结果:找到“高盛 研究报告”相关内容298个,排序为按回复时间降序,搜索更多相关帖子请点击“高级”
高盛:2012年9月中国汽车行业研究报告(免费)
40 个回复 - 1630 次查看
Overview: Estimate revisions due to impact of anti-Japan protests 3
Impact of recent anti-Japan protests may be higher than in the past 4
China auto valuations 8
Great Wall (H) down to Neutral from ...
2012-9-28 16:31 - bigfoot0518 - 行业分析报告
高盛:2012年10月美国能源市场研究报告(免费)
40 个回复 - 1355 次查看
Petroleum
Hedging recommendations
Consumers: Despite the notable slowdown in the pace global economic growth, the oil market
remains tight as US and EU sanctions against Iran have sharply reduced I ...
2012-10-22 15:48 - bigfoot0518 - 行业分析报告
高盛:2012年10月大宗商品研究报告(免费)
40 个回复 - 1481 次查看
Table of contents 2
Executive Summary: Riding the Chinese construction waves 3
Understanding the Chinese construction cycle 6
Measuring the Chinese construction cycle 7
The effects of government p ...
2012-10-15 16:40 - bigfoot0518 - 行业分析报告
高盛:2012年10月全球大宗商品研究报告(免费)
40 个回复 - 1550 次查看
Table of contents
PM summary: re-positioning for an end to super-normal profits 3
We expect iron ore prices to recover in 2013; adjusting forecasts 5
An investment framework for picking iron ore-re ...
2012-10-22 15:42 - bigfoot0518 - 行业分析报告
高盛:2012年7月中国煤炭有色建材行业研究报告(免费)
2 个回复 - 1265 次查看
Contents
Further earnings cuts on marking to market ASPs 4
Current valuations overlooking 4Q rebound/ 2013 normalization 7
Assets-backed valuation implies limited downside for cement/coal 9
What i ...
2012-7-9 16:55 - bigfoot0518 - 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 - 2781 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
高盛:2012年6月亚太酒店行业研究报告(免费)
8 个回复 - 1623 次查看
Table of contents
While near-term macro headwinds persist longer-than-expected... 3
...we see structural growth drivers intact for economy hotels 5
We see current valuation discounting crisis-level ...
2012-6-13 16:24 - bigfoot0518 - 行业分析报告
高盛 2010中国消费行业深度研究报告 21页 20100211
36 个回复 - 2813 次查看
高盛 中国消费行业深度
研究报告 21页 pdf 20100211
Concerns over inflation overdone; retail stocks still attractive
China consumer stocks have had a rocky start to 2010 (MSCI consumer
discretionary ...
2010-2-20 03:20 - chanlky - 行业分析报告
高盛:中国金属与矿产行业研究报告2009年11月
25 个回复 - 2119 次查看
Positive surprises from our construction value chain visits
Focusing on 2nd derivatives (demand growth/supply constraints), we visited
three cities (Changsha, Tangshan, and Beijing), and met with pr ...
2009-11-6 17:00 - bigfoot0517 - 行业分析报告
美国高盛两篇研究报告
21 个回复 - 1676 次查看
News
On November 29, 2010, NDRC issued an announcement to lower the
retail price cap by an average of 19% among 17 therapeutic drug
categories, primarily antibiotics and cardiovascular medicines ...
2010-12-1 14:29 - guoqingchun - 行业分析报告
高盛:全球服装与零售行业研究报告2009年8月
30 个回复 - 5309 次查看
Table of contents
Executive summary: Long-term leaders in Global Retail & Apparel 4
Six companies stand out as well positioned to sustain superior returns on capital 8
Superior returns are the key ...
2009-9-4 14:55 - bigfoot0517 - 行业分析报告
求高盛对ACM Research的研究报告,感谢。
0 个回复 - 616 次查看
【作者(必填)】
Goldman Sachs
【文题(必填)】
ACM Research(ACMR): Cleaning growth story with 10X revenue opportunity; initiate at Buy and add to CL
【年份(必填)】
2020
【全文链接或数据库名称(选填 ...
2020-7-15 16:23 - cy1991630 - 文献求助专区
高盛:2012年12月全球TMT行业研究报告(免费)
69 个回复 - 15566 次查看
Table of Contents
Portfolio Manager Summary 3
Smart TVs as the next battleground 10
Beneficiaries: Apple, Facebook, Samsung 11
Straddling the line: Amazon 12
Challenged: Google, Microsoft 12
Two ...
