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  • 国际投行研究分析资料2022-02.zip

    本附件包括：
    • Teva Pharmaceuticals (TEVA)_ First Take_ Opioid settlement agreement consistent with our expected range, new LT targets to come(1).pdf
    • Snap Inc. (SNAP)_ Q2'22 Review_ Downgrade to Neutral As Mixture of Macro and Platform Headwinds Likely to Persist Over Medium...(1).pdf
    • 瑞银-中国投资策略-中国香港中小盘股主题五：SFPI内部的Alpha搜索(第二部分)-‘特殊的’和‘创新的’小巨头-2022.6.14-21页.pdf
    • 瑞银-中国软件与服务行业-ERP：交付中断可能会推高收入；企业在云计算方面的支出具有弹性-2022.6.14-26页.pdf
    • 瑞银-中国零售纸巾和卫生用品行业-是时候重新审视纸浆价格下跌趋势了-2022.6.10-31页.pdf
    • 瑞银-中国电力行业-中国电力事业、可再生能源和电网：电力市场改革将推动行业重新评级-2022.6.13-42页.pdf
    • 瑞银-亚太地区投资策略-台湾地区：资本市场的繁荣-周期性还是结构性？-2022.6.15-23页.pdf
    • 瑞银-亚太地区科技行业-尽管需求令人担忧，但ABF仍处于短缺状态-2022.6.17-31页.pdf
    • 瑞银-亚太地区金融行业-台湾地区金融业：偏好利率杠杆和较好能见度的银行；买入CTBC和Chailease-2022.6.15-32页.pdf
    • 瑞银-亚太地区电信行业-泰国电信业：合并前的移动通信竞争愈演愈烈-2022.6.13-27页.pdf
    • 瑞银-全球投资策略-顶部的支持服务和底部的运输-2022.6.15-26页.pdf
    • 瑞银-全球科技行业-技术重塑电动汽车供应链：机会在哪里？-2022.6.17-84页.pdf
    • 瑞银-美股重型机械行业-租赁设备行业调查：尽管有通胀担忧，但租赁市场依然火爆-2022.6.17-30页.pdf
    • 瑞银-美股投资策略-引领争辩：我们分析师的竞选股票观点-2022.6.15-68页.pdf
    • 瑞银-美股石油和天然气行业-炼油基础知识专家电话会议的记录和反馈-资深石油分析师安迪·利波-2022.6.14-28页.pdf
    • 瑞银-美股互联网服务行业-美国在线广告：降低对在线广告的预期；第二季度预览-2022.6.15-32页.pdf
    • 瑞信-中国激光行业-如何定位22年下半年的疲软期-2022.6.15-28页.pdf
    • 瑞信-中国航运业-在供需中断中前行-2022.6.14-86页.pdf
    • 瑞信-亚太地区投资策略-下半年展望：时代充满挑战，也有一线希望-2022.6.13-37页.pdf
    • 瑞信-亚太地区科技行业-亚洲反馈(硬件)：IT相关需求下滑；4-6月电子元件需求疲软，但从7-9月有望复苏-2022.6.9-113页.pdf
    • 瑞信-亚太地区科技行业-亚洲反馈(半导体、半导体前端制造设备)：订单取消-2022.6.9-70页.pdf
    • 瑞信-全球投资策略-全球股票策略：行业加入奢侈品和可再生资源及其他变化-2022.6.10-43页.pdf
    • 瑞信-全球基础设施行业-丰富的活动正在加速；传达碳捕获和储存的背景-2022.6.15-102页.pdf
    • 瑞信-全球工业自动化行业-汉诺威工业博览会全文下载：为‘软件定义’做好准备-2022.6.15-28页.pdf
    • 瑞信-美股护理&医疗保健行业-关键辩论一览：重新确定、交换和衰退；仍对MCO有利-2022.6.16-37页.pdf
    • 瑞信-美股保险行业-私人乘用车保险：近期的损失成本压力，中期的改善；和长期的转型-2022.6.17-21页.pdf
    • 摩根士丹利-亚太地区房地产行业-如何为利率上升做好准备-2022.6.14-40页.pdf
    • 摩根士丹利-新兴市场投资策略-全球新兴市场策略师：被拉回原位-2022.6.13-54页.pdf
    • 摩根士丹利-全球投资策略-全球宏观策略师：对通胀感到厌倦-2022.6.10-86页.pdf
    • 摩根士丹利-全球投资策略-全球供应链调查：公司最高管理层的想法-2022.6.9-37页.pdf
    • 摩根士丹利-全球科技行业-地平线上的风暴乌云-2022.6.13-30页.pdf
    • 德银-全球投资策略-德银全球消费者大会-2022.6.14-324页.pdf
    • 德银-全球投资策略-德银QIS研究：全球因子监测-2022.6-76页.pdf
    • 德银-全球化工行业-全球材料大会：主要收获-2022.6.10-21页.pdf
    • 巴克莱-美股投资策略-美国中小盘股策略：小盘股的估值陷阱-2022.6.14-27页.pdf
    • 巴克莱-美股软件行业-夏季巴士之旅的收获-2022.6.14-34页.pdf
    • 巴克莱-美股大盘银行业-压力测试预览：所有银行都应闪付并增加股息，股票回购在短期内退潮-2022.6.16-23页.pdf
    • Zhongsheng Group (0881.HK)_ Impacts of Shenzhen's recent Omicron resurgence; Buy (on CL)(1).pdf
    • Yum China Holdings (YUMC)_ First Take_ 2Q22 NI strong beat on opex control; expansion guidance_shareholder returns intact; Buy(1).pdf
    • Yidu Tech Inc. (2158.HK)_ First take on setup of YD Capital(1).pdf
