【摩根士丹利】10月下旬报告集锦（约150篇）

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

10月.rar (80.74 MB, 需要: 300 个论坛币) 本附件包括：

• What the Data Say - European Edition, October 2014.pdf
• Whiteboard Video： Oil & Gas： Consequences of Low Oil Prices：Beware of the “Capex Cliff”.pdf
• Fieldtrip Video ： Technology：Live from California： ARM and the Internet of Things.pdf
• European Economics Weekly：Inflation Up, Activity Down.pdf
• European Banks： Time to Add Back Risk.pdf
• European Interest Rate Strategist - Short Cross-Market.pdf
• Credit Continuum： Raising the Consumer Sector to Overweight.pdf
• Credit Companion： Market Metrics.pdf
• US Economics： Pondering the Political Economy.pdf
• Article-PER- Private Equity Funds 2013 Cayman Islands (NYB_IZM).pdf
• Ally Financial Inc：Why We Are Long Ally in Face of Falling Used Car Prices.pdf
• Abbott Laboratories：Thesis Is Coming Together.pdf
• AT&T, Inc.：3Q14 Review： Challenging Environment, Clouded by Uncertainty.pdf
• Abbott Laboratories： Thesis Is Coming Together.pdf
• Video ： AT&T： 3Q14 Earnings.pdf
• Abbvie Inc.： Legal tango likely to delay Humira biosimilars for years.pdf
• Coca-Cola Co.： Detailed Review of CEO-CFO Meeting.pdf
• major reports list.pdf
• United Technologies ： Ahead of the Curve.pdf
• Hertz Global Holdings Inc：US Car Rental： A Fake Oligopoly.pdf
• Abbvie Inc.： Resuming with OW; Hep-C bigger and Humira longer.pdf
• Greene-Freight： Truck Stop：TLFI Trends Inline With Seasonality.pdf
• Morning Grain Comments.pdf
• Verizon Communications： 3Q14 Review： Results Mixed, With More Color to Come on the iPhone Launch.pdf
• Video -Oil Services, Drilling & Equipment：The Offshore Drilling Manual - Fall 2014.pdf
• Retail： Category Sales Outlook： Consumers Sitting in Restaurants, Chatting on iPhones.pdf
• Video ： From A to Z： At Your Discretion.pdf
• Apple, Inc.： iPhone 6 Dials Up Profits.pdf
• Merck & Co., Inc.： Immuno-oncology expert takeways.pdf
• Cobalt International Energy Inc： Extreme Dislocation.pdf
• Medical Technology： Halyard Health： More Likely a Gathering Storm.pdf
• Cable Satellite： 3Q Earnings Preview： Will HBO Break the Bundle？.pdf
• General Electric Co： Is Big Data a Big Deal？.pdf
• Coal, Gas & Power：Range Provides Deep Dive on Basis.pdf
• T-Mobile US, Inc.： Sell-Off Creates Opportunity; Resuming Coverage at OW.pdf
• US Equity strategy .pdf
• The Commodity Manual：More Positive News for Oil and Copper.pdf
• Nestle： Sharper than expected growth slowdown in 3Q driven by EMs - reiterate OW.pdf
• Accor：Getting HotelInvest for Free？.pdf
• Royal Mail PLC： Not out of the woods, but risk - reward more balanced.pdf
• Portugal Telecom：Resuming coverage at UW.pdf
• EEMEA Strategy： Markets becoming oversold – move tactically OW Russia.pdf
• Leisure and Hotels：“Weekend Break” No. 592.pdf
• European Banks： ADI Risk in AT1.pdf
• SanDisk Corporation： Supply Constraints Cap Upside But Conditions are Strong.pdf
• Software： SaaS Q314 Preview：Solid Fundamentals, Volatile Stocks.pdf
• Schlumberger： 3Q14 Earnings Comment.pdf
• Tech Hardware Insights： Cautious into Earnings on FX Risk.pdf
• CRE Tracker - CRE Demand in a Lower Rate Environment：October 2014.pdf
• US Economics：What Has Changed？.pdf
• CBS Corporation： CBS Steps Over The Top.pdf
• REITs 3Q14 Earnings Preview.pdf
• Freight Transportation： Railroad M&A Primer.pdf
• Time Warner Inc.： Streaming toward the bull case.pdf
• Netflix Inc：Bruised, But Not Broken.pdf
• Global Airline Compass Ebola Concerns Make US Cheapest in the World.pdf
• Bank of America： Stock Reaction Overdone, Buy the Dip.pdf
• Global Oil Services, Drilling and Equipment： North America Playbook： Spending and Pressure Pumping Analysis.pdf
• Global Airline Compass： Ebola Concerns Make US Cheapest in the World.pdf
• Video ： Pushing Parker：Loading Up the Minivan.pdf
• Halliburton Co.： Defensive Position and Favorable R-R; Overweight.pdf
• Intel Corporation As Good as It Gets; Downgrading to UW.pdf
• Energy Transfer Equity, LP： No Signs of Slowing Down.pdf
• Microsoft： Making It Work In a Solid Q1.pdf
• Caterpillar Inc.： Crude Awakening.pdf
• Video ： Telecom Services & Equipment： Carrier CapEx： A Tale of Routers & Towers.pdf
• Genera Motors Company： Saving GM： Are They Asking the Right Questions？.pdf
• Leveraged Finance Insights： EUR Not as Cheap as US.pdf
• US Economics：FOMC Preview：Yellen Alone.pdf
• BT Group plc： Downgrade to Underweight.pdf
• Gemalto N.V.： Three Questions to Address.pdf

