求金属采选冶炼方面的报告
巴克莱全球展望2011-12-8
https://bbs.pinggu.org/forum.php?mod=viewthread&tid=1281100&from^^uid=143965

CONTENTS
MACRO & STRATEGY OUTLOOKS
6 Equity Strategy
12 Equity Linked Strategy
TOP PICKS 2012
AMERICAS
BASIC INDUSTRIES
25 Freeport-McMoRan C&G
26 LyondellBasell Industries NV
27 Postash Corporation of
Saskatchewan Inc.
28 Vale
CONSUMER
29 Brasil Foods
30 Kraft Foods
31 Las Vegas Sands Corp.
32 Newell Rubbermaid, Inc.
33 PDG
34 Philip Morris International, Inc.
35 Stanley Black & Decker Inc.
ENERGY
36 Baker Hughes
37 Crescent Point Energy Corp.
38 EQT Corporation
39 Markwest Energy Partners, LP
40 Noble Energy
41 Plains Exploration & Production
42 Suncor Energy
43 Tesoro Corporation
FINANCIAL SERVICES
44 ACE Limited
45 American Express
46 Citigroup Inc.
47 Itaú Unibanco
48 MetLife Inc.
49 NYSE Euronext, Inc.
50 TCF Financial
51 TD Bank Group
HEALTHCARE
52 Aetna Inc.
53 Agilent Technologies
54 Bristol-Myers Squibb
55 Covidien Plc
56 Gen-Probe Inc.
57 Laboratory Corp. of America
Hldgs.
58 McKesson Corp.
59 Mylan Inc.
60 Vertex Pharmaceuticals
INDUSTRIALS
61 Boeing Co.
62 Caterpillar Inc.
63 Dana Holding Corp.
64 FedEx Corp.
65 Fluor Corp.
66 Gol Linhas Aéreas Inteligentes
67 Honeywell International
68 United Continental Holdings
INTERNET & MEDIA
69 Google Inc.
70 Liberty Global, Inc.
71 Walt Disney Co.
POWER & UTILITIES
72 Calpine Corp.
73 OGE Energy Corp.
REAL ESTATE
74 Prologis
RETAIL
75 Abercrombie & Fitch Co.
76 Brinker International
77 CVS Caremark Corp.
78 Macy’s Inc.
79 Nike Inc.
80 O’Reilly Automotive Inc.
81 S.A.C.I. Falabella
SERVICES
82 Dun & Bradstreet Corp.
83 Ecolab Inc.
TECHNOLOGY
84 Altera Corp.
85 Apple, Inc.
86 Citrix Systems
87 Corning Inc.
88 QUALCOMM, Inc.
89 Teradyne Inc.
90 Tesla Motors Inc.
91 Visa Inc.
TELECOMMUNICATIONS
92 América Móvil, S.A.B. de C.V.
93 SBA Communications Corp.
EMEA
BASIC INDUSTRIES
95 Aquarius Platinum Ltd.
96 BHP Billiton Plc
97 Lanxess
CONSUMER
98 Henkel
99 PPR SA
100 Pernod-Ricard SA
101 Whitbread PLC
ENERGY
102 Essar Energy
103 Galp Energia
104 Petroleum Geo-Services
105 Premier Oil
FINANCIAL SERVICES
106 African Bank Investments Ltd.
107 HSBC Holdings PLC
108 ICAP PLC
109 Liberty Holdings Limited
110 Prudential Plc
Barclays Capital | Global Top Picks 2012
4
HEALTHCARE
111 Sanofi
INDUSTRIALS
112 Barloworld, Ltd.
113 Deutsche Post AG
114 EADS NV
115 Melrose PLC
116 Umicore SA
117 Volkswagen AG-PFD Preferred
118 Weir Group
INTERNET & MEDIA
119 Informa PLC
POWER & UTILITIES
120 Drax Group
121 Vinci SA
REAL ESTATE
122 Capital & Counties Properties
RETAIL
123 Hennes & Mauritz
124 Tesco
SERVICES
125 Ashtead Group
TECHNOLOGY
126 Mellanox Technologies
127 Nokia
128 SAP AG
TELECOMMUNICATIONS
129 Telenor ASA
ASIA-PACIFIC
BASIC INDUSTRIES
131 Asahi Kasei Corp.
132 China Shenhua Energy Co., Ltd.
133 Sumitomo Metal Mining Co., Ltd.
CONSUMER
134 Yakult Honsha Co., Ltd.
FINANCIAL SERVICES
135 China Construction Bank Corp.
136 KB Financial Group
137 Mitsubishi UFJ Financial Group Inc.
138 Ping An Insurance
HEALTHCARE
139 Miraca Holdings Inc
140 Santen Pharmaceutical Co., Ltd.
INDUSTRIALS
141 Anhui Expressway Co., Ltd.
142 COSCO Pacific Limited
143 IHI
144 Komatsu Ltd.
145 Larsen & Toubro, Ltd.
146 Shanghai Electric Group Co. Ltd.
147 Suzuki Motor Corp.
INTERNET & MEDIA
148 Baidu, Inc.
149 Rakuten Inc.