    • WuXi AppTec Co. (2359.HK)_ 2Q22 beat driven by COVID-19 project delivery; continued effort to build capacity and capability f...(1).pdf
    • Whirlpool Corp. (WHR)_ 2Q22 First Take(1).pdf
    • What's Top of Mind in Macro Research_ Euro area recession, FOMC preview, markets brief relief(1).pdf
    • Walmart Inc. (WMT)_ Lowered FY22 guidance on margin pressure(1).pdf
    • Volkswagen (VOWG_p.DE)_ 2Q22 first take (1).pdf
    • Visa Inc. (V)_ Key Takeaways from F3Q22 EPS_ Cross border recovery offsets FX headwinds to drive 3Q beat(1).pdf
    • USA_ Raising Q2 GDP to +1.0% on Better-than-Expected June Trade Balance and Inventories(1).pdf
    • USA_ Q2 GDP Declines 0.9% on Inventories and Structures Investment; Initial Claims Remain Elevated(1).pdf
    • USA_ Home Price Growth Decelerates in May but Remains Elevated(1).pdf
    • USA_ GS Economic Indicators Update(1).pdf
    • USA_ FOMC Hikes 75bp; Makes Minimal Changes to the Post-Meeting Statement(1).pdf
    • USA_ Consumer Confidence Decreases; Richmond Fed Manufacturing Index Improves; New Home Sales Fall; Lowering GDP Tracking(1).pdf
    • US Thematic Views_ Challenges remain for unprofitable growth stocks despite valuation reset(1).pdf
    • US Economics Analyst_ A Surprisingly Small Budget Deficit (Phillips_Krupa)(1).pdf
    • United Microelectronics Corp. (2303.TW)_ Earnings review_ Improving earnings structure to better weather volatility; reiterat...(1).pdf
    • UBS-Supply constraints likely to.pdf
    • UBS-Supply constraints likely to prompt further commodity price gains.pdf
    • UBS-Prepare for volatility ahead.pdf
    • UBS-Picking up the pieces in crypto.pdf
    • UBS-Morning comment _ Slowing is sensible.pdf
    • UBS-Markets rally as Fed refrains from hawkish surprise.pdf
    • UBS-Growth stocks likely to struggle despite tech earnings resilience.pdf
    • UBS-Global Rates Strategy _Global Index Projections.pdf
    • UBS-Fed meeting preview Top questions answered.pdf
    • Twitter Inc. (TWTR)_ Q2 2022 Earnings Review(1).pdf
    • The 720_ Reliance Industries, Global Markets, Taiwan Automation, ICICI Bank, FOMC, China HY Property(1).pdf
    • The 720_ LG Chem_LG ES, China Tourism Group, SK Hynix, UMC, Shin-Etsu, Fanuc, BBRI & BBCA(1).pdf
    • The 720_ China Financials - Real Estate Fund, Kotak, Shanghai M&G, Infosys, US Unprofitable Growth Stocks, Iron Ore(1).pdf
    • The 720_ Asia Strategy, China Consumer, Samsung Electronics, Keyence, Mandiri, Naver, China - Politburo Meeting(1).pdf
    • The 720_ Alibaba, HKEx, China PM Sector, Sea Ltd, Energy Storage, JP Strategy, Unimicron(1).pdf
    • Squarespace Inc. (SQSP)_ Pricing and bundling key to balancing 2H macro (1).pdf
    • Spotify Technology S.A. (SPOT)_ Q2'22 Earnings First Take(1).pdf
  • 92.3 MB
  • 2022-8-8

