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  • China Consumption 2030.pdf
       摩根士丹利：中国消费2030 Morgan Stanley: China Consumer Consumption 2030

  • 9.44 MB
  • 2021-10-30

  • 26篇投行报告.zip
       26篇国际顶尖投行大宗商品研究报告（时新）

    本附件包括：
    • 2018-Oil-Gas-Industry-Trends.pdf
    • ABN Amro 2019 Oil.pdf
    • ABN Amro 2019 US.pdf
    • Allianz Global 2019 Active Selection Essential.pdf
    • BAML Outlook Summary (click on sections)(1).pdf
    • BAML Outlook Summary (click on sections).pdf
    • Barclays 2019.pdf
    • Blackrock Global Investment Outlook 2019.pdf
    • Credit Agricole 2019 Forecast Data.pdf
    • Credit Suisse 2019.pdf
    • Goldman 2019 Landing The Plane.pdf
    • GS 2019 Copper Market.pdf
    • IEA-Oil-Information-2018.pdf
    • ING 2019 Forex.pdf
    • Investec 2019 Global Quality Equity.pdf
    • JPMorgan 2019.pdf
    • Lazard 2019.pdf
    • Macquarie Asset Management 2019.pdf
    • Morgan Stanley 2019 - The Turning Point - update.pdf
    • re-imagining-big-oils-report-pdf.pdf
    • Russell Investments 2019.pdf
    • T Rowe 2019 Disruptive Forces.pdf
    • The Economist 2019.pdf
    • Top 10 FX Trades.pdf
    • Turning point.pdf
    • 保障资产—在动荡时期建立更强的投资组合.pdf
  • 47.45 MB
  • 2019-1-29

  • 20181108.rar

    本附件包括：
    • Morgan Stanley-Asia EM Equity Strategy Almanac： Garner Alpha Asia Pacific.pdf
    • 半导体设备-产业深度分析之测试设备篇：半导体测试设备国产化机遇正当时.pdf
    • 汽车-全球化、电动化下的自主突围.pdf
  • 7.31 MB
  • 2018-11-8

  • 20181104.rar

    本附件包括：
    • 14829471_经济学人-The Economist-2018-11-03.pdf
    • 14829484_彭博商业周刊-Bloomberg Businessweek-2018-11-05.pdf
    • Morgan Stanley-GBP：Positioning，Valuation and Drivers.pdf
  • 20.29 MB
  • 2018-11-4

  • 20181030.rar

    本附件包括：
    • Morgan Stanley-Corporate Credit Research：Defaults Through the Cycle.pdf
  • 649.92 KB
  • 2018-10-30

  • 20181023.rar

    本附件包括：
    • Morgan Stanley-Tech Hardware Pulse：What Investors Are Asking，Expectations for HPE Analyst Meeting & NTAP Insight Conference.pdf
    • PD-1 系列之肺癌篇 系列之肺癌篇 —— 战略重地格局良好.pdf
    • 白酒消费税的前世今生.pdf
    • 百威成长史.pdf
    • 车灯行业的竞争格局.pdf
    • 对于移动直播壁垒、估值、商业模式的深度探讨.pdf
    • 金融数据及金融政策综合分析：惜贷难解.pdf
    • 全球旅游零售业巨头Dufry的经营分析与启示.pdf
  • 9.94 MB
  • 2018-10-23

  • 汽车（乘用车、商用车、电动车、零部件、汽车服务）_3.rar

    本附件包括：
    • 安信证券-汽车及零部件-乘用车行业热点问题研究之一：大众在中国的春天能否持续？.pdf
    • 安信证券-汽车及零部件-乘用车行业热点问题研究之二：乘用车柴油化会否启航.pdf
    • 西南证券-汽车行业专题报告：低速电动车产业链 千亿市场爆发在即.pdf
    • 宏源证券-汽车行业专题报告：从美日汽车发展看中国汽车增速.pdf
    • 国金证券-乘用车行业深度研究报告：乘用车投资逻辑梳理及价格战风险再警示.pdf
    • 招商证券-汽车行业专题报告：大众汽车的未来.pdf
    • 招商证券-新能源汽车系列报告-第四卷：“智能驾驭 电动未来“第二期专题报告.pdf
    • 海通证券-汽车行业：成长空间犹在，竞争日趋激烈.pdf
    • 海通证券-汽车行业：汽车反垄断，一招定天下.pdf
    • 高华证券-中国：汽车：六大行业趋势决定长期观点：买入长城汽车H股和东风集团.pdf
    • 高盛-中国：汽车：推动增长的三大制胜策略_上调吉利汽车至强力买入、长安汽车A股_广汽集团H股至买入(摘要).pdf
    • 渤海证券-汽车涡轮增压行业：专题报告-政策倒逼,汽车涡轮增压将加速普及.pdf
    • 瑞银证券-中国汽车行业-重卡行业首次覆盖：在恐惧中寻找贪婪的理由.pdf
    • 瑞银证券-寻找中国汽车制造商的需求蓝海.pdf
    • （109 pages 2014）MORGAN STANLEY BLUE PAPER-AUTONOMOUS CARS： SELF-DRIVING THE NEW AUTO INDUSTRY PARADIGM.pdf
    • BNP-JAPAN AUTOS：Waiting for the party to resume.pdf
    • Morgan Stanley-Global Auto Databook 201403.pdf
    • 川财证券-车联网系列报告之一：车内数据标准化推动车联网发展.pdf
    • 中金公司-主题研究：日本企业在中国：工程机械和汽车篇.pdf
    • 中金公司-汽车行业主题研究报告之一：中国汽车何去何从.pdf
    • 中金公司-汽车服务业系列报告之一：黄金产业 刚刚起步.pdf
    • 中金公司-汽车服务业系列报告之二：售后维修 业态与渠道.pdf
    • 中信证券-一张图看懂汽车系列报告.zip
    • 中信证券-合资品牌谁能笑傲江湖？.pdf
    • 中信证券-汽车行业专题报告：从能源安全看中国汽车产业驶向何方-利国利民的降油耗之路.pdf
    • 中银国际-汽车行业专题报告：机遇和挑战并存-自主品牌谁将胜出.pdf
    • 方正证券-汽车：轻量化系列报告之一-车用铝材的春天，风从北美来.pdf
    • 东方证券-汽车与零部件行业深度报告：汽车产业涉足大电商 拉开转型序幕.pdf
    • 北京高华-2013年前景：与重卡相比更看好豪华车和SUV；强力买入宝信，上调江淮汽车评级至买入.pdf
    • 申银万国-SUV行业深度报告系列之一：SUV，高增长之路仍在继续.pdf
    • 申银万国-SUV行业深度报告系列之二：消费结构逐步转型：中期看中端，长期看低端.pdf
    • 申银万国-汽车 车联网行业深度研究之二：TSP，车联网投资驱动力.pdf
    • 长江证券-汽车与汽车零部件行业深度报告：掌握不均衡发展中的机遇.pdf
    • 长江证券-汽车与汽车零部件-商用清洁柴油车时代的开启！.pdf
    • 长城证券-汽车周期的节奏-汽车研究思路-公司篇.pdf
    • 长城证券-汽车研究思路-行业篇-整体放缓,结构为王.pdf
    • 光大证券-汽车行业深度报告：新时代.pdf
    • 兴业证券-创造新市场、迎接“大轿车”.pdf
    • 兴业证券-汽车产能压力评估(一)：合资乘用车.pdf
    • 兴业证券-汽车后市场研究系列报告之一：沃土出芳华.pdf
    • 华创证券-汽车整车：单车收入提高下的汽车消费升级机遇.pdf
    • 华创证券-汽车整车行业：中国汽车股票投资进入重价轻量时代.pdf
    • 华泰证券-四轮时代（十三篇）.zip
    • 华泰证券-自主品牌汽车专题投资策略：政策浇灌，自主之花含苞待放.pdf
    • 华泰证券-汽车电子：台风口的机遇.pdf
  • 82.02 MB
  • 2018-5-5

