HSBC Global Research - Asian Economics Quarterly

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共有三份報告, 分別是 Asian Economics Quarterly (102頁), Hard times, Lean Operators (64頁), 及Monthly Style Monitor (92頁), 都是 HSBC Global Research 的 Key Reports, 希望對大家有一點幫助與啟發.


HSBC Global Research - Asian Economics Quarterly
Language: English
Date: 5 January 2012
Page: 102

Key forecasts 4
Monetary & fiscal policy assumptions 5
One more time 6
Dark clouds 6
Goods and stuff 7
More than trade 8
Money and such 9
Depending on it 12
Enough cash, for now 14
Help still needed 15
The last defence 17
The year of Chinese easing 19
From inflation to disinflation 19
Growth stability tops policy agenda 20
Monetary easing cycle has started 21
Time to unleash fiscal power 23
No replay of 2008 stimulus 25
Still expect a soft landing 26
Risks 27
GDP 29
Inflation 30
Industrial production & unemployment 31
Consumption & saving 32
Investment 33
Trade 34
Exchange rates & interest rates 35
Country profiles 37
Australia 38
China 42
Hong Kong 46
India 50
Indonesia 54
Japan 58
Korea 62
Malaysia 66
New Zealand 70
The Philippines 74
Singapore 78
Sri Lanka 82
Taiwan 86
Thailand 90
Vietnam 94
Disclosure appendix 98
Disclaimer 99


HSBC Global Research - Hard times, Lean Operators
Language: English
Date: 4 January 2012
Page: 64

Summary of stocks and valuations, key changes and reasons for rating 3
Overview of markets & stocks 4
Freight outlook for 2012 4
HSBC summary macro forecasts for the sector 4
Forecasts for our companies 5
Operational gearing: testing for further macro stress 6
A re-run of the 2009 margin squeeze? 6
Global and regional trade and freight issues 7
Regional supply chains 7
Container shipping in focus 8
Summary of our stock picks 10
Other stock summaries 10
Financials data overview and stock screening 13
Events and potential catalysts 13
Summary valuation metrics by company (2012e) 15
Deutsche Post-DHL (DPW GY) 16
DSV (DSV DC) 21
FedEx (FDX US) 25
Kuehne & Nagel (KNIN VX) 30
AP Møller-Mærsk (MAERSKB DC) 34
Panalpina (PWTN SW) 43
PostNL (PNL NA) 47
TNT Express (TNTE NA) 51
UPS (UPS US) 55
Disclosure appendix 60
Disclaimer 63

HSBC Global Research - Monthly Style Monitor
Language: English
Date: 4 January 2012
Page: 92

Summary 3
World 5
Global sectors 14
North America 23
Europe 29
Japan 35
Asia/Pacific ex Japan 41
Global Emerging markets 49
Emerging Asia 57
Emerging CEEMEA 63
Latin America 69
HSBC Style Models – relative
performance 75
Appendix – how we calculate 76
Appendix 78
Disclosure appendix 89
Disclaimer 91

20120104 Monthly Style Monitor.pdf (1.2 MB)

2012-1-5 06:35:25 上传

20120104 Hard times, Lean Operators.pdf (541.95 KB)

2012-1-5 06:35:04 上传

20120104 Asian Economics Quarterly.pdf (1.25 MB)

2012-1-5 06:34:57 上传

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