2014-11-8 12:53:15 上传

10月15日-----23日
需要: 300 个论坛币  [购买]

10月24-30日.rar (74.79 MB, 需要: 300 个论坛币) 本附件包括：

• Amazon.com Inc：Focus on Core eCommerce Business; Initiate at OW.pdf
• Midstream Energy MLPs： Midstream 3Q Sentiment Survey Results.pdf
• Internet eCommerce： Global Insight： eCommerce Still In Early Innings.pdf
• Agency MBS Brief：Conventional Drives Refi Index 7% Lower, Average Refi Loan Size Falls to 4K.pdf
• Video：FX Strategy： EUR：Structural Decline.pdf
• EUR23bn Net Addition – ECB Tender Tracker.pdf
• Utilities：UK Winter Energy Outlook; Confidence Justified？.pdf
• Video： Economics & Strategy： Russia：Oil Risk Returns.pdf
• Credit Rich & Cheap Watch.pdf
• Video： Economics & Strategy Insights： Feedback Loops.pdf
• Mexico Local Market - Rich & Cheap Watch.pdf
• MBS Analytics Package：Daily Pass-Through Report.pdf
• US Liquid Rates Tracker.pdf
• Core Laboratories NV： Positioned to Outperform： Upgrading to Overweight.pdf
• Salesforce.com：Opportune Time To Buy a Long-term Winner; Added to Morgan Stanley Best Ideas List.pdf
• Williams Access：Agreement Reached.pdf
• Global Oil Services, Drilling and Equipment： Offshore Services & Equipment Playbook.pdf
• German Residential ： Interactive Trend Tracker highlights scope for growth, especially in Berlin.pdf
• Sanofi SA： Q3 14 results： all the eyes on the Board and Lantus.pdf
• BG Group： 3Q earnings in-line; Start-up date of QCLNG maintained.pdf
• Utilities： How do relative yield attractions look today？.pdf
• Diversified Financials： How sustainable are volatility-driven volumes？.pdf
• EMEA - Steel： Evidence of Russian market slowdown.pdf
• Global EM Morning - October 28, 2014.pdf
• US Interest Rate Strategy： Daily Data Update.pdf
• European ABS Tracker： Clean-up Calls – Fewer and Lower.pdf
• Economics & Strategy Insights： Feedback Loops.pdf
• European Financials： Weekly Bond Tracker.pdf
• Morgan Stanley FX Positioning Tracker - October 27, 2014.pdf
• Securitized Market Insights：Risk Retention Final Rules： First Impressions.pdf
• Credit Derivatives Insights： iBoxx TRS – Liquidity Emerges.pdf
• Midstream Energy ： Some Stability and Transactions.pdf
• Retail： Nice Inventory, but Sales Could be Naughty： Cautious on Holiday 2014.pdf
