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  • main.pdf
       Weekly Exam 2

  • 211.55 KB
  • 2024-4-13

  • main.pdf
       Weekly Exam 1

  • 99.28 KB
  • 2024-4-13

  • 中国三四五因子数据2023-3.zip

    本附件包括：
    • 更新至2023-3-3-three_four_five_factor_weekly.rar
    • 更新至2023-3-3-three_four_five_factor_monthly.rar
    • 更新至2023-3-3-three_four_five_factor_yearly.rar
    • 更新至2023-3-3-three_four_five_factor_daily.rar
  • 1.01 MB
  • 2023-3-7

  • 2023-01-18 Wealth Invest Weekly.rar

    本附件包括：
    • 2023-01-18 Wealth Invest Weekly.pdf
  • 31.41 MB
  • 2023-1-21

  • 2023-01-12 Wealth Invest Weekly.rar

    本附件包括：
    • 2023-01-12 Wealth Invest Weekly.pdf
  • 23.26 MB
  • 2023-1-21

  • 2023-01-05 Wealth Invest Weekly.rar

    本附件包括：
    • 2023-01-05 Wealth Invest Weekly.pdf
  • 25.82 MB
  • 2023-1-21

  • 2022-12-08 Wealth Invest Weekly.rar

    本附件包括：
    • 2022-12-08 Wealth Invest Weekly.pdf
  • 33.2 MB
  • 2022-12-21

  • 2022-11-17 Wealth Invest Weekly.rar

    本附件包括：
    • 2022-11-17 Wealth Invest Weekly.pdf
  • 26.69 MB
  • 2022-11-29

  • Trade Insight Biweekly經貿透視[第606期] 2022-11-16.rar

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    • Trade Insight Biweekly經貿透視[第606期] 2022-11-16.pdf
  • 40.52 MB
  • 2022-11-22

  • 2022-11-02 Trade Insight Biweekly.rar

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    • 2022-11-02 Trade Insight Biweekly.pdf
  • 72.97 MB
  • 2022-11-14

  • Business.Weekly商周.1825-賺美國錢史上最好的時刻 2022-11-07.rar

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    • Business.Weekly商周.1825-賺美國錢史上最好的時刻 2022-11-07.pdf
  • 76.63 MB
  • 2022-11-6

  • 2022-11-03 Wealth Invest Weekly.rar

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    • 2022-11-03 Wealth Invest Weekly.pdf
  • 61.42 MB
  • 2022-11-6

  • 2022-10-27 Wealth Invest Weekly.rar

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    • 2022-10-27 Wealth Invest Weekly.pdf
  • 60.66 MB
  • 2022-10-30

  • Business.Weekly商周.1823-台積電也躲不過訂單冰風暴 2022-10-24.rar

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    • Business.Weekly商周.1823-台積電也躲不過訂單冰風暴 2022-10-24.pdf
  • 99.03 MB
  • 2022-10-30

  • 2022-10-19 Trade Insight Biweekly.rar

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    • 2022-10-19 Trade Insight Biweekly.pdf
  • 68.02 MB
  • 2022-10-30

  • Business.Weekly商周.1822-度假辦公掀全球人才爭奪戰 2022-10-17.rar

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    • Business.Weekly商周.1822-度假辦公掀全球人才爭奪戰 2022-10-17.pdf
  • 78.32 MB
  • 2022-10-22

  • 2022-10-06 Wealth Invest Weekly.rar

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    • 2022-10-06 Wealth Invest Weekly.pdf
  • 24.75 MB
  • 2022-10-16

  • Business.Weekly商周.1821- +1的威力，全民團媽時代 2022-10-10.rar

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    • Business.Weekly商周.1821- +1的威力，全民團媽時代 2022-10-10.pdf
  • 74.76 MB
  • 2022-10-9

  • Business.Weekly商周.1818-人民幣大逃殺 2022-09-19.rar

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    • Business.Weekly商周.1818-人民幣大逃殺 2022-09-19.pdf
  • 82 MB
  • 2022-9-22

  • 2022-09-15 Wealth Invest Weekly.rar

    本附件包括：
    • 2022-09-15 Wealth Invest Weekly.pdf
  • 22.52 MB
  • 2022-9-22

  • 2022-09-21 Trade Insight Biweekly.rar

    本附件包括：
    • 2022-09-21 Trade Insight Biweekly.pdf
  • 65.27 MB
  • 2022-9-22

  • Business.Weekly商周.1817-黑暗德國 2022-09-12.rar

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    • Business.Weekly商周.1817-黑暗德國 2022-09-12.pdf
  • 80.32 MB
  • 2022-9-14

