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  • 04_国际投行报告-54份.zip

    本附件包括:
    • HS-中国-宏观策略-中国宏观策略:都是为了工作-2020.4.28-24页.pdf
    • HS-亚洲-信贷策略-东盟的量化宽松:这并非全部-2020.4.28-21页.pdf
    • HS-亚洲-投资策略-亚洲COVID-19之后的供应链:专业化、更强的领导者和自给自足-2020.4.27-40页.pdf
    • HS-全球-外汇策略-外汇对不同增长模式的反应-2020.4-25页.pdf
    • HS-全球-投资策略-重新审视2025年债券:下调美国国债收益率预期-2020.4.29-32页.pdf
    • HS-美股-能源设备与服务业-全球石油服务:2022年之前不太可能复苏-2020.4.30-29页.pdf
    • J.P. 摩根-亚太地区-能源行业-澳大利亚能源业:下调价格预期-2020.4.24-40页.pdf
    • J.P. 摩根-全球-农业行业-农业商品季报:上半年需要下滑,下半年有反弹机会-2020.5.1-21页.pdf
    • J.P. 摩根-全球-媒体行业-聚焦2020年展望的广告行业入门-2020.5.3-122页.pdf
    • J.P. 摩根-全球-宏观策略-全球宏观数据观察-2020.5.1-102页.pdf
    • J.P. 摩根-新兴市场-投资策略-新兴市场的企业:坠落的风险-2020.4.30-27页.pdf
    • J.P. 摩根-美股-医疗科技行业-美国制药业:关于COVID-19对企业影响的思考-2020.4.28-31页.pdf
    • J.P. 摩根-美股-医疗行业-2019冠状病毒病的影响和医疗资本支出前景-2020.5-24页.pdf
    • J.P. 摩根-美股-投资策略-美国利率衍生品策略分析-2020.4.24-23页.pdf
    • J.P. 摩根-美股-电力设备行业-自动化产业系统集成商调查-2020.4.27-60页.pdf
    • J.P. 摩根-美股-软件行业-穿过深渊,还是呼啸着穿过墓地?-2020.4.23-33页.pdf
    • J.P. 摩根-美股-银行业-美国大型银行业Q1:信贷未知,取决于复苏或新”常态“-2020.4.30-48页.pdf
    • 巴克莱-美股-商业与专业服务业-峰会洞见:ESG将继续存在-2020.4.24-27页.pdf
    • 巴克莱-美股-投资策略-COVID-19会如何改变美国的消费者-2020.4.22-48页.pdf
    • 巴克莱-美股-汽车与汽车零部件行业-美国汽车与汽车零部件:重启汽车之路-2020.4.27-26页.pdf
    • 巴克莱-美股-生物科技行业-美国中小型生物科技企业个股策略-2020.5.4-120页.pdf
    • 巴克莱-美股-银行业-美国大型银行业2020年Q1预览:尽管缓慢但仍有增长-2020.4.30-43页.pdf
    • 德银-全球-宏观策略-2020:违约似乎是最难的词汇-2020.4.27-47页.pdf
    • 德银-新兴市场-宏观策略-新兴市场宏观与策略聚焦-2020.4.24-43页.pdf
    • 德银-新兴市场-宏观策略-新兴市场宏观与策略聚焦-2020.5.1-66页.pdf
    • 德银-新兴市场-宏观策略-新兴市场最糟糕的时候还在后面-2020.4.15-35页.pdf
    • 摩根士丹利-亚太地区-投资策略-亚洲新兴市场资产负债表与Covid-19衰退-2020.4.22-95页.pdf
