人大经济论坛下载系统

金融 银行 保险投资 证券 其它
返回首页
当前位置: 主页 > 行业分析 > 金融行业 > 投资 >

俄罗斯证券市场投资策略报告2009年7月(摩根大通)

文件格式:Pdf 可复制性:可复制 TAG标签: 证券市场 俄罗斯 2009年7月 摩根大通 点击次数: 更新时间:2010-01-12 15:46
介绍

Table of Contents
Investment thesis .....................................................................3
Sector profiles ........................................................................11
Oil and gas .................................................................................................................11
Banks .........................................................................................................................13
Metals and mining .....................................................................................................16
Telecoms....................................................................................................................18
Utilities ......................................................................................................................20
Developers .................................................................................................................21
Consumers .................................................................................................................22
Macro update: unmistakable signs of turnaround ..............24
Destocking cycle to lift output ...................................................................................24
Financial sector shock subsides .................................................................................26
Russian consumer down, but not out .........................................................................29
Macro recovery in 2010 .............................................................................................32
Appendix 1: Index targets......................................................33
Appendix 2: J.P. Morgan Russia Coverage Universe:
Valuation Summary................................................................34

 

下载地址
顶一下
(0)
0%
踩一下
(0)
0%
------分隔线----------------------------