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  • 10-1108_IJOPM-03-2023-0190.pdf
       Navigating supply chain disruptions: a purchasing portfolio matrix analysis of Chinese manufacturing ...

  • 2.06 MB
  • 2023-11-20

  • 国际投行研究分析资料2022-01.zip

    本附件包括：
    • CS-Visa Inc..pdf
    • Sichuan Teway Food Group (603317.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
    • Sichuan Swellfun Co. (600779.SS)_ Cautious Outlook Into 2H22; Maintain Neutral(1).pdf
    • Sichuan Swellfun Co. (600779.SS)_ 2Q22 Miss on Covid Disruption to Consumption Scenarios, with Channel Inventory Management i....pdf
    • Shopify Inc. (SHOP)_ Growth, margins likely approaching a trough(1).pdf
    • Shell Plc (SHEL.AS)_ Strong set of 2Q results and cash flow generation support increased share buybacks; Buy (1).pdf
    • Shanghai Putailai New Energy (603659.SS)_ 1H22 inline; Strong anode and separator shipment driven by EV growth; Stay Neutral(1).pdf
    • ServiceNow Inc. (NOW)_ Expect solid quarter with embedded conservatism_ 2Q22 Preview(1).pdf
    • ServiceNow Inc. (NOW)_ Estimates largely derisked as waning macro backdrop incorporated in guide - 2Q22 Results(1).pdf
    • Sangfor (300454.SZ)_ HCI v6.8.0 launched; financial _ steel clients on cloudization, HCI, cybersecurity; Buy(1).pdf
    • Samsung Electronics (005930.KS)_ Earnings Review_ 2Q22 inline with expectations_ A more disciplined memory investment the com...(1).pdf
    • Retail_ Specialty Hardlines_ Sporting goods digital trends; Update on promotional activity(1).pdf
    • Qualcomm Inc. (QCOM)_ FQ3'22 Wrap_ QTR beat but FQ4 guidance miss; High-end demand resilient even as handset market expectati...(1).pdf
    • Puma (PUMG.DE)_ 2Q22E EBIT beat driven by strong sales momentum, albeit uncertain consumer demand leaves FY22E EBIT unchanged...(1).pdf
    • Prosus_Naspers_ Release 4th update on buyback programme execution(1).pdf
    • Pentair Plc (PNR)_ Execution on price-cost encouraging as volume slowdown comes into focus; remain Buy on favorable risk-reward(1).pdf
    • Paccar Inc. (PCAR)_ Structural Parts margin improvement balanced by challenging cyclical outlook(1).pdf
    • One 97 Communications (PAYT.BO)_ 1QFY23 preview_ Another quarter of elevated growth and improving margins; Buy(1).pdf
    • NXP Semiconductors NV (NXPI)_ Solid results_guide, but we continue to await normalization in shipments; 2Q22 EPS recap(1).pdf
    • NetEase Inc. (NTES)_ Thoughts on Diablo Immortal releases in China on 25 July; Buy(1).pdf
    • Natural Gas_ Potential NS1 drop brings upside risk to our TTF forecast(1).pdf
    • MS-The Thin Red Line.pdf
    • MS-Sunday Start - 60-40 Isn’t Dead, Just Resting.pdf
    • MS-Sound Bites 芯片之争 – 投资者反馈.pdf
    • MS_McDonald'sCorporation _ NorthAmerica 2Q22_ Defensive Characteristics Show Up Around the World Amidst Growing Uncertainty_20220726.pdf