  • 国际投行研究分析资料2022-01.zip

    本附件包括：
    • Europe Beverages_ Trends in US Off-Trade Beer market remain fairly consistent in July(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
    • 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
    • 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
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    • CS-Tsingtao Brewery (600600.SS).pdf
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    • 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

  • PWR_RED_2011.zip

    本附件包括：
    • Create_consistent_industries_at_plant_level.sas
    • Wooldridge-LP_on_all_industries_VA_specification.do
    • Create_capital_stocks_only_REDO.sas
    • create_initial_data_for_APG_decomp.do
    • CreatelbdlrdCapStock_observed_my_inds.sas
    • estimate_prod_func_LP_GO.do
    • estimate_prod_func_LP_VA_specification.do
    • estimate_prod_func_OLS_GO.do
    • estimate_prod_func_OLS_VA_specification.do
    • loop_over_industries_calling_WLP.ado
    • Merge_LBD_LRD_ASM.sas
    • read_me.txt
    • recover_GO_LP.do
    • recover_GO_OLS.do
    • recover_GO_WLP.do
    • recover_VA_LP.do
    • recover_VA_OLS.do
    • recover_VA_WLP.do
    • select_industry.ado
    • Wooldridge-LP_on_all_industries_GO.do
  • 40.27 KB
  • 2020-10-4

  • the income factory - an investor's guide to consistent lifetime returns (2020).rar
       the income factory - an investor's guide to consistent lifetime returns (2020)

    本附件包括：
    • the income factory - an investor's guide to consistent lifetime returns (2020).epub
  • 4.57 MB
  • 2020-3-20

  • Springer Proceedings in Mathematics & Statistics(151-160).rar

    本附件包括：
    • (Springer Proceedings in Mathematics & Statistics 152) New Directions in Paraconsistent Logic_ 5th WCP, Kolkata, India, February 2014.pdf
    • (Springer Proceedings in Mathematics & Statistics 160) Non-Associative and Non-Commutative Algebra and Operator Theory.pdf
    • (Springer Proceedings in Mathematics & Statistics 151) Set Optimization and Applications - The State of the Art_.pdf
    • (Springer Proceedings in Mathematics & Statistics 153) Simulation-Driven Modeling and Optimization_ ASDOM, Reykjavik, August 2014.pdf
    • (Springer Proceedings in Mathematics & Statistics 154) Geometry and Topology of Manifolds_ 10th China-Japan Conference 2014.pdf
    • (Springer Proceedings in Mathematics & Statistics 155) Computational Analysis_ AMAT, Ankara, May 2015 Selected Contributions.pdf
    • (Springer Proceedings in Mathematics & Statistics 156) Models, Algorithms and Technologies for Network Analysis_ NET 2014.pdf
    • (Springer Proceedings in Mathematics & Statistics 157) Mathematical Sciences with Multidisciplinary Applications_ In Honor of Professor Christiane Rousseau.pdf
    • (Springer Proceedings in Mathematics & Statistics 158) Statistical Methods and Applications in Insurance and Finance.pdf
    • (Springer Proceedings in Mathematics & Statistics 159) Symmetries in Graphs, Maps, and Polytopes_ 5th SIGMAP Workshop, West Malvern, UK, July 2014-Springer (2016).pdf
  • 49.35 MB
  • 2017-9-13

  • Vol-47- Subgame Consistent Cooperation (2016).rar

    本附件包括：
    • Vol-47- Subgame Consistent Cooperation (2016).pdf
  • 4.12 MB
  • 2017-9-7

  • 001.pdf
       Are Micro and Macro Labor Supply Elasticities Consistent? A Review of Evidence on the Intensive and ...

