HSBC Global Research - Equity Insights Quarterly

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

HSBC Global Research - Equity Insights Quarterly
Language: English
Date: 3 January 2012
Page: 77

Investment strategy 4
A fat tail at both ends 4
The drivers 6
Themes for 2012 15
Meta-themes 15
1. Earnings resilience 16
2. Structural growth 16
3. Balance sheet strength 17
4. Pricing anomalies 17
The View 18
Storm clouds still threatening 18
Strategy in bullets 18
Performance recap 19
Regional/country view 20
Summary 20
Emerging vs. Developed 21
US 22
Europe 23
Japan 24
Asia ex Japan 25
Other GEMS 26
Sector view 27
Energy (remain overweight) 28
Materials (remain overweight) 29
Telecommunication Services (remain overweight) 30
Consumer Discretionary (to underweight from neutral) 31
Financials (to underweight from neutral) 32
Utilities (remain underweight) 33
Consumer Staples (raise to neutral from underweight) 34
Healthcare (remain neutral) 35
Industrials (raise to neutral from underweight) 36
Information Technology (remain neutral) 37
Scorecard methodology 38
Data pack 39
Performance 40
Analyst recommendations 46
Institutional investor holdings 52
Valuations 54
Earnings: Revisions ratios 56
EPS vs. peak and trend 57
Growth indicators 63
Monetary conditions 64
Liquidity and market conditions 65
Consensus aggregations 66
Disclosure appendix 73
Disclaimer 76


20120103 Equity Insights Quarterly.pdf (923.32 KB)

2012-1-3 06:43:34 上传

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：Quarterly Insights Research Quarter Insight 163 strength country growth

thank you ~~

谢谢分享
本文来自: 人大经济论坛 行业分析 版，详细出处参考： https://bbs.pinggu.org/forum.php? ... amp;from^^uid=1467146