【出版时间及名称】:2010年4月欧洲中小上市公司研究报告
【作者】:汇丰银行
【文件格式】:pdf
【页数】:124
【目录或简介】:
The HSBC Smaller European
Companies index was up 10.4% in Q4-
Q1, with Austria up 7%, France up 7%,
Germany up 13%, the UK up 11% and
Greece spoiling the party, down 18%
Our equity strategists suggest that
European markets will remain choppy,
but see room for a further 10% upside by
year-end
Greece’s macro situation will continue
to overshadow in Q2-Q3, influencing
European currency, bond and equity
markets (for Greece HSBC expects a 4%
GDP contraction in 2010)
Investment strategy 3
Sustainable momentum? 14
European Small/Mid Cap
quant screen 25
Regional focus: Austria 29
Regional focus: France 31
Regional focus: Germany 33
Regional focus: Greece 35
Regional focus: UK 37
European Small/Mid Cap top
picks Q2 10 – Q3 10 40
Company profiles 41
Aixtron 42
Bull 46
Debenhams 50
Derwent London 54
Hochtief 58
Hugo Boss 62
Ipsos 66
Mercialys 70
Metka 74
OPAP 78
Rheinmetall 84
RHI 90
Schoeller-Bleckmann 94
Sechilienne-Sidec 98
Thomas Cook Group 102
Wolseley 106
HSBC European Small/Mid
Caps universe 110
Disclosure appendix 120
Disclaimer 123