【出版时间及名称】:2010年美国食品饮料与家居用品行业展望
【作者】:摩根大通
【文件格式】:pdf
【页数】:41
【目录或简介】:
Table of Contents
Ratings Changes ......................................................................3
Expectations for 2010 ..............................................................4
Top Picks .....................................................................................................................4
Outlook by Company: Beverages ................................................................................5
Outlook by Company: Household Products and Personal Care.................................10
Macro Volatility Has Lessened..................................................................................15
Create Your Own Luck..............................................................................................19
2009 Recap..............................................................................26
Raw Materials vs Multi-Nationals .............................................................................26
Strong Correlation of Stock Prices.............................................................................26
Valuation .................................................................................32
Risks and Ratings Discussion ..............................................36