    • MS_Internet _ NorthAmerica Where Are We Trading Now...Let Mega Cap EPS Begin_20220726.pdf
    • MS -China Equity Strategy Focus List Changes.pdf
    • Moody's Corp. (MCO)_ Ratings revenue soft in 2Q, with estimates largely de-risked and attention turning to recovery in 2023(1).pdf
    • Miniso (MNSO)_ Addressing recent investor queries; Buy(1).pdf
    • Milkyway (603713.SS)_ First Take_ 2Q22 a clean beat; Buy.pdf
    • Milkyway (603713.SS)_ Earnings Review_ Raising estimates post strong 2Q22; maintain Buy(1).pdf
    • Microsoft Corp. (MSFT)_ PC and FX headwinds are more than offset by $100bn Cloud Revenue runrate, growing at 33% CC – F4Q22 R...(1).pdf
    • Microsoft Corp. (MSFT)_ Expecting strong underlying trends amid FX volatility – F4Q22 preview (1).pdf
    • Metals & Mining_ Models and single-name views as 2Q earnings accelerate(1).pdf
    • Meta Platforms, Inc. (META)_ Q2'22 Review_ Macro Headwinds Replace Privacy Headwinds; Shift to Long Term Platform Transition ...(1).pdf
    • Meta Platforms, Inc. (META)_ Q2 '22 Earnings First Take(1).pdf
    • Merck & Co. (MRK)_ 2Q22 First Take_ Revenue_EPS Beat and topline Guidance Raise(1).pdf
    • MediaTek (2454.TW)_ Our thoughts on the new strategic partnership with Intel (1).pdf
    • McDonald's Corp. (MCD)_ 2Q22 Review_ Sales Momentum Continues Across Geographies, Company Well-Positioned to Manage Cost Pres...(1).pdf
    • MasterCard Inc. (MA)_ Key Takeaways from 2Q22 EPS(1).pdf
    • Macro at a Glance_ Latest views and forecasts(1).pdf
    • LVMH Moet-Hennessy Louis Vuitton (LVMH.PA)_ 1H22_ Sales +19% cFX with +6% EBIT beat; reiterate Buy, PT to EUR730 (was EUR700)(1).pdf
    • Liberty Energy Inc. (LBRT)_ 2Q22 First Take_ Significant EBITDA Beat on Net Pricing, Activating Additional Fleets For 2022(1).pdf
    • Kweichow Moutai (600519.SS)_ Data update_ Adjusting FY22E quarterly estimates(1).pdf
    • Kraft Heinz Co. (KHC)_ Further relative under-performance seems unlikely from here; Up to Neutral(1).pdf
    • Keyence (6861.T)_ Earnings Review_ 1Q in line in adjusted terms, taking China lockdowns into account; business structure rema...(1).pdf
    • Kaiser Aluminum Corp. (KALU)_ First Take_ 2Q EPS and EBITDA miss on higher costs and Warrick supply chain challenges; Sell(1).pdf
    • JPM-Global Data Watch Skating on thin ice during.pdf
    • JPM-Global Commodities.pdf
    • JPM-first to market.pdf
    • JPM-Cross Asset Volatility Machine Learning Trading .pdf
    • JPM-Commodities Oil Drilling Report Total US oil.pdf
    • JPM-China’s housing market alarm bell rings again -2022-07-21.pdf
    • Japan SaaS_ KPI summary_ Fundamentals largely unchanged, but valuations remain low(1).pdf
    • Japan Machinery_ Automation_ June robot_robodrill volume inferred from customs data_ China upturn, robot shipments remain high(1).pdf
    • Japan Chemicals_ June MOF data_ Silicon wafer shipment volume down -7% yoy on China impact, overall ASP up high +43% yoy(1).pdf