  • 2022-08-25 Wealth Invest Weekly.rar

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    • 2022-08-25 Wealth Invest Weekly.pdf
  • 26.15 MB
  • 2022-9-8

  • 2022-09-07 Wealth Invest Weekly.rar

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    • 2022-09-07 Wealth Invest Weekly.pdf
  • 24.88 MB
  • 2022-9-7

  • Business.Weekly商周.1814-幫別人贏 0.25平方公里老商圈逆襲 2022-08-22.rar

    本附件包括：
    • Business.Weekly商周.1814-幫別人贏 0.25平方公里老商圈逆襲 2022-08-22.pdf
  • 83.14 MB
  • 2022-8-24

  • 2022-08-11 Wealth Invest Weekly.rar

    本附件包括：
    • 2022-08-11 Wealth Invest Weekly.pdf
  • 23.4 MB
  • 2022-8-16

  • Business.Weekly商周.1810-張國煒談虧80億：大膽跨過去 2022-07-25.rar

    本附件包括：
    • Business.Weekly商周.1810-張國煒談虧80億：大膽跨過去 2022-07-25.pdf
  • 80.66 MB
  • 2022-7-26

  • 2022-07-21 Wealth Invest Weekly.rar

    本附件包括：
    • 2022-07-21 Wealth Invest Weekly.pdf
  • 26.41 MB
  • 2022-7-26

  • Business.Weekly商周.1809-守本分就輸了 2022-07-18.rar

    本附件包括：
    • Business.Weekly商周.1809-守本分就輸了 2022-07-18.pdf
  • 77.51 MB
  • 2022-7-19

  • Business.Weekly商周.1809-守本分就輸了 2022-07-18.rar

    本附件包括：
    • Business.Weekly商周.1809-守本分就輸了 2022-07-18.pdf
  • 77.51 MB
  • 2022-7-19

  • Business.Weekly商周.1807-新糧食戰爭 2022-07-04.rar

    本附件包括：
    • Business.Weekly商周.1807-新糧食戰爭 2022-07-04.pdf
  • 85.86 MB
  • 2022-7-2

  • eeus.zip

    本附件包括：
    • pm_weekly.dta
    • allstations.dta
    • annualsunspots.dta
    • ar2models.do
    • arfima.do
    • armasimulate.do
    • auto.do
    • beyond.do
    • bilinear.do
    • binary.do
    • brisbanetemp.dta
    • cb_2017_us_state_20m.dta
    • cb_2017_us_state_20m_shp.dta
    • censored.do
    • census_popnst.dta
    • cerillos.dta
    • cerrillosm.dta
    • co2breaks.do
    • co2businesscycleshocks.xls
    • co2cycles.irf
    • co2.irf
    • co2plot.do
    • cointegration.do
    • commodity.dta
    • confirmed_adj_st.dta
    • confirmed_adj_st_long.dta
    • confirmed_adj_st_pol.dta
    • consistency.do
    • corruption.dta
    • crushbreaks.do
    • crushplot.do
    • crushspread2.do
    • crushspread.do
    • crushspread.dta
    • dailywind.do
    • data.do
    • discrete.do
    • dist_cepii.dta
    • djsidata.dta
    • dynamics.do
    • ecmsimulate.do
    • ,eeus-ado.pkg
    • eeus-ado.pkg
    • ,eeus-data.pkg
    • eeus-data.pkg
    • eeus-do.pkg
    • fci.dta
    • fcoint.do
    • firstgen.do
    • fishmap.do
    • forecasting.do
    • fractionalcointegration.dta
    • fractional.do
    • gmm.do
    • grassi.do
    • greenrisk.do
    • greensolow.dta
    • hourly.do
    • intro.do
    • knitteldata.do
    • knittel.do
    • loadweightedprice.do
    • logforecast.do
    • logpercapitaco2.dta
    • lwp.dta
    • main.do
    • markov.do
    • mgarch.do
    • ml.do
    • mlestimate.do
    • moran.do
    • mw-data.dta
    • ne_110m_admin_0_countries.dbf
    • ne_110m_admin_0_countries.shp
    • nile.dta
    • nina34.dta
    • nonlinear.do
    • nonlinear-testing.do
    • ,ols.do
    • ols.do
    • ordered.do
    • panel.do
    • phh.do
    • phh.dta
    • phh_fix.dta
    • phhmap.do
    • phh_orig.dta
    • phhwide.dta
    • plots-fractional.do
    • plots-single.do
    • plots-stsm.do
    • plots-svars.do
    • pm_daily.dta
    • pm_hourly.dta
    • politaffil2.dta
    • politaffil_76_92.xlsx
    • politaffil.dta
    • quarterlyusmacro.dta
    • santiago.dta
    • secondgen.do
    • sim10.dta
    • sim50.dta
    • single.do
    • soi.dta
    • spatial.do
    • spatialfish_small.dta
    • spatial-testing.do
    • spinst_eeus.ado
    • sst34.dta
    • stabv.dta
    • star.do
    • ,stata.toc
    • stata.toc
    • states.dta
    • stern&kaufmann2014.dta
    • stsm.do
    • sumstats.do
    • sunspots.dta
    • svars.do
    • threshold.do
    • treaty_all_final.dta
    • twobalance.dta
    • ucm.do
    • unitroots.do
    • usastates.dta
    • usastates_shp.dta
    • us_co2_emissions_by_source.xlsx
    • v23.ado
    • var.do
    • varma.do
    • vars.dta
    • vcecomp.tex
    • volatility.do
    • wdist.stswm
    • weightingmatrices.do
    • whalecatch.do
    • whalecatch.dta
    • whalesdata.dta
    • whales.dta
    • windstats.do
    • world.dta
    • world_shp.dta
    • wpol.spmat
    • wpol.stswm
  • 21.38 MB
  • 2022-5-20

