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雷达卡
之前有个灰太狼同学已经发了一些，很不错，我选了几个我看过比较好的logic比较清楚、内容比较完整的reviews and outlooks作为补充。以后有好的我会继续更新。
我帮着把类别分好了，能看的清楚一些。
有我曾经团队出的report，有些亲手搭建的templates看起来很亲切，希望大家和斑竹能appreciate。大家共同学习，博览多家观点，领悟报告背后逻辑，形成自己的观念看法。
Briefing：
North America Equity Research：
Sector: Electrical Equipment & Multi-Industry
2010 HVAC Review andOutlook：
JPM_Electrical Equipment & Mult-industry_By NorthAmerica Equity Research.pdf
(1.53 MB)
EE/MI Sector Update-Preliminary '11/'12 Outlook:：
JPM_EEMI Sector Update By North America Equity Research.pdf
(668.99 KB)
Sector: Telecom and Cable Services
Telecom, Cable and Satellite Preview of 2Q10 Results：
JPM_Telecom and Cable Services by North America Equity Research.pdf
(1.71 MB)
Sector: Biotechnology
US Biotechnology 2Q10 Earnings Preview：
JPM_Biotechnology_By North America Equity Research.pdf
(514.01 KB)
Sector: Insurance
Life Insurance-2Q10 Preview：
JPM_Life Insurance-2Q10 Preview By North America Equity Research.pdf
(504.18 KB)
Sector:Software
Software-2Q10 Preview; Modest Expectations Against Uncertain Environment：
JPM_Software-2Q10 Preview By North America Equity Research.pdf
(1.1 MB)
Equity Research
US Equity Research-Quantifying Euro Exposure：
JPM_US Equity Research-Quantifying Euro Exposure by North America Equity Research.pdf
(1.26 MB)
Europe Equity Research：
Sector: Chemicals
Chemicals Primer-An investor's guide to the world of chemicals：
JPM_Chemicals Primer By Europe Equity Research.pdf
(2.4 MB)
European Chemicals-After a strong Q2 - outlook becomes more challenging：
JPM_European Chemicals By Europe Equity Research.pdf
(485.39 KB)
Sector: Telecom Services
Telecom Services-Q2 10 preview - Telecom stocks to watch：
JPM_Telecom Services-Q2 10 preview by Europe Equity Research.pdf
(599.34 KB)
Australia Equity Research
Sector: Materials
Building Materials sector-2010 mid-year review：
JPM_Materials_2010MidYear_review By Australia Equity Research.pdf
(601.41 KB)
Japan Equity Research：
Sector: Precision & SPE
Precision Instruments & SPE：
JPM_Precision Instruments & SPE By Japan Equity Research.pdf
(1.09 MB)
Global Equity Research：
Sector: Banks
Global Investment Banks：
JPM_Global Investment Banks By Global Equity Research.pdf
(747.38 KB)
Recommendation：
This report is designed to be investment guide to equity investing in the Americas
for the next six months. JP asked their U.S. and Latin American analyst teams to
identify the key drivers of stock prices in their sectors over the next six months, given
economic outlook, and to select one best investment idea for the second half.
From Americas Equity Research：
Second Half 2010 Outlook：J.P. Morgan’s Roadmap for Equity Investors：
JPM_Second Half 2010 Outlook.pdf
(2.11 MB)
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