结果:找到“信贷 报告”相关内容814个,排序为按回复时间降序,搜索更多相关帖子请点击“高级”
瑞士信贷:2012年1月香港银行业研究报告(免费)
33 个回复 - 1352 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
瑞士信贷:美国制药行业研究报告2009年3月
39 个回复 - 1995 次查看
US Major PharmaceuticalsACQUISITIONMerck & Schering-Plough: Merck, Made More■Deal makes strategic and financial sense, our view of Merck is morepositive. Merck’s stand-alone earnings outlook was - ...
2009-3-17 16:39 - bigfoot0518 - 行业分析报告
瑞士信贷:中国水泥行业行业研究报告2009年10月
4 个回复 - 2178 次查看
Government policy addresses supply risk. With new cement capacity
under construction reaching nearly 50% of market size in China, the central
government recently issued several emergency policies an ...
2009-10-25 23:58 - bigfoot0518 - 行业分析报告
瑞士信贷:印度电力设备行业研究报告2009年11月
40 个回复 - 3027 次查看
The power transmission and distribution (T&D) sector has good secular
growth, but with volatile cycle atop. We are currently in a strong down-cycle
and a few quarters away from a trough. At some poi ...
2009-11-12 15:53 - bigfoot0517 - 行业分析报告
瑞士信贷:全球农业研究报告2009年6月
25 个回复 - 2582 次查看
Agriculture – a structural story
THEME
Figure 1: CRB foodstuffs and metals prices (in real terms)
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Jan-81 Jan-86 Jan-91 Jan-96 Jan-01 Jan-06
CRB foodstuffs price inde ...
2009-7-15 14:07 - bigfoot0516 - 行业分析报告
瑞士信贷--中国酒类行业研究报告2007
2 个回复 - 2736 次查看
Table of contentsPricing power is becoming crucial....................................................................................................6Challenges from inflation ....................... ...
2008-4-9 10:12 - bigfoot0517 - 行业分析报告
瑞士信贷:台湾地产行业研究报告2009年9月
20 个回复 - 1928 次查看
Time to reload the Taiwan property sector. With a 10-20% correction in
valuations and higher new NAV estimates, we now feel that valuations of
most property names are attractive. The companies under ...
2009-9-14 15:18 - bigfoot0517 - 行业分析报告
瑞士信贷:印度水泥行业研究报告2009年9月
20 个回复 - 2451 次查看
Recent underperformance in the sector to continue. We expect cement
stocks to trade at below their average multiples for the next 12-18 months on
over-supply concerns. Sharp consensus upgrades since ...
2009-9-14 15:55 - 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 - 3070 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
瑞士信贷:美国电力行业研究报告2009年7月
20 个回复 - 2240 次查看
A Thought...
STRATEGIC ANALYSIS
Power Updates and Still More Scenarios
We have gone through our annual overhaul of our economic dispatch
model (supply/demand) for the power markets, updating and t ...
2009-8-6 16:56 - bigfoot0516 - 行业分析报告
瑞士信贷:中国大宗原材料行业研究报告2009年7月
20 个回复 - 2455 次查看
Table of contents
NJA basic material stocks (Credit Suisse coverage) 2
Credit Suisse commodity price forecast 4
Monthly theme – quiet summer 5
Downstream demand snapshots 8
Steel – production s ...
2009-7-21 13:19 - bigfoot0516 - 行业分析报告
瑞士信贷:亚洲电信行业研究报告2009年4月
20 个回复 - 1517 次查看
The pre-requisites for rapid growth in wireless broadband (3G licences,
reasonably-priced datacards and dongles, and rising laptop
penetration) are now firmly in place. We forecast that by 2015, the ...
2009-7-15 14:57 - bigfoot0516 - 行业分析报告
瑞士信贷:亚洲化工行业研究报告2009年6月
21 个回复 - 1655 次查看
A global demand recovery is underway. CS economists believe that
global IP will rebound to 2007 levels by 3Q10, implying a rebound of
12% from the low in 1Q09.
■ Expectations of a demand rebound ...
2009-7-15 15:01 - 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 - 2506 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:亚洲科技行业研究报告2009年5月
20 个回复 - 1660 次查看
Back in February 2009, our buy argument was based on our view of stabilising end-demand, normalising inventory and supportive valuations. We believe that this has largely played out. The surprise has ...
