| 所在主题： | |
| 文件名: 20120104 Hard times, Lean Operators.pdf | |
| 资料下载链接地址: https://bbs.pinggu.org/a-1025990.html | |
| 附件大小: | |
|
共有三份報告, 分別是 Asian Economics Quarterly (102頁), Hard times, Lean Operators (64頁), 及Monthly Style Monitor (92頁), 都是 HSBC Global Research 的 Key Reports, 希望對大家有一點幫助與啟發.
HSBC Global Research - Asian Economics Quarterly Language: English Date: 5 January 2012 Page: 102 Key forecasts 4 Monetary & fiscal policy assumptions 5 One more time 6 Dark clouds 6 Goods and stuff 7 More than trade 8 Money and such 9 Depending on it 12 Enough cash, for now 14 Help still needed 15 The last defence 17 The year of Chinese easing 19 From inflation to disinflation 19 Growth stability tops policy agenda 20 Monetary easing cycle has started 21 Time to unleash fiscal power 23 No replay of 2008 stimulus 25 Still expect a soft landing 26 Risks 27 GDP 29 Inflation 30 Industrial production & unemployment 31 Consumption & saving 32 Investment 33 Trade 34 Exchange rates & interest rates 35 Country profiles 37 Australia 38 China 42 Hong Kong 46 India 50 Indonesia 54 Japan 58 Korea 62 Malaysia 66 New Zealand 70 The Philippines 74 Singapore 78 Sri Lanka 82 Taiwan 86 Thailand 90 Vietnam 94 Disclosure appendix 98 Disclaimer 99 HSBC Global Research - Hard times, Lean Operators Language: English Date: 4 January 2012 Page: 64 Summary of stocks and valuations, key changes and reasons for rating 3 Overview of markets & stocks 4 Freight outlook for 2012 4 HSBC summary macro forecasts for the sector 4 Forecasts for our companies 5 Operational gearing: testing for further macro stress 6 A re-run of the 2009 margin squeeze? 6 Global and regional trade and freight issues 7 Regional supply chains 7 Container shipping in focus 8 Summary of our stock picks 10 Other stock summaries 10 Financials data overview and stock screening 13 Events and potential catalysts 13 Summary valuation metrics by company (2012e) 15 Deutsche Post-DHL (DPW GY) 16 DSV (DSV DC) 21 FedEx (FDX US) 25 Kuehne & Nagel (KNIN VX) 30 AP Møller-Mærsk (MAERSKB DC) 34 Panalpina (PWTN SW) 43 PostNL (PNL NA) 47 TNT Express (TNTE NA) 51 UPS (UPS US) 55 Disclosure appendix 60 Disclaimer 63 HSBC Global Research - Monthly Style Monitor Language: English Date: 4 January 2012 Page: 92 Summary 3 World 5 Global sectors 14 North America 23 Europe 29 Japan 35 Asia/Pacific ex Japan 41 Global Emerging markets 49 Emerging Asia 57 Emerging CEEMEA 63 Latin America 69 HSBC Style Models – relative performance 75 Appendix – how we calculate 76 Appendix 78 Disclosure appendix 89 Disclaimer 91 |
|
熟悉论坛请点击新手指南
|
|
| 下载说明 | |
|
1、论坛支持迅雷和网际快车等p2p多线程软件下载，请在上面选择下载通道单击右健下载即可。 2、论坛会定期自动批量更新下载地址,所以请不要浪费时间盗链论坛资源,盗链地址会很快失效。 3、本站为非盈利性质的学术交流网站,鼓励和保护原创作品，拒绝未经版权人许可的上传行为。本站如接到版权人发出的合格侵权通知，将积极的采取必要措施；同时，本站也将在技术手段和能力范围内，履行版权保护的注意义务。 (如有侵权，欢迎举报) |
|
京ICP备16021002号-2 京B2-20170662号
京公网安备 11010802022788号
论坛法律顾问：王进律师
知识产权保护声明
免责及隐私声明
