结果:找到“摩根斯坦利”相关内容809个,排序为按回复时间降序,搜索更多相关帖子请点击“高级”
MSCI指数(中国、发达市场、世界指数,可以自选)
2 个回复 - 913 次查看
MSCI指数是全球投资组合经理最多采用的基准指数。据MSCI估计,在北美及亚洲,超过90%的机构性国际股本资产是以MSCI指数为基准。MSCI中国指数(MSCI China Index)是由
摩根斯坦利国际资本公司(MSCI)编制的跟踪中国概 ...
2022-4-11 18:47 - 张pc - 现金交易版
摩根斯坦利—信用衍生品行业手册
4 个回复 - 2990 次查看
The Single Name Instruments & Strategies book, now in its third printing,
contains select previously published research reports on credit investment
strategies, credit derivatives instruments and ...
2012-2-13 18:50 - sanchao - 金融工程(数量金融)与金融衍生品
摩根斯坦利:2012年新兴市场政策融资研究(免费)
30 个回复 - 1394 次查看
Asia ex-Japan: Bond issuance expectations vary
across the region. Among the major issuers, we
expect net issuance to decline in Korea and the
Philippines, remain roughly stable in Malaysia and
Ind ...
2012-2-1 10:32 - bigfoot0517 - 行业分析报告
摩根斯坦利:2013年2月全球信用市场投资策略(免费)
86 个回复 - 8720 次查看
Table of Contents Recent Research
IG Corporate Credit Strategy:
Credit Continuum: Financials: Where Do We Go From Here?
January 28, 2013
Credit Continuum: Rising Rates and Credit - What's Differen ...
2013-2-5 16:35 - bigfoot0518 - 行业分析报告
摩根斯坦利中国互联网报告(2006)
30 个回复 - 1151 次查看
摩根斯坦利中国互联网报告(2006)
mary.meeker@morganstanley.com
brian.pitz@morganstanley.com
brian.fitzgerald@morganstanley.com
2011-11-8 20:07 - herohelp - 行业分析报告
摩根斯坦利 移动互联网报告 (免费)
27 个回复 - 2353 次查看
摩根斯坦利 移动互联网报告 2009年12月15日发布
来自
摩根斯坦利网站
免费的哦!
摘要:
财富的创造和消亡是新的计算产品发展周期的实质– 我们现在已经进入移动互联网周期的早期阶段,这是过去的50 年来 ...
2010-6-28 12:57 - wulanhot - 行业分析报告
摩根斯坦利:日本汽车行业研究报告2009年8月
21 个回复 - 2236 次查看
Autos
Upgrade to Attractive: Even
Normal Recession Levels Not
Yet Discounted
What's Changed
Industry View: Autos In-Line to Attractive
Honda rating Overweight to Equal-weight
Upgrading industry ...
2009-8-21 12:32 - bigfoot0516 - 行业分析报告
摩根斯坦利:美国石油天然气开采行业研究报告2009年8月
20 个回复 - 2399 次查看
Contents of The Weekly Explorer Page
Producers Increase 2010 NG Hedges 2
Investment Perspective 3
Morgan Stanley Estimates vs. Consensus 4
Consensus EPS Revisions & Short Interest 6
Comparative P ...
2009-8-25 00:17 - bigfoot0516 - 行业分析报告
摩根斯坦利:印度宏观经济研究报告2009年9月
20 个回复 - 2201 次查看
Recovery Story Intact Despite Weak Agriculture Outlook
I. Where Are We Now?
Aggregate Real Economic Variables - IP Growth Turns Around, Exports Still to Improve………………………………………………… ...
2009-10-1 11:56 - bigfoot0518 - 行业分析报告
摩根斯坦利:美国零售行业研究报告2009年9月
20 个回复 - 1554 次查看
US Retail Team
Formidable 5 / Fading 5 Portfolio
Research
US
Formidable
Five
AAP
DLTR
WEN
WMT
YUM
Fading
Five
ANF
SONC
SHLD
SWY
UA
Performance update: Overweights marked progress, Un ...
