2010年4月美国投资文摘(免费)

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【出版时间及名称】：2010年4月美国投资文摘
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：80
        【目录或简介】：
Strategy and Economics
3 Morgan Stanley Best Ideas List
7 US Economics Don’t Be Sidetracked by the
Inflation Measurement Debate
Richard Berner
9 US Credit Strategy Earnings –
Stronger But Not For Longer
Rizwan Hussain et al.
11 US Interest Rate Strategy Higher Rates to
Bridge the Risky vs. Risk-Free Asset Gap
Jim Caron, Subadra Rajappa
13 Global Equity Strategy Buy Energy, Sell Materials
Jason Todd, Gerard Minack
15 Europe Equity Strategy UK Real Estate Has
Lagged – Outperformance Likely Now
Graham Secker
17 China Economics Campaign Launched To
Curb Rapid Property Price Increase
Qing Wang, Steven Zhang
19 Currency Strategy What Does Asian Growth
Suggest About the US?
Sophia Drossos
Opinion Changes
 Upgrades
21 Seadrill International Growth, Guts, and Glory;
Upgrade to Overweight
Ole Slorer, Igor Levi
23 Xcel Energy Gas Plants Acquisition Accretive;
Upgrade to Equal-weight, Target Raised to $21.50
Greg Gordon, Geoffrey A. Lambert
 Downgrades
25 Time Warner Inc. Moving to Equal-weight
Benjamin Swinburne, Kristi Bonner, Micah Nance
27 Webster Financial Valuation Reflects Near-
Term Catalysts; Downgrading to Equal-weight
Ken A. Zerbe, John J. Dunn, Yoana Koleva
New Coverage
29 Gaming Macau, Singapore, Las Vegas…
and Columbus, Ohio?
Mark Strawn
31 Baltic Trading Limited
Initiating at Overweight: Tracking the Baltic
Ole Slorer
33 Sensata Technologies Holding
Highest Growth at the Lowest Multiple — Overweight
Robert Wertheimer, Mark Lipacis, Joseph O'Dea
Industry Analysis
35 Aerospace & Defense 2010 Aero Survey Results:
Bullish Outlook for Aerospace
Heidi Wood, Kevin Boone, Michael Ashby Brown
37 Cable/Satellite Led by Broadband and In Line with
Thesis, Pricing Trends Improving
Benjamin Swinburne, David Gober, Ryan Fiftal
39 Electrical Equipment & Industrial Conglomerates
Inaugural Distributor Survey Supports Our Bullish View
Scott R. Davis, Robert Wertheimer
41 Integrated Oil Positioned for Relative
Outperformance: We Prefer the Mini-Majors
Evan Calio, Ryan Todd, Ben Hur
43 Media Raising Agency Estimates,
Upgrading OMC to Overweight
Benjamin Swinburne, Micah Nance
45 REIT Strategy Multifamily Poised To Shine —
New Apartment Revenue Forecasts Highlight Upside
Paul Morgan, Swaroop Yalla
47 Software For Security Stocks,
Buy the Themes, Not the Group
Keith Weiss, Adam Holt, Melissa Gorham, Munish Jain
49 Systems and PC Hardware Looking for HDD Models
to Reflect Balanced, Not Tight, Industry Fundamentals
Katy L. Huberty, Scott Schmitz
Company Analysis
51 Abbott Laboratories Leverage Implies Greater EPS
Visibility vs. Consensus
David R. Lewis, James Francescone
53 Adobe Systems ASPs and Demand
Point to a Strong Cycle; Raising Estimates
Adam Holt, Jennifer Swanson
55 Apple US Consumer iPad Survey
Signals Strong Demand
Katy L. Huberty, Mathew Schneider
57 CVS Caremark
Signs of Stabilization in PBM: Our Benefits Consultant
Survey Supports Our Overweight Thesis
Mark Wiltamuth, Ricky R. Goldwasser, Joseph Parkhill,
Justin Van Vleck
59 Marvell Technology
Solid Near Term Demand, but Focus on Under-
Appreciated Non-HDD Product Cycles
Sanjay Devgan, Matt Nerlinger
International
61 Bulgari SpA Unloved and Undervalued –
Upgrade to Overweight
Louise Singlehurst, Pallavi Verma
63 Carnival Europe Ahoy!
Jamie Rollo, Vaughan Lewis, Andrea Ferraz, Alex Davie
65 China Property
New Policies Fired in Rapid Succession, Take Shelter
Derek Kwong, Coral Ching
67 Japan Banks J-Insight: Upgrading to Attractive:
Credit Costs Moving in Line Our Bull Case
Graeme D. Knowd, Takaaki Nishino

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