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本附件包括：

• US Lodging： Raising 14-15 Outlook & Recapping Key 2Q Trends.pdf
• Video Pushing Parker：Do You Like Porridge.pdf
• Medtronic Inc.：We Like the Entry Point.pdf
• PETM：Throwing PETM a Bone.pdf
• Tsakos Energy Navigation LTD： Undervalued with an MLP Potential; Raise to OW.pdf
• Natural Gas：Coal-to-Gas Switching to Keep Gas Range-Bound.pdf
• Visa Inc.：Highlights From the Data Center Visit.pdf
• E&P Weekly： The Turning Point.pdf
• Maritime Industries： Dry Bulk Stocks Rally As The BDI Rebounds.pdf
• Refining & Marketing：Bullish GC setup favors VLO.pdf
• The Commodity Manual： Brent Remains Challenged; Ali Price Pressure Ahead.pdf
• Real Estate Investment Trusts： Retail REITs： Risk-Reward Favors Quality; Upgrade TCO to OW.pdf
• Video Friday - Union Pacific Corp.： King of the Hill.pdf
• Financials Weekly： How Expensive (or Cheap) Are Financial Stocks-Valuations on Aug 14, 2014.pdf
• Actavis Inc：Reiterate Overweight post meeting with mgmt..pdf
• Monster Beverage Corp： KO Buying a Stake in MNST.pdf
• Agriculture Comment：FSA Data Hints at Lower US Acreage.pdf
• Ginko International： ”MIT” Has Become Ginko’s Catch Phrase.pdf
• Eclat Textile： Judgment Call.pdf
• Indonesia Economics：Policy Rate On Hold; But CAD Worsens.pdf
• China Mobile Limited： Earlier Earnings Inflection.pdf
• Telstra Corporation： We Benchmark TLS “Productivity” vs. Global Peers … Suggests Cost-out Is Mostly Over(1).pdf
• CDL Hospitality Trusts：More Muted Hotel Outlook.pdf
• Cisco Systems Inc： Enterprise Accelerating but Emerging Markets Relapse.pdf
• Michael Kors Holdings Ltd： Building a Bridge to B+.pdf
• SolarCity Corp： Promising Opportunity, but Growth Largely Priced In; Initiating at Equal-weight.pdf
• Global Airline Compass： Stocks More Volatile Than Fundamentals.pdf
• Video Commodities Strategy： Crop Tracker - Conditions in Place for Strong US Yields.pdf
• India Telecoms ：Asia Insight New Operator, New Technology Concerns.pdf
• Hon Hai Precision：2Q14 Margin Beat; Favorable 2H Outlook.pdf
• India Property：MS India REIT Conference Highlights.pdf
• China Property：Quick Comment：July Data Disturb June’s Positive Trend.pdf
• Tencent Holdings Ltd： 2Q14：Monetization On Track, Improved Margin Outlook.pdf
• Lenovo：1st Take：Good F1Q15 Results but Inline.pdf
• Abengoa Yield Plc： Attractive Risk-Reward, Upgrade to OW.pdf
• AT&T and CenturyLink： Crossing Over – AT&T now yields more than CenturyLink.pdf
• Oracle Corporation：Attractive Setup into the Second Half of 2014.pdf
• Greene-Freight：Truck Stop： TLFI Starts to Stabilize.pdf
• Regulated & Diversified Utilities-IPPs：Morgan Stanley’s MonthlyMeter Reading.pdf
• Southern Company： Downgrade on Growth, Relative Valuation, and Nuclear Risk.pdf
• Gas Distribution：Neutral on Tariff Hike： Buy on Potential Dip.pdf
• China Everbright International Limited：Key Takeaway from Analyst Briefing.pdf
• Huaneng Renewables Quick Comment Recurring earnings decline by 18%.pdf
• PetroChina Gas Price Increase Higher Than Expected; Raise Estimates, but Maintain UW.pdf
• China Financials： Asia Insight： Still too early for a breakout; Underweight China securities.pdf
• Commonwealth Bk Aust：1st Take：Still The Right Mix.pdf
• Video： China Toll Roads： Turning More Cautious Amid Imminent Headwinds.pdf
• Greater China Technology Hardware： 2Q14 IDC：Chinese OEMs on the Rise and More Fragmented Landscape.pdf
• Goodbaby International Holdings： From Side Lines to Center Stage; Execution is Key; Resuming Coverage at OW.pdf
• Taiwan Strategy： Refreshing TAIEX Target; Stay Defensive.pdf
• Greater China Economics： Issues in Focus.pdf
• China Toll Roads： Asia Insight： Turning More Cautious Amid Imminent Headwinds.pdf
• Semiconductors： Revisiting the cycle debate in Analog post earnings.pdf
• Major Pharmaceuticals： Diabetes experts' insights.pdf
• Retail - Economics：Video - Note- Retail Sales Lead Indicator： Forecasting Steady, but Unexciting 3Q Growth.pdf
• Microsoft： Back Under the Hood： Commercial Other.pdf
• Crop Tracker：Conditions in Place for Strong Spring Wheat Yields.pdf
• Machinery： Monthly Data Harvest：AGpocalypse Now Assessing the DE Bear Case.pdf
• Natixis-Germanys economy is shifting down a gear-140812.pdf
• Multi-Industry：The Corrections.pdf
• A&D 2Q14 Review：Opportunities in Pullbacks.pdf
• US Equity Strategy：The Factor Reference Guide.pdf
• Integrated Oil： Major Swap： Raising OXY to OW & Lowering CVX to EW.pdf
• Global Oil Services, Drilling & Equipment：NAm Land： Selling the News.pdf
• The Commodity Manual： Russian Sanctions Add to Investment Risks.pdf
• Global oil fundamentals.pdf
• Global CLOs：CLO Collateral Fundamentals - July 2014.pdf
• VTB - Global Macro Watch - 140822.pdf
• Hewlett-Packard： FCF Strength and Revenue Growth Puts HP on the Path to .pdf
• Helix Energy Solutions： Endorsement for Intervention.pdf
• Tobacco： “Engle Progeny” Update.pdf
• China Longyuan Power Group： Key Takeaways from 1H14 Analyst Briefing.pdf
• Youku： 2Q14： In Transition for Revenue Diversification; Downgrade to EW.pdf
• Sinotrans Limited：Strong 1H14 Profit Prompts Further Earnings Upgrade; Raise PT to HK.19; Reiterate OW.pdf
• Daphne International Holdings：Growth Recovering; Move to OW.pdf
• Japan Strategy： 1st Take： Yen breaking out of the 7 month Range - Remain Bullish on Japan Equities.pdf
• India Equity Strategy：MS Institutional Investor Survey： Bullish.pdf
• Video US Economics：Fed Focus： A Few Minutes on the Minutes.pdf
• Agriculture Comment：Crop Tour Dispatch, Pt 1.pdf