  • 1.rar

    本附件包括：
    • 借力新零售， 百货 企业 能否 推动 自营.pdf
    • 大消费-消费洞察01期：年货消费升级，谁在崛起,-基于京东大数据推出的《2018大消费行业系列报告》.pdf
    • 医药-生物医用材料应用前景广阔（上）.pdf
    • 从银幕建设到院线整合，聚流变现时代需场景和创新.pdf
    • 汽车与汽车零部件-（上）：新四化动力十足，汽车与零部件步入良性循环.pdf
    • 宠物企业突围，敢问路在何方.pdf
    • 家居家装-阿里入股居然之家，泛家居新零售变革大有可为.pdf
    • 医药生物-创新药盘点系列报告（1）：特立帕肽：骨质酥松药物升级在即.pdf
    • 20180314-Morgan Stanley-Wholesale Banks & Asset Managers：Winning Under Pressure.pdf
    • 维生素原料药.pdf
    • 石化-PTA：上游产能扩张、下游消费稳增，行业景气度提升.pdf
    • 生物药：全球巨头深度布局、国内投资迎时代机遇.pdf
  • 23.07 MB
  • 2018-3-16

  • [Morgan Stanley] Financial Engineering Product Training.rar

    本附件包括：
    • [Morgan Stanley] Financial Engineering Product Training.pdf
  • 44.19 MB
  • 2016-3-26

  • 4th Edition Morgan Stanley CMBS Primer.zip

    本附件包括：
    • 4th Edition Morgan Stanley CMBS Primer.pdf
  • 2.6 MB
  • 2015-10-13

  • Morgan Stanley-China Deleveraging.rar

    本附件包括：
    • 0723-Morgan Stanley-China Deleveraging.pdf
    • 0809-Morgan Stanley-China Deleveraging.pdf
    • 0827-Morgan Stanley-China Deleveraging.pdf
    • 0903-Morgan Stanley-China Deleveraging.pdf
  • 7.04 MB
  • 2015-3-12

