中欧和东欧、中东和非洲地区电信与传媒行业研究报告2009年7月(摩根大通)
介绍
Table of Contents
Key Sector Views and Top Picks ............................................3
Key Investment Themes ..........................................................6
Secular Outlook — Telecoms..................................................7
Secular Outlook — Media ........................................................9
Price Targets...........................................................................10
Stock Investment Theses ......................................................11
Earnings Calendar..................................................................15
Key Telecom News and Research of the Week ...................16
Key Media News and Research of the Week........................21
Media: Audience Developments............................................24
Valuation: Multiples................................................................25
Valuation: DCF Valuations.....................................................27
AFK Sistema ...........................................................................28
Key Company Projections .....................................................34
|
下载地址
------分隔线----------------------------