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  • 国际投行研究分析资料2022-01.zip

    本附件包括:
    • Merck & Co. (MRK)_ 2Q22 First Take_ Revenue_EPS Beat and topline Guidance Raise(1).pdf
    • 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
    • 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
  • HBS.rar

    本附件包括:
    • 2012 Merck (in 2009) Open for Innovation.pdf
    • 2017 The Vanca Reworking Digital Marketing Strategy.pdf
    • 2017 Uber Changing the Way the World Moves.pdf
    • 2018 Dell Upcycling Ocean Plastics Through Supply Chain Innovation.pdf
    • 2018 The Nike School Innovation Fund Scaling for Impact in Oregon Public Schools.pdf
    • 2019 General Electric and Suez Deal or No Deal.pdf
    • 2019 Ride-Hailing Services Forecasting Uber’s Growth.pdf
    • 1982 Johnson & Johnson The Tylenol Tragedy.pdf
    • 1994 Nucleon, Inc..pdf
    • 1997 Silicon Valley of the East Creating Taiwan's Semiconductor Industry.pdf
    • 1998 Perrier, Nestle, and the Agnellis.pdf
    • 1999 How Process Enterprises Really Work.pdf
    • 2000 Cafes Monte Bianco Building a Profit Plan.pdf
    • 2000 Coca-Cola's New Vending Machine (A) Pricing to Capture Value, or Not.pdf
    • 2000 Dell Selling Directly, Globally.pdf
    • 2001 Mountain Dew Selecting New Creative.pdf
    • 2001 Nestle Quality on the Boardroom Agenda (A).pdf
    • 2001 Nike, Inc. Cost of Capital.pdf
    • 2001 Nokia Corp. Innovation and Efficiency in a High-Growth Global Firm.pdf
    • 2002 Compliance, Collaboration, and Codes of Labor Practice The adidas Connection.pdf
    • 2002 Nestle's Globe Program (A) The Early Months.pdf
    • 2003 Costco Wholesale Corp. Financial Statement Analysis (A).pdf
    • 2003 Dell's Dilemma in Brazil Negotiating at the State Level.pdf
    • 2003 General Motors OnStar.pdf
    • 2003 Hero Honda (India) Ltd. Is it 'Honda' that Makes It a 'Hero'.pdf
    • 2004 Coca-Cola's Marketing Challenges in Brazil The Tubaιnas War.pdf
    • 2004 The Merger of Hewlett-Packard and Compaq (A) Strategy and Valuation.pdf
    • 2004 The Merger of Hewlett-Packard and Compaq (B) Deal Design.pdf
    • 2005 Carrefour S.A..pdf
    • 2005 Emerging Business Opportunities at IBM (A).pdf
    • 2005 Executive Compensation at General Electric (A).pdf
    • 2006 FedEx and Environmental Defense Building a Hybrid Delivery Fleet.pdf
    • 2006 GE’s Growth Strategy The Immelt Initiative.pdf
    • 2006 GE's Talent Machine The Making of a CEO.pdf
    • 2007 eBay's Strategy in China Alliance or Acquisition.pdf
    • 2007 Leadership Development at Goldman Sachs.pdf
    • 2008 Hyundai CardHyundai Capital and GE Money Re-branding Decisions in a Successful Joint Venture.pdf
    • 2008 Research in Motion Managing Explosive Growth.pdf
    • 2009 ATH MicroTechnologies, Inc. (A) Making the Numbers.pdf
    • 2009 Boeing The Fight for Fasteners.pdf
    • 2009 Nestlé in 2008.pdf
    • 2010 Event Sponsorship and Ambush Marketing Lessons from the Beijing Olympics.pdf
    • 2010 Homeless World Cup Social Entrepreneurship, Cause Marketing, and a Partnership with Nike.pdf
