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    本附件包括：
    • Kantar中国快速消费品市场新趋势调查报告.pdf
  • 5.24 MB
  • 2015-8-5

  • 9月-4.rar

    本附件包括：
    • US Interest Rate Strategy： Daily Data Update.pdf
    • US Quant Research：Equities Enjoy Some Quality Time.pdf
    • Vitamin Shoppe Inc： Is Risk Being Mispriced In Vitamin Retail？.pdf
    • Vodafone Group： Enterprise leading the way, OW.pdf
    • Walgreens：Stabilizing the Business in FY15 with Anticipation to Resume Growth in FY16.pdf
    • Webcast：US Economics- Inequality and Consumption.pdf
    • What's Moving Semi Stocks： Risks at MXIM; concerns in Autos weigh on the group.pdf
    • Palo Alto Networks Inc Executing Well Across Multiple Fronts.pdf
    • Palo Alto Networks Inc： Tracking the Perfect Storm — Multiple Growth Drivers Converge.pdf
    • Payments and Processing：Initial Thoughts on Apple Pay.pdf
    • Payments： Stock Implications of Apple's Potential Payment System.pdf
    • Phibro Animal Health Corp： Bumping estimates and raising PT.pdf
    • Property： Asia Property Storey： Positive on HK, more bearish on China, mixed on ASEAN.pdf
    • Property：Monthly Chartbook.pdf
    • Realizing the power of talented women.pdf
    • Retail & Economics： Retail Sales Lead Indicator： Video & Note-Forecasting Steady Growth into Jan '15.pdf
    • Retail： Videos & Note -Category Sales Outlook： Discretionary Segments Maintain Momentum.pdf
    • Retailing - Food： Kantar data： Pressure further intensifies for the ‘Listed 3’.pdf
    • Rio Tinto Ltd：Upgrade to OW as RIO returns to the “old” ways.pdf
    • Sanan Optoelectronics： 1st Take：50 New MOCVD Tool Additions from 4Q14 In Line with Our Estimates.pdf
    • SanDisk Corporation (SNDK.O)：A closer look at iPhone 6 NAND content.pdf
    • Seadrill： Russia Concerns Add to Dividend Uncertainty.pdf
    • Sempra Energy： It Continues to Get Better; Raising PT and Staying OW.pdf
    • Siemens： Building up Oil & Gas – for the Long-Term.pdf
    • Sihuan Pharmaceutica：Raising PT and Estimates on Stronger Outlook.pdf
    • Sinotrans Limited：Positive Meeting Notes from Sinoair; Maintain OW on Sinotrans.pdf
    • Smiths Group：3 Reasons to Stay Positive.pdf
    • SPX Corp：Welcome to the Next Margin Self-Help Story.pdf
    • Structured_Trade_and_Commodity_Finance_in_Emerging_Markets.pdf
    • Synchrony Financial： Private Label Card Pure-Play Backed by an Improving Consumer; Initiate at OW.pdf
    • Taiwan Macro and Strategy Chartbook： Better Growth Outlook with Stronger Consumption and Improving Exports.pdf
    • Taiwan Telecoms Monthly Results：Aug-14： No Sign of ARPU Uplift Two Months after 4G Launch.pdf
    • Taiwan Telecoms： Sign of Industry Consolidation？.pdf
    • TC_M_201438.pdf
    • Te Connectivity Ltd： Deep Dive 1 of 2：Sensors to provide a meaningful growth kicker.pdf
    • Tech Hardware Insights： Strong Dollar a Revenue Headwind in 2H14.pdf
    • Telecom Services：Correction：What Could Be the Implications of a Potential Verizon Tower Sale？.pdf
    • Telstra Corporation： We Benchmark TLS “Productivity” vs. Global Peers … Suggests Cost-out Is Mostly Over.pdf
    • Terex Corp.： Crane Wreck.pdf
    • Tesla Motors Inc.：Tesla：Stock Up For The Wrong Reasons？.pdf
    • The Commodity Manual：The Misunderstood Narrative on Crude Oil Demand.pdf
    • The glittering power of cities for luxury growth.pdf
    • Times Electric：1st Take： Enters into IGBT Lease Agreement with the Parent.pdf
    • Tobacco：What Could Happen When the Quota Buyout Runs Out？.pdf
    • Tom_Peters_on_leading_the_21st_century_organization.pdf
    • TPG Telecom Ltd： 1st Take： FY14 Result … Another Positive Surprise & EBITDA Guidance upgrades.pdf
    • U.S. Pharmaceuticals：Money matters： exec comp and stock ownership in-depth.pdf
    • UK Property： JLL roundtable： sustained asset demand, abundant debt.pdf
    • United Technologies： Key Takes from Laguna Conf.pdf
    • United Technologies： Risks More Than Priced In.pdf
    • US Auto Product Guidebook, 8th Edition.pdf
    • US Economics： Fed Focus： The End of Gradualism.pdf
    • US Economics： Inequality and Consumption.pdf
    • US Economics： Peter Pan on Policy.pdf
    • US Economics：Fomc Preview：considering considerable.pdf
    • US Economics：US Economic Outlook：Somewhere in Between.pdf
    • US Equity Strategy： All About that Base (No Trouble).pdf
    • US Equity Strategy： Industrial Strength？.pdf
    • US Industrials & Autos Conference Prime： 15 - 16 September 2014.pdf
    • US Industrials & Autos Conference Prime：15 - 16 September 2014.pdf
    • US Interest Rate Strategy： Daily Data Update(1).pdf
  • 81.14 MB
  • 2014-10-7
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