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雷达卡
【出版时间及名称】：2010年1月墨西哥零售行业研究报告
【作者】：德意志银行
【文件格式】：PDF
【页数】：58
【目录或简介】：
Table of Contents
Investment thesis .............................................................................. 3
Top picks: CBD, Cencosud and Alsea .............................................. 4
What a difference a year makes ....................................................... 7
Brazil: rosy outlook in 2010............................................................... 9
Mexico—slowly improving in a competitive landscape .............. 13
Chile-- accelerating growth beyond its borders ........................... 15
Revision of earnings ........................................................................ 18
Performance Matrix......................................................................... 20
High valuation ratios: focus on earnings growth.......................... 27
Walmex............................................................................................. 30
Falabella ........................................................................................... 32
CBD- Grupo Pão de Açúcar............................................................. 34
Natura............................................................................................... 36
Cencosud.......................................................................................... 38
Lojas Americanas............................................................................. 40
Soriana ............................................................................................. 42
B2W................................................................................................... 44
Lojas Renner .................................................................................... 46
Ripley................................................................................................ 48
La Polar............................................................................................. 50
Grupo Famsa.................................................................................... 52
Alsea ................................................................................................. 54
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