2010年欧洲证券市场展望

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【出版时间及名称】：2010年欧洲证券市场展望
        【作者】：摩根斯坦利
        【文件格式】：PDF
        【页数】：72
        【目录或简介】：
4 Europe strategy Three key surprises for 2010
Ronan Carr , Teun Draaisma
6 Europe Economics Tales of the Unexpected
Elga Bartsch
10 Aerospace & Defence – EADS Stronger recovery in
commercial aircraft order flow
Rupinder Vig
12 Autos and Auto Parts European car production value
rises 10%; Valeo and PSA are key winners
Adam Jonas, David Cramer, Edoardo Spina
14 Building and Construction US residential rebounds
in 2010, returning Wienerberger to profit
Michael Watts, Robert Muir, Alejandra Pereda
16 Business Services Increased competition in UK
public sector outsourcing
Jessica Flounders, David Hancock
18 Capital Goods Non-residential construction revenue
recovers in 2010
Scott Babka, Guillermo Peigneux, Vidya Adala,
Kasedith Vardhanabhuti
20 Chemicals – Wacker Chemie Polysilicon prices
surprise on the upside and the shares re-rate
Wesley Brooks, Paul Walsh, Peter Mackey
22 Consumer Staples A 10% rise in the USD benefits
Spirits most, followed by Food
Michael Steib, Erik Sjogren, Mark Christensen,
Eveline Varin
24 Clean Energy – Vestas Wind Systems US wind
demand is strong next year and Vestas shares
rebound
Allen Wells, Andrew Humphrey
26 European banks Revenues could drive greater
differentiation in share performance in 2010
Huw van Steenis
28 Financials – Diversified Financials Absolute return
growth set to surprise on the upside
Bruce Hamilton, Huw van Steenis, Hubert Lam
30 Insurance UK reserving adequacy deteriorates faster
than expected – RSA most geared
Andrew Broadfield, Adrienne Lim
32 Leisure – Bookmakers Surprise move to online
taxation in the UK
Vaughan Lewis
34 Media – ITV ITV gains substantial regulatory
concessions in 2010
Patrick Wellington
36 Metals & Mining – ArcelorMittal A return of pricing
power drives the shares above our $86 bull case
Ephrem Ravi
38 Oil – Petroplus A steady recovery in refining margins
drives Petroplus shares to our bull case
James Hubbard, Theepan Jothilingam, Matthew Lofting
40 Oil Services – Petroleum Geo Services Seismic
market returns to balance sooner than expected
Martijn Rats, Robert Pulleyn
42 Pharmaceuticals – Shire Intuniv emerges as a major
earnings driver
Karl Bradshaw, Diana Na
44 Property UK property values rise more expected
during 2010
Bart Gysens, Chris Fremantle, Bianca Riemer
46 Retail The return of the Internet – 1999 all over again?
Geoff Ruddell, Fred Bjelland, Charlie Muir-Sands,
Edouard Aubin
48 Technology – Nokia Starts regaining Smartphone
market share and shares double to ~

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