2009-9-12 23:00 - bigfoot0517 - 行业分析报告
摩根斯坦利:北美海运行业研究报告2009年9月
20 个回复 - 1644 次查看
Table of Contents
Investment Perspective Page 2
Rates Assumptions & Forecasts Page 3
Change in Tanker & Dry Bulk Forward Sentiment Page 4
Morgan Stanley Valuation Summary & Estimates Page 7
Conse ...
2009-9-21 21:40 - bigfoot0517 - 行业分析报告
摩根斯坦利:澳大利亚地产行业研究报告2009年9月
3 个回复 - 1166 次查看
Australia Property
Trust Talk: 80th Edition
Chart of the Week: Regression Model Suggests
Residential House Price Strength, But Risks Remain
-20%
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
...
2009-9-21 21:35 - bigfoot0517 - 行业分析报告
摩根斯坦利:美国传媒行业研究报告2009年9月
20 个回复 - 2013 次查看
Media
Networks Bet on Scatter &
Against the Snuggie
TV scatter market improving: Our above
consensus ’10 estimates, in light of the recently
concluded TV upfront negotiations, require that scatt ...
2009-9-21 21:45 - bigfoot0517 - 行业分析报告
摩根斯坦利:美国石油开采行业研究报告2009年9月
20 个回复 - 1267 次查看
Contents of The Weekly Explorer Page
Marcellus Update 2
Investment Perspective 3
Morgan Stanley Estimates vs. Consensus 4
Consensus EPS Revisions & Short Interest 6
Comparative Performance Tables ...
2009-9-21 21:49 - bigfoot0517 - 行业分析报告
摩根斯坦利:美国石油开采设备行业研究报告2009年9月
20 个回复 - 1614 次查看
Table of Contents
Investment Perspective Page 2
Int’l rig count to gain 4%/10% in 2010/2011 Page 3
Contract Drilling Markets Page 5
Jackup Dayrates: Historical and Forecast Page 8
Floater Dayrat ...
2009-9-21 21:50 - bigfoot0517 - 行业分析报告
摩根斯坦利:日本宏观经济研究报告2009年9月
21 个回复 - 2259 次查看
Main message: Anticipating a greater likelihood of policy
change under the new administration, we lower our
economic forecast for F3/10 and raise that for F3/11. The
changes come because we assume ...
2009-9-21 22:00 - bigfoot0517 - 行业分析报告
摩根斯坦利:澳大利亚医疗行业研究报告2009年9月
20 个回复 - 2001 次查看
Contents
Stock Ratings - Order of Preference 4
Changes to Ratings & Estimates 6
Morgan Stanley versus Consensus Estimates 7
New Research 8
PRY, SHL, HSP: The Growing Importance of Medical Centres ...
2009-9-21 21:37 - bigfoot0517 - 行业分析报告
摩根斯坦利:美国寿险行业研究报告2009年9月
20 个回复 - 1564 次查看
Contents
Summary 2
Ratings Actions 5
Capital & Liquidity 7
Mergers & Acquisitions 8
Section 2. Summary of Recent Research 9
Section 3. Price Performance 11
Section 4. Valuation 15
Section 5. E ...
2009-9-14 16:30 - bigfoot0517 - 行业分析报告
摩根斯坦利:中国证券市场投资策略报告2009年9月(免费)
23 个回复 - 2053 次查看
China Strategy
More Jewels in the Crown:
Adding More Stocks to Our
China Franchise Basket
Investment conclusion: Echoing our China
economist’s long-term bullish call on China consumers
today, w ...
2009-9-14 16:33 - bigfoot0517 - 行业分析报告
摩根斯坦利:全球证券市场投资策略报告2009年9月(免费)
20 个回复 - 1325 次查看
The End Of Easing
What to expect as policy makers reverse
Risk assets are in the sweet spot. Investors see looming recovery but
policy remains at recession-combating levels. The focus will soon tur ...