    • J.P.摩根-亚太地区投资策略-新兴市场亚洲本地市场2022年年中展望：从急性到慢性-保持UW利率和外汇-2022.6.14-40页.pdf
    • J.P.摩根-新兴市场投资策略-新兴市场边缘数据观察：有风险的副作用的强效药-2022.6.17-29页.pdf
    • J.P.摩根-全球自动化行业-JPM&CSIA系统集成商调查：需求在高位达到顶峰-2022.6.17-58页.pdf
    • J.P.摩根-全球投资策略-外汇年中展望：下半年货币需要了解的十件事-2022.6.17-51页.pdf
    • J.P.摩根-全球投资策略-全球数据观察：当我向他们复仇时，他们会知道我是主-2022.6.17-89页.pdf
    • J.P.摩根-全球投资策略-J.P.摩根视角：告别负收益率-2022.6.15-92页.pdf
    • J.P.摩根-美股银行业-美国中小盘银行赚钱策略更新：卓越的客户体验和强劲的增长历来能带来可观的表现-2022.6.15-44页.pdf
    • J.P.摩根-美股医疗保健行业-可操作的见解：生育101-市场背景是BFP-2022.6.16-28页.pdf
    • J.P.摩根-美股投资策略-2022年年中展望：更大的宽幅和更大的紧缩迫使更广泛的预测—移动到175个基点-2022.6.17-22页.pdf
    • J.P.摩根-美股汽车行业-数字化二手和特许经营汽车经销商：行业思考与手册-2022.6.14-202页.pdf
    • J.P.摩根-美股能源行业-J.P.摩根能源问题库：勘探和开采、综合石油和炼油、中游、油田服务和设备、公用事业和替代能源-2022.6.14-243页.pdf
    • J.P.摩根-美股零售业-行业&公司深度研究(HAS, MAT, FNKO)-2022.6.16-66页.pdf
    • J.P.摩根-美股保险行业-变额年金市场趋势：疲软的市场将损害近期的业绩；尾部风险是长期的担忧-2022.6.17-32页.pdf
    • J.P.摩根-美股半导体行业-J.P.摩根半导体和半导体资本设备公司-2022.6-40页.pdf
    • Iron Ore - From scarcity to glut(1).pdf
    • India Telecom_ Spectrum auction_ Bids 60% higher vs GSe at US$19 bn, likely led by Jio(1).pdf
    • HSBC-中国运输与物流行业-上海运输与物流8月可全面恢复-2022.6.16-24页.pdf
    • HSBC-中国投资策略-中国股票策略：从亚洲供应链的转变中寻找赢家-2022.6.13-21页.pdf
    • HSBC-中国能源行业-中国太阳能设备：太阳能电池市场可能出现范式转变-2022.6.14-26页.pdf
    • HSBC-中国PCB行业-触底反弹；关注苹果相关FPC-2022.6.15-21页.pdf
    • HSBC-亚太地区投资策略-亚太地区利率：加速加息-2022.6.16-32页.pdf
    • HSBC-亚太地区投资策略-看点：亚洲债券市场-2022.6-167页.pdf
    • HSBC-亚太地区电子设备和仪器行业-亚洲科技：启动ABF基板领域-2022.6.15-29页.pdf
    • HSBC-全球投资策略-体育用品回顾：迎接新一轮的复杂性-2022.6.14-32页.pdf
    • HSBC-全球投资策略-HSBC第16届运输与物流大会：同样的风暴，不同的船-2022.6.15-33页.pdf
    • HSBC-The Major bond letter.PDF
    • HSBC-Covered Bond Insight Strong year-to-date issuance in USD and GBP.pdf
    • HSBC-China’s property stumble Why it’s different from the subprime mortgage crisis.pdf
    • Hong Kong Exchanges (0388.HK)_ BABA announces HK primary listing plans; Buy(1).pdf
    • Healthcare Pulse_ Unsettled ... Investor sentiment; market color; sector themes; charts to watch(1).pdf
    • GS MINING_ Amplats __ Iron ore __ SIG __ China steel production __ Las Bambas __ Natural Gas NS1(1).pdf
    • GS EUROPEAN EXPRESS_ European Views _ Encore_ Buy LVMH, Volvo, NHY _ US Consumer _ China Musings(1).pdf
    • Greater China Telecom Equipment_ June_ 5G BTS +154k units to 1,854k; 5G subscribers +28mn(1).pdf
    • Global Rates Trader_ A Europe-driven yield downdraft(1).pdf
    • Global PMI Monitor_ DM Composite PMI Falls Below 50 in July; Further Easing in Inflation Components (Zhestkova)(1).pdf
    • Global Market Views_ Relief, but no green light (Trivedi_Wilson)(1).pdf
    • Global Economics Comment_ June Trimmed Core Inflation_ US Reacceleration (Bhushan)(1).pdf
    • General Electric Co. (GE)_ Strong 2Q, low bar to clear in 3Q, valuation attractive(1).pdf
    • FOMC Roundtable July 26-27 [presentation](1).pdf