• Global Oil Services, Drilling & Equipment： Offshore Drillers Positioning; Benchmarking the Big 4.pdf
• Cross-Asset Strategy： Let’s Pause and Focus on the 10-Year View.pdf
• European Banks Stress Tests： Cathartic first step in a longer process.pdf
• Desjardins - LME week highlights - 141027.pdf
• Video：The Next India： Will India Stumble Like the Rest of the ‘Reform Club’？.pdf
• Philips： Feedback from Investor Roadshow.pdf
• Airlines： Updating estimates and 3Q Previews.pdf
• European Equity Strategy： Strategy Data Gallery.pdf
• Sunday Start： What Next in the Global Economy (October 26, 2014).pdf
• Economics and Strategy Insight： Brazil - Trading After the Elections.pdf
• Economics & Strategy Insights：FOMC Briefing-Morgan Stanley Teal Book.pdf
• The Commodity Manual： China Demand Improving; Cushing At A Turning Point？.pdf
• Brands Over Retailers; Skechers Is Top Overweight, DSW Top Underweight.pdf
• Kraft Foods Group, Inc： Cheese Squeeze： Trade-offs Keep FY Outlook Intact; OW.pdf
• Visa Inc.： 4Q Signals Rebound in Momentum.pdf
• Crude Oil： Gamma Effect Reaffirms Financial Origin of Weakness.pdf
• Economics & Strategy： Greece： Where to from Here.pdf
• Economics and Strategy： What's Next for the ECB？.pdf
• Pharmaceuticals：Global implications of Sanofi’s profit warning.pdf
• Fieldtrip Video：BHP Billiton： Western Australia iron ore：ambitious targets and long life assets.pdf
• Deutsche Bank： Headwinds to improving Leverage Ratio remain intense from litigation and regulation.pdf
• Adidas： Support for now but maintain relative UW.pdf
• Global EM Morning - October 30, 2014.pdf
• Video US Economics：Fed Focus： October FOMC Meeting.pdf
• Gilead Sciences Inc.：All Eyes on Harvoni.pdf
• eBay Inc： Spinning a Brand Investment Story; Initiate at UW.pdf

2014-11-8 19:46:55 上传

10月24日----31日
需要: 300 个论坛币  [购买]

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5 回帖

关键词：摩根士丹利

哇，好东西，就是好贵啊

zstbdy 发表于 2014-11-8 13:22
哇，好东西，就是好贵啊

３００个。。。路过

zstbdy 发表于 2014-11-8 13:22
哇，好东西，就是好贵啊

平均一篇报告才2个币，其实很便宜啦~

求目录

真的好贵呀

楼主你要不要分开去卖？300个一起打包的话，不一定有多少人买的吧，毕竟对细分行业、领域等的关注点还是会因人而异吧。
私以为，建议分开卖，依然2个币一份报告，把散户的购买潜力挖出来

建议分开卖，依然2个币一份报告，把散户的购买潜力挖出来
说到很对。
大家也只是对各自的研究领域感兴趣，并不都是信息搜集。

liu0626 发表于 2014-11-28 14:17
建议分开卖，依然2个币一份报告，把散户的购买潜力挖出来
说到很对。
大家也只是对各自的研究领域感兴趣， ...

精力有限，下次单个发，每篇10个币吧