2010年韩国证券市场投资策略报告

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【出版时间及名称】：2010年韩国证券市场投资策略报告
        【作者】：摩根大通
        【文件格式】：PDF
        【页数】：64
        【目录或简介】：
Table of Contents
Investment Summary ...............................................................3
2010 Korea Equity View ...........................................................4
Issues in the Year of the Ox.........................................................................................4
Outlook for the Year of the Tiger ................................................................................4
Recommendations........................................................................................................7
Earnings growth outlook and valuation .......................................................................7
Risks to our strategy ....................................................................................................9
2010 Korea Macro Outlook ....................................................10
J.P. Morgan Korea Economic Indicators..............................12
J.P. Morgan Korea Universe: Valuation Summary ..............13
2010 Sector View....................................................................15
Automobiles: Select the winners from structural changes .........................................16
Banks: Eying the sweet spot ......................................................................................17
Brokers & Asset Managers: Focus on undervalued brokers with large
WM exposures ...........................................................................................................18
Consumer Discretionary: Retailers ............................................................................19
Energy: Stay away from upstream.............................................................................21
Holding Companies: NAV growth and relative valuation vs. subsidiaries................22
Insurers: Industry leaders to separate themselves from the pack ...............................23
Internet: Korean online games could clinch world championship .............................24
Machinery: Earnings likely to lag sentiment improvement, but look for bottomfishing
........................................................................................................................25
Petrochemicals: Will 2010 be the year?.....................................................................27
Technology: Memory market—We expect a moderate recovery ..............................28
Technology: TFT-LCD—We expect upward momentum .........................................29
Telecom: Another year of uncertainties.....................................................................30
Transportation: Darkest before dawn.........................................................................31
Top Picks ................................................................................33
Amorepacific .............................................................................................................34
Dongbu Insurance ......................................................................................................36
Hyundai Motor Company ..........................................................................................38
Korea Exchange Bank................................................................................................40
LG Display.................................................................................................................42
NCsoft........................................................................................................................44
Samsung SDI .............................................................................................................46
Shinhan Financial Group ...........................................................................................48
SK Energy Co. Ltd.....................................................................................................50
Stocks to Avoid ......................................................................53
S-Oil Corp..................................................................................................................54

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关键词：投资策略报告 证券市场 投资策略 市场投资 策略报告 投资 证券 韩国

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