    • 2010 Mass Production and Vertical Integration at Ford in the 1920s.pdf
    • 2010 Metabical Positioning and CommunicationsStrategy for a New Weight-Loss Drug.pdf
    • 2010 Metabical Pricing, Packaging, and Demand Forecasting for a New Weight-Loss Drug.pdf
    • 2010 Shanzhai! MediaTek and the White Box Handset Market.pdf
    • 2011 Bombardier Aerospace The CSeries Dilemma.pdf
    • 2011 Finland and Nokia Creating the World's Most Competitive Economy.pdf
    • 2011 GE Healthcare (A) Innovating for Emerging Markets.pdf
    • 2011 Honda (A) + (B).pdf
    • 2011 Keda's SAP Implementation.pdf
    • 2011 Nokia India Battery Recall Logistics.pdf
    • 2011 State Bank of India Transforming a State Owned Giant.pdf
    • 2011 Vertu Nokia's Luxury Mobile Phone for the Urban Rich.pdf
    • 2012 Alphabet Energy.pdf
    • 2012 Coca-Cola in 2011 In Search of a New Model.pdf
    • 2012 Coke and Pepsi from Global to Indian Advertising.pdf
    • 2012 Nestlé SA Nutrition, Health and Wellness Strategy.pdf
    • 2012 Netflix Inc. Streaming Away from DVDs.pdf
    • 2013 Airbus vs. Boeing (A).pdf
    • 2013 Citigroup’s Shareholder Tango in Brazil (A).pdf
    • 2013 Coca-Cola Back in Burma.pdf
    • 2013 Coca-Cola Liquid and Linked.pdf
    • 2013 Governance and Sustainability at Nike (A).pdf
    • 2014 Corporate Governance at Martha Stewart Living Omnimedia Not A Good Thing.pdf
    • 2014 Facebook and WhatsApp Acquire or Ally.pdf
    • 2014 Hyundai Motor Company Design Takes the Driver's Seat.pdf
    • 2014 Microsoft New Wine in an Old Bottle.pdf
    • 2015 Uber An Empire in the Making.pdf
    • 2016 Adidas RussiaCIS and the Russian Crisis Retrench or Double Down (A).pdf
    • 2016 Airbnb, Etsy, Uber Growing from One Thousand to One Million Customers.pdf
    • 2016 Building the Digital Manufacturing Enterprise of the Future at Siemens.pdf
    • 2016 Cisco India (A) Innovation in Emerging Markets.pdf
    • 2016 GE’s Big Bet on Data and Analytics.pdf
    • 2016 Netflix International Expansion.pdf
    • 2016 Patient Room of the Future User-Oriented Innovation.pdf
    • 2016 Pricing the EpiPen This is Going to Sting.pdf
    • 2016 Reach Capital Performance in Education Technology.pdf
    • 2017 Fasten Challenging Uber and Lyft with a New Business Model.pdf
    • 2017 i-flex solutions limited (B) The Oracle Years.pdf
    • 2017 Southeastern Asset Management Challenges Buyout at Dell.pdf
  • 97.59 MB
  • 2019-11-29
  • HBS.rar

    本附件包括:
    • 2003 Merck & Company Evaluating a Drug Licensing Opportunity.pdf
    • 1976 Cash Flow and the Time Value of Money.pdf
    • 1979 Note on Theory of Optimal Capital Structure.pdf
    • 1981 Minolta Camera Co., Ltd..pdf
    • 1987 Learning by the Case Method.pdf
    • 1990 CIBA-GEIGY Pharmaceuticals Pharma International.pdf
    • 1992 Kentucky Fried Chicken (Japan) Limited.pdf
    • 1992 Xerox and Fuji Xerox.pdf
    • 1993 Beta Management Company.pdf
    • 1993 Depreciation at Delta and Pan Am.pdf
    • 1993 Note on Bank Loans.pdf
    • 1993 Rohm and Haas( A) New Product Marketing Strategy.pdf
    • 1994 Note on Adjusted Present Value.pdf