    • Fiserv Inc. (FISV)_ Key Takeaways from 2Q22 EPS(1).pdf
    • Fiserv Inc. (FISV)_ First Take_ Top-line beat with particular strength in Merchant Acceptance(1).pdf
    • Europe Beverages_ Trends in US Off-Trade Beer market remain fairly consistent in July(1).pdf
    • Equinix Inc. (EQIX)_ 2Q22 Review_ Solid results and increased core 2022 guidance; maintain Buy and $765 PT(1).pdf
    • Energy_ Drillers_ See upside potential into 2Q earnings; continue to prefer NBR over RIG longer-term(1).pdf
    • Energy, Utilities & Mining Pulse_ Investors Asking_ What Surprised During Earnings and the Growing Importance of EPS Execution(1).pdf
    • EM in Focus_ Drilling into EM Debt Dynamics(1).pdf
    • DB-US Strategy Update Refunding preview Maintaining.pdf
    • DB-Asia Thematic Analysis Asias energy security.pdf
    • CS-Zhuzhou CRRC Times Electric Co., Ltd (3898.HK).pdf
    • CS-Zhejiang Huahai Pharmaceutical Co Ltd (600521.SS).pdf
    • CS-Yangtze Optical (601869.SS).pdf
    • CS-Weibo Corporation (WB.OQ).pdf
    • CS-Taiwan View on the news - July 22.pdf
    • CS-Taiwan Display Sector -220725.pdf
    • CS-Summary Europe.pdf
    • CS-Steel Import Monitor.pdf
    • CS-Squarespace, Inc.pdf
    • CS-Shopify Inc..pdf
    • CS-Shenzhen Salubris Pharmaceuticals Co Ltd (002294.SZ).pdf
    • CS-Shell_Carbon Neutral LNG Opportunity.pdf
    • CS-Shanghai Putailai New Energy Technology (603659.SS).pdf
    • CS-Sea Limited (SE.N).pdf
    • CS-Ping An Healthcare and Technology (1833.HK).pdf
    • CSPC Pharma (1093.HK)_ Second ex-China license-out of CLDN18.2 assets; 1-2 more BD deals expected before YE22(1).pdf
    • CS-Payments, Processors and FinTech Expert Insights.pdf
    • CS-Oatly Group AB.pdf
    • CS-MINISO Group (MNSO.N).pdf
    • CS-Meta Platforms, Inc..pdf
    • CS-Machinery sector-Implications for Japanese machinery sector.pdf
    • CS-Machinery sector.pdf
    • CS-LONGi Green Energy Technology (601012.SS).pdf
    • CS-Lee & Man Paper Manufacturing Ltd. (2314.HK).pdf
    • CS-Last Edition.pdf
    • CS-Last Edition - US.pdf
    • CS-Last Edition - US -220721.pdf
    • CS-Kuaishou Tech (1024.HK).pdf
    • CS-Jiangsu Hengrui Pharmaceuticals Co., Ltd. (600276.SS).pdf
    • CS-Jiangling Motors Corp., Ltd. (000550.SZ).pdf
    • CS-iQIYI Inc. (IQ.OQ).pdf
    • CS-Inovance Technology (300124.SZ).pdf
    • CS-HUTCHMED (China) Limited (HCM.OQ).pdf
    • CS-Huaneng Power International Inc (0902.HK).pdf
    • CS-Hualan Biological Engineering Inc. (002007.SZ).pdf
    • CS-HKEx (0388.HK).pdf
    • CS-Globe Life.pdf
    • CS-UK Banks read across notes.pdf
    • CS-Tsingtao Brewery (600600.SS).pdf
    • CS-Trip.com Group (TCOM.OQ).pdf
    • CS-Tongcheng Travel (0780.HK).pdf
    • CS-The Container Conundrum – U.S. Shipping Port Dynamics Update.pdf
    • CS-Technology sector.pdf
    • CS-Taiwan View on the news.pdf
    • CS-Taiwan View on the news - July 25.pdf
  • 97.71 MB
  • 2022-8-8