  • 11月.rar

    本附件包括：
    • EDF：Reassuring on 2014 EPS DPS, Realistic on 2018 Objective.pdf
    • EM Credit Strategy Comment： Venezuela： Trading Oil Weakness.pdf
    • Energy transfer (ETE-P) organic platforms pick up.pdf
    • European Interest Rate Strategist - Confirmation Day.pdf
    • European Interest Rate Strategist： BTPs - Selling into Strength.pdf
    • Facebook Inc： Follow the Leader - Initiate OW.pdf
    • Fiat Chrysler：The House That Sergio Built： Initiating at OW, EUR13 Target.pdf
    • FX Morning - November 7, 2014.pdf
    • FX Pulse：2014年11月7日号.pdf
    • FX-Tract： Currency Monthly.pdf
    • Global Brands： What’s Trending This Week？ The Rise of eCommerce.pdf
    • Global Brands： What’s Trending This Week？ Three Global Sporting Brands Themes to Watch.pdf
    • Global CLOs： CLO Collateral Fundamentals Tracker - October 2014： Measuring A Manager’s Value(1).pdf
    • Global CLOs： CLO Collateral Fundamentals Tracker - October 2014： Measuring A Manager’s Value.pdf
    • Global EM Morning - October 31, 2014.pdf
    • Greater China Economics： Issues in Focus.pdf
    • India Economics： Inflation Outlook – More Positive Surprises in the Offing.pdf
    • Internet and Media： Bringing It All Together(1).pdf
    • Internet and Media： Bringing It All Together.pdf
    • Investment Perspectives：U.S. and the Americas, November 06, 2014.pdf
    • Key Stock Ideas into the TMT Conference.pdf
    • Large Cap Banks & US Interest Rate Strategy：Weekly Financials Call Recap： What Is Going to Drive US Rates Higher？.pdf
    • Lenovo： Mixed FY2Q Results; Reality Check Begins.pdf
    • Maritime Industries： Gas Shipping Review.pdf
    • Ping An Insurance Company： Potential H-share Private Placement.pdf
    • Positions and Flows Report.pdf
    • Rightmove Plc： Mutual Understanding.pdf
    • Royal Bank of Scotland： 3Q14： Encouraging progress on capital RCR.pdf
    • SA Property： Investing Down Under.pdf
    • Safe Bulkers： Weak Quarter Behind.pdf
    • Siemens： Lowering the Bar Again – but Power Concerns Seem Genuine.pdf
    • South African Equities： Commodity drag on the JSE.pdf
    • Starbucks Corp.：Traffic report： Slowdown, but No Jams.pdf
    • Sunday Start： What Next in the Global Economy (November 02, 2014).pdf
    • Tata Communications Ltd：Premium Data Play; Initiate at Overweight.pdf
    • The Global Macro Analyst： 主要新興国における選挙：騒ぎが収まった後―今後の見通し.pdf
    • Travelport Worldwide Limited： Emerging From Quarantine; Initiate at Overweight.pdf
    • UK Banks & Economics： FPC leverage review - less hard edged than feared; most beneficial for Barclays.pdf
    • US Economics： Fed Focus： Deeper Down the Rabbit Hole.pdf
    • US Economics-AlphaWise Macro - Morgan Stanley ARIA： US Economy Speeding Up (Not Slowing Down).pdf
    • Walt Disney Co： Broadly in-line F4Q, pacings mixed.pdf
    • Weekly Credit Companion： Economy, Elections and Earnings – What’s Next？.pdf
    • Agency MBS Weekly： No Tricks, Only Treats.pdf
    • Airline 3Q14 Review： Super-majors Still Super？.pdf
    • Alcatel-Lucent：Powering on despite US capex slowdown - stay Overweight, 35% upside to PT.pdf
    • Asia Pacific Summit 2014 Presentation： China Banks - When Giants Awake.pdf
    • Autos & Auto-Related： The Calm Before the Yen Storm.pdf
    • AXIS Bank：Strong Earnings + Rerating = 40% Upside.pdf
    • CMBS Credit Tracker： Modification Volumes Fall To 6-year Low.pdf
    • Credit Companion：Weekly Market Thoughts and Strategy.pdf
    • Crop Tracker：Soy Complex： What Goes Up (Usually) Comes Down.pdf
    • Cross-Asset Strategy： Global In the Flow - November 2014.pdf
    • Cross-Asset Strategy：Global In the Flow - November 2014.pdf
    • Crown Castle Corp.：3Q14 Earnings：The Dividend That You Want in Tower Land.pdf
    • Economics and Strategy Insights：USD BRL Headed to 2.80.pdf
  • 53.08 MB
  • 2014-11-15

  • 10月24-30日.rar
       10月24日----31日

    本附件包括：
    • Amazon.com Inc：Focus on Core eCommerce Business; Initiate at OW.pdf
    • Midstream Energy MLPs： Midstream 3Q Sentiment Survey Results.pdf
