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雷达卡
【出版时间及名称】：2010年2月全球证券市场投资文摘
【作者】：德意志银行
【文件格式】：pdf
【页数】：77
【目录或简介】：
Table of Contents
Market Commentary .................................................................................. 3
January and February 2010: a volatile start of the year.............................................................3
Summary Top Picks ................................................................................... 4
Arcos Dorados Initiation ............................................................................. 7
Mexico TMT trip ..................................................................................... 11
New issue deal round up........................................................................... 15
LatAm Issuance for 2010 Year-to Date ...................................................................................18
EMEA Issuance for 2010 Year-to Date....................................................................................19
Asian Issuance for 2010 Year-to Date .....................................................................................20
Other Financing Highlights ........................................................................ 21
Distressed Credits Status .......................................................................... 22
Credit Rating Actions ............................................................................... 24
Management Moves ................................................................................ 27
Industry News........................................................................................ 28
Airlines ...................................................................................................................................28
Beef Producers .......................................................................................................................28
Cement, construction and homebuilders ................................................................................30
Consumer and Food Products ................................................................................................33
Financial Sector.......................................................................................................................34
Metals and Mining ..................................................................................................................36
Oil, Gas & Petrochemicals ......................................................................................................38
Pulp, Paper and Wood Products .............................................................................................41
TMT – Technology, Media and Telecom.................................................................................42
Utilities ...................................................................................................................................44
Asia Highlights ....................................................................................... 48
Shimao Property .....................................................................................................................48
Berlian Laju Tanker..................................................................................................................49
True Move..............................................................................................................................50
Hynix Semiconductor..............................................................................................................51
Axis Bank ...............................................................................................................................51
Arpeni Pratama Ocean Line ....................................................................................................52
Media Nusantara Citra ............................................................................................................53
Sino-Forest.............................................................................................................................54
State Bank of India ..................................................................................................................55
ICICI Bank ...............................................................................................................................56
State Bank of India ..................................................................................................................58
Top Picks–Rationale and Risks .................................................................... 61
Annex A –Recent Publications .................................................................... 73
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