  • Harvard Business School case.zip

    本附件包括：
    • 2015 Amgen Inc. Pursuing Innovation and Imitation (A).pdf
    • 2015 Hedging at Porsche.pdf
    • 2015 Mobileye The Future of Driverless Cars.pdf
    • 2015 Nintendo Wii U Lessons Learned for New Strategic Directions.pdf
    • 2015 Wal-Mart In Search of Renewed Growth.pdf
    • 2016 ATB Digital Disruption in the Parking Meter Industry.pdf
    • 2016 Blockchain A New Solution for Supply Integrity.pdf
    • 2016 Disruption in Detroit Ford, Silicon Valley, and Beyond.pdf
    • 2016 Patient Room of the Future User-Oriented Innovation.pdf
    • 2017 Amazon Go Venturing into Traditional Retail.pdf
    • 2017 Curana Managing Open Innovation for Growth in SMEs (A).pdf
    • 2017 The Vanca Reworking Digital Marketing Strategy.pdf
    • 2017 Uber Changing the Way the World Moves.pdf
    • 2017 Volkswagen and Tata Motors A Strategic Alliance in India.pdf
    • 2017 Volkswagen Emission Scandal Reputation Recovery and Recall Strategy.pdf
    • 2017 Walmart’s Emergent Low-Cost Sustainable Product Strategy.pdf
    • 2017 Xiaomi Entering International Markets.pdf
    • 2019 General Electric and Suez Deal or No Deal.pdf
    • 1985 Scenarios Shooting the Rapids.pdf
    • 1985 Scenarios Uncharted Waters Ahead.pdf
    • 1992 Adolph Coors in the Brewing Industry.pdf
    • 1994 Wal-Mart Stores, Inc..pdf
    • 1995 Eastman Kodak Company Funtime Film.pdf
    • 1995 Power Play (A) Nintendo in 8-bit Video Games.pdf
    • 1995 The Body Shop International.pdf
    • 1997 Corporate New Ventures at Procter & Gamble.pdf
    • 1998 New United Motors Manufacturing, Inc. (NUMMI).pdf
    • 1998 Samsung China The Introduction of Color TV.pdf
    • 2000 A Hunderd-Year War Coke vs. Pepsi, 1890s-1990s.pdf
    • 2000 Loblaw Companies Limited Preparing for Wal-Mart Supercenters.pdf
    • 2000 Microsoft, 2000.pdf
    • 2001 Adobe Systems Incorporated.pdf
    • 2001 Hewlett-Packard Co. DeskJet Printer Supply Chain (A).pdf
    • 2001 The Pharmaceutical Industry and the AIDS Crisis in Developing Countries.pdf
    • 2002 Ford Motor Company's Value Enhancement Plan (A).pdf
    • 2002 Sunk Costs The Plan to Dump the Brent Spar (A).pdf
    • 2002 WalMart Stores, Inc..pdf
    • 2003 Blueprint for Ford's Future From Personal Automobiles to Mobility.pdf
    • 2003 Costco Wholesale Corp. Financial Statement Analysis (A).pdf
    • 2003 General Motors OnStar.pdf
    • 2003 Hero Honda (India) Ltd. Is it 'Honda' that Makes It a 'Hero'.pdf
    • 2004 Hewlett-Packard–Compaq The Merger Decision.pdf
    • 2004 HP and Compaq Combined In Search of Scale and Scope.pdf
    • 2004 Kodak (A).pdf
    • 2004 Matrix Semiconductor Inc. (A) Tackling Challenges of Strategic Dimensions.pdf
    • 2004 The Globalization of CEMEX.pdf
    • 2004 The Merger of Hewlett-Packard and Compaq (A) Strategy and Valuation.pdf
    • 2005 Apple Computer 2002.pdf
    • 2005 Executive Compensation at General Electric (A).pdf
    • 2005 Kodak and the Digital Revolution (A).pdf
    • 2005 Matrix Semiconductor Inc. (B) Transitioning from Innovation to Execution.pdf
    • 2005 Sony AIBO The World's First Entertainment Robot.pdf
    • 2005 Wal-Mart, 2005.pdf
    • 2006 Executive Decision Making at General Motors.pdf
    • 2006 GE’s Growth Strategy The Immelt Initiative.pdf
    • 2006 Procter & Gamble Organization 2005 (B).pdf
    • 2006 Project Evaluation in Emerging Markets Exxon Mobil, Oil, and Argentina.pdf
    • 2006 Wal-Mart Stores Everyday Low Prices in China.pdf
    • 2007 Apple Computer, 2006.pdf
    • 2007 Development of a Multinational Personnel Selection System.pdf
    • 2007 eBay's Strategy in China Alliance or Acquisition.pdf
    • 2007 Keller Williams Realty (A).pdf
    • 2007 Mountain Man Brewing Company Bringing the Brand to Light.pdf
    • 2007 Strategic Outsourcing at Bharti Airtel Limited.pdf
    • 2007 The Walt Disnet Company Investor Communications Strategy.pdf
    • 2007 TiVo 2007 DVRs and Beyond.pdf
    • 2007 Volkswagen of America Managing IT Priorities.pdf
    • 2008 Design Strategy at Samsung Electronics Becoming a Top-Tier Company.pdf
    • 2008 Mattel and the Toy Recalls (A).pdf
    • 2009 Nestlé in 2008.pdf
    • 2009 Nintendo's Disruptive Strategy Implications for the Video Game Industry.pdf
    • 2009 Porsche, Volkswagen, and CSX Cars, Trains, and Derivatives.pdf
    • 2010 Amazon.com The Brink of Bankruptcy.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 Samsung’s Next Frontier.pdf
    • 2010 Volkswagen do Brasil Driving Strategy with Balanced Scorecard.pdf
    • 2011 Attune Foods Challenging the Goliaths with Authenticity.pdf
    • 2011 China or the World A Financial Reporting Strategy for Hong Kong’s Capital Markets.pdf
    • 2011 Honda (A) + (B).pdf
    • 2011 Keda's SAP Implementation.pdf
    • 2011 Pricing Games Sony PlayStation and Microsoft Xbox.pdf
    • 2011 Wal-Mart Update, 2011.docx
    • 2012 Half a Century of Supply Chain Management at Wal-Mart.pdf
    • 2012 Risk Management at Wellfleet Bank All That Glitters Is Not Gold.pdf
    • 2012 Wal-Mart in China 2012.pdf
    • 2013 Aggregate Planning at Green Mills.pdf
    • 2013 Volkswagen in India.pdf
    • 2014 Apple (in 2013) How to Sustain a Competitive Advantage.pdf
  • 92.72 MB
  • 2019-11-21

