[外行报告] 【摩根士丹利】研究报告2014年9月-10月共252篇 [推广有奖]

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超音速歼十 发表于 2014-10-7 17:17:01 |只看作者 |坛友微信交流群|倒序 |AI写论文

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9月.rar (82.56 MB, 需要: 20 个论坛币) 本附件包括：
European Credit Strategy： European Credit – Flows, Positioning and Redemptions.pdf
European Credit Strategy： IG Non-Fin Fundamentals Update： Slow and Steady.pdf
European Equity Strategy： Can fund performance be a contrarian indicator？.pdf
European Financials： Weekly Bond Tracker.pdf
European Interest Rate Strategist - On the Road.pdf
European Interest Rate Strategist - Retaining Our Bearish Bias.pdf
European Interest Rate Strategist - Searching For Yield.pdf
3D Systems Corp：Growth On Track to Accelerate in 2H.pdf
21Vianet： Core Businesses Intact; Room for Improvement in Cash Management.pdf
20140930-Morgan Stanley-China Materials：Weekly Monitor.pdf
Agency MBS Brief.pdf
Agency MBS Brief： Refi Index Largely Flat Despite Lower Rates.pdf
Agency MBS Weekly： Carry On, For Now.pdf
Agile Property： Quick Comment： 1-for-5 rights issue – the expected and the unexpected.pdf
Agriculture Comment： FSA Data Gets More Bullish.pdf
Agriculture Comment：Anticipating a Quiet Farewell to 13-14.pdf
Amgen Inc.： Pipeline Drives PT to 1.pdf
Apple, Inc.： Event Confirms This Cycle is Different.pdf
Apple, Inc.：iPhone Gross Margins Biased to the Upside.pdf
ASEAN Economics Chartbook： Where are we in the cycle？.pdf
ASEAN In a Minute： Entering a Rising Rate Environment.pdf
Asia Credit Strategy： What’s Going on in Asian Credit.pdf
Asia FX & Rates Strategy： India Rates：Improving Fiscal Outlook.pdf
Asian Banks： (g)Rate Expectations？.pdf
Asian Banks：Valuation Chartbook：Where Are Valuations Compared with history？.pdf
Asia-Pacific Weekly Preview ： Inflation and Monetary Policy.pdf
Asia-Pacific Weekly Preview： Anticipating a Rebound in Exports.pdf
ASML Holding NV： SPIE comments positive for EUV.pdf
Astra International：IIMS 2014 – On the Ground Feedback.pdf
AT&T, Inc.： Internet of Things Leadership, Early in the Race.pdf
Australia Banks： Chart of the Week： Investment Property Loans.pdf
Australia Banks： Chart of the Week：Major Banks' Return on Equity.pdf
Australia Insurance & Wealth： Risky Business：Can QBE afford to sell its Lenders Mortgage business？.pdf
Australia Macro+： Assessing state of economy after startling jobs figures.pdf
Australia Macro+： Macro Matters：Global Earners Gathering Momentum.pdf
Australia Macro+： Macro Matters：Playing the Long Cycle.pdf
Australian Energy – Drilling Down： Aussie E&P as yield plays？.pdf
Autos & Auto Parts：Dealer Study #5： BMW ahead of pack; DAI closes gap vs. Audi.pdf
Autos & Auto-Related： Cutting US Autos to Cautious, Downgrading Ford to UW.pdf
Bayer AG： Confident CMD.pdf
China Cement：Three Cement Companies Fined for Price Monopoly; Potential Negative to Prices.pdf
China Coal： 1H14 results wrap：Suppliers' reaction to weak demand.pdf
China Healthcare：MS Monthly Hospital Rx Report.pdf
China Industrials： Heavy Truck： Steady Volume Growth and Notable ASP Hike Ahead.pdf
China Insurance： Asia Insight： Significant Cash Flow Pressure Ahead.pdf
China Lodging Group, Limited： Trip Takeaways：Bright Outlook for Franchise Business.pdf
China Oil & Gas： China Gas & Chemical Trips' Takeaways.pdf
