发帖
雷达卡
【出版时间及名称】：2010年2月南非证券市场投资策略报告
【作者】：德意志银行
【文件格式】：pdf
【页数】：132
【目录或简介】：
Table of Contents
Index to the shares .......................................................................... 3
Economic context ............................................................................ 4
Global outlook: Improving but with tail risks .............................................................................4
South Africa: Gradual healing but no fireworks.........................................................................7
Market view.................................................................................... 10
Return expectation..................................................................................................................12
Resources: Rapid rating unwind as earnings recover .............................................................13
Financials: Ratings, Rate expectations, Regulatory uncertainty ..............................................15
Industrials: Pockets of opportunity but tread carefully............................................................16
Equity review: Forecast summary................................................. 18
Equity review: Forecast summary (cont)...................................... 19
Mining stocks: Resources.............................................................. 20
Resource stocks: Non-mining resources ...................................... 40
Banks / Financial Services stocks ................................................. 46
Life Assurance stocks .................................................................... 58
Real Estate stocks.......................................................................... 66
Industrial stocks............................................................................. 72
Stocks by market capitalisation.................................................. 122
Appendix A: Equity valuations.................................................... 123
Executive summary...............................................................................................................123
Glossary........................................................................................ 125
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