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所在主题：【摩根士丹利】2014年11月1日---8日研究报告
文件名: 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
附件大小: 53.08 MB 举报本内容
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