    • 摩根士丹利-全球-宏观策略-夹在财政与货币政策之间的G10利率与外汇市场-2020.4.17-120页.pdf
    • 摩根士丹利-美股-机械行业-美国机械行业投资策略分析-2020.4.27-57页.pdf
    • 瑞信-亚太地区-投资策略-马来西亚市场策略:该面对现实了-2020.4.27-44页.pdf
    • 瑞信-亚太地区-量化策略-亚太地区量化与系统策略:中国资本市场自由化-2020.4.28-49页.pdf
    • 瑞信-亚太地区-银行业-越南银行业:回归安全状态-2020.4.30-33页.pdf
    • 瑞信-全球-股票策略-全球股市策略:近期谨慎;买入弱势股-2020.4.22-41页.pdf
    • 瑞信-全球-航空业-全球航空价值链争论-2020.4.27-38页.pdf
    • 瑞信-美股-医疗行业-美国医疗分配:有足够多的未知因素阻碍我们前进-2020.4.22-66页.pdf
    • 瑞信-美股-生命科学行业-美国生命科学:COVID-19死亡率和情景分析-2020.4.20-29页.pdf
    • 瑞信-美股-石油与天然气行业-美国石油与天然气季度预览:Q1结果指南与2020-21年展望-2020.4.22-54页.pdf
    • 瑞信-美股-美国管理式医疗与医疗设施:COVID-19对医院的影响和政府的反应-2020.4.20-22页.pdf
    • 瑞信-美股-通讯行业-信号塔REITs:驾驭5G浪潮-2020.4.28-97页.pdf
    • 瑞银-亚太地区-投资策略-新加坡4月市场总结:全国限制-2020.4.27-36页.pdf
    • 瑞银-亚太地区-电信通讯行业-亚洲电信业:COVID-19是否推动了股息政策的重新审视?-2020.4.28-34页.pdf
    • 瑞银-全球-投资策略-基本面分析:模型冲击与复苏-2020.5.1-22页.pdf
    • 瑞银-全球-能源行业-与厄尼·巴尔萨米安进行的关于液体储存和安置的专家电话会议-2020.5.1-34页.pdf
    • 瑞银-全球-能源行业-全球能源转载系列:美国住宅太阳能趋势-2020.4.27-55页.pdf
    • 瑞银-全球-能源行业-北美能源E&P:与John Howard的谈话纪要-2020.4.21-33页.pdf
    • 瑞银-全球-量化策略-全球量化策略:商品挤兑的整体观点-2020.4.29-43页.pdf
    • 瑞银-新兴市场-银行业-新兴市场银行业:正在走向新的不良贷款危机?-2020.4.22-36页.pdf
    • 瑞银-港股-银行业-香港银行业:超越COVID-19的股息可持续性-2020.4.27-31页.pdf
    • 瑞银-美股-交通运输业-卡车运输:ACT研究的专家会议纪要-2020.5.3-26页.pdf
    • 瑞银-美股-化工行业-北美化工业年度IHS会议:行业入门-2020.4.27-119页.pdf
    • 瑞银-美股-医疗行业-美国生命科学与诊断工具:COVID-19下的模型重置与PTs调整-2020.4.28-46页.pdf
    • 瑞银-美股-能源行业-北美能源E&P:与Corpus Christi港的专家通话记录-2020.4.21-25页.pdf
    • 瑞银-美股-零售业-美国百货零售:Covid-19如何能永久地改变这个行业?-2020.4.29-60页.pdf
    • 瑞银-零售业-美国软线零售商:受COVID-19影响,下调PTs与EPS预期-2020.4.30-76页.pdf
  • 92.53 MB
  • 2020-5-18
  • Sentiment Analysis Tutorial-RPubs.zip