China Petroleum & Chemical Corp：New Restructuring Has Limited Impact on Sinopec; Yizheng A-Shares Placed at Premium to H-shares.pdf
China petroleum chemical Crop.pdf
China Resources Gas： Better-than-expected cost pass-through in Tianjin; Buying opportunity.pdf
China September 2014 “Revisions for Decisions” Revisited.pdf
China Shipping： Positioning for 4Q14： B Before C.pdf
China Telecoms Monthly KPIs： Aug-14： CM Expanded Outperformance vs. CU.pdf
CIO Survey：Steady As She Grows.pdf
CMBS Market Insights： The State of the CRE Credit Cycle.pdf
Coal, Gas & Power： Cross-Industry Implications of Marcellus-Utica Gas Basis; Bearish Natgas Outlook.pdf
Com Hem Holding AB： Buy on Recent Weakness.pdf
Commodities Fall Symposium： Oil & Gas Market Discussion.pdf
Consumer Digest #4：Key Takeaways from A-Share Corporate Days.pdf
Credit Companion： Market Metrics(1).pdf
Credit Companion： Market Metrics(2).pdf
Credit Companion： Market Metrics.pdf
Credit Companion：CDX IG23 and CDX HY23 Roll.pdf
Credit Continuum： Supplementary Supply.pdf
Credit Investor Election Guide： Studying for Midterms(1).pdf
Credit Investor Election Guide： Studying for Midterms.pdf
Cross Industry Analysis： Impact of Apple Pay on Payments Value Chain：Biggest Beneficiaries Likely AAPL, NXP.pdf
Cross-Asset Strategy： Global In the Flow - October 2014.pdf
Crude Oil：What Are OSPs Telling Us？.pdf
Daimler： Checkpoint China： Progress Made & Future Steps to Take.pdf
Danone： Topline and margin trend to improve from 2H14 - OW.pdf
Daum Kakao：Asia Insight： Enters Mobile Payment.pdf
Delhaize： Solid US momentum provides further comfort on sustainability of FCF.pdf
Direct Line Group Plc： Taking Profits After Strong Run：Downgrading to EW.pdf
E&P Weekly： US Unconventional Oil： Sliding Down the Cost Curve.pdf
Eaton Corp PLC： Resetting FY15e Bar to .pdf
Eaton Corp PLC：Resetting FY15e Bar to .pdf
Economics & Strategy Insights.pdf
EM Credit Strategy： Up in Quality.pdf
EM Macro Strategy -Brazil： What’s Your Take？ Survey Results.pdf
EMEA - Steel：No buying opportunity as profitability peaks.pdf
Energy Transfer Partners： Improving Outlook at Attractive Value; Upgrading to OW.pdf
ENN Energy Holdings Limited： Investment in Sinopec Marketing： Positive to ENN.pdf
EUR6bn Net Reduction – ECB Tender Tracker.pdf
EUR47bn Net Addition– ECB Tender Tracker.pdf
European Banks： S&P Downgrades： Dropouts.pdf

9月-2.rar (87.6 MB, 需要: 20 个论坛币) 本附件包括：
Hertz Global Holdings Inc：The Real Bull Case for Car Rental.pdf
Hertz Global Holdings Inc：What the Activists May be Missing.pdf
European Metals & Mining： Metals and Mining Tracker.pdf
Financials Weekly： How Expensive (or Cheap) Are Financial Stocks？Valuations on Sep 18, 2014.pdf
Ford Motor Company： An Important Day for Ford; GM's Next.pdf
Ford Motor Company： Downgrading to UW, Cutting Price Target to .pdf
Foxconn Technology： Increasing iPhone 6 Plus Mix a Positive Driver; OW.pdf
FX Pulse： Debt and Dollars.pdf
FX Pulse：2014年9月12日号.pdf
FX Pulse：2014年9月26日号.pdf
FX Pulse：2014年10月3日号.pdf
FX Pulse：Debt and Dollars.pdf
FX Strategy：Life in FloMo, Part II： What It's Telling Us(1).pdf
FX Strategy：Life in FloMo, Part II： What It's Telling Us.pdf
Gaming & Lodging： US Online Gaming： Cutting Market Estimates; Downgrade BYD to Equal-weight.pdf