  • MIT Sloan Management Review 2018~2019.zip

    本附件包括：
    • 2018 Fall What's Your Block Chain Strategy_.pdf
    • 2019 Winter Innovation for Sales Growth.pdf
    • 2019 Summer Making Good on The Promise of AI.pdf
    • 2019 Spring Creation Without Disruption An Alternative Path to Growth.pdf
    • 2019 Fall Collaborating With Impact.pdf
    • 2018 Winter Redesignning Work.pdf
    • 2018 Summer China’s New Innovation Threat.pdf
    • 2018 Spring In Search of Strategic Agility.pdf
  • 63.87 MB
  • 2019-11-3

  • 10份人工智能白皮书.rar

    本附件包括：
    • Artificial Intelligence and Life in 2030.pdf
    • Artificial Intelligence as a Positive and Negative Factor in Global Risk.pdf
    • Artificial Intelligence, Robotics, Privacy and Data Protection.pdf
    • Disruption ahead Deloitte’s point of view on IBM Watson.pdf
    • Extreme automation and connectivity The global, regional, and investment implications of the Fourth Industrial Revolution January.pdf
    • Learning to trust artificial intelligence systems.pdf
    • preparing_for_the_future_of_ai.pdf
    • Research Priorities for Robust and Beneficial Artificial.pdf
    • The Use of Distributed Ledger Technologies in Payment, Clearing, and Settlement.pdf
    • The New Wave of Artificial Intelligence.pdf
  • 10.42 MB
  • 2018-5-26

