摩根斯坦利：欧洲、中东、非洲地区消费品及零售行业研究报告2009年9月

相似文件 换一批

是 否 +2 论坛币

k人 参与回答

经管之家送您一份

应届毕业生专属福利!

求职就业群

赵安豆老师微信：zhaoandou666

经管之家联合CDA

送您一个全额奖学金名额~ !

立即领取

感谢您参与论坛问题回答

经管之家送您两个论坛币！

+2 论坛币

Table of contents
Investment Case............................................................................................................................................................. 3
How important is credit to the clothing retailers? ....................................................................................................... 6
Valuation and risks ...................................................................................................................................................... 11
Woolworths – A recovery play.................................................................................................................................... 13
Foschini – Turnaround in womenswear ..................................................................................................................... 15
Truworths – A high base to grow from ....................................................................................................................... 17
Mr Price – Defensive, with optionality from homewares........................................................................................... 19
Risk-Reward Snapshot: Woolworths (WHLJ.J, Overweight, PT R18) ..................................................................... 21
Risk-Reward Snapshot: Foschini Group (FOSJ.J, Overweight, PT R75) ................................................................ 22
Risk-Reward Snapshot: Truworths (TRUJ.J, Equal-weight, PT R44) ...................................................................... 23
Risk-Reward Snapshot: Mr Price Group (MPCJ.J, Overweight, PT R42) ................................................................ 24
Abridged Financial Statements – Woolworths........................................................................................................... 25
Abridged Financial Statements – Foschini Group..................................................................................................... 26
Abridged Financial Statements – Truworths.............................................................................................................. 27
Abridged Financial Statements – Mr Price Group ..................................................................................................... 28

扫码加我 拉你入群

请注明：姓名-公司-职位

以便审核进群资格，未注明则拒绝

分享0 收藏0 回帖

关键词：行业研究报告 摩根斯坦利 研究报告 零售行业 摩根斯坦 摩根斯坦利 非洲 欧洲 消费品 中东

你从哪里弄的这些报告
很想知道

是否 监守自盗？

还是 券商 的 free  reports？

中国的券商报告是免费送的，不要它也给。

外国券商的报告  应该也是不要钱的。尤其是金融危机之后要脸吧！