General Electric Co.： Initial 2015 Bridge Highlights EPS Risks.pdf
Generali： Raising Estimates Post HY14 - Eyes Turn to Investor Day.pdf
Genting Singapore PLC： Catalysts Emerging; Growth Better than Macau’s.pdf
Global EM Morning - October 3, 2014.pdf
Global EM Morning - September 25, 2014.pdf
Global Oil Services, Drilling & Equipment： Spotlight on Equipment M&A.pdf
Global Oil Services, Drilling & Equipment： Subsea, Sand, and OCTG; Offshore Rigs Pressured.pdf
Global Oil Services, Drilling & Equipment：Offshore Concerns Continue and Int’l Risks for the Big 4.pdf
Global Oil Services, Drilling & Equipment：Themes from the Road： Frac Sand and Offshore Drilling.pdf
Global Rates Outlook： Watch for Falling Bonds.pdf
Global Reinsurance：Adapting to a New Paradigm.pdf
Godyn Co-Pilot.pdf
Godyn-Airlines+A&D： Commercial Aircraft Poster Update.pdf
Godyn-Friday FAQs： Where Are Airline EPS Ests. Going？.pdf
Greater China Technology Hardware： 1st Take： Apple Event – Is This Time Different.pdf
Greater China Technology Hardware： Hong Kong-China Discovery：Emerging Smartphone Component Suppliers.pdf
Greater China Technology Hardware：Apple Event： Is This Time Different Part II.pdf
Greater China Technology Semiconductors： Who Takes the Juiciest Bite Out of the Big Apple.pdf
Greene-Canadian Pacific Railway Ltd.： A Turn-Around Story Becomes A Growth Play.pdf
Greene-Canadian Pacific Railway Ltd.： Putting Meat on the Bone.pdf
Halliburton Co.： Defensively Positioned NAm Powerhouse： Upgrading E-W.pdf
Hardware Technology： Monthly Databook： 4Q a Mixed Bag – Apple Supply Chain Outshining.pdf
Health Care Facilities：Can They Build on the Momentum？.pdf
Healthcare Services & Distribution：Drug Retailers： Which One of These is Not Like the Others？.pdf
Healthcare Services： MS Global HC Conference： Day 3： What Mattered.pdf
Healthcare： Inversion tax expert call recap.pdf

9月-4.rar (81.14 MB, 需要: 20 个论坛币) 本附件包括：
US Interest Rate Strategy： Daily Data Update.pdf
US Quant Research：Equities Enjoy Some Quality Time.pdf
Vitamin Shoppe Inc： Is Risk Being Mispriced In Vitamin Retail？.pdf
Vodafone Group： Enterprise leading the way, OW.pdf
Walgreens：Stabilizing the Business in FY15 with Anticipation to Resume Growth in FY16.pdf
Webcast：US Economics- Inequality and Consumption.pdf
What's Moving Semi Stocks： Risks at MXIM; concerns in Autos weigh on the group.pdf
Palo Alto Networks Inc Executing Well Across Multiple Fronts.pdf
Palo Alto Networks Inc： Tracking the Perfect Storm — Multiple Growth Drivers Converge.pdf
Payments and Processing：Initial Thoughts on Apple Pay.pdf
Payments： Stock Implications of Apple's Potential Payment System.pdf
Phibro Animal Health Corp： Bumping estimates and raising PT.pdf
Property： Asia Property Storey： Positive on HK, more bearish on China, mixed on ASEAN.pdf
Property：Monthly Chartbook.pdf
Realizing the power of talented women.pdf
Retail & Economics： Retail Sales Lead Indicator： Video & Note-Forecasting Steady Growth into Jan '15.pdf
Retail： Videos & Note -Category Sales Outlook： Discretionary Segments Maintain Momentum.pdf
Retailing - Food： Kantar data： Pressure further intensifies for the ‘Listed 3’.pdf
Rio Tinto Ltd：Upgrade to OW as RIO returns to the “old” ways.pdf
Sanan Optoelectronics： 1st Take：50 New MOCVD Tool Additions from 4Q14 In Line with Our Estimates.pdf
