A f ...2009-9-24 16:31 - bigfoot0517 - 行业分析报告
花旗银行：亚洲电力行业研究报告2009年6月
1 个回复 - 1655 次查看 2H09E Outlook 3 China: Power 17 Power Equipment 26 Gas 33 Hong Kong: Power 36 India: Gas 42 Power 47 Indonesia Gas 54 Malaysia Power 56 Pakistan Power 67 Companies 72 CESC (CESC.BO) 73 Che ...2009-7-20 18:28 - bigfoot0516 - 行业分析报告
1 个回复 - 1655 次查看 2H09E Outlook 3 China: Power 17 Power Equipment 26 Gas 33 Hong Kong: Power 36 India: Gas 42 Power 47 Indonesia Gas 54 Malaysia Power 56 Pakistan Power 67 Companies 72 CESC (CESC.BO) 73 Che ...2009-7-20 18:28 - bigfoot0516 - 行业分析报告
花旗：中国水泥行业研究报告2009年9月
0 个回复 - 1666 次查看 Executive Summary 3 Two themes in a boring year 5 Growth of demand and supply matches in 10E 8 Regional diversification is reversing 11 Policies benefit big players, SD &GD 15 Anhui Conch Cement ...2009-10-10 19:50 - bigfoot0518 - 行业分析报告
0 个回复 - 1666 次查看 Executive Summary 3 Two themes in a boring year 5 Growth of demand and supply matches in 10E 8 Regional diversification is reversing 11 Policies benefit big players, SD &GD 15 Anhui Conch Cement ...2009-10-10 19:50 - bigfoot0518 - 行业分析报告
花旗银行：韩国汽车及零部件行业研究报告2009年9月
1 个回复 - 1674 次查看 Prefer Auto OEMs with Better Visibility 3 Auto OEMs: Highly leveraged to auto demand recovery 3 Models replacement cycle promises margin expansion 6 Hyundai Motor (005380.KS) 7 Kia Motors (000270. ...2009-9-25 09:28 - bigfoot0518 - 行业分析报告
1 个回复 - 1674 次查看 Prefer Auto OEMs with Better Visibility 3 Auto OEMs: Highly leveraged to auto demand recovery 3 Models replacement cycle promises margin expansion 6 Hyundai Motor (005380.KS) 7 Kia Motors (000270. ...2009-9-25 09:28 - bigfoot0518 - 行业分析报告
花旗：亚洲电力行业研究报告2009年6月
6 个回复 - 1725 次查看 Asia Utilities Strategy 2H09 Outlook: Easy Money Made, Now Turn to Specifics Stock-specific catalysts needed for next leg up — Asian utilities have on average rallied 38% YTD on lower fuel ...2009-7-8 13:35 - bigfoot0518 - 行业分析报告
6 个回复 - 1725 次查看 Asia Utilities Strategy 2H09 Outlook: Easy Money Made, Now Turn to Specifics Stock-specific catalysts needed for next leg up — Asian utilities have on average rallied 38% YTD on lower fuel ...2009-7-8 13:35 - bigfoot0518 - 行业分析报告
花旗银行：亚洲棕榈油行业研究报告2009年9月
0 个回复 - 1607 次查看 Recommendation, Stock Picks 3 Valuations 4 P/E and P/B Bands 4 P/E Band Charts 5 P/B Band Charts 8 Revision in Earnings Estimates 11 Earnings sensitivity 12 CPO prices 13 Price to remain range ...2009-9-21 20:13 - bigfoot0517 - 行业分析报告
0 个回复 - 1607 次查看 Recommendation, Stock Picks 3 Valuations 4 P/E and P/B Bands 4 P/E Band Charts 5 P/B Band Charts 8 Revision in Earnings Estimates 11 Earnings sensitivity 12 CPO prices 13 Price to remain range ...2009-9-21 20:13 - bigfoot0517 - 行业分析报告
花旗银行：印度大宗原材料行业研究报告2009年9月
0 个回复 - 1711 次查看 Introduction to Coal Industry in India 3 1. Demand-Supply dynamics 3 2. Pricing differential vs imported coal 7 3. Challenges faced by coal producers 8 4. Coal India's financial performance 10 5. ...2009-9-16 12:26 - bigfoot0517 - 行业分析报告
0 个回复 - 1711 次查看 Introduction to Coal Industry in India 3 1. Demand-Supply dynamics 3 2. Pricing differential vs imported coal 7 3. Challenges faced by coal producers 8 4. Coal India's financial performance 10 5. ...2009-9-16 12:26 - bigfoot0517 - 行业分析报告
花旗银行：香港地产行业研究报告2009年9月
0 个回复 - 1196 次查看 Landlords More Attractive Than Developers 3 Residential prices going back fast to 2008 peak... 3 …but share prices have factored it in 3 Property investors appear more attractive on valuations 5 ...2009-9-16 12:21 - bigfoot0517 - 行业分析报告
