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本附件包括：
- CS-Visa Inc..pdf
- Sichuan Teway Food Group (603317.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
- Sichuan Swellfun Co. (600779.SS)_ Cautious Outlook Into 2H22; Maintain Neutral(1).pdf
- Sichuan Swellfun Co. (600779.SS)_ 2Q22 Miss on Covid Disruption to Consumption Scenarios, with Channel Inventory Management i....pdf
- Shopify Inc. (SHOP)_ Growth, margins likely approaching a trough(1).pdf
- Shell Plc (SHEL.AS)_ Strong set of 2Q results and cash flow generation support increased share buybacks; Buy (1).pdf
- Shanghai Putailai New Energy (603659.SS)_ 1H22 inline; Strong anode and separator shipment driven by EV growth; Stay Neutral(1).pdf
- ServiceNow Inc. (NOW)_ Expect solid quarter with embedded conservatism_ 2Q22 Preview(1).pdf
- ServiceNow Inc. (NOW)_ Estimates largely derisked as waning macro backdrop incorporated in guide - 2Q22 Results(1).pdf
- Sangfor (300454.SZ)_ HCI v6.8.0 launched; financial _ steel clients on cloudization, HCI, cybersecurity; Buy(1).pdf
- Samsung Electronics (005930.KS)_ Earnings Review_ 2Q22 inline with expectations_ A more disciplined memory investment the com...(1).pdf
- Retail_ Specialty Hardlines_ Sporting goods digital trends; Update on promotional activity(1).pdf
- Qualcomm Inc. (QCOM)_ FQ3'22 Wrap_ QTR beat but FQ4 guidance miss; High-end demand resilient even as handset market expectati...(1).pdf
- Puma (PUMG.DE)_ 2Q22E EBIT beat driven by strong sales momentum, albeit uncertain consumer demand leaves FY22E EBIT unchanged...(1).pdf
- Prosus_Naspers_ Release 4th update on buyback programme execution(1).pdf
- Pentair Plc (PNR)_ Execution on price-cost encouraging as volume slowdown comes into focus; remain Buy on favorable risk-reward(1).pdf
- Paccar Inc. (PCAR)_ Structural Parts margin improvement balanced by challenging cyclical outlook(1).pdf
- One 97 Communications (PAYT.BO)_ 1QFY23 preview_ Another quarter of elevated growth and improving margins; Buy(1).pdf
- NXP Semiconductors NV (NXPI)_ Solid results_guide, but we continue to await normalization in shipments; 2Q22 EPS recap(1).pdf
- NetEase Inc. (NTES)_ Thoughts on Diablo Immortal releases in China on 25 July; Buy(1).pdf
- Natural Gas_ Potential NS1 drop brings upside risk to our TTF forecast(1).pdf
- MS-The Thin Red Line.pdf
- MS-Sunday Start - 60-40 Isn’t Dead, Just Resting.pdf
- MS-Sound Bites 芯片之争 – 投资者反馈.pdf
- MS_McDonald'sCorporation _ NorthAmerica 2Q22_ Defensive Characteristics Show Up Around the World Amidst Growing Uncertainty_20220726.pdf
- MS_Internet _ NorthAmerica Where Are We Trading Now...Let Mega Cap EPS Begin_20220726.pdf
- MS -China Equity Strategy Focus List Changes.pdf
- Moody's Corp. (MCO)_ Ratings revenue soft in 2Q, with estimates largely de-risked and attention turning to recovery in 2023(1).pdf
- Miniso (MNSO)_ Addressing recent investor queries; Buy(1).pdf
- Milkyway (603713.SS)_ First Take_ 2Q22 a clean beat; Buy.pdf
- Milkyway (603713.SS)_ Earnings Review_ Raising estimates post strong 2Q22; maintain Buy(1).pdf