  • Trade Insight Biweekly No.585 Jan.12.2022.rar

    本附件包括：
    • Trade Insight Biweekly No.585 Jan.12.2022.pdf
  • 49.76 MB
  • 2022-2-4

  • 问题说明.rar

    本附件包括：
    • weekly.sas7bdat
    • ask.jpg
    • ask-simple.jpg
    • hold.sas7bdat
    • monthly.sas7bdat
    • MW-BOLL-MACD.sas
    • YMWD.sas
    • ymwd.sas7bdat
    • 问题说明.docx
    • a.sas7bdat
  • 2.43 MB
  • 2022-1-17

  • GS研报.rar
       近一年

    本附件包括：
    • Global Fixed Income Weekly.pdf
    • Landing the Plane.pdf
    • Major Events Change Cannabis Landscape for ADHC.pdf
    • Trading Up—Focused on Growth; Management Meeting Highlights—Part 2.pdf
    • Fortnightly Thoughts.pdf
  • 2.51 MB
  • 2019-3-17

  • F-F_Research_Data_Factors_weekly_CSV.zip

    本附件包括：
    • F-F_Research_Data_Factors_weekly.CSV
  • 40.13 KB
  • 2019-2-14

  • A geographical model for the daily and weekly seasonal volatility in the foreign.rar

    本附件包括：
    • A geographical model for the daily and weekly seasonal volatility in the foreign exchange market.pdf
  • 1.52 MB
  • 2019-1-2

  • 近期国际投行报告（英文）.rar

    本附件包括：
    • Asia Pacific Equity Strategy-CSE.pdf
    • Emerging Markets FX Roadmap-HSBC.pdf
    • India Economics Weekly-Taking stock of the macro improvement in the first 3 years of Modi Government.pdf
    • Thought experiments on mixed ownership-DB.pdf
  • 5.73 MB
  • 2017-5-29