0 个回复 - 1196 次查看 Landlords More Attractive Than Developers 3 Residential prices going back fast to 2008 peak... 3 …but share prices have factored it in 3 Property investors appear more attractive on valuations 5 ...2009-9-16 12:21 - bigfoot0517 - 行业分析报告
花旗：全球博彩行业研究报告2009年6月
2 个回复 - 1807 次查看 Global Gaming Buy Macau, Not Vegas On a tear — Since the market bottomed, the Vegas names are up an average 375% while Macau has underperformed the rally, rising only 89%. We did not anti ...2009-8-4 16:58 - bigfoot0516 - 行业分析报告
2 个回复 - 1807 次查看 Global Gaming Buy Macau, Not Vegas On a tear — Since the market bottomed, the Vegas names are up an average 375% while Macau has underperformed the rally, rising only 89%. We did not anti ...2009-8-4 16:58 - bigfoot0516 - 行业分析报告
花旗：全球内存条行业研究报告2009年8月
1 个回复 - 1804 次查看 Still in Early Stage of Up-cycle 3 Supply Can’t Meet Seasonal Demand Growth 3 Revision in Global Memory Model 4 Limited Supply Growth Continues into 2010E 8 Still at the low-end despite utilizati ...2009-8-26 09:38 - bigfoot0516 - 行业分析报告
1 个回复 - 1804 次查看 Still in Early Stage of Up-cycle 3 Supply Can’t Meet Seasonal Demand Growth 3 Revision in Global Memory Model 4 Limited Supply Growth Continues into 2010E 8 Still at the low-end despite utilizati ...2009-8-26 09:38 - bigfoot0516 - 行业分析报告
花旗银行：新加坡石油开采装备行业研究报告2009年8月
0 个回复 - 1815 次查看 SG Rig Builders: Too Entrenched To Ignore 3 Keppel Corp – Looking for More than just FPSO Hulls 4 SembCorp Marine: Developing Clusters of Excellence 10 Establishing the Potential of Brazilian Mark ...2009-8-25 10:34 - bigfoot0516 - 行业分析报告
0 个回复 - 1815 次查看 SG Rig Builders: Too Entrenched To Ignore 3 Keppel Corp – Looking for More than just FPSO Hulls 4 SembCorp Marine: Developing Clusters of Excellence 10 Establishing the Potential of Brazilian Mark ...2009-8-25 10:34 - bigfoot0516 - 行业分析报告
花旗银行 - 中国石化研究报告0804
6 个回复 - 2093 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。 [此贴子已经被作者于2008-7-21 12:31:39编辑过]2008-7-19 23:30 - alexcao10 - 行业分析报告
6 个回复 - 2093 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。 [此贴子已经被作者于2008-7-21 12:31:39编辑过]2008-7-19 23:30 - alexcao10 - 行业分析报告
花旗--全球钢铁行业研究报告2008年4月
4 个回复 - 2771 次查看 ContentsBenefiting from Structural Change 3The Case for Continued Consolidation 7Global Steel Key Metrics 10Global Steel Comp Sheet 11Regional Perspectives – The Americas 12North America 12Latin Amer ...2008-4-22 09:43 - bigfoot0517 - 行业分析报告
4 个回复 - 2771 次查看 ContentsBenefiting from Structural Change 3The Case for Continued Consolidation 7Global Steel Key Metrics 10Global Steel Comp Sheet 11Regional Perspectives – The Americas 12North America 12Latin Amer ...2008-4-22 09:43 - bigfoot0517 - 行业分析报告
花旗：印度石油行业研究报告2009年5月
1 个回复 - 1137 次查看 Indian Oil SectorToo Much Priced In; Further Re-rating of R&M Sector Depends onLower Oil PXStrong government is a plus, but… — Indian oil stocks have strongly rallied duringthe past week o ...2009-5-26 11:18 - bigfoot0518 - 行业分析报告
1 个回复 - 1137 次查看 Indian Oil SectorToo Much Priced In; Further Re-rating of R&M Sector Depends onLower Oil PXStrong government is a plus, but… — Indian oil stocks have strongly rallied duringthe past week o ...2009-5-26 11:18 - bigfoot0518 - 行业分析报告
花旗:香港地产行业研究报告2009年5月
1 个回复 - 1087 次查看 Hong Kong PropertyHope or PainHopes of investors/speculators — In the near term, as a bubble mentality hasresurfaced in the HK property market, we believe strong liquidity and momentumwill sp ...2009-5-27 13:47 - bigfoot0518 - 行业分析报告