  • 805.38 KB
  • 2017-3-1

  • LS (pdf).zip

    本附件包括：
    • Logical Studies of Paraconsistent Reasoning in Science and Mathematics.pdf
  • 1.89 MB
  • 2016-12-17

  • LS (epub).zip

    本附件包括：
    • Logical Studies of Paraconsistent Reasoning in Science and Mathematics.epub
  • 1.96 MB
  • 2016-12-17

  • LS (pdf epub).zip

    本附件包括：
    • Logical Studies of Paraconsistent Reasoning in Science and Mathematics.pdf
    • Logical Studies of Paraconsistent Reasoning in Science and Mathematics.epub
  • 3.84 MB
  • 2016-12-17

  • The Options Edge_An Intuitive Approach to Generating Consistent Profits for the .zip

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    • The Options Edge_An Intuitive Approach to Generating Consistent Profits for the Novice to the Experienced Practitioner.pdf
  • 2.46 MB
  • 2016-12-15

  • Big Enough to Be Inconsistent_Abraham Lincoln Confronts Slavery and Race.zip

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    • Big Enough to Be Inconsistent_Abraham Lincoln Confronts Slavery and Race.pdf
  • 461.05 KB
  • 2016-12-3

  • Market-Consistent Actuarial Valuation (3rd Edition).zip

    本附件包括：
    • Market-Consistent Actuarial Valuation (3rd Edition).pdf
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  • 3.04 MB
  • 2016-11-25

  • OPTIMAL TIME-CONSISTENT PORTFOLIO AND CONTRIBUTION SELECTION FOR DEFINED BENEFIT.zip

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    • OPTIMAL TIME-CONSISTENT PORTFOLIO AND CONTRIBUTION SELECTION FOR DEFINED BENEFIT PENSION SCHEMES UNDER MEAN–VARIANCE CRITERION.pdf
  • 207.8 KB
  • 2016-7-23

  • 28-2-3.zip

    本附件包括：
    • Mapping-management-accounting-graphics-and-guidelines-for-theory-consistent-empirical-research_2003_Accounting-Organizations-and-Society.pdf
    • Perspectives-on-experimental-research-in-managerial-accounting_2003_Accounting-Organizations-and-Society.pdf
    • Alternative-management-accounting-research-whence-and-whither_2003_Accounting-Organizations-and-Society.pdf
    • Editorial-Board-and-publication-information_2003_Accounting-Organizations-and-Society.pdf
    • Management-control-systems-design-within-its-organizational-context-findings-from-contingency-based-research-and-directions-for-the-future_2003_Accoun.pdf
    • Disciplinary-constraints-on-the-advancement-of-knowledge-the-case-of-organizational-incentive-systems_2003_Accounting-Organizations-and-Society.pdf
  • 1.97 MB
  • 2016-2-21

  • 28-7-8.zip

    本附件包括：
    • Erratum-to-Mapping-management-accounting-graphics-and-guidelines-for-theory-consistent-empirical-research-Accounting-Organizations-and-Society-28-2003.pdf
    • Sixth-international-management-control-systems-research-conference-management-and-control_2003_Accounting-Organizations-and-Society.pdf
    • Moderated-regression-constructs-and-measurement-in-management-accounting-a-reflection_2003_Accounting-Organizations-and-Society.pdf
    • Performance-implications-of-strategic-performance-measurement-in-financial-services-firms_2003_Accounting-Organizations-and-Society.pdf
    • The-taming-of-the-buyer-the-retail-inventory-method-and-the-early-twentieth-century-department-store_2003_Accounting-Organizations-and-Society.pdf
    • Testing-contingency-hypotheses-in-budgetary-research-using-moderated-regression-analysis-a-second-look_2003_Accounting-Organizations-and-Society.pdf
    • Editorial-Board_2003_Accounting-Organizations-and-Society.pdf
    • Contents-for-33-1_2003_Accounting-Organizations-and-Society.pdf
    • What-is-culture-A-reply-to-Baskerville_2003_Accounting-Organizations-and-Society.pdf
    • Professionalisation-or-incarceration-Household-engineering-accounting-and-the-domestic-ideal_2003_Accounting-Organizations-and-Society.pdf
    • The-effect-of-constrained-processing-on-auditors-judgments_2003_Accounting-Organizations-and-Society.pdf
    • The-colour-of-accountancy-examining-the-salience-of-race-in-a-professionalisation-project_2003_Accounting-Organizations-and-Society.pdf
    • Contents-and-Author-Index-for-2003_2003_Accounting-Organizations-and-Society.pdf
    • Antecedents-to-management-accounting-change-a-structural-equation-approach_2003_Accounting-Organizations-and-Society.pdf
  • 2.29 MB
  • 2016-2-21