- Microsoft Corp. (MSFT)_ PC and FX headwinds are more than offset by $100bn Cloud Revenue runrate, growing at 33% CC – F4Q22 R...(1).pdf
- Microsoft Corp. (MSFT)_ Expecting strong underlying trends amid FX volatility – F4Q22 preview (1).pdf
- Metals & Mining_ Models and single-name views as 2Q earnings accelerate(1).pdf
- Meta Platforms, Inc. (META)_ Q2'22 Review_ Macro Headwinds Replace Privacy Headwinds; Shift to Long Term Platform Transition ...(1).pdf
- Meta Platforms, Inc. (META)_ Q2 '22 Earnings First Take(1).pdf
- Merck & Co. (MRK)_ 2Q22 First Take_ Revenue_EPS Beat and topline Guidance Raise(1).pdf
- MediaTek (2454.TW)_ Our thoughts on the new strategic partnership with Intel (1).pdf
- McDonald's Corp. (MCD)_ 2Q22 Review_ Sales Momentum Continues Across Geographies, Company Well-Positioned to Manage Cost Pres...(1).pdf
- MasterCard Inc. (MA)_ Key Takeaways from 2Q22 EPS(1).pdf
- Macro at a Glance_ Latest views and forecasts(1).pdf
- LVMH Moet-Hennessy Louis Vuitton (LVMH.PA)_ 1H22_ Sales +19% cFX with +6% EBIT beat; reiterate Buy, PT to EUR730 (was EUR700)(1).pdf
- Liberty Energy Inc. (LBRT)_ 2Q22 First Take_ Significant EBITDA Beat on Net Pricing, Activating Additional Fleets For 2022(1).pdf
- Kweichow Moutai (600519.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
- Kraft Heinz Co. (KHC)_ Further relative under-performance seems unlikely from here; Up to Neutral(1).pdf
- Keyence (6861.T)_ Earnings Review_ 1Q in line in adjusted terms, taking China lockdowns into account; business structure rema...(1).pdf
- Kaiser Aluminum Corp. (KALU)_ First Take_ 2Q EPS and EBITDA miss on higher costs and Warrick supply chain challenges; Sell(1).pdf
- JPM-Global Data Watch Skating on thin ice during.pdf
- JPM-Global Commodities.pdf
- JPM-first to market.pdf
- JPM-Cross Asset Volatility Machine Learning Trading .pdf
- JPM-Commodities Oil Drilling Report Total US oil.pdf
- JPM-China’s housing market alarm bell rings again -2022-07-21.pdf
- Japan SaaS_ KPI summary_ Fundamentals largely unchanged, but valuations remain low(1).pdf
- Japan Machinery_ Automation_ June robot_robodrill volume inferred from customs data_ China upturn, robot shipments remain high(1).pdf
- Japan Chemicals_ June MOF data_ Silicon wafer shipment volume down -7% yoy on China impact, overall ASP up high +43% yoy(1).pdf
- J.P.摩根-亚太地区投资策略-新兴市场亚洲本地市场2022年年中展望：从急性到慢性-保持UW利率和外汇-2022.6.14-40页.pdf
- J.P.摩根-新兴市场投资策略-新兴市场边缘数据观察：有风险的副作用的强效药-2022.6.17-29页.pdf
- J.P.摩根-全球自动化行业-JPM&CSIA系统集成商调查：需求在高位达到顶峰-2022.6.17-58页.pdf
- J.P.摩根-全球投资策略-外汇年中展望：下半年货币需要了解的十件事-2022.6.17-51页.pdf
- J.P.摩根-全球投资策略-全球数据观察：当我向他们复仇时，他们会知道我是主-2022.6.17-89页.pdf
- J.P.摩根-全球投资策略-J.P.摩根视角：告别负收益率-2022.6.15-92页.pdf
- J.P.摩根-美股银行业-美国中小盘银行赚钱策略更新：卓越的客户体验和强劲的增长历来能带来可观的表现-2022.6.15-44页.pdf
- J.P.摩根-美股医疗保健行业-可操作的见解：生育101-市场背景是BFP-2022.6.16-28页.pdf
- J.P.摩根-美股投资策略-2022年年中展望：更大的宽幅和更大的紧缩迫使更广泛的预测—移动到175个基点-2022.6.17-22页.pdf
- J.P.摩根-美股汽车行业-数字化二手和特许经营汽车经销商：行业思考与手册-2022.6.14-202页.pdf
- J.P.摩根-美股能源行业-J.P.摩根能源问题库：勘探和开采、综合石油和炼油、中游、油田服务和设备、公用事业和替代能源-2022.6.14-243页.pdf