    • Internet eCommerce： Global Insight： eCommerce Still In Early Innings.pdf
    • Agency MBS Brief：Conventional Drives Refi Index 7% Lower, Average Refi Loan Size Falls to $264K.pdf
    • Video：FX Strategy： EUR：Structural Decline.pdf
    • EUR23bn Net Addition – ECB Tender Tracker.pdf
    • Utilities：UK Winter Energy Outlook; Confidence Justified？.pdf
    • Video： Economics & Strategy： Russia：Oil Risk Returns.pdf
    • Credit Rich & Cheap Watch.pdf
    • Video： Economics & Strategy Insights： Feedback Loops.pdf
    • Mexico Local Market - Rich & Cheap Watch.pdf
    • MBS Analytics Package：Daily Pass-Through Report.pdf
    • US Liquid Rates Tracker.pdf
    • Core Laboratories NV： Positioned to Outperform： Upgrading to Overweight.pdf
    • Salesforce.com：Opportune Time To Buy a Long-term Winner; Added to Morgan Stanley Best Ideas List.pdf
    • Williams Access：Agreement Reached.pdf
    • Global Oil Services, Drilling and Equipment： Offshore Services & Equipment Playbook.pdf
    • German Residential ： Interactive Trend Tracker highlights scope for growth, especially in Berlin.pdf
    • Sanofi SA： Q3 14 results： all the eyes on the Board and Lantus.pdf
    • BG Group： 3Q earnings in-line; Start-up date of QCLNG maintained.pdf
    • Utilities： How do relative yield attractions look today？.pdf
    • Diversified Financials： How sustainable are volatility-driven volumes？.pdf
    • EMEA - Steel： Evidence of Russian market slowdown.pdf
    • Global EM Morning - October 28, 2014.pdf
    • US Interest Rate Strategy： Daily Data Update.pdf
    • European ABS Tracker： Clean-up Calls – Fewer and Lower.pdf
    • Economics & Strategy Insights： Feedback Loops.pdf
    • European Financials： Weekly Bond Tracker.pdf
    • Morgan Stanley FX Positioning Tracker - October 27, 2014.pdf
    • Securitized Market Insights：Risk Retention Final Rules： First Impressions.pdf
    • Credit Derivatives Insights： iBoxx TRS – Liquidity Emerges.pdf
    • Midstream Energy ： Some Stability and Transactions.pdf
    • Retail： Nice Inventory, but Sales Could be Naughty： Cautious on Holiday 2014.pdf
    • Global Oil Services, Drilling & Equipment： Offshore Drillers Positioning; Benchmarking the Big 4.pdf
    • Cross-Asset Strategy： Let’s Pause and Focus on the 10-Year View.pdf
    • European Banks Stress Tests： Cathartic first step in a longer process.pdf
    • Desjardins - LME week highlights - 141027.pdf
    • Video：The Next India： Will India Stumble Like the Rest of the ‘Reform Club’？.pdf
    • Philips： Feedback from Investor Roadshow.pdf
    • Airlines： Updating estimates and 3Q Previews.pdf
    • European Equity Strategy： Strategy Data Gallery.pdf
    • Sunday Start： What Next in the Global Economy (October 26, 2014).pdf
    • Economics and Strategy Insight： Brazil - Trading After the Elections.pdf
    • Economics & Strategy Insights：FOMC Briefing-Morgan Stanley Teal Book.pdf
    • The Commodity Manual： China Demand Improving; Cushing At A Turning Point？.pdf
    • Brands Over Retailers; Skechers Is Top Overweight, DSW Top Underweight.pdf
    • Kraft Foods Group, Inc： Cheese Squeeze： Trade-offs Keep FY Outlook Intact; OW.pdf
    • Visa Inc.： 4Q Signals Rebound in Momentum.pdf
    • Crude Oil： Gamma Effect Reaffirms Financial Origin of Weakness.pdf
    • Economics & Strategy： Greece： Where to from Here.pdf
    • Economics and Strategy： What's Next for the ECB？.pdf
    • Pharmaceuticals：Global implications of Sanofi’s profit warning.pdf
    • Fieldtrip Video：BHP Billiton： Western Australia iron ore：ambitious targets and long life assets.pdf
    • Deutsche Bank： Headwinds to improving Leverage Ratio remain intense from litigation and regulation.pdf
    • Adidas： Support for now but maintain relative UW.pdf
    • Global EM Morning - October 30, 2014.pdf
    • Video US Economics：Fed Focus： October FOMC Meeting.pdf
    • Gilead Sciences Inc.：All Eyes on Harvoni.pdf
    • eBay Inc： Spinning a Brand Investment Story; Initiate at UW.pdf
  • 74.79 MB
  • 2014-11-8