  • 37-2.zip

    本附件包括：
    • Do-changes-in-audit-actions-and-attitudes-consistent-with-increased-auditor-scepticism-deter-aggressive-earnings-management-An-experimental-investigat.pdf
    • The-privatization-of-British-Energy-Risk-transfer-and-the-state_2012_Accounting-Organizations-and-Society.pdf
    • Comparing-self-regulation-and-statutory-regulation-Evidence-from-the-accounting-profession_2012_Accounting-Organizations-and-Society.pdf
    • The-production-of-normativity-A-comparison-of-reporting-regimes-in-Spain-and-the-UK_2012_Accounting-Organizations-and-Society.pdf
    • Editorial-board-and-publication-information_2012_Accounting-Organizations-and-Society.pdf
  • 952.82 KB
  • 2016-2-21

  • Consistent model specification tests.rar

    本附件包括：
    • Consistent model specification tests.pdf
  • 655.83 KB
  • 2014-10-27

  • 1975-2000年引用率最高的12篇文献(英文).zip
       限时免费，希望大家评精彩帖子

    本附件包括：
    • A Heteroskedasticity-Consistent Covariance Matrix Estimator and a Direct Test for Heteroskedasticity.pdf (by Halbert White).pdf
    • A Simple, Positive Semi-Definite, Heteroskedasticity and Autocorrelation Consistent Covariance Matrix.pdf(by Whitey k .Newey;Kenneth D.West).pdf
    • Autoregressive Conditional Heteroscedasticity with Estimates of the Variance of United Kingdom Inflation.pdf (by Robert F.Engle).pdf
    • Co-Integration and Error Correction_Representation, Estimation, and Testing.pdf (by Robert F.Engle;C.W.J.Granger).pdf
    • Distribution of the Estimators for Autoregressive Time Series With a Unit Root.pdf (by Divid A. Dickey;Wayne A.Fuller).pdf
    • Large Sample Properties of Generalized Method of Moments Estimators.pdf (by Lars Peter Hansen).pdf
    • Likelihood Ratio Statistics for Autoregressive Time Series with a Unit Root.pdf (by Divid A. Dickey;Wayne A.Fuller).pdf
    • MAXIMUM LIKELIHOOD ESTIMATION AND INFERENCE ON COINTEGRATION--WITH APPLICATIONS TO THE DEMAND FOR MONEY.pdf( by Soren Johansen,Katarina Juselius).pdf
    • Robust Locally Weighted Regression and Smoothing Scatterplots.pdf (by Willism S.Cleveland).pdf
    • STATISTICAL ANALYSIS OF COINTEGRATION VECTORS (by Soren JOHANSEN).pdf
    • Sample Selection Bias as a Specification Error.pdf (by James J.Heckman).pdf
    • Specification Tests in Econometrics.pdf (by J.A.Hausman).pdf
    • 目录.docx
  • 14.35 MB
  • 2014-8-17

  • 8.pdf
       Consistent Comparisons of Real Incomes across Time and Space

  • 229.86 KB
  • 2013-1-16

  • Pinggu_HCCME.rar

    本附件包括：
    • White_1980_A Heteroskedasticity-Consistent Covariance Matrix Estimator.pdf
    • MacKinnon & White_1985_Some Heteroskedastic-Consistent Covariance Matrix Estimators with Improved Finite Sample Properties.pdf
  • 1.47 MB
  • 2011-5-31

  • HBR.BA1992.rar
       HBR.BA1992.rar

    本附件包括：
    • HBR.BA1992-Emerson Electric-Consistent Profits, Consistently.pdf
    • HBR.BA1992-Balancing Corporate Power-A New Federalist Paper.pdf
  • 7.06 MB
  • 2010-12-22

