2010年4月日本证券市场投资文摘(免费)

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【出版时间及名称】：2010年4月日本证券市场投资文摘
        【作者】：摩根斯坦利
        【文件格式】：pdf
        【页数】：33
        【目录或简介】：


Strategy and Economics
Japan
3 BoJ Watch Zero Inflation Would Not Justify Exit:
April Outlook Report Preview
Takehiro Sato
Global
5 Global Equity Strategy
Buy Energy, Sell Materials
Jason Todd, Gerard Minack
7 US Economics Don’t be Sidetracked by the
Inflation Measurement Debate
Richard Berner
9 Currency Strategy
What Does Asian Growth Suggest About the US?
Sophia Drossos
New Coverage
11 JX Holdings Initiating Coverage at OW: Less
Refining, More Copper to Rerate the Stock
Lalita Gupta
Opinion Changes
Industry Views
15  Banks J-Insight: Upgrading to Attractive:
Credit Costs Moving in Line Our Bull Case
Graeme D Knowd, Takaaki Nishino
Industry Analysis
17 Autos F3/11 Earnings Preview: Rising Appeal as
Earnings Normalize Further
Noriaki Hirakata, CFA, Ryosuke Hoshino
Company Analysis
19 Asahi Glass Lift Forecasts & PT: Stay EW,
Upside to Expected F12/10 Guidance Increase
Unlikely
Lalita Gupta
21 Furukawa Electric High ROE Expectations to
Fuel P/B Premium: Raise PT
Harunobu Goroh
(Continued)

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