Contents Cover Story 2-13 Market Performance 14, 16 Consensus Valuations 15 Coverage Universe 17 Historical Premiums 18 NAV Tracker 19-20 Econ Indicators/Forecasts 21-22 Commodity/FX Outlook 23 AFP Flow Tracker 24 Hydrology Tracker 25 Elec...
内容简介 华泰证券-家电行业四季度投资策略报告 广发证券-航空机场业2009年4季度策略 广发证券-银行业2009年4季度投资策略 广发证券-机械设备行业2009年4季度策略 广发证券-钢铁行业2009年四季度策略 中银国际-化工业四季度策略 国泰君安-09年4季度债券策略...
Table of Contents MSCI AC Asia Pacific ex Japan Market Valuation ................................................................................................. 3 - 6 Valuation vs. 5-Year Historical Average .................................
Rally set to continue into 4Q. Stocks look set to rally further as a steady improvement in economic newsflow should prompt earnings upgrades we have recently raised our forecast for 2010 profit growth to 23%. While trailing PE multiples ar...
Our view Global lead indicators continue to improve, while the US ISM breaking through 50 points to further expansion of the manufacturing base. Upward revisions to Asian earnings are gathering momentum, and with new orders in the US still...
Table of Contents Investment thesis .....................................................................3 Sector profiles ........................................................................11 Oil and gas ................................
Table of Contents Macro-economic views ............................................................3 Market strategy.......................................................................16 Autos ..............................................
内容简介 2009年第二季度，中国创业投资及私募股权投资（以下简称VC/PE投资）市场基金募集数量环比大幅增长。募集完成、首轮募集完成和开始募集基金数量分别为28支、7支和13支（见图1-1），环比分别上升86.7%、40.0%和30.0%；募集规模方面，除开始募集规模略...
Margin surprise. Aggregated net profits of Chinese companies in 1H09 rose 52% from 2H08, despite turnover dropping 8%, mainly due to net margin rising from 2.6% to 5.4%. If 2H09 profits can be maintained at 1H09 levels, we should see doubl...
The Asia Investigator The Non Issue, Equity Issuance Asia ex: Yes, equity issuance is up, but still close to all time lows Compared to earlier this year equity issuance is up. Investors already see deal after deal fear market indigestion....