  • abbr_ed8696c81fd02fa576cd1fe3deba88a1.rar

    本附件包括：
    • Consistent estimates of world trade elasticities and an application to the effects of Chinese Yuan appreciation.pdf
  • 149.61 KB
  • 2010-10-27

  • Market-Consistent Actuarial Valuation.rar

    本附件包括：
    • Market-Consistent Actuarial Valuation.pdf
  • 1.88 MB
  • 2010-10-17

  • Managerial Uses of Accounting Information,Demski.rar

    本附件包括：
    • Chapter_10 Consistent Framing in a Strategic Setting.pdf
    • Chapter_11 Large versus Small Decisions Short-Run.pdf
    • Chapter_12 Large versus Small Decisions Long-Run.pdf
    • Chapter_14 Economic Foundations Informative Performance Evaluation.pdf
    • Chapter_13 Economic Foundations Performance Evaluation.pdf
    • Chapter_15 Allocation Among Tasks.pdf
    • Chapter_16 Accounting-Based Performance Evaluation.pdf
    • Chapter_17 Communication.pdf
    • Chapter_18 Coordination.pdf
    • Chapter_19 End Game.pdf
    • Chapter 2 Single product firm.pdf
    • Chapter 3 The multiproduct firm.pdf
    • Chapter 4 Accounting versus economics.pdf
    • Chapter 5 A closer look at the accountant's art.pdf
    • Chapter 7 The modernism school.pdf
    • Chapter 9 Consistent Framing under uncertainty.pdf
    • Chapter_1 introduction.pdf
    • Chapter_6 The Impressionism school.pdf
    • Chapter_8 Consistent Decision Framing.pdf
  • 5.95 MB
  • 2010-3-27

  • 246581.pdf
       Market-Consistent Actuarial Valuation (EAA Lecture Notes)

  • 1.15 MB
  • 2008-9-13

  • 237590.pdf
       A Consistent Model Specification Test

  • 339.49 KB
  • 2008-8-17

  • 216274.pdf
       Consistent Return Estimates

  • 269.16 KB
  • 2008-5-31

  • 178112.pdf
       A Globally Consistent Framework for Reliability-based Trade Statistics Reconciliation in

  • 540.98 KB
  • 2007-11-28

  • 169761.rar
       [原创][下载]Journal of Econometrics-Volume 141, Issue 2, Pages 323-1420 (December 2007)

    本附件包括：
    • 19.A consistent characteristic function-based test for conditional independence.pdf
    • 20.A goodness-of-fit test for ARCH(∞) models.pdf
    • 21.Modelling security market events in continuous time- Intensity based, multivariate point process models.pdf
    • 22.Asymptotics for duration-driven long range dependent processes.pdf
    • 23.An adaptive empirical likelihood test for parametric time series regression models.pdf
    • 24.A goodness-of-fit test for ARCH models.pdf
    • 25.Discrete time duration models with group-level heterogeneity.pdf
    • 26.Income distribution and inequality measurement- The problem of extreme values.pdf
    • 27.A zero-inflated ordered probit model, with an application to modelling tobacco consumption.pdf
    • 28.Estimating a generalized correlation coefficient for a generalized bivariate probit model.pdf
    • 29.Nonstationary discrete choice- A corrigendum and addendum.pdf
    • 30.Endogeneity in quantile regression models- A control function approach.pdf
    • 31.Time and causality- A Monte Carlo assessment of the timing-of-events approach.pdf
    • 32.Confidence sets for the date of a single break in linear time series regressions.pdf
    • 33.Finite sample multivariate structural change tests with application to energy demand models.pdf
    • 34.Closed-form likelihood approximation and estimation of jump-diffusions with an application to the realignment risk of the Chinese Yuan.pdf
    • 35.Inverse probability weighted estimation for general missing data problems.pdf
    • 36.A simple, robust and powerful test of the trend hypothesis.pdf
    • 38.Nonstationarity-extended local Whittle estimation.pdf
    • 37.A theory of robust long-run variance estimation.pdf
    • 39.Efficient high-dimensional importance sampling.pdf
    • 40.Corrigendum to The pseudo-true score encompassing test for non-nested hypotheses.pdf
    • 41.The large sample behaviour of the generalized method of moments estimator in misspecified models.pdf
    • 42.Erratum to “Generalizing the standard product rule of probability theory and Bayes's Theorem.pdf
    • 43.Error in contents listing of Special issue.pdf
    • 1.Editorial Board.pdf
    • 2.Realized range-based estimation of integrated variance.pdf
    • 3.Instrumental variable estimation based on conditional median restriction.pdf
    • 4.Generalized R-estimators under conditional heteroscedasticity.pdf
    • 5.Incidental trends and the power of panel unit root tests.pdf
    • 6.Non-parametric estimation of sequential english auctions.pdf
    • 7.On the uniqueness of optimal prices set by monopolistic sellers.pdf
    • 8.On the second-order properties of empirical likelihood with moment restrictions.pdf
    • 9.Contemporaneous threshold autoregressive models- Estimation, testing and forecasting.pdf
    • 10.Efficient tests of the seasonal unit root hypothesis.pdf
    • 11.Determining the cointegrating rank in nonstationary fractional systems by the exact local Whittle approach.pdf
    • 12.Asymptotic properties of a robust variance matrix estimator for panel data when T is large.pdf
    • 13.Online forecast combinations of distributions- Worst case bounds.pdf
    • 14.Nonparametric tests for conditional symmetry in dynamic models.pdf
    • 15.Masking identification of discrete choice models under simulation methods.pdf
    • 16.A smoothed least squares estimator for threshold regression models.pdf
    • 17.Can the random walk model be beaten in out-of-sample density forecasts- Evidence from intraday foreign exchange rates.pdf
    • 18.Endogenous selection or treatment model estimation.pdf
  • 13.96 MB
  • 2007-11-3