1 个回复 - 1087 次查看 Hong Kong PropertyHope or PainHopes of investors/speculators — In the near term, as a bubble mentality hasresurfaced in the HK property market, we believe strong liquidity and momentumwill sp ...2009-5-27 13:47 - bigfoot0518 - 行业分析报告
花旗：全球消费行业研究报告2009年3月
0 个回复 - 913 次查看 Global Consumerism at the CrossroadsThrifty Times in the West; New Affluence in the East Drivers of consumer behavior — Consumer behavior in developed economies isdetermined by the interactio ...2009-5-5 16:49 - bigfoot0518 - 行业分析报告
0 个回复 - 913 次查看 Global Consumerism at the CrossroadsThrifty Times in the West; New Affluence in the East Drivers of consumer behavior — Consumer behavior in developed economies isdetermined by the interactio ...2009-5-5 16:49 - bigfoot0518 - 行业分析报告
花旗--亚太地区银行业研究报告2008年6月
4 个回复 - 2514 次查看 Asia-Pacific Banks 2H 2008 OutlookOil Shocks and Economic Visibility Oil: the new policy dilemma — Record oil prices and their pervasive impact onAsian economies have replaced US recession co ...2008-7-3 09:42 - bigfoot0517 - 行业分析报告
4 个回复 - 2514 次查看 Asia-Pacific Banks 2H 2008 OutlookOil Shocks and Economic Visibility Oil: the new policy dilemma — Record oil prices and their pervasive impact onAsian economies have replaced US recession co ...2008-7-3 09:42 - bigfoot0517 - 行业分析报告
花旗--中国高速公路行业研究报告2008年
2 个回复 - 3311 次查看 ContentsIndustry analysis 4Benefiting from China’s economic growth and car sales 4Toll-roads dominated by passenger cars are less impacted byslowdowns in the global economy 5Traffic growth varies by ...2008-4-15 00:23 - bigfoot0517 - 行业分析报告
2 个回复 - 3311 次查看 ContentsIndustry analysis 4Benefiting from China’s economic growth and car sales 4Toll-roads dominated by passenger cars are less impacted byslowdowns in the global economy 5Traffic growth varies by ...2008-4-15 00:23 - bigfoot0517 - 行业分析报告
花旗--亚太地区电信行业研究报告2008.4
6 个回复 - 2167 次查看 1Q Performance – More Modest Than We Expected 6Five themes into the rest of 2008 9I. DARN – driving entry opportunities into Bharti and China Mobile 9II. Indonesia – litmus test ahead 10III. Yield ...2008-4-12 08:51 - bigfoot0517 - 行业分析报告
6 个回复 - 2167 次查看 1Q Performance – More Modest Than We Expected 6Five themes into the rest of 2008 9I. DARN – driving entry opportunities into Bharti and China Mobile 9II. Indonesia – litmus test ahead 10III. Yield ...2008-4-12 08:51 - bigfoot0517 - 行业分析报告
花旗--亚洲公用事业行业研究报告2008年6月
1 个回复 - 1923 次查看 Asian Utility StrategyFuel Cost Pass-through to Drive Outperformance Tariff hikes not enough to offset rising fuel costs — We expect 2008E OP and NPmargins of Asian utilities to contract 2ppt ...2008-6-12 11:57 - bigfoot0517 - 行业分析报告
1 个回复 - 1923 次查看 Asian Utility StrategyFuel Cost Pass-through to Drive Outperformance Tariff hikes not enough to offset rising fuel costs — We expect 2008E OP and NPmargins of Asian utilities to contract 2ppt ...2008-6-12 11:57 - bigfoot0517 - 行业分析报告
花旗银行 - 腾讯QQ(700:HK)研究报告0804
5 个回复 - 3471 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。 [此贴子已经被作者于2008-7-20 0:58:10编辑过]2008-7-19 23:46 - alexcao10 - 行业分析报告
5 个回复 - 3471 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。 [此贴子已经被作者于2008-7-20 0:58:10编辑过]2008-7-19 23:46 - alexcao10 - 行业分析报告
花旗 - 新鸿基地产(16:HK)研究报告 - 08-8-25
0 个回复 - 1683 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。2008-8-27 15:12 - alexcao10 - 行业分析报告
0 个回复 - 1683 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。2008-8-27 15:12 - alexcao10 - 行业分析报告
花旗 - 新鸿基地产(16:HK)研究报告 - 08-6-22
0 个回复 - 1325 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。2008-8-27 15:09 - alexcao10 - 行业分析报告
0 个回复 - 1325 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。2008-8-27 15:09 - alexcao10 - 行业分析报告