    本附件包括:
    • RPubs - Sentiment Package - Sentiment Analysis in R Part 1.pdf
    • RPubs - Syuzhet Package - Sentiment Analysis in R Part 2.pdf
    • Sentiment Analysis_Airline Code 3_Davion.txt
    • Sentiment Analysis_HDBS Code 2_Davion.txt
    • Introduction to the Syuzhet Package.pdf
  • 1.34 MB
  • 2019-12-24
  • How to Write About Economics and Public Policy.zip

    本附件包括:
    • Chapter-5---Reading-and-Analyzing-L_2018_How-to-Write-About-Economics-and-Pu.pdf
    • Appendix-D---Journals-in-Economics-and_2018_How-to-Write-About-Economics-and.pdf
    • Chapter-7---Research-Proposa_2018_How-to-Write-About-Economics-and-Public-Po.pdf
    • Chapter-4---Identifying-Literature-_2018_How-to-Write-About-Economics-and-Pu.pdf
    • Chapter-13---Data-and-Methodol_2018_How-to-Write-About-Economics-and-Public-.pdf
    • Chapter-1---What-Is-Academic-Wri_2018_How-to-Write-About-Economics-and-Publi.pdf
    • Chapter-15---Data--Methodology--Results--and_2018_How-to-Write-About-Economi.pdf
    • Chapter-11---Situating-a-Study--The-Li_2018_How-to-Write-About-Economics-and.pdf
    • Index_2018_How-to-Write-About-Economics-and-Public-Policy.pdf
    • References_2018_How-to-Write-About-Economics-and-Public-Policy.pdf
    • Preface_2018_How-to-Write-About-Economics-and-Public-Policy.pdf
    • Acknowledgments_2018_How-to-Write-About-Economics-and-Public-Policy.pdf
    • Appendix-C---Data-Sources_2018_How-to-Write-About-Economics-and-Public-Polic.pdf
    • Chapter-9---Justifying-a-Study--The-_2018_How-to-Write-About-Economics-and-P.pdf
    • Chapter-6---Research-Questions--Hypotheses_2018_How-to-Write-About-Economics.pdf
    • Chapter-8---Structure-of-a-Resear_2018_How-to-Write-About-Economics-and-Publ.pdf
    • Chapter-14---Results--Discussion--an_2018_How-to-Write-About-Economics-and-P.pdf
    • Chapter-12---Literature-Review--Model_2018_How-to-Write-About-Economics-and-.pdf
    • Dedication_2018_How-to-Write-About-Economics-and-Public-Policy.pdf
    • Chapter-3---Research-Topics-and-Pap_2018_How-to-Write-About-Economics-and-Pu.pdf
    • Chapter-16---Writing-Skill_2018_How-to-Write-About-Economics-and-Public-Poli.pdf
    • Chapter-10---Theory-and-Theoretical_2018_How-to-Write-About-Economics-and-Pu.pdf
    • Chapter-2---Research-in-Public-Policy_2018_How-to-Write-About-Economics-and-.pdf
    • Front-Matter_2018_How-to-Write-About-Economics-and-Public-Policy.pdf
    • Copyright_2018_How-to-Write-About-Economics-and-Public-Policy.pdf
    • Appendix-A---Citation-Guide_2018_How-to-Write-About-Economics-and-Public-Pol.pdf
    • Corpus-Details_2018_How-to-Write-About-Economics-and-Public-Policy.pdf
    • Appendix-B---Model-Papers_2018_How-to-Write-About-Economics-and-Public-Polic.pdf
  • 44.18 MB
  • 2018-10-11
  • 9月-4.rar

    本附件包括:
    • Taiwan Telecoms Monthly Results:Aug-14: No Sign of ARPU Uplift Two Months after 4G Launch.pdf
    • 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: 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
  • 3G研究-ARPU和用户.rar

    本附件包括:
    • 2009年3G研究--ARPU.pdf
    • 2009年3G研究---用户篇.pdf
  • 621.04 KB
  • 2010-8-2
  • 323272.pdf
       招商证券20090507最新研究报告:联通手机用户ARPU 值有望U 型反转

  • 325.77 KB
  • 2009-5-8
  • 316425.pdf
       2009年3G研究--ARPU

  • 307.26 KB
  • 2009-4-17
  • 303202.pdf
       通信行业:3G研究之ARPU篇,增值业务ARPU获提升,联通电信收入增长加速

  • 307.26 KB
  • 2009-3-13
  • 126288.rar
       [下载]Creating Value in Mobile Telecom Beyond ARPU

    本附件包括:
    • Creating Value in Mobile Telecom Beyond ARPU.pdf
  • 59.43 KB
  • 2007-6-15
  • 119733.rar
       [下载]2004报告:移动运营商提高ARPU值方法

    本附件包括:
    • 2004报告:移动运营商提高ARPU值方法.pdf
  • 40.29 KB
  • 2007-5-24
  • 9113.zip
       [下载]gauss_maxlik