  • 137233.rar
       [原创]萧政的panel data 书后的部分参考文献

    本附件包括：
    • Consistent Estimates Based on Partially Consistent Observations.pdf
    • Error Components and Seemingly Unrelated Regressions.pdf
    • Estimating Dynamic Random Effects Models from Panel Data Covering Short Time Periods.pdf
    • Estimating Vector Autoregressions with Panel Data.pdf
    • Inference in Linear Time Series Models with some Unit Roots.pdf
    • Instrumental-Variable Estimation of an Error-Components Model.pdf
    • Leapfrog estimation of a fixed-effects model with unknown transformation of the dependent variable.pdf
    • On Seemingly Unrelated Regressions with Error Components.pdf
    • On the Pooling of Time Series and Cross Section Data.pdf
    • Optimal Experimental Design for Error Components Models.pdf
    • Optimal Inference in Cointegrated Systems.pdf
    • Panel Data and Unobservable Individual Effects.pdf
    • Pooling Cross Section and Time Series Data in the Estimation of a Dynamic Model The Demand for Natural Gas.pdf
    • Pooling of Time Series and Cross Section Data.pdf
    • Rank estimation of a generalized fixed-effects regression model.pdf
    • Social Experimentation, Truncated Distributions, and Efficient Estimation.pdf
    • Specification Tests for the Multinomial Logit Model.pdf
    • Specification Tests in Econometrics.pdf
    • Testing for Neglected Heterogeneity.pdf
    • Testing for Panel Cointegration with Multiple.pdf
    • The Estimation of a Simultaneous Equation Generalized Probit Model.pdf
    • A Comparative Study of Alternative Estimators in a Distributed Lag Model.pdf
    • A Conditional Probit Model for Qualitative Choice.pdf
    • A Heteroskedasticity-Consistent Covariance Matrix Estimator and a Direct Test for Heteroskedasticity.pdf
    • Attrition Bias in Experimental and Panel Data The Gary Income Maintenance Experiment.pdf
  • 31.69 MB
  • 2007-7-16

  • 136806.rar
       [原创]罗默的高级宏观后的部分参考文献

    本附件包括：
    • Measuring the Cyclicality of Real Wages How Important is Composition Bias.pdf
    • Money-Wage Dynamics and Labor-Market Equilibrium.pdf
    • The Prewar Business Cycle Reconsidered New Estimates of Gross National Product, 1869-1908.pdf
    • The Relation between Unemployment and the Rate of Change of Money Wage Rates in the United Kingdom, 1861-1957.pdf
    • The Role of Monetary Policy.pdf
    • A General Equilibrium Approach To Monetary Theory.pdf
    • A Simple, Positive Semi-Definite, Heteroskedasticity and Autocorrelation Consistent Covariance Matrix.pdf
    • Credit Conditions and the Cyclical Behavior of Inventories.pdf
    • Credit, Money, and Aggregate Demand.pdf
    • Financial Intermediaries and the Effectiveness of Monetary Controls.pdf
    • Menu Costs and the Neutrality of Money.pdf
    • Temporary Taxes as Macro-Economic Stabilizers.pdf
    • An Equilibrium Model of the Business Cycle.pdf
    • International Evidence on Output-Inflation Tradeoffs.pdf
    • Long-Term Contracts, Rational Expectations, and the Optimal Money Supply Rule.pdf
  • 23.47 MB
  • 2007-7-14

