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荷兰银行:欧洲航空行业研究报告2009年6月
2 个回复 - 1274 次查看
Airlines
How to survive, how to thrive
Trading is tough for network carriers, but we continue to see them as attractive
recovery investments. We see low-cost carriers as attractive momentum
invest ...
2009-7-12 16:53 - bigfoot0518 - 行业分析报告
德意志银行:欧洲航空行业研究报告2009年9月
5 个回复 - 1977 次查看
Table of Contents
Investment thesis .............................................................................. 4
How to play the recovery......................................................... ...
2009-9-21 21:11 - bigfoot0517 - 行业分析报告
摩根斯坦利:欧洲航空行业研究报告2009年6月
1 个回复 - 1128 次查看
Airlines
Expanding Survivor Bias:
Overweight CAL and DAL
We are becoming more positive on the riskier
airlines within our “Survivor Bias” call. We are
revising our estimates lower on higher oil ...
2009-7-20 11:35 - bigfoot0516 - 行业分析报告
法国农业信贷银行:欧洲航空行业研究报告2009年4月
1 个回复 - 1899 次查看
Summary 3
I— Rolls-Royce, Thales and EADS rather than Safran,
Finmeccanica and MTU 4
Some civil stocks are as interesting as defence players 5
Our valuation methods are main ...
2009-7-21 13:09 - bigfoot0516 - 行业分析报告
汇丰银行:欧洲航空行业研究报告2009年4月
0 个回复 - 937 次查看
Company valuations 8
Overview on methods 8
Summary target prices 8
Price to Book (P/BV) 8
Replacement values (P/RV) 10
Returns on capital (EV/IC) 10
Lufthansa: sum-of-parts 11
Stock performance ...
2009-7-16 15:02 - bigfoot0516 - 行业分析报告