- J.P.摩根-美股零售业-行业&公司深度研究(HAS, MAT, FNKO)-2022.6.16-66页.pdf
- J.P.摩根-美股保险行业-变额年金市场趋势：疲软的市场将损害近期的业绩；尾部风险是长期的担忧-2022.6.17-32页.pdf
- J.P.摩根-美股半导体行业-J.P.摩根半导体和半导体资本设备公司-2022.6-40页.pdf
- Iron Ore - From scarcity to glut(1).pdf
- India Telecom_ Spectrum auction_ Bids 60% higher vs GSe at US$19 bn, likely led by Jio(1).pdf
- HSBC-中国运输与物流行业-上海运输与物流8月可全面恢复-2022.6.16-24页.pdf
- HSBC-中国投资策略-中国股票策略：从亚洲供应链的转变中寻找赢家-2022.6.13-21页.pdf
- HSBC-中国能源行业-中国太阳能设备：太阳能电池市场可能出现范式转变-2022.6.14-26页.pdf
- HSBC-中国PCB行业-触底反弹；关注苹果相关FPC-2022.6.15-21页.pdf
- HSBC-亚太地区投资策略-亚太地区利率：加速加息-2022.6.16-32页.pdf
- HSBC-亚太地区投资策略-看点：亚洲债券市场-2022.6-167页.pdf
- HSBC-亚太地区电子设备和仪器行业-亚洲科技：启动ABF基板领域-2022.6.15-29页.pdf
- HSBC-全球投资策略-体育用品回顾：迎接新一轮的复杂性-2022.6.14-32页.pdf
- HSBC-全球投资策略-HSBC第16届运输与物流大会：同样的风暴，不同的船-2022.6.15-33页.pdf
- HSBC-The Major bond letter.PDF
- HSBC-Covered Bond Insight Strong year-to-date issuance in USD and GBP.pdf
- HSBC-China’s property stumble Why it’s different from the subprime mortgage crisis.pdf
- Hong Kong Exchanges (0388.HK)_ BABA announces HK primary listing plans; Buy(1).pdf
- Healthcare Pulse_ Unsettled ... Investor sentiment; market color; sector themes; charts to watch(1).pdf
- GS MINING_ Amplats __ Iron ore __ SIG __ China steel production __ Las Bambas __ Natural Gas NS1(1).pdf
- GS EUROPEAN EXPRESS_ European Views _ Encore_ Buy LVMH, Volvo, NHY _ US Consumer _ China Musings(1).pdf
- Greater China Telecom Equipment_ June_ 5G BTS +154k units to 1,854k; 5G subscribers +28mn(1).pdf
- Global Rates Trader_ A Europe-driven yield downdraft(1).pdf
- Global PMI Monitor_ DM Composite PMI Falls Below 50 in July; Further Easing in Inflation Components (Zhestkova)(1).pdf
- Global Market Views_ Relief, but no green light (Trivedi_Wilson)(1).pdf
- Global Economics Comment_ June Trimmed Core Inflation_ US Reacceleration (Bhushan)(1).pdf
- General Electric Co. (GE)_ Strong 2Q, low bar to clear in 3Q, valuation attractive(1).pdf
- FOMC Roundtable July 26-27 [presentation](1).pdf
- Fiserv Inc. (FISV)_ Key Takeaways from 2Q22 EPS(1).pdf
- Fiserv Inc. (FISV)_ First Take_ Top-line beat with particular strength in Merchant Acceptance(1).pdf
- Europe Beverages_ Trends in US Off-Trade Beer market remain fairly consistent in July(1).pdf
- Equinix Inc. (EQIX)_ 2Q22 Review_ Solid results and increased core 2022 guidance; maintain Buy and $765 PT(1).pdf
- Energy_ Drillers_ See upside potential into 2Q earnings; continue to prefer NBR over RIG longer-term(1).pdf
- Energy, Utilities & Mining Pulse_ Investors Asking_ What Surprised During Earnings and the Growing Importance of EPS Execution(1).pdf
- EM in Focus_ Drilling into EM Debt Dynamics(1).pdf
- DB-US Strategy Update Refunding preview Maintaining.pdf
- DB-Asia Thematic Analysis Asias energy security.pdf
- CS-Zhuzhou CRRC Times Electric Co., Ltd (3898.HK).pdf
- CS-Zhejiang Huahai Pharmaceutical Co Ltd (600521.SS).pdf
- CS-Yangtze Optical (601869.SS).pdf
- CS-Weibo Corporation (WB.OQ).pdf
- CS-Taiwan View on the news - July 22.pdf
- CS-Taiwan Display Sector -220725.pdf