  • 9月.rar

    本附件包括：
    • European Credit Strategy： European Credit – Flows, Positioning and Redemptions.pdf
    • European Credit Strategy： IG Non-Fin Fundamentals Update： Slow and Steady.pdf
    • European Equity Strategy： Can fund performance be a contrarian indicator？.pdf
    • European Financials： Weekly Bond Tracker.pdf
    • European Interest Rate Strategist - On the Road.pdf
    • European Interest Rate Strategist - Retaining Our Bearish Bias.pdf
    • European Interest Rate Strategist - Searching For Yield.pdf
    • 3D Systems Corp：Growth On Track to Accelerate in 2H.pdf
    • 21Vianet： Core Businesses Intact; Room for Improvement in Cash Management.pdf
    • 20140930-Morgan Stanley-China Materials：Weekly Monitor.pdf
    • Agency MBS Brief.pdf
    • Agency MBS Brief： Refi Index Largely Flat Despite Lower Rates.pdf
    • Agency MBS Weekly： Carry On, For Now.pdf
    • Agile Property： Quick Comment： 1-for-5 rights issue – the expected and the unexpected.pdf
    • Agriculture Comment： FSA Data Gets More Bullish.pdf
    • Agriculture Comment：Anticipating a Quiet Farewell to 13-14.pdf
    • Amgen Inc.： Pipeline Drives PT to $151.pdf
    • Apple, Inc.： Event Confirms This Cycle is Different.pdf
    • Apple, Inc.：iPhone Gross Margins Biased to the Upside.pdf
    • ASEAN Economics Chartbook： Where are we in the cycle？.pdf
    • ASEAN In a Minute： Entering a Rising Rate Environment.pdf
    • Asia Credit Strategy： What’s Going on in Asian Credit.pdf
    • Asia FX & Rates Strategy： India Rates：Improving Fiscal Outlook.pdf
    • Asian Banks： (g)Rate Expectations？.pdf
    • Asian Banks：Valuation Chartbook：Where Are Valuations Compared with history？.pdf
    • Asia-Pacific Weekly Preview ： Inflation and Monetary Policy.pdf
    • Asia-Pacific Weekly Preview： Anticipating a Rebound in Exports.pdf
    • ASML Holding NV： SPIE comments positive for EUV.pdf
    • Astra International：IIMS 2014 – On the Ground Feedback.pdf
    • AT&T, Inc.： Internet of Things Leadership, Early in the Race.pdf
    • Australia Banks： Chart of the Week： Investment Property Loans.pdf
    • Australia Banks： Chart of the Week：Major Banks' Return on Equity.pdf
    • Australia Insurance & Wealth： Risky Business：Can QBE afford to sell its Lenders Mortgage business？.pdf
    • Australia Macro+： Assessing state of economy after startling jobs figures.pdf
    • Australia Macro+： Macro Matters：Global Earners Gathering Momentum.pdf
    • Australia Macro+： Macro Matters：Playing the Long Cycle.pdf
    • Australian Energy – Drilling Down： Aussie E&P as yield plays？.pdf
    • Autos & Auto Parts：Dealer Study #5： BMW ahead of pack; DAI closes gap vs. Audi.pdf
    • Autos & Auto-Related： Cutting US Autos to Cautious, Downgrading Ford to UW.pdf
    • Bayer AG： Confident CMD.pdf
    • China Cement：Three Cement Companies Fined for Price Monopoly; Potential Negative to Prices.pdf
    • China Coal： 1H14 results wrap：Suppliers' reaction to weak demand.pdf
    • China Healthcare：MS Monthly Hospital Rx Report.pdf
    • China Industrials： Heavy Truck： Steady Volume Growth and Notable ASP Hike Ahead.pdf
    • China Insurance： Asia Insight： Significant Cash Flow Pressure Ahead.pdf
    • China Lodging Group, Limited： Trip Takeaways：Bright Outlook for Franchise Business.pdf
    • China Oil & Gas： China Gas & Chemical Trips' Takeaways.pdf
    • China Petroleum & Chemical Corp：New Restructuring Has Limited Impact on Sinopec; Yizheng A-Shares Placed at Premium to H-shares.pdf
    • China petroleum chemical Crop.pdf
    • China Resources Gas： Better-than-expected cost pass-through in Tianjin; Buying opportunity.pdf
    • China September 2014 “Revisions for Decisions” Revisited.pdf
    • China Shipping： Positioning for 4Q14： B Before C.pdf
    • China Telecoms Monthly KPIs： Aug-14： CM Expanded Outperformance vs. CU.pdf
    • CIO Survey：Steady As She Grows.pdf
    • CMBS Market Insights： The State of the CRE Credit Cycle.pdf
    • Coal, Gas & Power： Cross-Industry Implications of Marcellus-Utica Gas Basis; Bearish Natgas Outlook.pdf
    • Com Hem Holding AB： Buy on Recent Weakness.pdf
    • Commodities Fall Symposium： Oil & Gas Market Discussion.pdf
    • Consumer Digest #4：Key Takeaways from A-Share Corporate Days.pdf
    • Credit Companion： Market Metrics(1).pdf
    • Credit Companion： Market Metrics(2).pdf
    • Credit Companion： Market Metrics.pdf
    • Credit Companion：CDX IG23 and CDX HY23 Roll.pdf
    • Credit Continuum： Supplementary Supply.pdf
    • Credit Investor Election Guide： Studying for Midterms(1).pdf
    • Credit Investor Election Guide： Studying for Midterms.pdf
    • Cross Industry Analysis： Impact of Apple Pay on Payments Value Chain：Biggest Beneficiaries Likely AAPL, NXP.pdf
    • Cross-Asset Strategy： Global In the Flow - October 2014.pdf
    • Crude Oil：What Are OSPs Telling Us？.pdf
    • Daimler： Checkpoint China： Progress Made & Future Steps to Take.pdf
    • Danone： Topline and margin trend to improve from 2H14 - OW.pdf
    • Daum Kakao：Asia Insight： Enters Mobile Payment.pdf
    • Delhaize： Solid US momentum provides further comfort on sustainability of FCF.pdf
    • Direct Line Group Plc： Taking Profits After Strong Run：Downgrading to EW.pdf
    • E&P Weekly： US Unconventional Oil： Sliding Down the Cost Curve.pdf
    • Eaton Corp PLC： Resetting FY15e Bar to $5.pdf
    • Eaton Corp PLC：Resetting FY15e Bar to $5.pdf
    • Economics & Strategy Insights.pdf
    • EM Credit Strategy： Up in Quality.pdf
    • EM Macro Strategy -Brazil： What’s Your Take？ Survey Results.pdf
    • EMEA - Steel：No buying opportunity as profitability peaks.pdf
    • Energy Transfer Partners： Improving Outlook at Attractive Value; Upgrading to OW.pdf
    • ENN Energy Holdings Limited： Investment in Sinopec Marketing： Positive to ENN.pdf
    • EUR6bn Net Reduction – ECB Tender Tracker.pdf
    • EUR47bn Net Addition– ECB Tender Tracker.pdf
    • European Banks： S&P Downgrades： Dropouts.pdf
  • 82.56 MB
  • 2014-10-7