2012-12-12 09:38 - bigfoot0517 - 行业分析报告
高盛关于 Brexit的研究报告
5 个回复 - 1186 次查看
高盛关于 Brexit的
研究报告(全英文)
Table of Contents
Elevated valuations and lack of growth drive drawdown concerns 3
Diversifying equity risk in drawdowns – easier said than done 8
The search ...
2016-6-27 12:53 - damaohoo - 行业分析报告
高盛:2013年1月中国航空业研究报告(免费)
12 个回复 - 4492 次查看
Domestic re-acceleration going into LNY
Domestic Chinese air traffic growth has staged a
healthy rebound from a low of 6% yoy in May to
10% in November 2012, despite significant
headwinds from a n ...
2013-1-23 12:22 - bigfoot0518 - 行业分析报告
高盛:2013年中国汽车行业研究报告
522 个回复 - 36071 次查看
Policy favors industry consolidation, big names set to gain share
News
On January 23, 2013, the Ministry of Industry and Information Technology
(MIIT), jointly with 11 other ministries, released ...
2013-1-31 12:53 - haiou1003 - 行业分析报告
高盛关于 Brexit的研究报告
0 个回复 - 927 次查看
高盛关于 Brexit的
研究报告(全英文)
Table of Contents
Elevated valuations and lack of growth drive drawdown concerns 3
Diversifying equity risk in drawdowns – easier said than done 8
The search f ...
2016-6-27 12:48 - damaohoo - 世界经济与国际贸易
高盛:2013年1月中国银行业研究报告(免费)
24 个回复 - 5378 次查看
Shadow banking trip takeaways: We expect 18% 2013E TSF balance
growth, despite potential modest growth slowdown of trusts
We organized a client trip to visit regulators, trust companies, and
banks’ ...
2013-1-23 12:55 - bigfoot0518 - 行业分析报告
高盛:2013年1月中国建筑行业研究报告(免费)
3 个回复 - 2088 次查看
Table of contents
Construction outlook muted, diversification is key: Buy CRCC (A); Sell CRG (H) 3
Railway: Relatively underinvested; 10%+ growth in 2013E, weaker momentum beyond 8
Metro: Poised to ...
2013-1-22 10:20 - bigfoot0518 - 行业分析报告
高盛:2013年2月中国食品饮料行业研究报告(免费)
22 个回复 - 6539 次查看
Table of contents
Overview: Industry growth buffeted by structural headwinds 4
Three key lessons from China’s beer industry 4
Prefer CRE over Tsingtao (H) on a long-term fundamental basis 4
We va ...
2013-2-8 14:47 - bigfoot0518 - 行业分析报告
【高盛/里昂证券】5份顶级券商最近投资研究报告
14 个回复 - 4586 次查看
本帖最后由 wanghaidong918 于 2013-1-13 04:55 编辑
高盛/高华,里昂证券2012年7月至8月发布的最新投资
研究报告
含宏观环境分析,行业分析和个股研究
(
高盛/高华报告封面为中文,内容为英文,CLSA报告为全英文 ...
2012-8-14 11:25 - typooh - 金融学(理论版)
高盛:2013年1月亚太手机行业研究报告(免费)
13 个回复 - 4344 次查看
Can smartphones change the way we interact with TVs?
Smartphones may finally become a true companion to TV this year
Smartphones (or smart devices like tablet) with built-in infrared modules
are po ...
2013-1-23 12:59 - bigfoot0518 - 行业分析报告
高盛:2013年1月澳门博彩行业研究报告(免费)
4 个回复 - 2774 次查看
+7% yoy visitation achievable; upside from border gate expansion
One of the growth drivers we identify in our Jan 3, 2013 Outlook note (Cyclical
recovery; MPEL to CL-Buy in place of Galaxy) for Maca ...
2013-1-23 13:01 - bigfoot0518 - 行业分析报告
高盛:2012年12月全球TMT行业研究报告(免费)
2 个回复 - 773 次查看
高盛:2012年12月全球TMT行业
研究报告(免费) Table of Contents[/backcolor]
Portfolio Manager Summary 3[/backcolor]
Smart TVs as the next battleground 10[/backcolor]
Beneficiaries: Apple, Facebook, S ...
2014-12-9 22:35 - yuwenjun720731 - 投资人(实务版)
高盛:2014年12月全球TMT行业研究报告(免费)
0 个回复 - 1424 次查看
高盛:2014年12月全球TMT行业
研究报告(免费)
Table of Contents[/backcolor]
Portfolio Manager Summary 3[/backcolor]
Smart TVs as the next battleground 10[/backcolor]
Beneficiaries: Apple, Facebook, ...