    • 1994 Philip Morris Companies and Kraft, Inc..pdf
    • 1995 Arbitrage in the Government Bond Market.pdf
    • 1995 Capital Projects as Real Options An Introduction.pdf
    • 1995 City Year National Expansion Strategy (A).pdf
    • 1995 Crédit Géneral, SA.pdf
    • 1995 State Street Boston Corporation Leading with Information Technology.pdf
    • 1995 The Venture Capital Method - Valuation Problem Set.pdf
    • 1996 Standard Costs and Variance Analysis.pdf
    • 1997 A Bankurptcy Problem from the Talmud.pdf
    • 1997 Manzana Insurance - Fruitvale Branch (Abridged).pdf
    • 1997 The Co-operative Bank.pdf
    • 1998 First Direct (A).pdf
    • 1998 Statements of Cash Flows Tree Examples.pdf
    • 1999 An Overview of the Project Finance Market.pdf
    • 2000 Honeywell, Inc. and Integrated Risk Management.pdf
    • 2000 McKinsey & Company Managing Knowledge and Learning.pdf
    • 2000 Microsoft's Financial Reporting Strategy.pdf
    • 2000 Note on Marketing Strategy.pdf
    • 2000 Shock Therapy in Eastern Europe Supplement.pdf
    • 2000 The Boston Beer Company, Inc..pdf
    • 2000 The Coca-Cola Company (A).pdf
    • 2000 The U.S. Export-Import Bank and the Three Gorges Dam (A).pdf
    • 2000 Tree Values.pdf
    • 2001 Millennium Pharmaceuticals, Inc. (A).pdf
    • 2001 Term Sheet Negotiations for Trendsetter.com, Inc..pdf
    • 2002 Acme Investment Trust.pdf
    • 2002 Akamai's Underwater Options (A).pdf
    • 2002 Dell—New Horizons.pdf
    • 2002 Ford Motor Company's Value Enhancement Plan (A).pdf
    • 2002 Li & Fung (A) Internet Issues.pdf
    • 2002 Robert Mondavi & The Wine Industry.pdf
    • 2002 Sara's Options.pdf
    • 2002 Strategic Captial Management, LLC(A).pdf
    • 2002 The Indian Software Industry in 2002.pdf
    • 2003 2009 Zappos.com 2009 Clothing Customer Service and Company Culture, 2002.pdf
    • 2003 At the T. Rowe Price Trading Desk (A).pdf
    • 2003 Chase's Strategy for Syndicating the Hong Kong Disneyland Loan (A).pdf
    • 2003 Chase's Strategy for Syndicating the Hong Kong Disneyland Loan (B).pdf
    • 2003 Group Process in the Challenger Launch Decision (B).pdf
    • 2003 Internet Customer Acquisition Strategy at Bankinter.pdf
    • 2003 Internet Customer Acquisition Strategy at.pdf
    • 2004 Deferred Taxes and the Valuation Allowance at Lucent Technologies, Inc. (A).pdf
    • 2004 Dividend Policy at Linear Technology.pdf
    • 2004 PetroChina.pdf
    • 2004 Strategic Inflection TiVo in 2003 (A).pdf
    • 2005 Gobi Partners October 2004.pdf
    • 2005 KAMCO and the Cross-Border Securitization of Korean Non-Performing Loans.pdf
    • 2005 Zipcar.pdf
    • 2006 Accounting for Pensions and Employee Benefits at Ford and Toyota.pdf
    • 2006 Chemalite, Inc..pdf
    • 2006 Harley-Davidson, Inc. Motorcycle Manufacturer or Financing Company.pdf
    • 2006 Investment Banking at Thomas Weisel Partners.pdf
    • 2006 Market Segmentation, Target Market Selectiorn, and Positioning.pdf
    • 2006 The Children's Investment Fund, 2005.pdf
    • 2006 Understanding Economic Value Added.pdf
    • 2007 GE’s Imagination Breakthroughs The Evo Project.pdf
