2010年4月亚太投资文摘（免费）

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【出版时间及名称】：2010年4月亚太投资文摘（免费）
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：40
        【目录或简介】：
Strategy and Economics
6 Hong Kong Strategy Remaining Bullish, Raising
Targets on Stronger US
Jerry Lou, Corey Ng, Allen Gui, James Cao
Global
8 Global Equity Strategy Good Gets Better
Gerard Minack, Jason Todd
Industry Analysis
10 Indonesia Telecommunications Downgrading
Indosat; Switch to Telkom after 1Q10 Results
Navin Killa, Vanessa A. D'Souza
12 Macau Gaming & Property On a Fast Track but
Watch Out for Speed Breaks
Praveen K. Choudhary, Corey K. Chan, Calvin Ho
14 Singapore Industrials PBR On Track; SCI
Remains Top Pick
Conrad Werner, Miang Chuen Koh
16  S. Korea Telecommunications Sector
Upgrade: A Rising Tide Raises All Ships
John Kim, HyunTaek Lee, Navin Killa
Company Analysis
18 Esprit Holdings Flat F3Q10 Sales Expected;
Stay Overweight
Angela Moh, Penny Tu
20  Formosa Chemicals & Fibre Corporation
Aromatics to Stay Strong; Upgrade to OW and
Raising Price Target to NT$88
Jeremy C. Chen, Yunchen Tsai, Vinay Jaising
22  Fosun International Less Attractive
Risk/Reward; Downgrade to EW
Corey K. Chan, Praveen K. Choudhary
24 Hyundai Motor Co. 1Q10 Results Beat Our
Bullish Estimates; Raising PT
Sangkyoo Park, Hyunjae Lee

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关键词：Industrials Internation CORPORATION Industrial OVERWEIGHT 投资 亚太 文摘

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