结果:找到“汇丰银行”相关内容972个,排序为按回复时间降序,搜索更多相关帖子请点击“高级”
数量化投资技术系列学习资料
7 个回复 - 1398 次查看
资产定价方法论
数量化投资技术系列
9数量化投资技术系列之九:行业配置的超额收益来自Alpha.pdf
8数量化投资技术系列之八:基于Gini系数的组合β值控制策略.pdf
7数量化投资技术系列之七-基于 ...
2022-1-3 23:21 - wz151400 - 现金交易版
汇丰银行:2012年3月中国汽车行业研究报告(免费)
14 个回复 - 2565 次查看
Long-term growth prospects for China’s
passenger car market remain strong …
… but car sales growth may disappoint
in 2012, on weak consumer sentiment
and higher savings
We li ...
2012-3-8 17:01 - bigfoot0516 - 行业分析报告
汇丰银行:2012年全球新兴市场货币展望(免费)
33 个回复 - 2100 次查看
Asia 5
Bangladeshi taka (BDT) 6
Brunei dollar (BND) 8
Chinese renminbi (CNY) 10
Offshore Chinese renminbi (CNH) 14
Hong Kong dollar (HKD) 19
Indian rupee (INR) 21
Indonesian rupiah (IDR) 24 ...
2011-12-20 09:14 - bigfoot0516 - 行业分析报告
汇丰银行:2012年1季度全球宏观经济展望(免费)
21 个回复 - 3219 次查看
目录
Key forecasts 6
Monetary & fiscal policy
assumptions 7
When the wheels fall off 8
Policy paralysis 8
How bad might it get? 8
The financial ‘black box’ 13
From ‘globalisation’ to ‘loc ...
2011-12-21 14:08 - bigfoot0516 - 行业分析报告
汇丰银行--德国仿制药行业研究报告2008年8月
30 个回复 - 2288 次查看
The pace of transition towardscommodity generics in Germany isaccelerating ahead of our expectations;the presence of marginal pricers willenable German payers to continue todrive down prices ...
2008-9-11 09:37 - bigfoot0517 - 行业分析报告
汇丰银行:2012年1月全球金属与矿产行业研究报告(免费)
31 个回复 - 1808 次查看
The sector trade is not dead, but we
believe stock-specific issues are also
pertinent in 2012
Our top picks are Xstrata, Rio Tinto
(an HSBC Europe Super Ten portfolio
constituent), Kazak ...
2012-2-1 10:36 - bigfoot0517 - 行业分析报告
汇丰银行:2012年1月亚洲无线通信行业研究报告(免费)
30 个回复 - 1491 次查看
4G (LTE) launches are gathering
momentum in Asia
Continue to prefer Japanese wireless
over China and Korea – OW NTT
DoCoMo and Softbank; UW LG U+
Downgrade Telstra to N from OW ...
2012-1-17 09:24 - bigfoot0516 - 行业分析报告
汇丰银行:2013年一季度亚洲宏观经济研究报告(免费)
42 个回复 - 7684 次查看
Key forecasts 4
Monetary & fiscal policy
assumptions 5
Skyward, once more 6
New leaders’ agenda:
Recovery and reforms 16
India: On the mend 27
GDP 36
Inflation 37
Industrial production &
un ...
2013-1-14 17:06 - bigfoot0518 - 行业分析报告
汇丰银行:2013年全球证券市场投资策略(免费)
54 个回复 - 9522 次查看
Macro outlook 5
Another choppy year 5
Themes for 2013 19
Fishing expedition 19
1. Top-line growth 19
2. Margin power 20
3. Capacity reduction/ consolidation 20
4. The regulation game 21
5. Val ...
2013-1-14 16:30 - bigfoot0518 - 行业分析报告
汇丰银行:2013年2月全球新兴市场货币研究报告(免费)
86 个回复 - 13758 次查看
Model portfolio and trade
recommendations 3
LatAm at a glance 4
BRL: A truce in the currency wars 5
Chile: a reluctant hawk 11
Long LatAm positions look stretched 16
Asia at a glance 19
C ...
2013-2-18 16:19 - bigfoot0518 - 行业分析报告
汇丰银行:巴西电力行业研究报告2009年2月
2 个回复 - 1482 次查看
We are initiating coverage of threeBrazilian integrated utility companies:Cemig at Overweight (V), Copel atNeutral (V), and Light at Neutral (V) In an environment of little visibility,utilit ...
