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2012年6月以后的外行研究报告.zip
(27.48 MB, 需要: 15 个论坛币)
本附件包括：- BoFA ML-Expectations reset ／ valuation attractive – reiterate Buy.pdf
- Citi-Asia Pacific Metals & Mining：Sector Could Work Through Year End; 2013 Outlook Less Clear.pdf
- Citi-Beverage Sector – Initiation of Coverage：In Search of Operating Leverage….pdf
- Citi-Global Gaming：A Tale of Two Cities; Trends on Cotai and the Peninsula Diverge.pdf
- Citi-Lithium-ion batteries：A Japanese tech growth story／？.pdf
- Credit Suisse-Asia Telecoms Sector.pdf
- Credit Suisse-Insurance Sector：Seeing clearly now the rain has gone.pdf
- Goldman Sachs-Asia Pacific：Financial Services：The elephant slims down and gets focused：Prefer HSBC to STAN.pdf
- Goldman Sachs-Automobiles：OEM actions in Europe inadequate for acceptable returns,prefer global players with scale.pdf
- HSBC-Evolution or Devolution？Whats next for European bank credit.pdf
- HSBC-GEM Chemicals：Growth math.pdf
- HSBC-On top of the data：Breaking lower, again.pdf
- J.P.Morgan-Asia Pacific Transport Logistics Strategy：Focus on Asian demand.pdf
- J.P.Morgan-HK／China Consumer：Leave macro aside and focus on bottom-up drivers.pdf
- Morgan Stanley-Airlines：Co-Pilot： AMR M&A FAQs Part 3.pdf
- Morgan Stanley-Maritime Industries：Is Asia slowing.pdf
- Morgan Stanley-The Commodity Manual：Asian Crude Demand Lackluster on Turnarounds.pdf
- UBS-What is happening to the Chinese tourist／？.pdf
- UBS-When will the Chinese inventory drag ease／？.pdf
本人微博：http://weibo.com/mikkolism 没有金币的朋友可以向我索取
[外行报告] 德意志银行-The Wide Angle 系列研究报告https://bbs.pinggu.org/forum.php?mod=viewthread&tid=2124716&page=1#pid15337845
[外行报告] 摩根斯丹利深度研究报告合集-Morgan Stanley Blue Paper Series（近1300页）
https://bbs.pinggu.org/forum.php?mod=viewthread&tid=2124712&page=1#pid15337818
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