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本附件包括：

• US Equity Strategy and US Economics： 2020 Vision： Long Live the Expansion.pdf
• CTBC Financial Holding：Board Approval to Acquire 19.99% Stake in ABC Life.pdf
• China Financials： 1H14 wrap-up： Still high risk appetite at mid-size banks despite rising NPLs.pdf
• Beijing Enterprises Holdings： Downgrade to EW; Limited Protection on Tariff Cut.pdf
• Hong Kong-China Transportation & Infrastructure：China Logistics： Take a Ride on Ongoing Urbanization.pdf
• China Economics： Weaker new orders and production sub-indices signified growth moderation.pdf
• China Steel： Asia Insight： Why We Think Steel Mills’ Margin Expansion is Sustainable.pdf
• China Internet and Other Services：Key Takeaways from China Internet Conference - Day 4 & 5.pdf
• ASEAN Economics： Where Are We in the Cycle.pdf
• India Economics： On a Steady Recovery Path.pdf
• Asia-GEMs Strategy： Index target upgrades but some tactical issues – launch China-HK & Japan focus lists.pdf
• China consumer staples ：Meat Processors： Initiate on WH and Shuanghui at OW.pdf
• Asia Pacific Economics：Asia's Macro Outlook： Still in the 6% Range.pdf
• China Utilities： Pollutant Discharge Fee Raised – +ve for natural gas demand-industrial WWT.pdf
• China Internet and Other Services： Key Takeaways from 2014 TravelDaily Conference.pdf
• US Equity Strategy： Monthly Strategy Guide - September 2014.pdf
• Hertz Global Holdings Inc： Why is Hertz Acting Competitively.pdf
• Sprouts Farmers Market Inc：Market Share Analysis： Productive Stores Sprouting Up.pdf
• SanDisk Corporation： Upgrading to OW; Stock Should Continue Rerating.pdf
• Tech Hardware Insights： Positive on Apple Heading into Next Tuesday's Event.pdf
• EMC Corp.： Management Meetings Emphasize Confidence in Long-term Bets.pdf
• Technology：Preview of Apple iPhone-iPad Memory Spec; More Upside in NAND.pdf
• China Industrials：Rolling Stock： CSR and CNR Clarify Media Reports on Potential Industry Consolidation.pdf
• Gas Distribution： Faster cost pass-through vs. 2013, in line with our expectation, positive for group.pdf
• China Financials Long-term outlook improving, but wait for better entry point.pdf
• Cross Asset Strategy： Asia Borrowing Conditions：No Light at the End of Tunnel Yet.pdf
• Asia-Pacific Weekly Preview： Tightening, Easing or On Hold.pdf
• Video- Pushing Parker： Tennis Anyone.pdf
• Medidata Solutions Inc.： 20-20 Vision (Growth and Margins) At a Reasonable Price; Initiate OW.pdf
• US Capital Goods： State of the Industries – Fall 2014 Edition.pdf
• Autos & Auto-Related： SAAR Soars to 17.5mm in August, US Auto Cycle Getting Too Hot.pdf
• Autos & Auto-Related： Rent-a-Car Meets Tech：Head-on Collision.pdf
• US Equity Strategy and US Economics： 2020 Vision： Long Live the Expansion(1).pdf
• China Vanke Co., Ltd.： 1st Take： Lackluster August contracted sales.pdf
• China Property： 1H14 review： Focus on cash flow & balance sheet repair.pdf
• Hong Kong Property： HK Property Pulse #46： Optimism Visible in Land Bidding.pdf
• Yuexiu Property： 1st Take： 33-for-100 rights issue for land acquisition, not repairing balance sheet.pdf
• Metal Sparks： Implications of China’s potential coal import curbs.pdf
• Australia Gold： Positioning for gold price protection.pdf
• Walt Disney Co： The Un-Media Story of 2014.pdf
• Telecom Services 2Q14 Trend Tracker Downgrading Industry View to Cautious on Competition, Valuation, and Regulation.pdf
• Mobileye NV： How MBLY Can be a 0 Stock.pdf
• Frontier Communications Corp：Downgrading to Underweight, After Strong Outperformance.pdf
• American Tower Corp： At Our Price Target, Downgrade from OW to EW on Valuation.pdf
• Crop Tracker： Rains Put Spring Wheat Quality at Risk.pdf
• Greater China Technology Hardware：Xiaomi's Redmi 1S： US Smartphone for India.pdf
• Australia Financials：Asia Insight： More Concerned on Major Australian Banks.pdf
• India Healthcare： US Rx： July’14 Sales – Taro Gains, Most Others Down.pdf
• Tata Motors：Relatively Better Placed; Prefer DVR to Main, OW.pdf
• Focus Call： Australia Macro+ Australian Banks：Time to Take Some Money Out of the Bank(s).pdf
• Australia Banks： Valuation Chart Pack：August 2014.pdf
• Multi-Industry： Fall 2014 Prep Pack.pdf
• United Technologies ：Addressing the Bear Case on Our New Top Pick.pdf
• Global Oil Services, Drilling & Equipment： Houston Takeaways： Key Themes for Week Ahead.pdf
• Regulated & Diversified Utilities-IPPs：Under-Appreciated Risks and Opportunities.pdf
• Freeport-McMoRan Inc：Balanced Risk-Reward on NT Headwinds; EW.pdf