2009-9-8 23:05 - bigfoot0517 - 行业分析报告
摩根斯坦利:日本金融行业研究报告2009年8月
20 个回复 - 2769 次查看
Market normalization will create further upside for
some of the ‘other financials’ industry stocks:
Market normalization benefits two groups. The first
group includes the firms that can improve t ...
2009-8-26 10:39 - bigfoot0516 - 行业分析报告
摩根斯坦利:亚太地区农产品行业研究报告2009年8月
20 个回复 - 1557 次查看
Contents
Investment Case: Buy CPO Stocks, Especially Upstream.......................... 3
We Initiate Coverage of the CPO (Crude Palm Oil) Industry with an Attractive View.....3
Our Top Picks are K ...
2009-8-18 23:15 - bigfoot0516 - 行业分析报告
摩根斯坦利:全球新兴证券市场投资文摘2009年7月(免费)
29 个回复 - 2042 次查看
4 Asia/EM Equity Strategy
Upgrade Brazil to OW, Downgrade
South Africa to UW; Add Energy to
Focus List
Jonathan Garner, Michael Wang, V. Silva
18 China Strategy
Turning Bullish on GDP Upgrade
J ...
2009-8-10 17:17 - bigfoot0516 - 行业分析报告
摩根斯坦利:澳大利亚地产行业研究报告2009年7月
24 个回复 - 1907 次查看
Australia Property
Trust Talk: 74th Edition
Chart of the Week: Just 8% of Cyclical Upside if
A-REITs Return to Peak Operating EPS Earnings
62.9
100.0
67.9
(5%)
(32%)
+7.9%
-
10
20
30
40
...
2009-8-10 16:54 - bigfoot0516 - 行业分析报告
摩根斯坦利:美国海运行业研究报告2009年8月
20 个回复 - 1419 次查看
Table of Contents
Investment Perspective Page 2
Rates Assumptions & Forecasts Page 3
Change in Tanker & Dry Bulk Forward Sentiment Page 4
Morgan Stanley Valuation Summary & Estimates Page 7
Conse ...
2009-8-18 23:10 - bigfoot0516 - 行业分析报告
摩根斯坦利:美国证券市场投资策略报告2009年8月(PPT)免费
20 个回复 - 1510 次查看
Looking Back & Forward
The better it gets the better it gets – Another exceptionally strong month for risk assets with equities rising 8% and posting their 3rd best July month on record. The
rise i ...
2009-8-13 23:06 - bigfoot0516 - 行业分析报告
摩根斯坦利:亚太光伏行业研究报告2009年7月(免费)
20 个回复 - 1845 次查看
Next 3 years – Growth Resumption
As global economy heals, global leaders will refocus on Clean Energy
Positive Policy Tailwinds
Renewed vows ahead of Copenhagen Su ...
2009-8-5 13:30 - bigfoot0516 - 行业分析报告
摩根斯坦利:北美传媒技术行业研究报告2009年7月
2 个回复 - 1354 次查看
Medical Technology
No Quick Fix: Orthopaedics
Has Secular Challenges;
SYK at UW, ZMH at EW
The fundamental drivers of orthopaedics are in
secular decline, preventing a return to historical
growt ...
2009-8-5 14:41 - bigfoot0516 - 行业分析报告
摩根斯坦利:台湾电脑硬件行业研究报告2009年7月
20 个回复 - 2216 次查看
Taiwan Hardware
Technology
IC Substrates Reshuffle to
Benefit Kinsus, Nan Ya PCB
We are buyers of Kinsus as a smartphone play and
Nan Ya PCB as a PC/Intel proxy: We expect the recent
IC substrat ...
