2010年欧洲中小上市公司展望

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【出版时间及名称】：2010年欧洲中小上市公司展望
        【作者】：摩根大通
        【文件格式】：PDF
        【页数】：104
        【目录或简介】：

Table of Contents
The Portfolio Manager’s Summary .........................................3
Still Seeing Upside... ..............................................................10
2010: A More Benign Yr for SMid PMs..................................17
How to Position? ....................................................................21
Buy Now, 1H>2H.......................................................................................... 21
OW European SMids................................................................................... 22
Continue to OW Value (but with a Twist).................................................. 25
What Metrics will Matter in 2010?.............................................................. 27
At the Country Level ................................................................................... 28
At the Sector Level...................................................................................... 28
At the Stock Level ....................................................................................... 31
The SMid Radar ......................................................................38
The JPM SMid Corporate Access Series..............................41
Top Picks from J.P. Morgan Sector Analysts ......................44
The SMid Frontier ...................................................................56
The Golden Geese....................................................................................... 57
The Halibut Stocks...................................................................................... 61
Sequoia Stocks............................................................................................ 66
The Minters .................................................................................................. 70
The Roadsters ............................................................................................. 73
The SMid Roadmap ................................................................79
The Pan-European SMid Universe ........................................84
Macro-Econ Cheat Sheets .....................................................90
JPM Analysts' SMid-Cap Coverage List ...............................94

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关键词：上市公司 上市公 Portfolio Corporate Analysts 展望 上市公司 欧洲

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