  • 2016年4月各机构研报.rar
       2016年4月各大机构研报

    本附件包括：
    • DB：China Property Weekly0405.pdf
    • DB：China Property Weekly0411.pdf
    • DB：European Chemicals0408.pdf
    • DB：Global Economic Perspectives0411.pdf
    • DB：Railcar & PetroChemical Update0408.pdf
    • GS：Beyond the Assembly Line0413.pdf
    • GS：China Insurance0411.pdf
    • GS：Oil Gauge0413.pdf
    • GS：长安汽车A (000625.SZ)0411.pdf
    • GS：中国：保险0411.pdf
    • JPM：Agriculture and Chemical Menu0411.pdf
    • JPM：Autos Valuation Comp Sheet0411.pdf
    • JPM：China Auto Drivers0413.pdf
    • JPM：China Property0411.pdf
    • JPM：China Smartphone0411.pdf
    • JPM：China Smartphones0410.pdf
    • JPM：China Steel Sector0413.pdf
    • JPM：Energy InfrastructureMLPs0408.pdf
    • JPM：Monthly Admissions Survey0413.pdf
    • JPM：Monthly Tire ReviewApril 20160412.pdf
    • JPM：Pacific Basin Shipping0406.pdf
    • JPM：Prada S.P.A0411.pdf
    • JPM：Refining Weekly Monitor0408.pdf
    • JPM：Shifting Tides0411.pdf
    • JPM：Sinopec Shanghai Petchem - H0412.pdf
    • JPM：Standard Chartered Plc (HK)0412.pdf
    • JPM：US Machinery0408.pdf
    • JPM：Virtual Reality0412.pdf
    • JPM：Weichai Power - H0411.pdf
    • MS：China Macro Meets Micro0405.pdf
    • MS：Global Medical Technology0406.pdf
    • UBS：Greenland holdings0407.pdf
    • UBS：尔康制药0414.pdf
    • 埃森哲：发展数字化企业2015年埃森哲移动技术首席高管调查报告0402.pdf
    • 埃森哲：十亿消费者——多元的“唯我市场”0402.pdf
    • 艾瑞咨询：中国电竞内容生态报告20160411.pdf
    • 麻省理工科技评论：【深度重磅】AI即将腾飞0405.pdf
    • 麦格理：China Macro0408.pdf
    • 麦格理：Hilong Holding0411.pdf
    • 麦格理：Ping’s Tourist Tracker0404.pdf
    • 麦格理：Rights, Wrongs & Returns0413.pdf
    • 麦格理：Sunny Optical0408.pdf
    • 麦格理：Uni-President China0408.pdf
    • 麦格理：Uni-President China0413.pdf
    • 美国农业部经济研究服务中心：Rice Outlook0414.pdf
    • 中金公司：光线传媒0412.pdf
    • 中金公司：国电南瑞0405.pdf
    • 中金公司：恒瑞医药0413.pdf
    • 中金公司：化工0414.pdf
    • 中金公司：零售0414.pdf
    • 中金公司：隆基机械0406.pdf
    • 中金公司：汽车及零部件0414.pdf
    • 中金公司：上海电气0406.pdf
    • 中金公司：天壕环境0405.pdf
    • 中金公司：潍柴动力0414.pdf
    • 中金公司：洋河股份0411.pdf
    • 中金公司：中兴通讯0407.pdf
    • CS：Asian Daily0412.pdf
    • DB：Chemicals Scorecard0411.pdf
    • DB：China Financials0412.pdf
  • 70.74 MB
  • 2016-5-6

