【摩根士丹利】2014年8月22日---8月31日研究报告

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33-36weekly2.rar (86.09 MB, 需要: 30 个论坛币) 本附件包括：

• FX Pulse weekly.pdf
• MS FX daily trading recommendations.pdf
• US Economics：Capex Plans Summer Retreat.pdf
• US Economics-AlphaWise Macro： Portfolio Value of Timely Sector-Macro Signals.pdf
• China Telecoms： FDD Trial Expanded to 40 Cities.pdf
• CNOOC： 1H14 Earnings Upbeat, OW on 2H14 Earnings or 2015 Production Recovery.pdf
• Woolworths：1st Take： FY14 Result.pdf
• PetroChina：1H14 Results In Line, Lower Crude Oil Prices Cap Upside Potential; Initiate A-shares at EW.pdf
• Pan-Asian Best Ideas and RTIs – 2Q14 Review.pdf
• Beijing Enterprises Water Group Limited：1H14 Results In Line; Remain EW on Valuation.pdf
• Hertz Global Holdings Inc：Reality Hertz, Cutting Target to .pdf
• Williams-Sonoma Inc：Well Positioned But Downgrading to EW As Momentum Slowing.pdf
• Multi-Industry：CAPMI Back to Expansion on Full US Recovery.pdf
• US Consumer Staples： Company Exposure to Russia & Other Central-Eastern European Countries.pdf
• Insurance - Life-Annuity：Are Life Stocks Indicating Complacency to Low Rates.pdf
• Autos & Auto-Related： 72, Subprime Leasing, Oh Man....pdf
• Clarksons FFA options report.pdf
• Sihuan Pharmaceutical： Strong 1H14 as Expected; Fruitful 2014 Ahead.pdf
• BBY： Earnings Turnaround Expected; Positive Top-Line Deliverance Approaching.pdf
• Burger King Worldwide, Inc.：BKW-THI Merger： Post-Call Details.pdf
• Nimble Storage： New Customer Growth Accelerates on New Products, Channel Investments.pdf
• Continental Resources：Deep Dive： Growth Scenarios and Analyst Day Preview.pdf
• Greene-Freight： Truck Stop： TLFI Update：TLFI Trends above Seasonality.pdf
• Seadrill： 2Q14 Earnings Comment.pdf
• China Petroleum & Chemical Corp.： Entering an Era of E-commerce.pdf
• China Oilfield Services Ltd.： 1H14 Earnings Up 39% YoY, Beating Consensus Estimates, Surging Well Service Profit a Positive Surprise, OW.pdf
• Want Want China Holdings Ltd： A Restructuring Year.pdf
• Jintian Pharma Group：Correction：1H14 Beat; Better Profit on High GM Products Sales.pdf
• Asia-GEMs Strategy： Screening for Stock Opportunity in APxJ August 2014.pdf
• Citi - China thermal coal - 140827.pdf
• Australia Banks： Chart of the Week： WBC’s Capital Position.pdf
• India Economics - Macro Indicators Chartbook： Policy Actions Tracker.pdf
• China Property Tracker： ASP Pressure Remains.pdf
• Indonesia Economics：Retail Fuel Price Hike： Five Things to Know.pdf
• Qihoo 360 Technology Co Ltd： 2Q14： Monetization on Track, Margins to Recover Gradually.pdf
• China Internet and Other Services：Key Takeaways from China Internet Conference - Day 2.pdf
• Gaming & Lodging： Cutting Estimates on Macau; Remain Upbeat on Vegas.pdf
• Retail： Video & Note- Category Sales Outlook：Discretionary Segments Lead.pdf
• Transocean Partners Positioned to Be the Fastest Growing Maritime “MLP”.pdf
• Food： Looking Through the Leftovers After a Difficult Q2.pdf
• Mobileye NV Seeing Green – Initiating as Our New Top Pick.pdf
• Crop Tracker： Yield Prospects Stay Favorable but Not Perfect.pdf
• Greater China Technology Hardware： China – Smartphones： 1H14 Results Support Our Thesis.pdf
• HK-China Laggards We Like.pdf
• China Petroleum & Chemical Corp.： Raise Estimates & PT after Upbeat 1H14 Results; Initiate A-shares at OW.pdf
• Goldwind：Big Earnings Surprise; Robust Outlook.pdf
• Qihoo 360 Technology Co Ltd： 1st Take： 2Q14 Result.pdf
• China Internet and Other Services： Key Takeaways from China Internet Conference - Day 1.pdf
• MBS Analytics Package： Daily Pass-Through Report.pdf
• Morgan Stanley FX Positioning Tracker - August 25, 2014.pdf
• Positions and Flows Report.pdf
• FX Week Ahead - August 25, 2014.pdf
• MasterCard Inc： Tokenization will add new revenue streams.pdf
• US Quant Research： Momentum： Hurry Up and Wait.pdf
• Global Oil Services, Drilling & Equipment： PBR Subsea Demand Slows, Buy Offshore (ex-Brazil) Trade + FTI.pdf
• Video -Natural Gas： Coal-to-Gas Switching to Keep Gas Range-Bound.pdf
• US Volatility Tracker.pdf
• UST Futures Report.pdf
• US Economics：Business Conditions： Great Expectations.pdf
• The Commodity Manual：More NE Gas Concerns; Copper Deficit Deepens.pdf
• Salesforce.com： Starting to Cut Thru the Noise with a Solid Q2.pdf
• Godyn-Friday FAQs： Surveying Risks to the OE Backlog.pdf
• Monsanto Company： Whistle Stop 7 Thoughts.pdf
• Sprint Corp： Quick Comment：Pricing Revamp Continues.pdf
• Investment Perspectives： U.S. and the Americas, August 21, 2014.pdf
• Financials Weekly：How Expensive (or Cheap) Are Financial Stocks Valuations on Aug 21, 2014.pdf
• Sberbank - Commodity Monitor - 140821.pdf
• HL - Natural Gas and Water - 140821.pdf
• FX Morning - August 29, 2014.pdf
• Global EM Morning - August 29, 2014.pdf
• Cisco Systems Inc： Cisco GSX FY15 Reflections.pdf
• Splunk Inc Key Sales Metrics Stabilize in an Impressive Q2 Print.pdf
• Godyn-Friday FAQs： Time to Take a Look at the Aircraft Lessors.pdf
• Tech Hardware Insights：Enterprise Server Strength Offset by Muted Cloud Demand.pdf
• Asia Credit Strategy： Up in Quality, Not Down in Carry.pdf
• European Interest Rate Strategy - Trades for the Longer Run.pdf

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买不起……

875829964 发表于 2014-9-14 10:43
买不起……

买不起，too

875829964 发表于 2014-9-14 10:43
买不起……

买不起，too