  • 117875.rar
       [下载]Conducting Effective, Consistent Assessments

    本附件包括：
    • Consistent%20Auditing[2].ppt
  • 620.46 KB
  • 2007-5-18

  • 53367.rar
       计量经济学方面的经典文献

    本附件包括：
    • impacts of economic reform in poland incidence and welfare changes within a consistent framework.pdf
    • implications of mean reverting measurement error for longitudinal studies of wages and employment.pdf
    • are refugees different from economic emmegrants some emprirical evidence on the heterogeneity of immigrant groups in the united states.pdf
    • assessing the impact of management buyouts of econmic efficiency plant level evidence from the united kingdom.pdf
    • comments on measuring poverty in a growing world.pdf
    • determinants of asset ownership a study of the carpentry trade.pdf
    • does the format of a financial aid program matter the effect of state in kind tuition subsidies.pdf
    • estimating the elasticity of intertimporal substitution when instruments are weak.pdf
    • footloose and pollutionfree.pdf
    • generic drug industry dynamics.pdf
  • 1.22 MB
  • 2006-5-21

  • 50664.rar
       ten articles from Review of Economics and Statistics (MIT, 2005)

    本附件包括：
    • impacts of economic reform in poland incidence and welfare changes within a consistent framework.pdf
    • implications of mean reverting measurement error for longitudinal studies of wages and employment.pdf
    • are refugees different from economic emmegrants some emprirical evidence on the heterogeneity of immigrant groups in the united states.pdf
    • assessing the impact of management buyouts of econmic efficiency plant level evidence from the united kingdom.pdf
    • comments on measuring poverty in a growing world.pdf
    • determinants of asset ownership a study of the carpentry trade.pdf
    • does the format of a financial aid program matter the effect of state in kind tuition subsidies.pdf
    • estimating the elasticity of intertimporal substitution when instruments are weak.pdf
    • footloose and pollutionfree.pdf
    • generic drug industry dynamics.pdf
  • 1.22 MB
  • 2006-4-29

  • 49825.rar
       感谢论坛，上传一些应用计量经济学方面的文献

    本附件包括：
    • impacts of economic reform in poland incidence and welfare changes within a consistent framework.pdf
    • implications of mean reverting measurement error for longitudinal studies of wages and employment.pdf
    • are refugees different from economic emmegrants some emprirical evidence on the heterogeneity of immigrant groups in the united states.pdf
    • assessing the impact of management buyouts of econmic efficiency plant level evidence from the united kingdom.pdf
    • comments on measuring poverty in a growing world.pdf
    • determinants of asset ownership a study of the carpentry trade.pdf
    • does the format of a financial aid program matter the effect of state in kind tuition subsidies.pdf
    • estimating the elasticity of intertimporal substitution when instruments are weak.pdf
    • footloose and pollutionfree.pdf
    • generic drug industry dynamics.pdf
  • 1.22 MB
  • 2006-4-24

  • 1298.rar
       大牛一位——Per Krusell

    本附件包括：
    • Reading List For Time-Inconsistent Preferences.pdf
  • 55.73 KB
  • 2004-9-13

  • 1180.rar
       1975-2000引用率最高的二十篇经济学文献（1）——特邀点评：admin

    本附件包括：
    • A Simple, Positive Semi-Definite, Heteroskedasticity and Autocorrelation Consistent Covariance Matrix.pdf
  • 502.19 KB
  • 2004-9-4

  • 1179.rar
       1975-2000引用率最高的二十篇经济学文献（1）——特邀点评：admin

    本附件包括：
    • A Heteroskedasticity-Consistent Covariance Matrix Estimator and a Direct Test for Heteroskedasticity.pdf
  • 1.43 MB
  • 2004-9-4
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