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| 文件名: JPM_Second Half 2010 Outlook.pdf | |
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JP Morgan 分行业分地区研究报告,主要以海外行研为主。
之前有个灰太狼同学已经发了一些,很不错,我选了几个我看过比较好的logic比较清楚、内容比较完整的reviews and outlooks作为补充。以后有好的我会继续更新。 我帮着把类别分好了,能看的清楚一些。 有我曾经团队出的report,有些亲手搭建的templates看起来很亲切,希望大家和斑竹能appreciate。大家共同学习,博览多家观点,领悟报告背后逻辑,形成自己的观念看法。 Briefing: North America Equity Research: Sector: Electrical Equipment & Multi-Industry 2010 HVAC Review andOutlook: EE/MI Sector Update-Preliminary '11/'12 Outlook:: Sector: Telecom and Cable Services Telecom, Cable and Satellite Preview of 2Q10 Results: Sector: Biotechnology US Biotechnology 2Q10 Earnings Preview: Sector: Insurance Life Insurance-2Q10 Preview: Sector:Software Software-2Q10 Preview; Modest Expectations Against Uncertain Environment: Equity Research US Equity Research-Quantifying Euro Exposure: Europe Equity Research: Sector: Chemicals Chemicals Primer-An investor's guide to the world of chemicals: European Chemicals-After a strong Q2 - outlook becomes more challenging: Sector: Telecom Services Telecom Services-Q2 10 preview - Telecom stocks to watch: Australia Equity Research Sector: Materials Building Materials sector-2010 mid-year review: Japan Equity Research: Sector: Precision & SPE Precision Instruments & SPE: Global Equity Research: Sector: Banks Global Investment Banks: Recommendation: This report is designed to be investment guide to equity investing in the Americas for the next six months. JP asked their U.S. and Latin American analyst teams to identify the key drivers of stock prices in their sectors over the next six months, given economic outlook, and to select one best investment idea for the second half. From Americas Equity Research: Second Half 2010 Outlook:J.P. Morgan’s Roadmap for Equity Investors: |
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