发布时间： 来源：人大经济论坛

【出版时间及名称】：2010年韩国证券市场投资策略报告
【作者】：野村证券
【文件格式】：PDF
【页数】：111
【目录或简介】：
Contents
Rebalancing 3
Inflationary recovery 23
Watchlist: 2010 and beyond 25
History doesn't repeat itself but it does rhyme 26
Kospi make-up 40
Sector performance and valuation 42
Sector performance relative to the Kospi 43
Korea sector views
Autos & Auto Parts 58
Chemicals 60
Construction & Engineering 62
Consumer-related 64
Display 66
Internet 68
Memory 70
Power & utilities 72
Shipping 74
Steel 76
Telcos 78
Korea top picks
Honam Petrochemical 80
Kia Motors 84
LG Display 88
POSCO 92
Samsung Electronics 96
Appendix 100