2009-7-20 13:49 - bigfoot0516 - 行业分析报告
摩根斯坦利:澳大利亚公用事业行业研究报告2009年4月
21 个回复 - 2836 次查看
Investment conclusion: We think that Spark and SP
AusNet will raise new equity capital to fund large capex
programs and cut dividends, principally to satisfy credit
providers. DUET and Envestra, wh ...
2009-7-20 10:55 - bigfoot0516 - 行业分析报告
摩根斯坦利:中国银行业研究报告2009年5月
5 个回复 - 1271 次查看
China Banks
Implication of Strong
Liquidity; Positive Near Term
Liquidity a positive near term: Though negative to
NIM, we expect strong liquidity to lead to good loan
growth and easing of asset ...
2009-7-20 15:39 - bigfoot0516 - 行业分析报告
摩根斯坦利:中国银行业研究报告2009年6月
18 个回复 - 1552 次查看
China Banks
Worst NIM Behind Us Soon;
Liquidity Helps Asset Quality
Worst likely to be behind us soon in NIM: Industry
data shows that new discounted bills as a percentage of
total new loans has ...
2009-7-20 15:40 - bigfoot0516 - 行业分析报告
摩根斯坦利:猪流感专题研究报告2009年4月
7 个回复 - 1150 次查看
Flu Outbreak
Scenarios and Trade Ideas for
Pandemic-Related Tail Risks
Markets appear to be looking past any significant risks. Despite the
many flu-related warnings, markets outside Mexico are tr ...
2009-7-20 15:42 - bigfoot0516 - 行业分析报告
摩根斯坦利:美国人寿行业研究报告2009年3月
21 个回复 - 2012 次查看
Insurance - Life/Annuity
State of the Industry —
Moving to Attractive
We are raising our life insurance industry view to
Attractive from In-Line. The forceful headwinds
including the collapse in ...
2009-7-20 11:26 - bigfoot0516 - 行业分析报告
摩根斯坦利:美国软件行业研究报告2009年7月
20 个回复 - 2426 次查看
CIO Survey
Tentative Signs of
Stabilization in IT Spending
2009 IT spending growth expectations have
stabilized, but negative bias on revisions remains.
Results from our recent survey of 150 IT e ...
2009-7-20 11:28 - bigfoot0516 - 行业分析报告
摩根斯坦利:美国石油开采设备行业研究报告2009年7月
20 个回复 - 1860 次查看
Oil Services, Drilling &
Equipment
Crude Supply Expectations &
US Nat Gas Production Down
IEA has shifted its medium-term supply outlook
from prior “optimistic” expectations published
Dec-08. ...
2009-7-20 11:29 - bigfoot0516 - 行业分析报告
摩根斯坦利:台湾液晶行业报告2009年4月
21 个回复 - 2782 次查看
Taiwan TFT LCD
Double-dip Risk in 4Q09
Where We Differ: As capacity expansion resumes in
2Q09, we see risk of a double dip in 4Q09. 1Q09 was
better than expected on panel shortage due to
componen ...
2009-7-20 13:42 - bigfoot0516 - 行业分析报告
摩根斯坦利关于贵州茅台的财务估值模型
17 个回复 - 3346 次查看
摩根斯坦利关于贵州茅台的财务估值模型
对于A股白酒股迭创新高的市场表现,也并非仅仅是机构抱团取暖、推高市值的因素,通过对近年来贵州茅台的财报观察,实际上呈现出几个显著的特征。其中,以贵州茅台为代表 ...
2019-8-23 14:26 - LuisLiu - 现金交易版
摩根斯坦利:2013年1月中国消费行业研究报告(免费)
85 个回复 - 13569 次查看
Table of Contents
•
HK Retail Sales Leading Indicators 6
•
China Retail Sales Leading Indicators 7
•
Raw Materials Price Trends – Apparel & Footwear 9
•
Raw Materials ...
