花旗银行——全球博彩业研报 4月11日 英文版

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花旗银行-全球博彩业研报
Global Gaming - Macau Strong Out of the Gate; Singapore Muted; LV Still Weak
11 April 2011
96 pages

花旗银行-亚洲航运业研报
Asia Dry Bulk Shipping - Industry in a Stalemate; Don’t Buy the “Near Term Bounce” Story
11 April 2011
48 pages

花旗银行-亚洲投资盈利调查
The Asia Investigator - 2010 Earnings: More Disappointments Than Surprises
11 April 2011
90 pages

其它资料：
2010-2012年核电产业发展前景与投资分析报告
https://bbs.pinggu.org/thread-1008019-1-1.html

花旗银行-亚洲公用事业和清洁能源投资策略
https://bbs.pinggu.org/thread-997472-1-1.html

目录回复可见

本帖隐藏的内容

花旗银行-全球博彩业研报
Contents
Global Gaming  3
Changes in Forward Earnings Estimates and Target Prices  6
Changes in Target Price  7
Expansion and Labor Issues  9
Ratings and Valuations  10
Sands China (SCL) Filing of SFC Investigation  12
Infrastructure Update  13
Visitation Trends  14
Melco Crown Entertainment (MPEL)  22
Melco Int’l Development (0200.HK)  28
Sands China (1928.HK)  33
Las Vegas Sands (LVS)  39
Galaxy Entertainment (0027.HK)  45
SJM Holdings (0880.HK)  51
Wynn Macau (1128.HK)  55
Wynn Resorts (WYNN)  61
MGM Resorts International (MGM)  66
Genting Singapore (GENS.SI)  71
Genting Malaysia (GENM.KL)  76
Genting (GENT.KL)  81
NagaCorp (3918.HK)  86
Appendix A-1  93

花旗银行-亚洲航运业研报
Contents
Industry in a Stalemate  3
Summary  3
Where we are different from the Street  3
Stock picks  3
Asia Shipping Transportation overview  3
Record Scrap Insufficient to Ease Supply Glut  5
Delivery Slippage May Be Lower Than Expected  7
Under-Supply of Major Bulks Aggravates Vessel Over-Supply  9
Recent developments and near-term implications  10
“Near-Term BDI Bounce” May Not Materialize  13
BDI Forecast: Average 1,500 in 2011  14
Companies  17
STX Pan Ocean (028670.KS)  18
Downgrade to Hold: Sailing Into a Challenging Environment  18
U-Ming Marine Transport (2606.TW)  26
Supply Pressures Rise; Earnings Expected to Fall in 2011  26
Pacific Basin Shipping (2343.HK)  30
Maintain Sell: Too Early to Turn Positive  30
Appendix A-1  43

花旗银行-亚洲投资盈利调查
Asia: Only 43.1% of Companies Surprised
China: ’10 Earnings Resilient, ’11 Outlook Normalized (Part 2)
Hong Kong: Modest Earnings Revisions Despite ~80% of the Market Meeting or Beating Estimates
India: 4QFY11 Earnings Preview: Single Digit? Headline Weaker than the Underlying?
Taiwan: Impact of Retained Earnings Tax Increase
Fun with Flows: EM Inflows Accelerated

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关键词：花旗银行 英文版 博彩业 Investigator Implications 亚洲 全球 花旗 航运 博彩

thanks a lot!!

thanks a lot!!!!!!!

感谢楼主！！~~~

thanks a lot!!!

谢谢！！！！ 1# 容2009

1# 容2009
看看。。。。。

恩恩，对那个淘宝购物，返论坛币比较感兴趣，哈哈，我是淘宝控~~再就是对英文版的资料比较感兴趣，谢谢LL分享。

看看 1# 容2009

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