【出版时间及名称】：2010年3月欧洲证券市场投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：49
【目录或简介】：

Strategy and Economics
Europe
4 UK Strategy
Why the EM trade has further to run
Graham Secker, Catharina Luebke-Detring
Global
8 Global Equity Strategy
Permanently Higher Plateau?
Gerard Minack, Jason Todd
10 US Economics
The Rebirth of Pricing Power
Richard Berner
12 US Credit Strategy
Performance BBooster
Rizwan Hussain, Adam Richmond, Jocelyn Chu
Industry Analysis
14 Dental Implant Update
Lowering Price Targets
Michael K Jungling, Andrew E Olanow, Karl Bradshaw
16 Oil Services
Onshore Market Set for Positive Surprise
Martijn Rats, Robert Pulleyn, Rakesh Sethia
20 Initiation Paper & Packaging It’s always
darkest before dawn; UPM our top pick
Markus Almerud, Ephrem Ravi
Company Analysis
24 ABB
Cost Saves and Cyclical Recovery Drive PT to
SFr25
Vidya Adala
26 Deutsche Lufthansa AG
Ready for Boarding
Penelope Butcher, Suzanne R Todd, Menno Sanderse
28 Initiation FCC
An Improving Story Against a Weak Backdrop –
EW
Alejandra Pereda, Michael D Watts, Robert D Muir