2013-1-30 13:07 - bigfoot0516 - 行业分析报告
摩根斯坦利:英国电力行业研究报告2009年10月
3 个回复 - 1523 次查看
UK Utilities
Contango Collapse – Look for
Regulated Exposure
We are bearish on UK wholesale gas and power
prices. Lower demand, with little sign of any recovery,
means UK gas and power markets a ...
2009-10-21 14:01 - bigfoot0518 - 行业分析报告
摩根斯坦利:美国有线电视与卫星行业研究报告2009年10月
1 个回复 - 2011 次查看
Contents
Cable / Satellite Industry Upgrade: Investment Case 3
Broadband Industry: Overview, Market Trends, Key Debates 8
Broadband Industry: Company-Specific Market Forecasts 19
Key Debates and R ...
2009-10-27 16:38 - bigfoot0518 - 行业分析报告
摩根斯坦利:2013年中国医药投资策略报告(免费)
14 个回复 - 6688 次查看
China Healthcare
Year of the Snake – Shaping
Up to Be a Volatile 2013
Both positive and negative forces will weigh on the
industry in 2013. Policy uncertainties may put
pressure on performance i ...
2012-12-22 15:06 - bigfoot0516 - 行业分析报告
摩根斯坦利:2013年1月中国医药行业研究报告(免费)
24 个回复 - 7237 次查看
China Pharmaceuticals
Pipeline NPV Analysis
Uncovers Hidden Value
Following up on our “China Has R&D” report, we
have built a net present value (NPV) model to
assess the pipeline of the compani ...
2013-1-30 20:36 - bigfoot0516 - 行业分析报告
摩根斯坦利内部资料:企业估值模型
73 个回复 - 16192 次查看
一般人是搞不到的,幸好我是二班的。大家注意保密哦。喜欢的话就顶,我还有几个珍藏的模型没有拿出来呢。
各位论坛币少的,抱歉了,价格是比较贵,这是为了让流传的人少一些。
2010-1-28 10:31 - rongzx - 金融学(理论版)
摩根斯坦利:2013年美国生物技术产业投资策略报告(免费)
8 个回复 - 2115 次查看
Biotechnology
A Tough Act to Follow:
Biotech 2013 Outlook
After a strong 2012, we remain constructive on
biotech, but relative performance should moderate
in 2013. For larger cap biotech, valuati ...
2013-1-7 13:56 - bigfoot0516 - 行业分析报告
摩根斯坦利投资银行词典PDF版
6 个回复 - 3963 次查看
摩根斯坦利投资银行词典PDF版
这个词典对大家进外资银行或是已经在外资银行工作的同志们有帮助,希望能够使大家锦上添花
部分内容如下:
Accounts payable 应付帐款
Accounts receivable 应收帐款
Accrued in ...
2010-12-26 19:02 - hefeiyin - 金融学(理论版)
摩根斯坦利:2013年2月香港电信行业研究报告(免费)
2 个回复 - 1596 次查看
Retain preference for wireline plays (HKT/PCCW) to
wireless (SMT/HTHKH) ahead of 2H12 results. We
believe slowing mobile revenue growth could lead
to earnings disappointments for SMT and HTHKH.
We ...
2013-2-8 14:18 - bigfoot0518 - 行业分析报告
摩根斯坦利:美国能源类MLPs研究报告2009年8月
4 个回复 - 2107 次查看
Table of Contents
Investment Perspective Page 2
Feature: 2Q MLP Earnings & Distribution Recap Page 3
MLP Filings Analysis & Industry News Page 4
Coverage Universe: Ratings & Investment Theses Page ...
2009-8-25 00:16 - bigfoot0516 - 行业分析报告
[分享]投行详解之高盛-美林-摩根斯坦利
40 个回复 - 13456 次查看
高盛版INTRODUCTIONOverview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1Goldman Sachs at a Glance . . . . . . . . . . . . . . . . . . . . . . . ...
2008-4-28 13:08 - icapm - 金融学(理论版)