  • 11月.rar

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

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

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

  • 10月.rar
       10月15日-----23日

    本附件包括：
    • What the Data Say - European Edition, October 2014.pdf
    • Whiteboard Video： Oil & Gas： Consequences of Low Oil Prices：Beware of the “Capex Cliff”.pdf
    • Fieldtrip Video ： Technology：Live from California： ARM and the Internet of Things.pdf
    • European Economics Weekly：Inflation Up, Activity Down.pdf
    • European Banks： Time to Add Back Risk.pdf
    • European Interest Rate Strategist - Short Cross-Market.pdf
    • Credit Continuum： Raising the Consumer Sector to Overweight.pdf
    • Credit Companion： Market Metrics.pdf
    • US Economics： Pondering the Political Economy.pdf
    • Article-PER- Private Equity Funds 2013 Cayman Islands (NYB_IZM).pdf
    • Ally Financial Inc：Why We Are Long Ally in Face of Falling Used Car Prices.pdf
    • Abbott Laboratories：Thesis Is Coming Together.pdf
    • AT&T, Inc.：3Q14 Review： Challenging Environment, Clouded by Uncertainty.pdf
    • Abbott Laboratories： Thesis Is Coming Together.pdf
    • Video ： AT&T： 3Q14 Earnings.pdf
    • Abbvie Inc.： Legal tango likely to delay Humira biosimilars for years.pdf
    • Coca-Cola Co.： Detailed Review of CEO-CFO Meeting.pdf
    • major reports list.pdf
    • United Technologies ： Ahead of the Curve.pdf
    • Hertz Global Holdings Inc：US Car Rental： A Fake Oligopoly.pdf
    • Abbvie Inc.： Resuming with OW; Hep-C bigger and Humira longer.pdf
    • Greene-Freight： Truck Stop：TLFI Trends Inline With Seasonality.pdf
    • Morning Grain Comments.pdf
    • Verizon Communications： 3Q14 Review： Results Mixed, With More Color to Come on the iPhone Launch.pdf
    • Video -Oil Services, Drilling & Equipment：The Offshore Drilling Manual - Fall 2014.pdf
    • Retail： Category Sales Outlook： Consumers Sitting in Restaurants, Chatting on iPhones.pdf
    • Video ： From A to Z： At Your Discretion.pdf
    • Apple, Inc.： iPhone 6 Dials Up Profits.pdf
    • Merck & Co., Inc.： Immuno-oncology expert takeways.pdf
    • Cobalt International Energy Inc： Extreme Dislocation.pdf
    • Medical Technology： Halyard Health： More Likely a Gathering Storm.pdf
    • Cable Satellite： 3Q Earnings Preview： Will HBO Break the Bundle？.pdf
    • General Electric Co： Is Big Data a Big Deal？.pdf
    • Coal, Gas & Power：Range Provides Deep Dive on Basis.pdf
    • T-Mobile US, Inc.： Sell-Off Creates Opportunity; Resuming Coverage at OW.pdf
    • US Equity strategy .pdf
    • The Commodity Manual：More Positive News for Oil and Copper.pdf
    • Nestle： Sharper than expected growth slowdown in 3Q driven by EMs - reiterate OW.pdf
    • Accor：Getting HotelInvest for Free？.pdf
    • Royal Mail PLC： Not out of the woods, but risk - reward more balanced.pdf
    • Portugal Telecom：Resuming coverage at UW.pdf
    • EEMEA Strategy： Markets becoming oversold – move tactically OW Russia.pdf
    • Leisure and Hotels：“Weekend Break” No. 592.pdf
    • European Banks： ADI Risk in AT1.pdf
    • SanDisk Corporation： Supply Constraints Cap Upside But Conditions are Strong.pdf
    • Software： SaaS Q314 Preview：Solid Fundamentals, Volatile Stocks.pdf
    • Schlumberger： 3Q14 Earnings Comment.pdf
    • Tech Hardware Insights： Cautious into Earnings on FX Risk.pdf
    • CRE Tracker - CRE Demand in a Lower Rate Environment：October 2014.pdf
    • US Economics：What Has Changed？.pdf
    • CBS Corporation： CBS Steps Over The Top.pdf
    • REITs 3Q14 Earnings Preview.pdf
    • Freight Transportation： Railroad M&A Primer.pdf
    • Time Warner Inc.： Streaming toward the bull case.pdf
    • Netflix Inc：Bruised, But Not Broken.pdf
    • Global Airline Compass Ebola Concerns Make US Cheapest in the World.pdf
    • Bank of America： Stock Reaction Overdone, Buy the Dip.pdf
    • Global Oil Services, Drilling and Equipment： North America Playbook： Spending and Pressure Pumping Analysis.pdf
    • Global Airline Compass： Ebola Concerns Make US Cheapest in the World.pdf
    • Video ： Pushing Parker：Loading Up the Minivan.pdf
    • Halliburton Co.： Defensive Position and Favorable R-R; Overweight.pdf
    • Intel Corporation As Good as It Gets; Downgrading to UW.pdf
    • Energy Transfer Equity, LP： No Signs of Slowing Down.pdf
    • Microsoft： Making It Work In a Solid Q1.pdf
    • Caterpillar Inc.： Crude Awakening.pdf
    • Video ： Telecom Services & Equipment： Carrier CapEx： A Tale of Routers & Towers.pdf
    • Genera Motors Company： Saving GM： Are They Asking the Right Questions？.pdf
    • Leveraged Finance Insights： EUR Not as Cheap as US.pdf
    • US Economics：FOMC Preview：Yellen Alone.pdf
    • BT Group plc： Downgrade to Underweight.pdf
    • Gemalto N.V.： Three Questions to Address.pdf
  • 80.74 MB
  • 2014-11-8