SanDisk Corporation (SNDK.O)：A closer look at iPhone 6 NAND content.pdf
Seadrill： Russia Concerns Add to Dividend Uncertainty.pdf
Sempra Energy： It Continues to Get Better; Raising PT and Staying OW.pdf
Siemens： Building up Oil & Gas – for the Long-Term.pdf
Sihuan Pharmaceutica：Raising PT and Estimates on Stronger Outlook.pdf
Sinotrans Limited：Positive Meeting Notes from Sinoair; Maintain OW on Sinotrans.pdf
Smiths Group：3 Reasons to Stay Positive.pdf
SPX Corp：Welcome to the Next Margin Self-Help Story.pdf
Structured_Trade_and_Commodity_Finance_in_Emerging_Markets.pdf
Synchrony Financial： Private Label Card Pure-Play Backed by an Improving Consumer; Initiate at OW.pdf
Taiwan Macro and Strategy Chartbook： Better Growth Outlook with Stronger Consumption and Improving Exports.pdf
Taiwan Telecoms Monthly Results：Aug-14： No Sign of ARPU Uplift Two Months after 4G Launch.pdf
Taiwan Telecoms： Sign of Industry Consolidation？.pdf
TC_M_201438.pdf
Te Connectivity Ltd： Deep Dive 1 of 2：Sensors to provide a meaningful growth kicker.pdf
Tech Hardware Insights： Strong Dollar a Revenue Headwind in 2H14.pdf
Telecom Services：Correction：What Could Be the Implications of a Potential Verizon Tower Sale？.pdf
Telstra Corporation： We Benchmark TLS “Productivity” vs. Global Peers … Suggests Cost-out Is Mostly Over.pdf
Terex Corp.： Crane Wreck.pdf
Tesla Motors Inc.：Tesla：Stock Up For The Wrong Reasons？.pdf
The Commodity Manual：The Misunderstood Narrative on Crude Oil Demand.pdf
The glittering power of cities for luxury growth.pdf
Times Electric：1st Take： Enters into IGBT Lease Agreement with the Parent.pdf
Tobacco：What Could Happen When the Quota Buyout Runs Out？.pdf
Tom_Peters_on_leading_the_21st_century_organization.pdf
TPG Telecom Ltd： 1st Take： FY14 Result … Another Positive Surprise & EBITDA Guidance upgrades.pdf
U.S. Pharmaceuticals：Money matters： exec comp and stock ownership in-depth.pdf
UK Property： JLL roundtable： sustained asset demand, abundant debt.pdf
United Technologies： Key Takes from Laguna Conf.pdf
United Technologies： Risks More Than Priced In.pdf
US Auto Product Guidebook, 8th Edition.pdf
US Economics： Fed Focus： The End of Gradualism.pdf
US Economics： Inequality and Consumption.pdf
US Economics： Peter Pan on Policy.pdf
US Economics：Fomc Preview：considering considerable.pdf
US Economics：US Economic Outlook：Somewhere in Between.pdf
US Equity Strategy： All About that Base (No Trouble).pdf
US Equity Strategy： Industrial Strength？.pdf
US Industrials & Autos Conference Prime： 15 - 16 September 2014.pdf
US Industrials & Autos Conference Prime：15 - 16 September 2014.pdf
US Interest Rate Strategy： Daily Data Update(1).pdf

9月-3.rar (87.8 MB, 需要: 20 个论坛币) 本附件包括：
Non-US Bond Futures Report.pdf
Occidental Petroleum：Buyback Raised; MENA sale next.pdf
Oil & Gas： E&P：Cycling around to M&A.pdf
Oil Services, Drilling & Equipment：NAm at a Tipping Point.pdf
Oracle Corporation：Cloud is Loud at OOW, But What’s Next？.pdf
Oracle Corporation：Silver Lining in the Clouds.pdf
Hertz Global Holdings Inc：What the Activists May be Missing.pdf
Hong Kong Property： HK Property Pulse #47： Outlook after 1H14 Results.pdf
IDFC：A “Call Option” – Part II. OW..pdf
India Equity Strategy： No Delusions of 2003-04, Please.pdf
