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| 文件名: 20120111 The World in 2050.pdf | |
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HSBC Global Research - The World in 2050
Language: English Date: 11 January 2012 Page: 42 HSBC Global Research - Around the World in 80 Datapoints Language: English Date: 11 January 2012 Page: 116 Near-death experience…but now on the mend? 3 Charting the outlook for global capex, industry by industry 3 Outlook summaries 4 Drilling down: by region 6 Drilling down: by subsector 7 Drilling down: by subsector (contd…) 8 Chart of the month #1 9 Chart of the month #2 10 Chart of the month #3 11 General sector indicators 13 Americas 14 EMEA 15 Asia Pacific 16 Manufacturing 17 Americas 18 EMEA 19 Asia-Pacific 20 Construction 21 Americas 22 EMEA 23 Asia-Pacific 24 Transport 25 Commercial vehicles 26 Aerospace & defence 27 Shipping 28 Process industries 29 Oil & Gas 30 Mining 31 Chemicals 32 Utilities 33 Americas 34 EMEA 35 Asia Pacific 36 Consumer 37 Americas 38 EMEA 39 Asia Pacific 40 IBES Aggregates 41 Sector Indicators 42 Sector Indicators (continued) 43 BRIC Manufacturing PMIs 44 Brazil 45 Russia 46 India 47 China 48 Global sector coverage 49 Stock coverage 50 Revenue exposure 55 Summary data 57 Valuation data 61 Financials 65 Financials in USD 69 Consensus estimates 73 HSBC vs Consensus 75 Company profiles 79 Disclosure appendix 113 Disclaimer 115 HSBC Global Research - China Footwear and Apparel Language: English Date: 11 January 2012 Page: 40 Embracing a stronger 2H12 4 Slower growth 4 More resilient dynamics 5 Near-term pressure 5 Sales and margins during the financial crisis 6 Prepare for a recovery in 2H12 7 …but be aware of a possible negative wealth effect from property 8 Stock recommendations 8 Company sections 11 Belle (1880) 12 Daphne (210) 16 Trinity (891) 20 Ports Design (589) 24 China Lilang (1234) 28 Disclosure appendix 35 Disclaimer 39 |
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