【出版时间及名称】：2010年4月欧洲投资文摘（免费）
【作者】：摩根斯坦利
【文件格式】：pdf
【页数】：41
【目录或简介】：

Strategy and Economics
Europe
4 Europe Strategy
Maintain Structural Overweight in Mining
Ronan Carr, Teun Draaisma
6 European Economics
Greece Activates Financial Aid Package
Elga Bartsch, Daniele Antonucci
Global
8 Global Equity Strategy
Good Gets Better
Gerard Minack, Jason Todd
10 Japan Strategy
Tired of Austerity, or Battening Down Against
Persistent Deflation?
Alexander Kinmont, Masaru Ohnishi
Industry Analysis
12 Building & Construction
1Q 2010: A Turning Point
Alejandra Pereda, Robert D Muir, Michael D Watts
Company Analysis
14 Endesa
Upgrade to Overweight: Operations
Outperforming, Strong Bull Case Potential
Antonella Bianchessi
16 ENEL
In Operational and Financial Sweet Spot – Go
Overweight
Antonella Bianchessi
18 KBC Group NV
Restructuring Largely in the Price: Moving to EW
Ronny Rehn, Thibault A Nardin, Maxence Le Gouvello
du Timat
20 Valeo S.A.
Top-Line Underestimated: 101% Upside Preserved
Adam Jonas, Edoardo Spina