摩根大通：北欧电信行业研究报告2009年8月

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Table of Contents
Executive summary..................................................................3
Telenor ......................................................................................4
Bottom-up trends support EM re-rating.......................................................................4
Changes to estimates....................................................................................................5
Valuation......................................................................................................................7
Risks to Our View........................................................................................................8
Tele2 ..........................................................................................9
Strong results, Russia delivering..................................................................................9
Forecasts ....................................................................................................................10
Valuation....................................................................................................................12
Risks to Our View......................................................................................................13
TeliaSonera .............................................................................14
Strong 2Q09, valuation stretched...............................................................................14
Forecasts ....................................................................................................................15
Valuation Methodology .............................................................................................17
Risks to Our View......................................................................................................18
Elisa .........................................................................................19
Reiterate UW.............................................................................................................19
Forecasts ....................................................................................................................20
Valuation Methodology .............................................................................................22
Risks to Our View......................................................................................................22
Country reviews......................................................................23
Sweden – TeliaSonera delivering but cautious ..........................................................23
Norway ......................................................................................................................26
Finland .......................................................................................................................30

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关键词：行业研究报告 研究报告 摩根大通 行业研究 电信行业 研究报告 行业 电信 摩根大通 北欧

what's the hell? boddy.

太贵了吧.....东西是好东西，vip都没用啊

看来只有干瞪眼看的份了。这要等到哪年哪月才可以啊。