  • 33-36weekly2.rar

    本附件包括：
    • FX Pulse weekly.pdf
    • MS FX daily trading recommendations.pdf
    • US Economics：Capex Plans Summer Retreat.pdf
    • US Economics-AlphaWise Macro： Portfolio Value of Timely Sector-Macro Signals.pdf
    • China Telecoms： FDD Trial Expanded to 40 Cities.pdf
    • CNOOC： 1H14 Earnings Upbeat, OW on 2H14 Earnings or 2015 Production Recovery.pdf
    • Woolworths：1st Take： FY14 Result.pdf
    • PetroChina：1H14 Results In Line, Lower Crude Oil Prices Cap Upside Potential; Initiate A-shares at EW.pdf
    • Pan-Asian Best Ideas and RTIs – 2Q14 Review.pdf
    • Beijing Enterprises Water Group Limited：1H14 Results In Line; Remain EW on Valuation.pdf
    • Hertz Global Holdings Inc：Reality Hertz, Cutting Target to $19.pdf
    • Williams-Sonoma Inc：Well Positioned But Downgrading to EW As Momentum Slowing.pdf
    • Multi-Industry：CAPMI Back to Expansion on Full US Recovery.pdf
    • US Consumer Staples： Company Exposure to Russia & Other Central-Eastern European Countries.pdf
    • Insurance - Life-Annuity：Are Life Stocks Indicating Complacency to Low Rates.pdf
    • Autos & Auto-Related： 72, Subprime Leasing, Oh Man....pdf
    • Clarksons FFA options report.pdf
    • Sihuan Pharmaceutical： Strong 1H14 as Expected; Fruitful 2014 Ahead.pdf
    • BBY： Earnings Turnaround Expected; Positive Top-Line Deliverance Approaching.pdf
    • Burger King Worldwide, Inc.：BKW-THI Merger： Post-Call Details.pdf
    • Nimble Storage： New Customer Growth Accelerates on New Products, Channel Investments.pdf
    • Continental Resources：Deep Dive： Growth Scenarios and Analyst Day Preview.pdf
    • Greene-Freight： Truck Stop： TLFI Update：TLFI Trends above Seasonality.pdf
    • Seadrill： 2Q14 Earnings Comment.pdf
    • China Petroleum & Chemical Corp.： Entering an Era of E-commerce.pdf
    • China Oilfield Services Ltd.： 1H14 Earnings Up 39% YoY, Beating Consensus Estimates, Surging Well Service Profit a Positive Surprise, OW.pdf
    • Want Want China Holdings Ltd： A Restructuring Year.pdf
    • Jintian Pharma Group：Correction：1H14 Beat; Better Profit on High GM Products Sales.pdf
    • Asia-GEMs Strategy： Screening for Stock Opportunity in APxJ August 2014.pdf
    • Citi - China thermal coal - 140827.pdf
    • Australia Banks： Chart of the Week： WBC’s Capital Position.pdf
    • India Economics - Macro Indicators Chartbook： Policy Actions Tracker.pdf
    • China Property Tracker： ASP Pressure Remains.pdf
    • Indonesia Economics：Retail Fuel Price Hike： Five Things to Know.pdf
    • Qihoo 360 Technology Co Ltd： 2Q14： Monetization on Track, Margins to Recover Gradually.pdf
    • China Internet and Other Services：Key Takeaways from China Internet Conference - Day 2.pdf
    • Gaming & Lodging： Cutting Estimates on Macau; Remain Upbeat on Vegas.pdf
    • Retail： Video & Note- Category Sales Outlook：Discretionary Segments Lead.pdf
    • Transocean Partners Positioned to Be the Fastest Growing Maritime “MLP”.pdf
    • Food： Looking Through the Leftovers After a Difficult Q2.pdf
    • Mobileye NV Seeing Green – Initiating as Our New Top Pick.pdf
    • Crop Tracker： Yield Prospects Stay Favorable but Not Perfect.pdf
    • Greater China Technology Hardware： China – Smartphones： 1H14 Results Support Our Thesis.pdf
    • HK-China Laggards We Like.pdf
    • China Petroleum & Chemical Corp.： Raise Estimates & PT after Upbeat 1H14 Results; Initiate A-shares at OW.pdf
    • Goldwind：Big Earnings Surprise; Robust Outlook.pdf
    • Qihoo 360 Technology Co Ltd： 1st Take： 2Q14 Result.pdf
    • China Internet and Other Services： Key Takeaways from China Internet Conference - Day 1.pdf
    • MBS Analytics Package： Daily Pass-Through Report.pdf
    • Morgan Stanley FX Positioning Tracker - August 25, 2014.pdf
    • Positions and Flows Report.pdf
    • FX Week Ahead - August 25, 2014.pdf
    • MasterCard Inc： Tokenization will add new revenue streams.pdf
    • US Quant Research： Momentum： Hurry Up and Wait.pdf
    • Global Oil Services, Drilling & Equipment： PBR Subsea Demand Slows, Buy Offshore (ex-Brazil) Trade + FTI.pdf
    • Video -Natural Gas： Coal-to-Gas Switching to Keep Gas Range-Bound.pdf
    • US Volatility Tracker.pdf
    • UST Futures Report.pdf
    • US Economics：Business Conditions： Great Expectations.pdf
    • The Commodity Manual：More NE Gas Concerns; Copper Deficit Deepens.pdf
    • Salesforce.com： Starting to Cut Thru the Noise with a Solid Q2.pdf
    • Godyn-Friday FAQs： Surveying Risks to the OE Backlog.pdf
    • Monsanto Company： Whistle Stop 7 Thoughts.pdf
    • Sprint Corp： Quick Comment：Pricing Revamp Continues.pdf
    • Investment Perspectives： U.S. and the Americas, August 21, 2014.pdf
    • Financials Weekly：How Expensive (or Cheap) Are Financial Stocks Valuations on Aug 21, 2014.pdf
    • Sberbank - Commodity Monitor - 140821.pdf
    • HL - Natural Gas and Water - 140821.pdf
    • FX Morning - August 29, 2014.pdf
    • Global EM Morning - August 29, 2014.pdf
    • Cisco Systems Inc： Cisco GSX FY15 Reflections.pdf
    • Splunk Inc Key Sales Metrics Stabilize in an Impressive Q2 Print.pdf
    • Godyn-Friday FAQs： Time to Take a Look at the Aircraft Lessors.pdf
    • Tech Hardware Insights：Enterprise Server Strength Offset by Muted Cloud Demand.pdf
    • Asia Credit Strategy： Up in Quality, Not Down in Carry.pdf
    • European Interest Rate Strategy - Trades for the Longer Run.pdf
  • 86.09 MB
  • 2014-9-14