    • 2007 HCL Technologies (A) (Abridged).pdf
    • 2007 McDonald’s Corporation Managing a Sustainable Supply Chain.pdf
    • 2007 PolyMedica Corporation (A).pdf
    • 2008 Banc One Corporation.pdf
    • 2008 Barilla SpA (A).pdf
    • 2008 Berkshire Partners Bidding for Carter's.pdf
    • 2008 Shareholder Activists at Friendly Ice Cream (A).pdf
    • 2008 Structuring Real Estate Deals An Investor’s Perspective.pdf
    • 2008 The Allstate Corporation.pdf
    • 2008 The Talbots, Inc., and Subsidiaries Accounting for Goodwill.pdf
    • 2009 Mary Kay Cosmetics Asian Market Entry (A).pdf
    • 2009 Midland Energy Resources, Inc. Cost of Capital.pdf
    • 2009 New Century Financial Corporation.pdf
    • 2009 RFID at the Metro Group.pdf
    • 2009 Tottenham Hotspur plc.pdf
    • 2009 Zappos.com 2009 Clothing Customer Service and Company Culture.pdf
    • 2010 Flash Memory, Inc..pdf
    • 2010 Google in China (A).pdf
    • 2010 Jones Electrical Distribution.pdf
    • 2010 The NFL’s Digital Media Strategy.pdf
    • 2011 Accounting for the iPhone at Apple Inc..pdf
    • 2011 Big Spaceship Ready to Go Big.pdf
    • 2011 Roche’s Acquisition of Genentech.pdf
    • 2011 The Tip of the Iceberg JP Morgan Chase and Bear Stearns (A).pdf
    • 2012 Apple Inc. in 2012.pdf
    • 2012 Credit Rating Agency Reform in the US and EU.pdf
    • 2013 Diamond Foods, Inc..pdf
    • 2015 Note on the Leveraged Loan Market.pdf
    • 2016 Alibaba’s Taobao (2009).pdf
  • 90.66 MB
  • 2019-11-10
  • 10月.rar
       10月15日-----23日

    本附件包括:
    • Merck & Co., Inc.: Immuno-oncology expert takeways.pdf
    • What the Data Say - European Edition, October 2014.pdf
    • Whiteboard Video: Oil & Gas: Consequences of Low Oil Prices:Beware of the “Capex Cliff”.pdf
    • Fieldtrip Video : Technology:Live from California: ARM and the Internet of Things.pdf
    • European Economics Weekly:Inflation Up, Activity Down.pdf
    • European Banks: Time to Add Back Risk.pdf
    • European Interest Rate Strategist - Short Cross-Market.pdf
    • Credit Continuum: Raising the Consumer Sector to Overweight.pdf
    • Credit Companion: Market Metrics.pdf
    • US Economics: Pondering the Political Economy.pdf
    • Article-PER- Private Equity Funds 2013 Cayman Islands (NYB_IZM).pdf
    • Ally Financial Inc:Why We Are Long Ally in Face of Falling Used Car Prices.pdf
    • Abbott Laboratories:Thesis Is Coming Together.pdf
    • AT&T, Inc.:3Q14 Review: Challenging Environment, Clouded by Uncertainty.pdf
    • Abbott Laboratories: Thesis Is Coming Together.pdf
    • Video : AT&T: 3Q14 Earnings.pdf
    • Abbvie Inc.: Legal tango likely to delay Humira biosimilars for years.pdf
    • Coca-Cola Co.: Detailed Review of CEO-CFO Meeting.pdf
    • major reports list.pdf
    • United Technologies : Ahead of the Curve.pdf
    • Hertz Global Holdings Inc:US Car Rental: A Fake Oligopoly.pdf
    • Abbvie Inc.: Resuming with OW; Hep-C bigger and Humira longer.pdf
    • Greene-Freight: Truck Stop:TLFI Trends Inline With Seasonality.pdf
    • Morning Grain Comments.pdf
