【出版时间及名称】：2010年4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】：75
【目录或简介】：

Strategy and Economics
6 China and Hong Kong Quantitative Strategy
Dividend Top Dogs: A Simple but Powerful
Strategy
James Cao, Jerry Lou
Global
8 US Economics
Business Conditions: Ongoing Recovery
David Cho, Richard Berner
10 Global Equity Strategy Chasing Value:
US Defensives + European Cyclicals
Jason Todd, Gerard Minack
Industry Analysis
12 Asia/Pacific Shipbuilding Minor Recovery
Continues; Prefer Medium Vessel Play
Sangkyoo Park, Hyunjae Lee, Andy Meng
14 Taiwan TFT LCD Team Sports
Frank A.Y. Wang, Jerry Su
Company Analysis
16 Initiation China Longyuan Power Group Wind
Power Leader Faces Some Near-term Buffeting
Simon H.Y. Lee, Chapman Deng, Eva Hou
18 Daphne International Holdings In a Sweet Spot
for Margin Expansion
Dennis Tao, Angela Moh, Jessica Wang
20 HTC Corporation Seeing Is Believing; Raising
Estimates & Price Target
Jasmine Lu
22 Hynix Semiconductor Upside Risk to the
Levered State of DRAM Industry
Keon Han, Young Suk Shin
24  ICICI Bank Strong Performance Prompts
Downgrade to EW
Anil Agarwal, Mihir Sheth, Mansi Shah
(continued)