2014-12-9 22:31 - yuwenjun720731 - 投资人(实务版)
高盛:2013年1月中国煤炭钢铁水泥行业研究报告(免费)
62 个回复 - 13518 次查看
We believe sentiment for original
equipment manufacturers (OEMs) of
renewables has troughed
儰 But expect price volatility to remain
high given low earnings and cash flow
visibility. Investors sh ...
2013-1-26 11:02 - bigfoot0516 - 行业分析报告
高盛:2013年中国连锁百货行业研究报告(免费)
20 个回复 - 6006 次查看
Table of contents
Executive summary: position for 2013 growth recovery but be selective 3
Cyclical headwinds turning, structural challenges priced in 3
Top picks: Intime (adding to CL), Golden Eagl ...
2013-1-25 16:25 - bigfoot0518 - 行业分析报告
高盛:Lenovo Group收益的研究报告
50 个回复 - 5674 次查看
Below expectations: Core earnings weaker, but MIDH stronger
What surprised us
**** 本内容被作者隐藏 ****
**** 本内容被作者隐藏 ****
2013-2-1 09:36 - haiou1003 - 行业分析报告
高盛:2013年中国网购行业研究报告(免费)
96 个回复 - 16395 次查看
Table of contents
Overview: China’s retail revolution has begun, and it’s accelerating 3
The opportunity: Rmb3 tn in online sales by 2015E, 40% CAGR 6
The challenge: How much pain is in store for ...
2013-1-23 12:09 - bigfoot0518 - 行业分析报告
高盛:2013年亚洲宏观经济研究报告(免费)
12 个回复 - 3760 次查看
We wish our readers a happy and successful 2013. To kick off the year, we
review ten questions that we think will be important for Asian—and in
many cases global—markets this year. At the risk of ...
2013-1-8 13:26 - bigfoot0516 - 行业分析报告
高盛:2013年亚太综合贸易行业研究报告(免费)
7 个回复 - 1881 次查看
Contents
Earnings recovery in 2013, but price trajectory hard to predict 3
Detailed analysis of cash return and stock implications 13
Key sector themes and outlook 23
Cheung Kong (0001.HK, CL-Buy) ...
2013-1-8 16:31 - bigfoot0516 - 行业分析报告
高盛:2013年1月亚洲科技行业研究报告(免费)
5 个回复 - 2304 次查看
Holiday sell-through for LCD TV unexciting
Our industry checks indicate that North American LCD TV holiday demand
was lackluster and may have just met the low end of expectations, with low
single-d ...
2013-1-8 17:00 - bigfoot0518 - 行业分析报告
高盛:2012年9月中国宏观经济研究报告(免费)
130 个回复 - 18317 次查看
China: Slower recovery expected
This article was first published on September 6, 2012.
We are cutting China’s growth forecasts to 7.6% and 8.0% in 2012 and 2013 respectively, from 7.9% and 8.5%
pr ...
2012-9-21 15:46 - bigfoot0518 - 行业分析报告
最新出炉!Goldman Sachs 高盛中国银行业研究报告
1151 个回复 - 55269 次查看
7月21日,共60页,分两份
目录:
A modest rather than sharp NPL cycle in 2011E/12E; trading ranges set; be selective 2
Some cyclical NPLs due to sharp corporate debt rise and tightening 11
LGP l ...
2011-7-26 10:24 - abcass - 行业分析报告
高盛:2012年11月全球外汇市场研究报告(免费)
84 个回复 - 11941 次查看
Contents
Recommended FX Trade Ideas 3
Risk Scenarios and Idiosyncratic FX Moves 4
G3 18
US Dollar 18
Euro 20
Japanese Yen 22
Europe, Middle East & Africa 24
British Pound 24
Czech Koruna 25 ...
2012-11-15 14:32 - bigfoot0518 - 行业分析报告
0高盛经济研究报告185号:Saving Glut
4 个回复 - 3397 次查看
高盛经济
研究报告(Global Economics Paper No.185, May 27, 2009: The Saving Glut, the Return on Capital and the Rise in Risk Aversion),就全球储蓄过剩,发达国与发展中国家贸易失去平衡的分析,见解独到,但没 ...
2009-8-19 17:17 - keeyingsum - 金融学(理论版)