- CS-Summary Europe.pdf
- CS-Steel Import Monitor.pdf
- CS-Squarespace, Inc.pdf
- CS-Shopify Inc..pdf
- CS-Shenzhen Salubris Pharmaceuticals Co Ltd (002294.SZ).pdf
- CS-Shell_Carbon Neutral LNG Opportunity.pdf
- CS-Shanghai Putailai New Energy Technology (603659.SS).pdf
- CS-Sea Limited (SE.N).pdf
- CS-Ping An Healthcare and Technology (1833.HK).pdf
- CSPC Pharma (1093.HK)_ Second ex-China license-out of CLDN18.2 assets; 1-2 more BD deals expected before YE22(1).pdf
- CS-Payments, Processors and FinTech Expert Insights.pdf
- CS-Oatly Group AB.pdf
- CS-MINISO Group (MNSO.N).pdf
- CS-Meta Platforms, Inc..pdf
- CS-Machinery sector-Implications for Japanese machinery sector.pdf
- CS-Machinery sector.pdf
- CS-LONGi Green Energy Technology (601012.SS).pdf
- CS-Lee & Man Paper Manufacturing Ltd. (2314.HK).pdf
- CS-Last Edition.pdf
- CS-Last Edition - US.pdf
- CS-Last Edition - US -220721.pdf
- CS-Kuaishou Tech (1024.HK).pdf
- CS-Jiangsu Hengrui Pharmaceuticals Co., Ltd. (600276.SS).pdf
- CS-Jiangling Motors Corp., Ltd. (000550.SZ).pdf
- CS-iQIYI Inc. (IQ.OQ).pdf
- CS-Inovance Technology (300124.SZ).pdf
- CS-HUTCHMED (China) Limited (HCM.OQ).pdf
- CS-Huaneng Power International Inc (0902.HK).pdf
- CS-Hualan Biological Engineering Inc. (002007.SZ).pdf
- CS-HKEx (0388.HK).pdf
- CS-Globe Life.pdf
- CS-UK Banks read across notes.pdf
- CS-Tsingtao Brewery (600600.SS).pdf
- CS-Trip.com Group (TCOM.OQ).pdf
- CS-Tongcheng Travel (0780.HK).pdf
- CS-The Container Conundrum – U.S. Shipping Port Dynamics Update.pdf
- CS-Technology sector.pdf
- CS-Taiwan View on the news.pdf
- CS-Taiwan View on the news - July 25.pdf
- 97.71 MB
- 2022-8-8
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Financial Reporting.rar
教授上课大纲和讲义本附件包括：- McDonald's fin st 2016.pdf
- Syll ACCN 6030 03 sum17.doc
- 8.08 MB
- 2017-7-9
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本附件包括：
- Non-US Bond Futures Report.pdf
- Occidental Petroleum：Buyback Raised; MENA sale next.pdf
- Oil & Gas： E&P：Cycling around to M&A.pdf
- Oil Services, Drilling & Equipment：NAm at a Tipping Point.pdf
- Oracle Corporation：Cloud is Loud at OOW, But What’s Next？.pdf
- Oracle Corporation：Silver Lining in the Clouds.pdf
- Hertz Global Holdings Inc：What the Activists May be Missing.pdf
- Hong Kong Property： HK Property Pulse #47： Outlook after 1H14 Results.pdf
- IDFC：A “Call Option” – Part II. OW..pdf
- India Equity Strategy： No Delusions of 2003-04, Please.pdf
- India Equity Strategy：The Coming Entrepreneurial Burst.pdf
- India Financials： Correction： The Upcoming Second Leg of Banks Rally.pdf
- India Financials： The Upcoming Second Leg of the Banks Rally(1).pdf
- India Financials： The Upcoming Second Leg of the Banks Rally.pdf
- India Materials：Coal Blocks De-allocated： Ball In Government's Court Now.pdf
- Industrials： Takeaways from SH-HK Stock Connect Corporate Day(1).pdf
- Industrials： Takeaways from SH-HK Stock Connect Corporate Day.pdf
- J.C. Penney Co.： Analyst Day Preview： Very Few Roads Lead to Rome.pdf