    本附件包括:
    • maxlik.lcg
    • count.lcg
    • gauss.lcg
    • maxlik.lcg.BAK
    • pgraph.lcg
    • user.lcg
    • fastpflcl.src
    • fastbayes.src
    • fastboot.src
    • fastmax.src
    • maxlik.dec
    • fastprof.src
    • fastutil.src
    • maxbayes.src
    • maxblim.src
    • maxboot.src
    • maxdens.src
    • maxhist.src
    • maxlik.src
    • maxpflcl.src
    • maxprof.src
    • maxutil.src
    • mlcheck.src
    • mlgradre.src
    • base10.src
    • cdfchii.src
    • cdfnonc.src
    • cmtools.src
    • coord.src
    • corr.src
    • count.dec
    • count.ext
    • count.src
    • countwts.src
    • crossprd.src
    • cumprodc.src
    • cumsumc.src
    • datalist.src
    • datatran.src
    • dataxchn.dec
    • dataxchn.ext
    • dataxchn.src
    • dens.g
    • design.src
    • dfft.src
    • dffti.src
    • diag.src
    • dos.src
    • ds.sdf
    • ds.src
    • dstat.src
    • eig.dec
    • eig.ext
    • eigcg.src
    • eigch.src
    • eigrg.src
    • eigrs.src
    • eqsolve.dec
    • eqsolve.ext
    • eqsolve.src
    • exctsmpl.src
    • expgam.src
    • expon.src
    • fcompare.dec
    • fcompare.ext
    • fcompare.src
    • fftm.src
    • finprocs.dec
    • finprocs.ext
    • finprocs.src
    • finutils.src
    • flibuff.dec
    • flibuff.ext
    • gauss.dec
    • gauss.ext
    • gauss.src
    • getpath.src
    • gradmt.src
    • gradp.src
    • hessmt.src
    • hessp.src
    • holidays.asc
    • hurdlep.src
    • indexcat.src
    • indices.src
    • indices2.src
    • indsav.src
    • integral.dec
    • integral.ext
    • integral.src
    • intgrat.src
    • intrsect.src
    • intsimp.src
    • keys.h
    • lag.src
    • lapeig.src
    • lapschur.src
    • lapsvd.src
    • lncdfn.dec
    • lncdfn.ext
    • lncdfn.src
    • lnfact.src
    • lnpdfn.src
    • loess.dec
    • loess.ext
    • loess.src
    • machconst.src
    • maxlik.ext
    • median.src
    • medit.src
    • momentd.src
    • nametype.src
    • negbin.src
    • null.src
    • ols.dec
    • ols.ext
    • ols.src
    • olsqr.src
    • optim.sdf
    • optim.src
    • pareto.src
    • parse.dec
    • parse.ext
    • parse.src
    • pause.src
    • paxnum.src
    • pbar.src
    • pbox.src
    • pcart.src
    • pcart3d.src
    • pcontour.src
    • pdraw.src
    • peps.dec
    • peps.ext
    • peps.src
    • pgraph.dec
    • pgraph.ext
    • pgraph.src
    • phist.src
    • play.src
    • ploglog.src
    • plogx.src
    • plogy.src
    • poisson.src
    • polar.src
    • poly.dec
    • poly.ext
    • poly.src
    • polyint.src
    • polymat.src
    • ppc.src
    • pscale.src
    • psurface.src
    • putf.src
    • pv.sdf
    • pv.src
    • pwindow.src
    • pxy.src
    • pxyz.src
    • qnewton.dec
    • qnewton.ext
    • qnewton.src
    • qprog.dec
    • qprog.ext
    • qprog.src
    • qqr.src
    • qr.dec
    • qr.ext
    • qr.src
    • qrsol.src
    • qtyr.src
    • quantile.src
    • qyr.src
    • randkm.src
    • randlc.src
    • random.src
    • rangechk.src
    • recserrc.src
    • ribesl.src
    • rnde.g
    • rref.src
    • saveload.src
    • schtoc.src
    • seqai.g
    • seqas.g
    • setdif.src
    • showpath.src
    • sortd.src
    • sortmc.src
    • sparse.dec
    • sparse.ext
    • sparse.src
    • spline.src
    • sqpsolve.dec
    • sqpsolve.ext
    • sqpsolve.src
    • sqpsolvemt.sdf
    • sqpsolvemt.src
    • strput.src
    • subdat.g
    • subdatd.g
    • subdatv.g
    • subscat.src
    • supreme.src
    • supreme2.src
    • svd.dec
    • svd.ext
    • svd.src
    • system.dec
    • system.ext
    • system.src
    • time.src
    • toeplitz.src
    • token.src
    • trig.src
    • tsutil.src
    • varmaml.src
    • vars.src
    • vartype.src
    • vpack.src
    • wait.src
    • waitc.src
    • xls.src
    • x_indcv.src
  • 454.35 KB
  • 2005-2-22
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