Samsung Securities - 2007 Strategy　　

三星证券 - 韩国市场2007展望及投资策略

12．11　　　　共116页.　　　　pdf

Table of contents
Financial sector outlook
November performance review ....................................................................................................3
December investment outlook & top picks...................................................................................5
Major sector indicators
Major sector indicators................................................................................................................40
Earnings forecasts
Key assumptions & earnings forecasts ......................................................................................64
Quarterly earnings forecasts.......................................................................................................76
Valuation & global peer analysis
Sector valuations & peer analysis ..............................................................................................82
Stock valuations: P/B & P/E multiples ........................................................................................85
Global peer analysis: Sector indices ..........................................................................................92
Global peer analysis: Financial stocks .......................................................................................96
Appendix
Financial news summary..........................................................................................................102
Macro-economic indicators.......................................................................................................103
Samsung Securities Financial Sector Research Team ...........................................................106

[此贴子已经被作者于2006-12-23 8:53:03编辑过]