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【出版时间及名称】：2010年德国证券市场展望
【作者】：德意志银行
【文件格式】：PDF
【页数】：85
【目录或简介】：
Table of Contents
Summary....................................................................................................... 1
Economic forecasts...................................................................................... 7
1. Encouraging signals for the German economy................................... 10
2. Fiscal stimulus 2010 in Germany and throughout the world............. 22
3. Credit crunch no imminent risk in 2010 ............................................... 27
4. Dax index and constituent performance under rate hikes................. 32
5. Sales and Margin growth ...................................................................... 35
6. Earnings and dividends ......................................................................... 43
7. M&A scenario ......................................................................................... 54
8. German top picks, performance, and equity market valuation......... 55
8.1 German top picks ..............................................................................................56
8.2 Performance.......................................................................................................57
8.3 P/E ratio..............................................................................................................58
8.4 German multiples in pictures ...........................................................................59
Appendix..................................................................................................... 60
A.1 Performance analysis........................................................................................61
A.2 Recommendation list*......................................................................................64
A.3 Recommendation changes...............................................................................65
A.4 Forecast earnings changes...............................................................................66
A.5 Deutsche Bank German universe.....................................................................67
A.6 Sector and segment agglomerations ..............................................................72
Who covers what?...................................................................................... 84
Unless otherwise stated, all valuations and recommendations are based on prices as at 12
January 2010
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