  • weekly.rar

    本附件包括：
    • weekly.dta
  • 913.65 KB
  • 2014-10-18

  • 9月-2.rar

    本附件包括：
    • Hertz Global Holdings Inc：The Real Bull Case for Car Rental.pdf
    • Hertz Global Holdings Inc：What the Activists May be Missing.pdf
    • European Metals & Mining： Metals and Mining Tracker.pdf
    • Financials Weekly： How Expensive (or Cheap) Are Financial Stocks？Valuations on Sep 18, 2014.pdf
    • Ford Motor Company： An Important Day for Ford; GM's Next.pdf
    • Ford Motor Company： Downgrading to UW, Cutting Price Target to $16.pdf
    • Foxconn Technology： Increasing iPhone 6 Plus Mix a Positive Driver; OW.pdf
    • FX Pulse： Debt and Dollars.pdf
    • FX Pulse：2014年9月12日号.pdf
    • FX Pulse：2014年9月26日号.pdf
    • FX Pulse：2014年10月3日号.pdf
    • FX Pulse：Debt and Dollars.pdf
    • FX Strategy：Life in FloMo, Part II： What It's Telling Us(1).pdf
    • FX Strategy：Life in FloMo, Part II： What It's Telling Us.pdf
    • Gaming & Lodging： US Online Gaming： Cutting Market Estimates; Downgrade BYD to Equal-weight.pdf
    • General Electric Co.： Initial 2015 Bridge Highlights EPS Risks.pdf
    • Generali： Raising Estimates Post HY14 - Eyes Turn to Investor Day.pdf
    • Genting Singapore PLC： Catalysts Emerging; Growth Better than Macau’s.pdf
    • Global EM Morning - October 3, 2014.pdf
    • Global EM Morning - September 25, 2014.pdf
    • Global Oil Services, Drilling & Equipment： Spotlight on Equipment M&A.pdf
    • Global Oil Services, Drilling & Equipment： Subsea, Sand, and OCTG; Offshore Rigs Pressured.pdf
    • Global Oil Services, Drilling & Equipment：Offshore Concerns Continue and Int’l Risks for the Big 4.pdf
    • Global Oil Services, Drilling & Equipment：Themes from the Road： Frac Sand and Offshore Drilling.pdf
    • Global Rates Outlook： Watch for Falling Bonds.pdf
    • Global Reinsurance：Adapting to a New Paradigm.pdf
    • Godyn Co-Pilot.pdf
    • Godyn-Airlines+A&D： Commercial Aircraft Poster Update.pdf
    • Godyn-Friday FAQs： Where Are Airline EPS Ests. Going？.pdf
    • Greater China Technology Hardware： 1st Take： Apple Event – Is This Time Different.pdf
    • Greater China Technology Hardware： Hong Kong-China Discovery：Emerging Smartphone Component Suppliers.pdf
    • Greater China Technology Hardware：Apple Event： Is This Time Different Part II.pdf
    • Greater China Technology Semiconductors： Who Takes the Juiciest Bite Out of the Big Apple.pdf
    • Greene-Canadian Pacific Railway Ltd.： A Turn-Around Story Becomes A Growth Play.pdf
    • Greene-Canadian Pacific Railway Ltd.： Putting Meat on the Bone.pdf
    • Halliburton Co.： Defensively Positioned NAm Powerhouse： Upgrading E-W.pdf
    • Hardware Technology： Monthly Databook： 4Q a Mixed Bag – Apple Supply Chain Outshining.pdf
    • Health Care Facilities：Can They Build on the Momentum？.pdf
    • Healthcare Services & Distribution：Drug Retailers： Which One of These is Not Like the Others？.pdf
    • Healthcare Services： MS Global HC Conference： Day 3： What Mattered.pdf
    • Healthcare： Inversion tax expert call recap.pdf
  • 87.6 MB
  • 2014-10-7

