【出版时间及名称】：2010年4月日本证券市场投资文摘
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：37
【目录或简介】：


Strategy and Economics
Japan
3 Japan Strategy Where Have All the Bears
Gone?
Alexander Kinmont
5 Japan Economics Forecast Upgrade: Upside
for Economy, Deflation Dragging On but Over the
Worst
Takehiro Sato, Takeshi Yamaguchi
Global
7 Global Equity Strategy Chasing Value:
US Defensives + European Cyclicals
Jason Todd, Gerard Minack
9 US Economics Business Conditions: Ongoing
Recovery
David Cho, Richard Berner
11 US Credit & MBS Strategy Re-Rack —
Mortgages versus Corporates
Rizwan Hussain, Jocelyn Chu, Adam Richmond,
Zofia Koscielniak
New Coverage
13 Banks Regional banks: FFG top pick, also OW
Chiba Bank
Graeme D Knowd, Takaaki Nishino, Ayako Kubodera
17 Retail Initiate on Isetan Mitsukoshi /Takashimaya:
Near-term Earnings Recovery in Price
Yukimi Oda
Opinion Changes
Industry Views
21  Housing Lower Industry to In-Line: Tax Break
Support Discounted (JS Group, Sekisui
House, Sumitomo Forestry)
Hiroko Kubota
Stock Ratings
23 Other Healthcare Drug Wholesalers: Time to
Price in Earnings Recovery (Alfresa Holdings)
Shinichiro Muraoka, Mayo Mita
25  Kobe Steel Up to OW: Differentiated Top-line
Growth Story
Harunobu Goroh, Akira Morimoto