花旗银行 - 亚洲石油行业研究报告（56页）
1 个回复 - 2196 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。 [此贴子已经被作者于2008-7-21 21:38:16编辑过]2008-7-19 22:29 - alexcao10 - 行业分析报告
1 个回复 - 2196 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。 [此贴子已经被作者于2008-7-21 21:38:16编辑过]2008-7-19 22:29 - alexcao10 - 行业分析报告
花旗银行 - 联想电脑(992:HK)研究报告0804
2 个回复 - 2150 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。 [此贴子已经被作者于2008-7-21 12:30:37编辑过]2008-7-20 00:22 - alexcao10 - 行业分析报告
2 个回复 - 2150 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。 [此贴子已经被作者于2008-7-21 12:30:37编辑过]2008-7-20 00:22 - alexcao10 - 行业分析报告
花旗银行 - 中国石油研究报告0804
2 个回复 - 1767 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。 [此贴子已经被作者于2008-7-21 13:04:55编辑过]2008-7-19 23:19 - alexcao10 - 行业分析报告
2 个回复 - 1767 次查看 如果购买后不能下载就告诉我你的电邮，我发给你。 [此贴子已经被作者于2008-7-21 13:04:55编辑过]2008-7-19 23:19 - alexcao10 - 行业分析报告
花旗集团--印度消费行业研究报告2008年6月
0 个回复 - 1499 次查看 Investment ThesisThe Indian consumer sector has outperformed the overall benchmark indices forobvious reasons – the appeal of defensive stocks increases when the macroenvironment is volatile given th ...2008-6-27 12:45 - bigfoot0517 - 行业分析报告
0 个回复 - 1499 次查看 Investment ThesisThe Indian consumer sector has outperformed the overall benchmark indices forobvious reasons – the appeal of defensive stocks increases when the macroenvironment is volatile given th ...2008-6-27 12:45 - bigfoot0517 - 行业分析报告
花旗--中国基建行业研究报告2008年6月
1 个回复 - 1616 次查看 China Infrastructure ConstructionFocus on Growth of Core Business; Buy CRCC and CCC; Hold CRGL Initiating on 2 big-cap infrastructure construction companies — We are positiveabout the outlook ...2008-6-23 23:49 - bigfoot0517 - 行业分析报告
1 个回复 - 1616 次查看 China Infrastructure ConstructionFocus on Growth of Core Business; Buy CRCC and CCC; Hold CRGL Initiating on 2 big-cap infrastructure construction companies — We are positiveabout the outlook ...2008-6-23 23:49 - bigfoot0517 - 行业分析报告
花旗--韩国银行业研究报告2007
0 个回复 - 2197 次查看 Banks – Disintermediation: Global Lessons for KoreanBanks An ongoing increase in customer assets — Amid financial disintermediation,which is a structural trend, we think banks could eventual ...2008-6-23 10:45 - bigfoot0517 - 行业分析报告
0 个回复 - 2197 次查看 Banks – Disintermediation: Global Lessons for KoreanBanks An ongoing increase in customer assets — Amid financial disintermediation,which is a structural trend, we think banks could eventual ...2008-6-23 10:45 - bigfoot0517 - 行业分析报告
花旗--亚洲电信行业研究报告2007
0 个回复 - 1878 次查看 Three Themes into an overweight sector into 2H07 Biggest overweight in CIR regional model portfolio — Robust earningsvisibility and growth along with sound yields amidst the highest free cash ...2008-6-23 10:41 - bigfoot0517 - 行业分析报告
0 个回复 - 1878 次查看 Three Themes into an overweight sector into 2H07 Biggest overweight in CIR regional model portfolio — Robust earningsvisibility and growth along with sound yields amidst the highest free cash ...2008-6-23 10:41 - bigfoot0517 - 行业分析报告
花旗--亚太地区计算机硬件行业研究报告2007
0 个回复 - 3417 次查看 Executive SummaryAsia Tech Hardware Strategy discusses our views on tech hardware stocks bysector and country in Asia. This bi-annual issue reviews 1Q07 results, previews2Q07 earnings, and outlines ou ...2008-6-23 10:33 - bigfoot0517 - 行业分析报告
0 个回复 - 3417 次查看 Executive SummaryAsia Tech Hardware Strategy discusses our views on tech hardware stocks bysector and country in Asia. This bi-annual issue reviews 1Q07 results, previews2Q07 earnings, and outlines ou ...2008-6-23 10:33 - bigfoot0517 - 行业分析报告
