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雷达卡
【出版时间及名称】：2009年10月比利时证券市场投资策略报告
【作者】：富通银行
【文件格式】：pdf
【页数】：144
【目录或简介】：
Contents
1. The year so far 2
1.1. Revival in March 2
1.2. Defensive character of our top pick list caused underperformance 3
2. Economic outlook 4
2.1. Euro area 4
2.1.1. Growth 4
2.1.2. Inflation 4
2.1.3. Monetary policy and interest rate outlook 5
2.2. United States 5
2.2.1. Growth 5
2.2.2. Inflation 6
2.2.3. Monetary policy and interest rate outlook 6
2.3. BRIC 7
2.3.1. Growth 7
2.3.2. Inflation 8
2.3.3. Monetary policy and interest rate outlook 8
3. Overpriced? 9
3.1. Indices valuation back-end loaded 9
3.2. Checking expectations from a bottom-up basis 9
3.3. Top pick list adapted 9
3.3.1. Agfa-Gevaert (Buy, tp EUR 5) 10
3.3.2. Colruyt (Buy, tp EUR 185) 10
3.3.3. GBL (Buy, tp EUR 75) 11
3.3.4. IBA (Buy, tp EUR 9) 11
3.3.5. Telenet (Buy, tp EUR 21.30) 12
3.4. Recuperated too strongly 12
3.4.1. Dexia (Reduce, tp EUR 5) 13
3.4.2. KBC (Sell, tp EUR 26) 13
3.4.3. Option (Reduce, tp EUR 0.60) 14
4. Companies 15
5. Definitions of terms and calculations used 134
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