    • Verizon Communications: 3Q14 Review: Results Mixed, With More Color to Come on the iPhone Launch.pdf
    • Video -Oil Services, Drilling & Equipment:The Offshore Drilling Manual - Fall 2014.pdf
    • Retail: Category Sales Outlook: Consumers Sitting in Restaurants, Chatting on iPhones.pdf
    • Video : From A to Z: At Your Discretion.pdf
    • Apple, Inc.: iPhone 6 Dials Up Profits.pdf
    • Cobalt International Energy Inc: Extreme Dislocation.pdf
    • Medical Technology: Halyard Health: More Likely a Gathering Storm.pdf
    • Cable Satellite: 3Q Earnings Preview: Will HBO Break the Bundle?.pdf
    • General Electric Co: Is Big Data a Big Deal?.pdf
    • Coal, Gas & Power:Range Provides Deep Dive on Basis.pdf
    • T-Mobile US, Inc.: Sell-Off Creates Opportunity; Resuming Coverage at OW.pdf
    • US Equity strategy .pdf
    • The Commodity Manual:More Positive News for Oil and Copper.pdf
    • Nestle: Sharper than expected growth slowdown in 3Q driven by EMs - reiterate OW.pdf
    • Accor:Getting HotelInvest for Free?.pdf
    • Royal Mail PLC: Not out of the woods, but risk - reward more balanced.pdf
    • Portugal Telecom:Resuming coverage at UW.pdf
    • EEMEA Strategy: Markets becoming oversold – move tactically OW Russia.pdf
    • Leisure and Hotels:“Weekend Break” No. 592.pdf
    • European Banks: ADI Risk in AT1.pdf
    • SanDisk Corporation: Supply Constraints Cap Upside But Conditions are Strong.pdf
    • Software: SaaS Q314 Preview:Solid Fundamentals, Volatile Stocks.pdf
    • Schlumberger: 3Q14 Earnings Comment.pdf
    • Tech Hardware Insights: Cautious into Earnings on FX Risk.pdf
    • CRE Tracker - CRE Demand in a Lower Rate Environment:October 2014.pdf
    • US Economics:What Has Changed?.pdf
    • CBS Corporation: CBS Steps Over The Top.pdf
    • REITs 3Q14 Earnings Preview.pdf
    • Freight Transportation: Railroad M&A Primer.pdf
    • Time Warner Inc.: Streaming toward the bull case.pdf
    • Netflix Inc:Bruised, But Not Broken.pdf
    • Global Airline Compass Ebola Concerns Make US Cheapest in the World.pdf
    • Bank of America: Stock Reaction Overdone, Buy the Dip.pdf
    • Global Oil Services, Drilling and Equipment: North America Playbook: Spending and Pressure Pumping Analysis.pdf
    • Global Airline Compass: Ebola Concerns Make US Cheapest in the World.pdf
    • Video : Pushing Parker:Loading Up the Minivan.pdf
    • Halliburton Co.: Defensive Position and Favorable R-R; Overweight.pdf
    • Intel Corporation As Good as It Gets; Downgrading to UW.pdf
    • Energy Transfer Equity, LP: No Signs of Slowing Down.pdf
    • Microsoft: Making It Work In a Solid Q1.pdf
    • Caterpillar Inc.: Crude Awakening.pdf
    • Video : Telecom Services & Equipment: Carrier CapEx: A Tale of Routers & Towers.pdf
    • Genera Motors Company: Saving GM: Are They Asking the Right Questions?.pdf
    • Leveraged Finance Insights: EUR Not as Cheap as US.pdf
    • US Economics:FOMC Preview:Yellen Alone.pdf
    • BT Group plc: Downgrade to Underweight.pdf
    • Gemalto N.V.: Three Questions to Address.pdf
  • 80.74 MB
  • 2014-11-8
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