【出版时间及名称】：2010年2月亚太证券市场投资文摘
【作者】：摩根斯坦利
【文件格式】：PDF
【页数】：60
【目录或简介】：
Strategy and Economics
4 Economics Rising Risk of Further Delay in Rate
Hike to 2H10
Sharon Lam
6 Strategy Lack of Buying Support Leads to
KOSPI’s Decline
Jason Pyo, Chanik Park
Global
8 Global Equity Strategy Indicator Alert
Gerard Minack, Jason Todd
10 Global Strategy & Economics Default or Inflate
or…
Gerard Minack, Jason Todd
Industry Analysis
12 Financial Services Trapped for Now but We
See Value in Mid/Long Term
Joon Seok, Gil Woo Lee, Anil Agarwal
14 Shipbuilding Noises on Recovery; We See a
Glimmer of Hope
Sangkyoo Park, Hyunjae Lee
16 Telecommunications Prefer KT and LGT to
SKT
John Kim, HyunTaek Lee
Company Analysis
18 Dongkuk Steel Mill Getting Tougher, Maintain
Underweight
Hyunjae Lee, Sangkyoo Park, Charles C. Spencer
20 ↑ Hyundai HYSCO CRC Demand Is Rolling;
Upgrade to Overweight
Hyunjae Lee, Sangkyoo Park, Charles C. Spencer
22 KB Financial Group Extended Cold Spell
Joon Seok, Gil Woo Lee, Anil Agarwal
24 ↑ Kogas Worst Over but Far From Normalized;
Upgrade to EW
Harrison H Hwang, Kyle Kim
(continued)