【出版时间及名称】:2010年1月欧洲食品零售行业研究报告
【作者】:汇丰银行
【文件格式】:pdf
【页数】:134
【目录或简介】:
Think stock-picking 11
Sector is no longer homogenous 11
Which stocks are the best to play the top line? 16
Which stocks are the best to play emerging markets? 19
Which stocks have the highest cost saving potential? 22
Which stocks are the best to play M&A? 24
Companies 27
Ahold 28
Carrefour 39
Casino 51
Delhaize 62
Jeronimo Martins 73
Metro AG 84
Morrison 95
Sainsbury 104
Tesco 113
Appendix: Economic forecasts 124
Disclosure appendix 128
Disclaimer 131