2009-3-6 10:48 - bigfoot0516 - 行业分析报告
汇丰银行:2012年1月亚洲电子行业研究报告(免费)
22 个回复 - 1479 次查看
The low-end, mainstream tablet is the
new bright spot for the tech sector
We expect 76% unit growth for 2012,
half from lower-priced tablets
Hon Hai, Radiant, Simplo and Samsung
...
2012-1-17 09:26 - bigfoot0516 - 行业分析报告
孟晚舟律师团队:汇丰银行配合美国构陷孟晚舟
7 个回复 - 1203 次查看
加拿大温哥华当地时间6月15日,孟晚舟引渡案再次开庭听证。孟晚舟的律师团队向加拿大不列颠哥伦比亚高等法院提交了一份备忘录。备忘录显示,美国司法部提交的用于要求引渡的《起诉案件记录》中,指控孟晚舟的唯一关键 ...
2020-6-16 08:36 - zbin7451f - 企业文化
汇丰银行:德国中小上市公司研究报告2009年1月
15 个回复 - 2293 次查看
German small and mid caps buckledunder the pressure of adverse negativemarket conditions, underperforming largecaps in H2 2008: DAX -25%, MDAX -38%,SDAX -34%, TecDAX -34% and MMI -38% We exp ...
2009-1-27 13:58 - bigfoot0518 - 行业分析报告
汇丰银行--全球风电产业研究报告2008年7月
3 个回复 - 2433 次查看
In this report, we have updated all ourassumptions on the wind market,including our global market-forecastmodel and global market-share model We have raised our forecasts for theglobal wind- ...
2008-7-21 00:22 - bigfoot0517 - 行业分析报告
HSBC-ASIA SOLAR 200911 汇丰银行亚洲太阳能研究
22 个回复 - 2016 次查看
Asia Solar in a global context
Time to be selective. In line with our recent upgrade of the Global Solar sector (see Solar eclipsed? 23
September), we now turn selectively positive on Asia Solar. We ...
2009-11-23 15:54 - lilywangyunli - 行业分析报告
汇丰银行:亚洲造船行业研究报告2009年9月
22 个回复 - 3198 次查看
Offshore orders the next
catalyst 4
Offshore orders rising in 2H09 4
Revival in shipping orders in last three months 5
Existing orderbook remains at risk of deferrals/cancellations5
Revise earnin ...
2009-10-5 00:46 - bigfoot0518 - 行业分析报告
汇丰银行:亚洲造船行业研究报告2009年3月
20 个回复 - 2827 次查看
Too early to get back into shipbuildingstocks; not an early cycle play Next negative catalyst is downwardearnings revisions on lower deliveries We lower earnings estimates for most ...
2009-5-12 20:51 - bigfoot0518 - 行业分析报告
汇丰银行:全球新兴市场投资策略报告2009年9月
20 个回复 - 1779 次查看
Key country calls 3
Market Calls 5
Cross asset 6
FX 10
Fixed income 12
Equity 17
Commodities 20
Macro Convictions 23
Argentina: fiscal worries 24
China: faster recovery 26
Poland: budget bus ...
2009-10-5 16:51 - bigfoot0518 - 行业分析报告
汇丰银行:欧洲制造业研究报告2009年9月
5 个回复 - 2054 次查看
We argue that strong Asian demand will
drive a stronger-than-expected earnings
recovery for western machinery makers
Most of these names have in the two
previous cycles beaten prior pea ...
2009-10-1 09:33 - bigfoot0518 - 行业分析报告
汇丰银行:欧洲汽车行业2009年4季度投资策略
3 个回复 - 1739 次查看
Sector scorecard 3
Macro indicators: Recovery
underway, but many
uncertainties remain 14
Unit sales trends by region 22
Unit sales by OEM 37
Segment mix trends 54
Model launches in Europe 62
E ...
2009-10-1 09:30 - bigfoot0518 - 行业分析报告
汇丰银行:全球贵金属行业研究报告2009年4月
2 个回复 - 1819 次查看
Our analysis of 13 development-stage
projects indicates that the optimum gold
price for project development is on
average cUSD125/oz higher than the
price used in the feasibility studies
...
2009-7-21 13:23 - bigfoot0516 - 行业分析报告
汇丰银行:巴西银行业研究报告2009年8月
20 个回复 - 1438 次查看
Brazil banks valuation 3
Brazil bank sector barometer 4
Brazil bank sector data 6
Public and private sectors 7
Asset quality 9
Interest rates and spreads 14
Funding 16
Corporate sector outlook ...
