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  • 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

  • Migration.pdf
       Where are the migrants from? Inter- vs. intra-provincial rural-urban migration in China

  • 398.77 KB
  • 2018-6-8

  • 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

  • entrepreneurship review articles.rar

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    • The Past and the Future of International Entrepreneurship A Review and Suggestions for Developing the Field.pdf
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    • Introduction to the focused issue on entrepreneurship.pdf
    • opportunity costs and entrepreneurial activity.pdf
    • How social and human capital influence opportunity recognition and resource mobilization in India's handloom industry.pdf
    • The Theory of Knowledge Spillover Entrepreneurship.pdf
    • Are opportunities recognized or constructed An information perspective on entrepreneurial opportunity identification.pdf
    • Opportunities and entrepreneurship.pdf
    • Cognitive Processes of Opportunity Recognition The Role of Structural Alignment.pdf
    • Opportunity recognition as the detection of meaningful patterns Evidence from comparisons of novice and experienced entrepreneurs.pdf
    • Entrepreneurial Opportunity.txt
    • The Concept of Opportunity in Entrepreneurship Research Past Accomplishments and Future Challenges.pdf
    • A2-Shane(Org Sci, 2000).pdf
    • How governments matter to new industry creation.pdf
    • The role of affect in the entrepreneurial process.pdf
    • An Opportunity for Me The Role of Resources in Opportunity Evaluation Decisions.pdf
    • Tang, et.al - Exploring an inverted U-shape relationship between EO and performance in Chinee Ventures.pdf
    • The impact of network capabilities and entrepreneurial orientation on university spin-off performance.pdf
    • Entrepreneurial orientation and small business performance A configurational approach.pdf
    • Internal capabilities, external networks, and performance A study on technology-based ventures.pdf
    • Knowledge-based resources, entrepreneurial orientation, and the performance of small and medium-sized businesses.pdf
    • Lumpkin & Dess,1996 - Clarifying the entrepreneurial orientation construct and linking it to performance.pdf
    • Miller 1981-The correlates of entrepreneurship in three types of firms.pdf
    • Strategic process effects on the entrepreneurial orientation- sales.pdf
    • Young and No Money Never Mind The Material Impact of Social Resources on New Venture Growth.pdf
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    • Entrepreneurs' decisions to exploit opportunities.pdf
    • Entrepreneurs' Social Skills and New Venture Performance Mediating Mechanisms and Cultural Generality.pdf
  • 13.61 MB
  • 2011-5-20

  • 新建文件夹.rar
       市场泡沫 房地产

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    • Is there a real estate bubble in the US.pdf
    • Real Estate and the Asian Crisis.pdf
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    • Bubbles in Metropolitan Housing Markets.pdf
    • housing market bubbles and currency crisis.pdf
  • 4.64 MB
  • 2009-12-4

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  • 2009-11-16

  • 实物期权相关文献.rar

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  • 2009-9-20

  • 305845.rar
       Job Loss from Imports: Measuring the Costs

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    • Appendix.pdf
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  • 1.01 MB
  • 2009-3-19

  • 270393.pdf
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  • 2008-11-26

  • 222492.rar
       Exchange Traded Funds

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  • 1.88 MB
  • 2008-6-25

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       奥美互动资料

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  • 2007-11-23

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       JP-MORGEN:China Macro and Strategy Where Are We on the Investment Cycle

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    • 20051215China Consumer Products Food and Beverage - Grape Wine.pdf
  • 505.82 KB
  • 2006-1-5

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       JP-MORGEN:China Macro and Strategy Where Are We on the Investment Cycle

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  • 2006-1-5

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       JP-MORGEN:China Macro and Strategy Where Are We on the Investment Cycle

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  • 2006-1-5

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       JP-MORGEN:China Macro and Strategy Where Are We on the Investment Cycle

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  • 777.93 KB
  • 2006-1-5
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