  • 33-36weekly.rar

    本附件包括：
    • US Lodging： Raising 14-15 Outlook & Recapping Key 2Q Trends.pdf
    • Video Pushing Parker：Do You Like Porridge.pdf
    • Medtronic Inc.：We Like the Entry Point.pdf
    • PETM：Throwing PETM a Bone.pdf
    • Tsakos Energy Navigation LTD： Undervalued with an MLP Potential; Raise to OW.pdf
    • Natural Gas：Coal-to-Gas Switching to Keep Gas Range-Bound.pdf
    • Visa Inc.：Highlights From the Data Center Visit.pdf
    • E&P Weekly： The Turning Point.pdf
    • Maritime Industries： Dry Bulk Stocks Rally As The BDI Rebounds.pdf
    • Refining & Marketing：Bullish GC setup favors VLO.pdf
    • The Commodity Manual： Brent Remains Challenged; Ali Price Pressure Ahead.pdf
    • Real Estate Investment Trusts： Retail REITs： Risk-Reward Favors Quality; Upgrade TCO to OW.pdf
    • Video Friday - Union Pacific Corp.： King of the Hill.pdf
    • Financials Weekly： How Expensive (or Cheap) Are Financial Stocks-Valuations on Aug 14, 2014.pdf
    • Actavis Inc：Reiterate Overweight post meeting with mgmt..pdf
    • Monster Beverage Corp： KO Buying a Stake in MNST.pdf
    • Agriculture Comment：FSA Data Hints at Lower US Acreage.pdf
    • Ginko International： ”MIT” Has Become Ginko’s Catch Phrase.pdf
    • Eclat Textile： Judgment Call.pdf
    • Indonesia Economics：Policy Rate On Hold; But CAD Worsens.pdf
    • China Mobile Limited： Earlier Earnings Inflection.pdf
    • Telstra Corporation： We Benchmark TLS “Productivity” vs. Global Peers … Suggests Cost-out Is Mostly Over(1).pdf
    • CDL Hospitality Trusts：More Muted Hotel Outlook.pdf
    • Cisco Systems Inc： Enterprise Accelerating but Emerging Markets Relapse.pdf
    • Michael Kors Holdings Ltd： Building a Bridge to $7B+.pdf
    • SolarCity Corp： Promising Opportunity, but Growth Largely Priced In; Initiating at Equal-weight.pdf
    • Global Airline Compass： Stocks More Volatile Than Fundamentals.pdf
    • Video Commodities Strategy： Crop Tracker - Conditions in Place for Strong US Yields.pdf
    • India Telecoms ：Asia Insight New Operator, New Technology Concerns.pdf
    • Hon Hai Precision：2Q14 Margin Beat; Favorable 2H Outlook.pdf
    • India Property：MS India REIT Conference Highlights.pdf
    • China Property：Quick Comment：July Data Disturb June’s Positive Trend.pdf
    • Tencent Holdings Ltd： 2Q14：Monetization On Track, Improved Margin Outlook.pdf
    • Lenovo：1st Take：Good F1Q15 Results but Inline.pdf
    • Abengoa Yield Plc： Attractive Risk-Reward, Upgrade to OW.pdf
    • AT&T and CenturyLink： Crossing Over – AT&T now yields more than CenturyLink.pdf
    • Oracle Corporation：Attractive Setup into the Second Half of 2014.pdf
    • Greene-Freight：Truck Stop： TLFI Starts to Stabilize.pdf
    • Regulated & Diversified Utilities-IPPs：Morgan Stanley’s MonthlyMeter Reading.pdf
    • Southern Company： Downgrade on Growth, Relative Valuation, and Nuclear Risk.pdf
    • Gas Distribution：Neutral on Tariff Hike： Buy on Potential Dip.pdf
    • China Everbright International Limited：Key Takeaway from Analyst Briefing.pdf
    • Huaneng Renewables Quick Comment Recurring earnings decline by 18%.pdf
    • PetroChina Gas Price Increase Higher Than Expected; Raise Estimates, but Maintain UW.pdf
    • China Financials： Asia Insight： Still too early for a breakout; Underweight China securities.pdf
    • Commonwealth Bk Aust：1st Take：Still The Right Mix.pdf
    • Video： China Toll Roads： Turning More Cautious Amid Imminent Headwinds.pdf
    • Greater China Technology Hardware： 2Q14 IDC：Chinese OEMs on the Rise and More Fragmented Landscape.pdf
    • Goodbaby International Holdings： From Side Lines to Center Stage; Execution is Key; Resuming Coverage at OW.pdf
    • Taiwan Strategy： Refreshing TAIEX Target; Stay Defensive.pdf
    • Greater China Economics： Issues in Focus.pdf
    • China Toll Roads： Asia Insight： Turning More Cautious Amid Imminent Headwinds.pdf
    • Semiconductors： Revisiting the cycle debate in Analog post earnings.pdf
    • Major Pharmaceuticals： Diabetes experts' insights.pdf
    • Retail - Economics：Video - Note- Retail Sales Lead Indicator： Forecasting Steady, but Unexciting 3Q Growth.pdf
    • Microsoft： Back Under the Hood： Commercial Other.pdf
    • Crop Tracker：Conditions in Place for Strong Spring Wheat Yields.pdf
    • Machinery： Monthly Data Harvest：AGpocalypse Now Assessing the DE Bear Case.pdf
    • Natixis-Germanys economy is shifting down a gear-140812.pdf
    • Multi-Industry：The Corrections.pdf
    • A&D 2Q14 Review：Opportunities in Pullbacks.pdf
    • US Equity Strategy：The Factor Reference Guide.pdf
    • Integrated Oil： Major Swap： Raising OXY to OW & Lowering CVX to EW.pdf
    • Global Oil Services, Drilling & Equipment：NAm Land： Selling the News.pdf
    • The Commodity Manual： Russian Sanctions Add to Investment Risks.pdf
    • Global oil fundamentals.pdf
    • Global CLOs：CLO Collateral Fundamentals - July 2014.pdf
    • VTB - Global Macro Watch - 140822.pdf
    • Hewlett-Packard： FCF Strength and Revenue Growth Puts HP on the Path to $40.pdf
    • Helix Energy Solutions： Endorsement for Intervention.pdf
    • Tobacco： “Engle Progeny” Update.pdf
    • China Longyuan Power Group： Key Takeaways from 1H14 Analyst Briefing.pdf
    • Youku： 2Q14： In Transition for Revenue Diversification; Downgrade to EW.pdf
    • Sinotrans Limited：Strong 1H14 Profit Prompts Further Earnings Upgrade; Raise PT to HK$6.19; Reiterate OW.pdf
    • Daphne International Holdings：Growth Recovering; Move to OW.pdf
    • Japan Strategy： 1st Take： Yen breaking out of the 7 month Range - Remain Bullish on Japan Equities.pdf
    • India Equity Strategy：MS Institutional Investor Survey： Bullish.pdf
    • Video US Economics：Fed Focus： A Few Minutes on the Minutes.pdf
    • Agriculture Comment：Crop Tour Dispatch, Pt 1.pdf
  • 80.37 MB
  • 2014-9-8

  • part2.rar
       PART2

    本附件包括：
    • UBS - Global Economic Outlook 2014 - 2015.pdf
    • UBS - Global Equity Strategy Outlook 2014.pdf
    • UBS - Global Outlook 2014 - 2015.pdf
    • Merrill Lynch - Asia 2014 Year Ahead.pdf
    • Merrill Lynch - GEMs 2014 Year Ahead.pdf
    • Morgan Stanley - 2014 Global Strategy Outlook.pdf
    • Morgan Stanley - China Economics 2014 Outlook.pdf
  • 8.3 MB
  • 2014-8-5

  • 摩根士丹利美国、欧洲、日本及亚太地区春季经济展望（共4个pdf）.rar
       摩根士丹利美国、欧洲、日本及亚太地区春季经济展望（解压后共4个pdf）

    本附件包括：
    • 20140316-Morgan Stanley-European Economics Spring Economic.pdf
    • 20140317-Morgan Stanley-Japan Economics Spring Outlook_English.pdf
    • 20140317-Morgan Stanley-Asia Pacific Economics Spring Outlook.pdf
    • 20140316-Morgan Stanley-US Economics Spring Economic.pdf
  • 2.39 MB
  • 2014-3-24

  • 2014年宏观策略2.zip
       2014年宏观策略2

    本附件包括：
    • Morgan Stanley - 2014 Global Strategy Outlook.pdf
    • Morgan Stanley - China Economics 2014 Outlook.pdf
    • UBS - Global Economic Outlook 2014 - 2015.pdf
    • UBS - Global Equity Strategy Outlook 2014.pdf
    • UBS - Global Outlook 2014 - 2015.pdf
    • Merrill Lynch - GEMs 2014 Year Ahead.pdf
  • 8.08 MB
  • 2014-1-10