  • 9月.rar

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

  • 33-36weekly3.rar

    本附件包括：
    • US Equity Strategy and US Economics： 2020 Vision： Long Live the Expansion.pdf
    • CTBC Financial Holding：Board Approval to Acquire 19.99% Stake in ABC Life.pdf
    • China Financials： 1H14 wrap-up： Still high risk appetite at mid-size banks despite rising NPLs.pdf
    • Beijing Enterprises Holdings： Downgrade to EW; Limited Protection on Tariff Cut.pdf
    • Hong Kong-China Transportation & Infrastructure：China Logistics： Take a Ride on Ongoing Urbanization.pdf
    • China Economics： Weaker new orders and production sub-indices signified growth moderation.pdf
    • China Steel： Asia Insight： Why We Think Steel Mills’ Margin Expansion is Sustainable.pdf
    • China Internet and Other Services：Key Takeaways from China Internet Conference - Day 4 & 5.pdf
    • ASEAN Economics： Where Are We in the Cycle.pdf
    • India Economics： On a Steady Recovery Path.pdf
    • Asia-GEMs Strategy： Index target upgrades but some tactical issues – launch China-HK & Japan focus lists.pdf
    • China consumer staples ：Meat Processors： Initiate on WH and Shuanghui at OW.pdf
    • Asia Pacific Economics：Asia's Macro Outlook： Still in the 6% Range.pdf
    • China Utilities： Pollutant Discharge Fee Raised – +ve for natural gas demand-industrial WWT.pdf
    • China Internet and Other Services： Key Takeaways from 2014 TravelDaily Conference.pdf
    • US Equity Strategy： Monthly Strategy Guide - September 2014.pdf
    • Hertz Global Holdings Inc： Why is Hertz Acting Competitively.pdf
    • Sprouts Farmers Market Inc：Market Share Analysis： Productive Stores Sprouting Up.pdf
    • SanDisk Corporation： Upgrading to OW; Stock Should Continue Rerating.pdf
    • Tech Hardware Insights： Positive on Apple Heading into Next Tuesday's Event.pdf
    • EMC Corp.： Management Meetings Emphasize Confidence in Long-term Bets.pdf
    • Technology：Preview of Apple iPhone-iPad Memory Spec; More Upside in NAND.pdf
    • China Industrials：Rolling Stock： CSR and CNR Clarify Media Reports on Potential Industry Consolidation.pdf
    • Gas Distribution： Faster cost pass-through vs. 2013, in line with our expectation, positive for group.pdf
    • China Financials Long-term outlook improving, but wait for better entry point.pdf
    • Cross Asset Strategy： Asia Borrowing Conditions：No Light at the End of Tunnel Yet.pdf
    • Asia-Pacific Weekly Preview： Tightening, Easing or On Hold.pdf
    • Video- Pushing Parker： Tennis Anyone.pdf
    • Medidata Solutions Inc.： 20-20 Vision (Growth and Margins) At a Reasonable Price; Initiate OW.pdf
    • US Capital Goods： State of the Industries – Fall 2014 Edition.pdf
    • Autos & Auto-Related： SAAR Soars to 17.5mm in August, US Auto Cycle Getting Too Hot.pdf
    • Autos & Auto-Related： Rent-a-Car Meets Tech：Head-on Collision.pdf
    • US Equity Strategy and US Economics： 2020 Vision： Long Live the Expansion(1).pdf
    • China Vanke Co., Ltd.： 1st Take： Lackluster August contracted sales.pdf
    • China Property： 1H14 review： Focus on cash flow & balance sheet repair.pdf
    • Hong Kong Property： HK Property Pulse #46： Optimism Visible in Land Bidding.pdf
    • Yuexiu Property： 1st Take： 33-for-100 rights issue for land acquisition, not repairing balance sheet.pdf
    • Metal Sparks： Implications of China’s potential coal import curbs.pdf
    • Australia Gold： Positioning for gold price protection.pdf
    • Walt Disney Co： The Un-Media Story of 2014.pdf
    • Telecom Services 2Q14 Trend Tracker Downgrading Industry View to Cautious on Competition, Valuation, and Regulation.pdf
    • Mobileye NV： How MBLY Can be a $100 Stock.pdf
    • Frontier Communications Corp：Downgrading to Underweight, After Strong Outperformance.pdf
    • American Tower Corp： At Our Price Target, Downgrade from OW to EW on Valuation.pdf
    • Crop Tracker： Rains Put Spring Wheat Quality at Risk.pdf
    • Greater China Technology Hardware：Xiaomi's Redmi 1S： US$99 Smartphone for India.pdf
    • Australia Financials：Asia Insight： More Concerned on Major Australian Banks.pdf
    • India Healthcare： US Rx： July’14 Sales – Taro Gains, Most Others Down.pdf
    • Tata Motors：Relatively Better Placed; Prefer DVR to Main, OW.pdf
    • Focus Call： Australia Macro+ Australian Banks：Time to Take Some Money Out of the Bank(s).pdf
    • Australia Banks： Valuation Chart Pack：August 2014.pdf
    • Multi-Industry： Fall 2014 Prep Pack.pdf
    • United Technologies ：Addressing the Bear Case on Our New Top Pick.pdf
    • Global Oil Services, Drilling & Equipment： Houston Takeaways： Key Themes for Week Ahead.pdf
    • Regulated & Diversified Utilities-IPPs：Under-Appreciated Risks and Opportunities.pdf
    • Freeport-McMoRan Inc：Balanced Risk-Reward on NT Headwinds; EW.pdf
  • 60.89 MB
  • 2014-9-14