India Equity Strategy：The Coming Entrepreneurial Burst.pdf
India Financials： Correction： The Upcoming Second Leg of Banks Rally.pdf
India Financials： The Upcoming Second Leg of the Banks Rally(1).pdf
India Financials： The Upcoming Second Leg of the Banks Rally.pdf
India Materials：Coal Blocks De-allocated： Ball In Government's Court Now.pdf
Industrials： Takeaways from SH-HK Stock Connect Corporate Day(1).pdf
Industrials： Takeaways from SH-HK Stock Connect Corporate Day.pdf
J.C. Penney Co.： Analyst Day Preview： Very Few Roads Lead to Rome.pdf
Japan Strategy： Further Yen weakness poses upside risks to our base case Earnings – Yen Sensitivity at Market and Sector Level.pdf
Large Cap Banks： 3Q14 Preview： Long AXP, BAC Going Into Earnings.pdf
Large Cap Banks： Bank Mid-Year Internal Stress Tests… Window into 2015 CCAR Ask？.pdf
Life Science Tools & Diagnostics： Investor Feedback More Cautious Than Expected.pdf
Life Science Tools & Diagnostics： The Top-Down Approach to Life Science Tools; Initiating on A-PKI-TMO-WAT.pdf
Lupin Ltd.：8th Pharma Field Trip：Lupin Highlights.pdf
Major Pharmaceuticals： Correction： MS Conference BMY, LLY, MRK, PFE highlights.pdf
Making trade-offs in corporate portfolio decisions.pdf
Managed Care & Facilities： Conference Takeaways.pdf
Manager and machine The new leadership equation.pdf
Maruti Suzuki India Limited： Margin Surprise Next.pdf
MBS Analytics Package： Daily Pass-Through Report(1).pdf
McDonald's Corporation： Dividend Increased – 38 Years and Counting.pdf
Medical Technology：The Stocks to Watch into YE.pdf
Medtronic Inc.：The 40% Solution.pdf
Michael Kors Holdings Ltd： Fundamentals Intact + Compelling Valuation = Buying Opportunity.pdf
Micron Technology Inc.： Solid Results from Strength in Mobile.pdf
Microsoft： Closing the Hood： How Fast Can This Car Go？.pdf
Mid-Cap E&P：Marcellus-Utica：Strong Headwinds.pdf
Mid-Cap Exploration & Production： Where's the Bottom？.pdf
Midstream Energy ： Niobrara Pipeline Competition.pdf
Midstream Energy ：MLP、YieldCo Structuring and Tax Trends Call Recap.pdf
Midstream Energy MLPs.pdf
Mobileye NV： Growing Confidence Results in Growing PT; Up to .pdf
MRK：Why IMPROVE-IT is likely to fail and why it matters.pdf
MS：China Oil & Gas：Big 3 Underperformed CNOOC A Bit Better, Yizheng Surged After Restructuring, but Why Did Small-Cap Peers Plunge？.pdf
MS：Hong Kong Economics：August Retail Sales – 1st Month of Positive Growth in Seven Months.pdf
MS_Thailand EconomicsPolicy Rate On Hold As Expected.pdf
Multi-Industry：Laguna Conf Day One Highlights.pdf
Multi-Industry：Laguna Conference Day Two Highlights.pdf
Muni Monthly Dashboard：September-Munis Flatten Out.pdf
Myer： 1st Take： FY14 Result – Miss & Soft Outlook.pdf
Myer：Correction：Profit Growth Unlikely.pdf
NA Metals & Mining Chartbook： We Like Aluminum; Copper、Gold Face NT Headwinds.pdf
National Grid plc：National Grid： Reassuring on RIIO.pdf
Natixis-An overview of the global economy by major region-140926.pdf
Netflix Inc： Europe Gives, and Europe Takes Away.pdf
New World Development： F2014 Operating Profit in Line, HK-China Sales Target Lowered.pdf
Nike Inc.： Video & Note - Raising Price Target to 5; Nike Remains Our Top OW Idea.pdf

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