- Japan Strategy： Further Yen weakness poses upside risks to our base case Earnings – Yen Sensitivity at Market and Sector Level.pdf
- Large Cap Banks： 3Q14 Preview： Long AXP, BAC Going Into Earnings.pdf
- Large Cap Banks： Bank Mid-Year Internal Stress Tests… Window into 2015 CCAR Ask？.pdf
- Life Science Tools & Diagnostics： Investor Feedback More Cautious Than Expected.pdf
- Life Science Tools & Diagnostics： The Top-Down Approach to Life Science Tools; Initiating on A-PKI-TMO-WAT.pdf
- Lupin Ltd.：8th Pharma Field Trip：Lupin Highlights.pdf
- Major Pharmaceuticals： Correction： MS Conference BMY, LLY, MRK, PFE highlights.pdf
- Making trade-offs in corporate portfolio decisions.pdf
- Managed Care & Facilities： Conference Takeaways.pdf
- Manager and machine The new leadership equation.pdf
- Maruti Suzuki India Limited： Margin Surprise Next.pdf
- MBS Analytics Package： Daily Pass-Through Report(1).pdf
- McDonald's Corporation： Dividend Increased – 38 Years and Counting.pdf
- Medical Technology：The Stocks to Watch into YE.pdf
- Medtronic Inc.：The 40% Solution.pdf
- Michael Kors Holdings Ltd： Fundamentals Intact + Compelling Valuation = Buying Opportunity.pdf
- Micron Technology Inc.： Solid Results from Strength in Mobile.pdf
- Microsoft： Closing the Hood： How Fast Can This Car Go？.pdf
- Mid-Cap E&P：Marcellus-Utica：Strong Headwinds.pdf
- Mid-Cap Exploration & Production： Where's the Bottom？.pdf
- Midstream Energy ： Niobrara Pipeline Competition.pdf
- Midstream Energy ：MLP、YieldCo Structuring and Tax Trends Call Recap.pdf
- Midstream Energy MLPs.pdf
- Mobileye NV： Growing Confidence Results in Growing PT; Up to $65.pdf
- MRK：Why IMPROVE-IT is likely to fail and why it matters.pdf
- MS：China Oil & Gas：Big 3 Underperformed CNOOC A Bit Better, Yizheng Surged After Restructuring, but Why Did Small-Cap Peers Plunge？.pdf
- MS：Hong Kong Economics：August Retail Sales – 1st Month of Positive Growth in Seven Months.pdf
- MS_Thailand EconomicsPolicy Rate On Hold As Expected.pdf
- Multi-Industry：Laguna Conf Day One Highlights.pdf
- Multi-Industry：Laguna Conference Day Two Highlights.pdf
- Muni Monthly Dashboard：September-Munis Flatten Out.pdf
- Myer： 1st Take： FY14 Result – Miss & Soft Outlook.pdf
- Myer：Correction：Profit Growth Unlikely.pdf
- NA Metals & Mining Chartbook： We Like Aluminum; Copper、Gold Face NT Headwinds.pdf
- National Grid plc：National Grid： Reassuring on RIIO.pdf
- Natixis-An overview of the global economy by major region-140926.pdf
- Netflix Inc： Europe Gives, and Europe Takes Away.pdf
- New World Development： F2014 Operating Profit in Line, HK-China Sales Target Lowered.pdf
- Nike Inc.： Video & Note - Raising Price Target to $105; Nike Remains Our Top OW Idea.pdf
- 87.8 MB
- 2014-10-7
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本附件包括：
- McDonald's.ppt
- China's.mp3
- McDonald's.mp3
- China’s.ppt
- 1.19 MB
- 2011-5-13
-
s Franchisees.pdf
1994 Costs of Control, The Source of Economic Rents for McDonald's Franchisees.pdf - 838 KB
- 2011-3-9
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