  • 33-36weekly2.rar

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

  • 33-36weekly.rar

    本附件包括：
    • US Lodging： Raising 14-15 Outlook & Recapping Key 2Q Trends.pdf
    • Video Pushing Parker：Do You Like Porridge.pdf
    • Medtronic Inc.：We Like the Entry Point.pdf
    • PETM：Throwing PETM a Bone.pdf
    • Tsakos Energy Navigation LTD： Undervalued with an MLP Potential; Raise to OW.pdf
    • Natural Gas：Coal-to-Gas Switching to Keep Gas Range-Bound.pdf
    • Visa Inc.：Highlights From the Data Center Visit.pdf
    • E&P Weekly： The Turning Point.pdf
    • Maritime Industries： Dry Bulk Stocks Rally As The BDI Rebounds.pdf
    • Refining & Marketing：Bullish GC setup favors VLO.pdf
    • The Commodity Manual： Brent Remains Challenged; Ali Price Pressure Ahead.pdf
    • Real Estate Investment Trusts： Retail REITs： Risk-Reward Favors Quality; Upgrade TCO to OW.pdf
    • Video Friday - Union Pacific Corp.： King of the Hill.pdf
    • Financials Weekly： How Expensive (or Cheap) Are Financial Stocks-Valuations on Aug 14, 2014.pdf
    • Actavis Inc：Reiterate Overweight post meeting with mgmt..pdf
    • Monster Beverage Corp： KO Buying a Stake in MNST.pdf
    • Agriculture Comment：FSA Data Hints at Lower US Acreage.pdf
    • Ginko International： ”MIT” Has Become Ginko’s Catch Phrase.pdf
    • Eclat Textile： Judgment Call.pdf
    • Indonesia Economics：Policy Rate On Hold; But CAD Worsens.pdf
    • China Mobile Limited： Earlier Earnings Inflection.pdf
    • Telstra Corporation： We Benchmark TLS “Productivity” vs. Global Peers … Suggests Cost-out Is Mostly Over(1).pdf
    • CDL Hospitality Trusts：More Muted Hotel Outlook.pdf
    • Cisco Systems Inc： Enterprise Accelerating but Emerging Markets Relapse.pdf
    • Michael Kors Holdings Ltd： Building a Bridge to $7B+.pdf
    • SolarCity Corp： Promising Opportunity, but Growth Largely Priced In; Initiating at Equal-weight.pdf
    • Global Airline Compass： Stocks More Volatile Than Fundamentals.pdf
    • Video Commodities Strategy： Crop Tracker - Conditions in Place for Strong US Yields.pdf
    • India Telecoms ：Asia Insight New Operator, New Technology Concerns.pdf
    • Hon Hai Precision：2Q14 Margin Beat; Favorable 2H Outlook.pdf
    • India Property：MS India REIT Conference Highlights.pdf
    • China Property：Quick Comment：July Data Disturb June’s Positive Trend.pdf
    • Tencent Holdings Ltd： 2Q14：Monetization On Track, Improved Margin Outlook.pdf
    • Lenovo：1st Take：Good F1Q15 Results but Inline.pdf
    • Abengoa Yield Plc： Attractive Risk-Reward, Upgrade to OW.pdf
    • AT&T and CenturyLink： Crossing Over – AT&T now yields more than CenturyLink.pdf
    • Oracle Corporation：Attractive Setup into the Second Half of 2014.pdf
    • Greene-Freight：Truck Stop： TLFI Starts to Stabilize.pdf
    • Regulated & Diversified Utilities-IPPs：Morgan Stanley’s MonthlyMeter Reading.pdf
    • Southern Company： Downgrade on Growth, Relative Valuation, and Nuclear Risk.pdf
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  • 2014-7-5

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  • 2013-10-13

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  • 2012-4-9
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