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  • 国际投行研究分析资料2022-01.zip

    本附件包括：
    • Microsoft Corp. (MSFT)_ PC and FX headwinds are more than offset by $100bn Cloud Revenue runrate, growing at 33% CC – F4Q22 R...(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)_ 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

  • 期权波动率交易.zip
       期权波动率交易精彩集锦

    本附件包括：
    • 10、cboe_vix计算白皮书.pdf
    • 11、cboe_skew白皮书.pdf
    • 12、JP Morgan方差互换全面讲解.pdf
    • 1、波动率交易全面讲解_Volatility Trading-(second edition).pdf
    • 2、随机波动率模型和跳_The+Volatility+Surface+A+Practitioner’s+Guide.pdf
    • 3、Parameter risk in black and scholes model_HenrardM.pdf
    • 4、对冲时的波动率选择_wilmott implied vs actual vol for delta hedge.pdf
    • 5、动态对冲_dynamic hedging.pdf
    • 6、三次样条插值参考_Nonparametric regression and generalized linear models.pdf
    • 7、波动率偏度曲线拟合_Fengler's Arbitrage-free Smoothing.pdf
    • 8、vix铺垫论文_option prices, implied price processes and stochasitc volatility.pdf
    • 9、vix原理详解_More than you ever wanted to know about variance swaps.pdf
  • 33.5 MB
  • 2017-5-16

  • taiwan's impact on china - why soft power matters more than economic or pol.rar
       taiwan's impact on china - why soft power matters more than economic or political inputs (2017)

    本附件包括：
    • taiwan's impact on china - why soft power matters more than economic or political inputs (2017).pdf
  • 4.03 MB
  • 2017-4-19

  • More Than a Showroom_Strategies for Winning Back Online Shoppers.zip

    本附件包括：
    • More Than a Showroom_Strategies for Winning Back Online Shoppers.pdf
  • 2.21 MB
  • 2016-8-1

  • 9599SCI编辑对中国学生写英文论文的忠告.rar

    本附件包括：
    • the most common habits from more than 200 english papers written by graduate chinese engineering students.pdf
  • 118.06 KB
  • 2015-8-22

  • 10.1007_978-1-4471-4588-2.pdf
       Each approach has more than three lanes at roadway cross-section with through, left-turn and right-t ...

  • 5.34 MB
  • 2014-11-29

  • 9月-4.rar

    本附件包括：
    • 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 Monthly Results：Aug-14： No Sign of ARPU Uplift Two Months after 4G Launch.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

  • 33-36weekly.rar

    本附件包括：
    • AT&T and CenturyLink： Crossing Over – AT&T now yields more than CenturyLink.pdf
    • 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
    • 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
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    • 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
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    • VTB - Global Macro Watch - 140822.pdf
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    • Tobacco： “Engle Progeny” Update.pdf
    • China Longyuan Power Group： Key Takeaways from 1H14 Analyst Briefing.pdf
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    • 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

  • [Michael_J._Mauboussin]More_Than_You_Know_Findin.rar
       More More Than You Know: Finding Financial Wisdom in Unconventional Places

    本附件包括：
    • [Michael_J._Mauboussin]More_Than_You_Know_Findin.pdf
  • 5.74 MB
  • 2014-2-12

  • Collins.pdf
       More than myth: the developmental significance of romantic relationships during adolescence

  • 147.39 KB
  • 2013-11-29

  • 1.zip

    本附件包括：
    • Carbon accounting and carbon footprint – more than just diced results.pdf
  • 123.56 KB
  • 2011-12-18