2009-7-15 15:47 - bigfoot0516 - 行业分析报告
瑞士信贷:全球证券市场投资策略报告2009年4月
21 个回复 - 2623 次查看
Global equity strategy
STRATEGY
Regional strategy
We upgrade the UK to overweight from benchmark to reflect: (a) policy—
monetary conditions (exchange and interest rates) are now looser than othe ...
2009-7-15 14:11 - bigfoot0516 - 行业分析报告
瑞士信贷:全球证券市场投资策略报告2009年5月
21 个回复 - 1858 次查看
Global equity strategy
STRATEGY
From crisis to consolidation
We look for industries and stocks that could emerge as winners primarily
due to the credit crisis forcing a more realistic cost of capi ...
2009-7-15 14:12 - 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 - 1944 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 - 2536 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
瑞士信贷:全球金融服务行业研究报告2009年6月
20 个回复 - 2024 次查看
Global Financial Services
STRATEGY
Risk Assets: Caveat Emptor
■
Cross-Sector Recommendations: We favor the following: U.S. life
insurance over U.S. regional banks, European insurance over Europe ...
2009-7-15 14:05 - bigfoot0516 - 行业分析报告
瑞士信贷:美国证券交易专题研究报告2009年7月
20 个回复 - 1844 次查看
Banking on Markets
MONTHLY
A Return to Historical Seasonality
The past few years have been a whirlwind for the global financial markets. As the
pace of macroeconomic deterioration slows and financ ...
2009-8-13 23:42 - bigfoot0516 - 行业分析报告
瑞士信贷:印度电力行业研究报告2009年10月
30 个回复 - 2192 次查看
Table of contents
Regulations – a challenge for the government 8
Regulations now encourage diverse business models 8
Companies with ‘plants’ versus those with ‘plans’ 12
Merchant power – pro ...
2009-10-10 19:55 - bigfoot0518 - 行业分析报告
地区纺织业融资现状与信贷支持分析报告
0 个回复 - 752 次查看
国纺织重地,产业集聚度高,拥有从原料、纺丝、织造、印染到服装较为完整的产业链,纺织织造企业达5000多家,年纺丝能力近500万吨,年织造能力200亿米,染整能力50亿米,有20家国家级纺织品开发基地,是全国“纺织国 ...
2021-3-29 14:47 - dadaqiao - 区域经济学
农村小额信贷利率研究报告
3 个回复 - 901 次查看
农村小额
信贷利率研究
报告
欢迎订阅论坛文库"【行业
报告大全】"查看更新和旧帖
文库链接:https://bbs.pinggu.org/forum.php ... tion=view&ctid=2348
2019-6-5 16:58 - hahahamc - 行业分析报告
瑞士信贷:中国软件行业研究报告2011年6月(免费)
13 个回复 - 2112 次查看
A different approach to play: China’s software & IT services sector is quite
discrete and has a unique logic of growth. Rather than a general
macroeconomic top-down view, we prefer a different ap ...
2011-6-21 15:49 - bigfoot0518 - 行业分析报告
瑞士信贷:美国REITs行业研究报告2009年7月
8 个回复 - 2348 次查看
REITs: Five Years On
SECTOR REVIEW
Short versus Long Term Stock Calls
■
REITs: Five Years On. With this report, Credit Suisse re-launches its
coverage of U.S. REITs. Moreover, we provide earning ...
2009-7-14 20:25 - bigfoot0516 - 行业分析报告
金融科技在小微企业信贷中的应用发展研究报告
1 个回复 - 737 次查看
金融科技在小微企业
信贷中的应用发展研究
报告
欢迎订阅论坛文库"【行业
报告大全】"查看更新和旧帖
文库链接:https://bbs.pinggu.org/forum.php ... tion=view&ctid=2348
2019-6-12 21:23 - hahahamc - 行业分析报告
向美国国会提交关于全球出口信贷竞争的报告
0 个回复 - 492 次查看
摘要:
原文标题:Report to the U.S. Congress on Global Export Credit Competition文章框架:“一带一路”倡议。观点摘要:1.目前为止,中国官方进行的船舶排放控制区(ECA)活动对进出口竞争力的影响 ...
2018-8-26 02:10 - 一带一路数据 - Forum