  • UBS-科技系列.zip

    本附件包括：
    • UBSInvestmentBank_UBSGlobalIOUBSEvidenceLabGlobalBanks-Istheriskofdisruptionrising--Finch_Apr_23_2018.pdf
    • UBSInvestmentBank_AlphabetInc-GoogleIO2018–PredictingaPersonalIntelligent-_May_09_2018.pdf
    • UBSInvestmentBank_JapanTelecomSector-RakutenisanewMNObutnotanewplayer-Takahashi_May_09_2018.pdf
    • UBSInvestmentBank_Q-Series-Whowillwintheracetoautonomouscars--Hummel_May_09_2018.pdf
    • UBSInvestmentBank_UBSGlobalIOGlobalBanksRealityCheck-Issentimentrunningaheadoffundamentals--Finch_Jul_06_2017.pdf
    • UBSInvestmentBank_UBSGlobalIOGlobalPCHardware-UBSEvidenceLabgamingandcommercialPCsegments-_May_08_2018.pdf
    • UBSInvestmentBank_UBSGlobalIOHardwareTechnology-UBSEvidenceLabelectriccarteardownopportunities-_Jun_01_2017 (1).pdf
    • UBSInvestmentBank_UBSGlobalIOHardwareTechnology-UBSEvidenceLabelectriccarteardownopportunities-_Jun_01_2017.pdf
    • UBSInvestmentBank_UBSGlobalIOMiner’sPriceReview-2018OutlookRidingtheCycle-Shaw_Dec_12_2017.pdf
    • UBSInvestmentBank_UBSGlobalIOMiner’sPriceReview-WinterisComing-Morgan_Oct_04_2017.pdf
    • UBSInvestmentBank_UBSGlobalIOMiner’sPriceReview-WinterThaw-Morgan_Mar_27_2018.pdf
    • UBSInvestmentBank_UBSGlobalIOMobileDevices-UBSEvidenceLabHow(ChineseVersion)-_Sep_29_2017.pdf
    • UBSInvestmentBank_UBSGlobalIOTechHardwareSemis-GalaxyS9S9 TeardownCostsareupbutlessso-Gaudois_May_09_2018.pdf
    • 瑞银：谁将赢得无人驾驶汽车的比赛？（80页）--全球汽车行业-Q系列-2018.5.8.pdf
  • 16.71 MB
  • 2018-5-18

  • UBS_Q-Series.zip

    本附件包括：
    • UBSInvestmentBank_Q-SeriesTelecomEquipment-Smallcells–awaveofdisruption--Jenkins_Sep_07_2012.pdf
    • UBSInvestmentBank_-Q-Series-DoDividendsReallyMatter-12303Mezrich_Jan_23_2003.pdf
    • UBSInvestmentBank_-Q-Series-DoDividendsReallyMatter-_Jan_25_2003.pdf
    • UBSInvestmentBank_-Q-SeriesCorporateFundamentalsProfitabilityMoreroomtogo--Precious_May_04_2004.pdf
    • UBSInvestmentBank_ChinaInstantNoodles-UBSEvidenceLabImprovedconsumer(ChineseVersion)-_Nov_16_2017.pdf
    • UBSInvestmentBank_ChinaInternetSector-UBSEvidenceLabHitmobilegamesdiversifying-Xu_Aug_29_2017.pdf
    • UBSInvestmentBank_ChinaInternetSector-UBSEvidenceLabsocialvideoismore-lean-_Jan_02_2018.pdf
    • UBSInvestmentBank_ChinaInternetSector-UBSEvidenceLab–Mobilegamesextendsuccess-Xu_Mar_22_2017.pdf
    • UBSInvestmentBank_Q-Series-GlobalbanksIsFinTechathreatoranopportunity--Finch_Jul_27_2016.pdf
    • UBSInvestmentBank_Q-Series-Howdisruptivewillamassadoptionofrobotaxisbe--Lesne_Sep_29_2017.pdf
    • UBSInvestmentBank_Q-Series-Isthe'goldenage'offoreigncorporate-(ChineseVersion)_Aug_21_2015.pdf
    • UBSInvestmentBank_Q-Series-IstheSkytheLimitforCloudComputing--_May_07_2016.pdf
    • UBSInvestmentBank_Q-Series-IsTheSmart-PhoneTheNewPC-(ChineseVersion)-Jenkins_Dec_03_2015.pdf
    • UBSInvestmentBank_Q-Series-Neweraforautotech-whowinsandwholoses--Jenkins_Sep_20_2016.pdf
    • UBSInvestmentBank_Q-Series-UBSEvidenceLabElectricCarTeardownWillEVandADASadd-_Jun_07_2017.pdf
    • UBSInvestmentBank_Q-Series-UBSEvidenceLabElectricCarTeardown–(ChineseVersion)-_Jun_16_2017.pdf
    • UBSInvestmentBank_Q-Series-UBSEvidenceLabElectricCarTeardown–DisruptionAhead--Hummel_May_19_2017.pdf
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