  • Xcelsius视频教学-Xcelsius Basics 01.rar
       Xcelsius视频教学-Xcelsius Basics 01.rar

    本附件包括：
    • Xcelsius Basics（Xcelsius基础知识）06-Linking a Table Selector to a Chart for Interactivity（选择一个表连接到图表的交互性）Xsetuptableselector.swf
    • Xcelsius Basics（Xcelsius基础知识）07-Make a Map Component Default to a Specified State（制作地图组件的默认到指定的国家）Xdefaultstate.swf
    • Xcelsius Basics（Xcelsius基础知识）08-Exporting your Dashboard to an Existing PowerPoint Presentation（控制台输出到现有的PowerPoint演示文稿）Xexportexistingppt.swf
    • Xcelsius Basics（Xcelsius基础知识）01-The Basics of Formatting Crystal Xcelsius Charts（在图表格式Crystal Xcelsius的基础）Xformattingchartsavi.swf
    • Xcelsius Basics（Xcelsius基础知识）02-Linking a Map to a Chart for Interactivity（使用您的自定义地图组件自己的地图）Xlinkmaptochart.swf
    • Xcelsius Basics（Xcelsius基础知识）03-Setting your Dials to Respond to Clockwise Mouse Movements（设置您的拨接回应顺时针鼠标移动）Xradialdial.swf
    • Xcelsius Basics（Xcelsius基础知识）04-Add a Data Table to a Chart（添加一个数据表到图表）Xadddatatabletochart.swf
    • Xcelsius Basics（Xcelsius基础知识）05-Working with More Than Two Series in a Combination Chart（工作有两个上的组合图表系列）X3seriescombochart.swf
  • 33.73 MB
  • 2009-12-10

  • 低碳经济学术论文1.rar
       低碳经济学术论文1

    本附件包括：
    • （重要）The strategy of energy-related carbon emission reduction in Shanghai.pdf
    • （重要）Transitioning to low carbon communities—from behaviour change to systemic change： Lessons from Australia.pdf
    • （重要）Will future low-carbon schools in the UK have an overheating problem？.pdf
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    • （重要）低碳经济_理念_实践_创新.caj
    • （重要）低碳经济的发展模式研究.caj
    • （重要）低碳经济发展的技术经济范式与路径思考.kdh
    • （重要）低碳经济发展模式与中国的选择.kdh
    • （重要）低碳经济与环境金融创新.caj
    • （重要）低碳经济与清洁发展机制.caj
    • （重要）低碳经济与中国经济发展模式转型.caj
    • （重要）低碳世界中的中国：地位、挑战与战略.pdf
    • （重要）国外发展低碳经济的政策及启示.kdh
    • （重要）基于MFA分析下的低碳经济发展战略.kdh
    • （重要）江西发展低碳经济的思考.kdh
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    • (重要)我国生态消耗与经济发展的动态比较研究_关于西部地区发展低碳经济的考量.caj
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    • _气候变化与低碳经济发展媒体高层论坛_2009气候变化中国声音_在京召开.kdh
    • 2020年中国低碳经济目标_单位GDP二氧化碳排放降50_.caj
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    • a low-carbon scenario creation method for a local scale economy and its application in Kyoto city.pdf
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    • Building capacity for low-carbon communities：The role of grassroots initiatives.pdf
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    • Low-carbon energy policy and ambient air pollution in Shanghai，China：A health-based economic assessment.pdf
    • Low-Stabilisation Scenarios and Technologies for Carbon capture and sequestration.pdf
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    • （重要）national trajectories of carbon emissions：analysis of proposals to foster the transition to low-carbon economies.pdf
    • （重要）Population aging and future carbon emissions in the United States.pdf
    • （重要）Recent Advances in CO2 Capture and Utilization.pdf
  • 31.54 MB
  • 2009-10-27

  • 297072.pdf
       Narrow Focusing- Why the Relative Position of a Good in Its Category Matters More Than It

  • 128.51 KB
  • 2009-2-25

  • 228939.rar
       More Than You Know: Finding Financial Wisdom in Unconventional Places

    本附件包括：
    • More Than You Know.pdf
  • 5.73 MB
  • 2008-7-20

  • 222492.rar
       Exchange Traded Funds

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    • ETFs – A Leading Financial Innovation.pdf
    • ETFs – Tactical Asset Allocation Tools.pdf
    • Exchange Traded Funds from a Lawyer’s.pdf
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  • 1.88 MB
  • 2008-6-25

  • 112730.rar
       [下载]supply chain management more than a new name for

    本附件包括：
    • supply chain more than a NewName.pdf
  • 790.77 KB
  • 2007-5-2

  • 69602.pdf
       Morgan Stanley Global Investment Perspective (more than 60 pages)

  • 876.92 KB
  • 2006-10-30
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