  • （27 reports）Morgan Stanley Blue Paper Series.zip
       27篇深度报告，设计经济、能源、信息、金融等行业

    本附件包括：
    • 本文件由投资主义www.investlism.com整理.txt
  • 40.14 MB
  • 2013-10-16

  • 货币报告 2013.rar

    本附件包括：
    • HSBC-HSBC's Emerging Markets Currency Guide 2013.pdf
    • JPM-Global FX Strategy 2013.pdf
    • Morgan Stanley-FX 2013 Outlook.pdf
    • UBS-FX Outlook 2013.pdf
    • HSBC-Emerging Markets FX Roadmap.pdf
  • 10.45 MB
  • 2013-7-24

  • Morgan Stanley-China Oil Services Sector Initiation-130614.rar

    本附件包括：
    • Morgan Stanley-China Oil Services Sector Initiation-130614.pdf
  • 470.34 KB
  • 2013-7-21

  • 2012年6月以后的外行研究报告.zip

    本附件包括：
    • BoFA ML-Expectations reset ／ valuation attractive – reiterate Buy.pdf
    • Citi-Asia Pacific Metals & Mining：Sector Could Work Through Year End; 2013 Outlook Less Clear.pdf
    • Citi-Beverage Sector – Initiation of Coverage：In Search of Operating Leverage….pdf
    • Citi-Global Gaming：A Tale of Two Cities; Trends on Cotai and the Peninsula Diverge.pdf
    • Citi-Lithium-ion batteries：A Japanese tech growth story／？.pdf
    • Credit Suisse-Asia Telecoms Sector.pdf
    • Credit Suisse-Insurance Sector：Seeing clearly now the rain has gone.pdf
    • Goldman Sachs-Asia Pacific：Financial Services：The elephant slims down and gets focused：Prefer HSBC to STAN.pdf
    • Goldman Sachs-Automobiles：OEM actions in Europe inadequate for acceptable returns,prefer global players with scale.pdf
    • HSBC-Evolution or Devolution？Whats next for European bank credit.pdf
    • HSBC-GEM Chemicals：Growth math.pdf
    • HSBC-On top of the data：Breaking lower, again.pdf
    • J.P.Morgan-Asia Pacific Transport Logistics Strategy：Focus on Asian demand.pdf
    • J.P.Morgan-HK／China Consumer：Leave macro aside and focus on bottom-up drivers.pdf
    • Morgan Stanley-Airlines：Co-Pilot： AMR M&A FAQs Part 3.pdf
    • Morgan Stanley-Maritime Industries：Is Asia slowing.pdf
    • Morgan Stanley-The Commodity Manual：Asian Crude Demand Lackluster on Turnarounds.pdf
    • UBS-What is happening to the Chinese tourist／？.pdf
    • UBS-When will the Chinese inventory drag ease／？.pdf
  • 27.48 MB
  • 2012-10-31

  • PART3 Morgan Stanley Blue Paper Series.zip

    本附件包括：
    • （77 pages）MORGAN STANLEY BLUE PAPER-Petrochemicals-Preparing For a Super Cycle.pdf
    • （92 pages）MORGAN STANLEY BLUE PAPER-Solvency 2： Quantitative & Strategic Impact-The Tide is Going Out.pdf
  • 1.47 MB
  • 2012-10-31

  • PART2 Morgan Stanley Blue Paper Series.zip

    本附件包括：
    • （104 pages）MORGAN STANLEY BLUE PAPER-Cloud Computing Takes Off.pdf
    • （72 pages）MORGAN STANLEY BLUE PAPER-Global Gas.pdf
    • （76 pages）MORGAN STANLEY BLUE PAPER-Banks Deleveraging and Real Estate.pdf
    • （78 pages）MORGAN STANLEY BLUE PAPER-Wholesale & Investment Banking Outlook.pdf
    • （80 pages）MORGAN STANLEY BLUE PAPER-Consumers Adjust As Inflation Worsens.pdf
    • （86 pages）MORGAN STANLEY BLUE PAPER-The US Healthcare Formula.pdf
    • （96 pages）MORGAN STANLEY BLUE PAPER-tablets_demand.pdf
  • 10.54 MB
  • 2012-10-31

  • PART1 Morgan Stanley Blue Paper Series.zip

    本附件包括：
    • （37 pages）MORGAN STANLEY BLUE PAPER-Tablet Landscape Evolution.pdf
    • （41 pages）MORGAN STANLEY BLUE PAPER-Chinese Economy through 2020.pdf
    • （45 pages）MORGAN STANLEY BLUE PAPER-Global Auto Scenarios 2022.pdf
    • （50 pages）MORGAN STANLEY BLUE PAPER-Asian Corporates and China’s Megatransition.pdf
    • （56 pages）MORGAN STANLEY BLUE PAPER-US Corporates and China’s Megatransition.pdf
    • （62 pages）MORGAN STANLEY BLUE PAPER-European Corporates & China’s Megatransition.pdf
    • （64 pages）MORGAN STANLEY BLUE PAPER-China High-Speed Rail.pdf
    • （65 pages）MORGAN STANLEY BLUE PAPER-Brazil Infrastructure.pdf
    • （65 pages）MORGAN STANLEY BLUE PAPER-The China Files - China’s Appetite for Protein Turns Global.pdf
    • （68 pages）MORGAN STANLEY BLUE PAPER-The China Files - Logistics Journey.pdf
  • 16.78 MB
  • 2012-10-31

  • [Morgan Stanley] - Tablet Demand and Disruption - 20110214.rar

    本附件包括：
    • [Morgan Stanley] - Tablet Demand and Disruption - 20110214.pdf
  • 989.02 KB
  • 2012-3-27

  • MS0921.pdf
        MORGAN STANLEY 全球央行貨幣政策策略報告(9/21更新)

  • 593.67 KB
  • 2011-9-22

  • Understanding Business Etiquette - Morgan Stanley.mp3.zip

    本附件包括：
    • Understanding Business Etiquette - Morgan Stanley.mp3
  • 29.42 MB
  • 2011-1-18
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