2009-9-12 22:43 - bigfoot0517 - 行业分析报告
汇丰银行:全球资金流动研究报告2009年9月
20 个回复 - 2461 次查看
HSBC weightings 4
International fund flows 6
Foreign flows in to GEMs equities 7
Foreign flows in to EMEA equities 8
Czech Republic 10
Hungary 11
Poland 12
Russia 13
Turkey 14
South Africa 15 ...
2009-9-21 21:26 - bigfoot0517 - 行业分析报告
汇丰银行:俄罗斯钢铁行业研究报告2009年2月
20 个回复 - 2300 次查看
In less than a year, Russian steel hasmoved from a boom straight intorecession: we cut our price, volume andcapex assumptions We upgrade NLMK to OW (V) from N (V),but downgrade Evraz to N (V ...
2009-2-20 12:50 - bigfoot0517 - 行业分析报告
汇丰银行:全球金属与矿产行业研究报告2009年8月
20 个回复 - 1559 次查看
Correction likely before
gradual recovery 3
HSBC commodity price
forecasts 6
Commodities forward curve 7
Commodities consumption
trends 8
Macro indicators 10
HSBC equity indices
performance 1 ...
2009-9-8 22:45 - bigfoot0517 - 行业分析报告
汇丰银行:中国汽车零部件行业研究报告2008年2月
21 个回复 - 3104 次查看
Long term, outsourcing continues. Butnear term the operating environment forcomponent makers is difficult We prefer defensive companies. Selectcompanies on (1) high AM exposure, (2)low expor ...
2009-1-27 13:38 - bigfoot0518 - 行业分析报告
汇丰银行:全球证券市场投资策略报告2009年7月
16 个回复 - 1857 次查看
We stay positive on the outlook for global equity market in the second half of 2009 and
we are raising our US and European earnings and index targets (S&P 500 end-09 up to
1020 from 900, FTSE Eurofi ...
2009-8-10 22:47 - bigfoot0516 - 行业分析报告
汇丰银行:英国商业服务行业研究报告2009年5月
20 个回复 - 2318 次查看
Confidence seems to have risen more
quickly, on less evidence, than in
previous ‘recovery’ rallies
Fundamental valuations appealing on a
rapid recovery assumption; still too
early fo ...
2009-7-16 16:55 - bigfoot0516 - 行业分析报告
汇丰银行:全球货币行业研究报告2009年4月
14 个回复 - 1717 次查看
Cable as good as it gets
GBP fell heavily during the financial crisis as the turmoil changed
investors’ long run perspectives of the UK and altered their perception
of the UK economy and economic ...
2009-7-16 15:33 - bigfoot0516 - 行业分析报告
汇丰银行:中国地产行业研究报告2009年6月
20 个回复 - 1833 次查看
Near term pricing power 4
Sector valuation still attractive 8
Company Profiles 15
China Overseas Land & Investment 17
China Resources Land 25
Guangzhou R&F Properties 33
KWG Properties 41
Renhe ...
2009-7-17 16:41 - bigfoot0516 - 行业分析报告
汇丰银行--中国水泥行业研究
20 个回复 - 2772 次查看
Investment summary 3
Earnings sensitivity 9
Valuation & target prices 11
Comparisons with China
cement peers 15
Regional cement market
dynamics 22
Company profiles 25
CR Cement (1313) 26
TC ...
2010-8-12 13:46 - 2066zzl - 行业分析报告
汇丰银行:全球机械装备制造业研究报告2009年6月
38 个回复 - 7165 次查看
The Gospel According to MACC 3
Q2 2009 sector conclusions 3
Q2 2009 stock conclusions 4
MACC: what it is 5
Modelling MACC 5
Glossary 11
ABB 12
ABB India 21
Alfa Laval 30
Alstom 39
Assa Abloy ...
2009-7-16 16:03 - bigfoot0516 - 行业分析报告
汇丰银行:2013年2月韩国造船行业研究报告(免费)
17 个回复 - 5614 次查看
Investment thesis 3
Investment summary 4
Confident on offshore 4
Offshore: More in 2013 5
Commercial: Needs more time 6
Cyclically attractive 6
Stocks under our coverage (in order of market cap) ...
2013-2-5 15:48 - bigfoot0518 - 行业分析报告
汇丰银行-中国电影:回到聚光灯下-2019.3-67页
6 个回复 - 1165 次查看
汇丰银行-中国电影:回到聚光灯下-2019.3-67页
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2019-4-11 09:49 - fin-qq - 行业分析报告