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本附件包括：

• European Credit Strategy： European Credit – Flows, Positioning and Redemptions.pdf
• European Credit Strategy： IG Non-Fin Fundamentals Update： Slow and Steady.pdf
• European Equity Strategy： Can fund performance be a contrarian indicator？.pdf
• European Financials： Weekly Bond Tracker.pdf
• European Interest Rate Strategist - On the Road.pdf
• European Interest Rate Strategist - Retaining Our Bearish Bias.pdf
• European Interest Rate Strategist - Searching For Yield.pdf
• 3D Systems Corp：Growth On Track to Accelerate in 2H.pdf
• 21Vianet： Core Businesses Intact; Room for Improvement in Cash Management.pdf
• 20140930-Morgan Stanley-China Materials：Weekly Monitor.pdf
• Agency MBS Brief.pdf
• Agency MBS Brief： Refi Index Largely Flat Despite Lower Rates.pdf
• Agency MBS Weekly： Carry On, For Now.pdf
• Agile Property： Quick Comment： 1-for-5 rights issue – the expected and the unexpected.pdf
• Agriculture Comment： FSA Data Gets More Bullish.pdf
• Agriculture Comment：Anticipating a Quiet Farewell to 13-14.pdf
• Amgen Inc.： Pipeline Drives PT to 1.pdf
• Apple, Inc.： Event Confirms This Cycle is Different.pdf
• Apple, Inc.：iPhone Gross Margins Biased to the Upside.pdf
• ASEAN Economics Chartbook： Where are we in the cycle？.pdf
• ASEAN In a Minute： Entering a Rising Rate Environment.pdf
• Asia Credit Strategy： What’s Going on in Asian Credit.pdf
• Asia FX & Rates Strategy： India Rates：Improving Fiscal Outlook.pdf
• Asian Banks： (g)Rate Expectations？.pdf
• Asian Banks：Valuation Chartbook：Where Are Valuations Compared with history？.pdf
• Asia-Pacific Weekly Preview ： Inflation and Monetary Policy.pdf
• Asia-Pacific Weekly Preview： Anticipating a Rebound in Exports.pdf
• ASML Holding NV： SPIE comments positive for EUV.pdf
• Astra International：IIMS 2014 – On the Ground Feedback.pdf
• AT&T, Inc.： Internet of Things Leadership, Early in the Race.pdf
• Australia Banks： Chart of the Week： Investment Property Loans.pdf
• Australia Banks： Chart of the Week：Major Banks' Return on Equity.pdf
• Australia Insurance & Wealth： Risky Business：Can QBE afford to sell its Lenders Mortgage business？.pdf
• Australia Macro+： Assessing state of economy after startling jobs figures.pdf
• Australia Macro+： Macro Matters：Global Earners Gathering Momentum.pdf
• Australia Macro+： Macro Matters：Playing the Long Cycle.pdf
• Australian Energy – Drilling Down： Aussie E&P as yield plays？.pdf
• Autos & Auto Parts：Dealer Study #5： BMW ahead of pack; DAI closes gap vs. Audi.pdf
• Autos & Auto-Related： Cutting US Autos to Cautious, Downgrading Ford to UW.pdf
• Bayer AG： Confident CMD.pdf
• China Cement：Three Cement Companies Fined for Price Monopoly; Potential Negative to Prices.pdf
• China Coal： 1H14 results wrap：Suppliers' reaction to weak demand.pdf
• China Healthcare：MS Monthly Hospital Rx Report.pdf
• China Industrials： Heavy Truck： Steady Volume Growth and Notable ASP Hike Ahead.pdf
• China Insurance： Asia Insight： Significant Cash Flow Pressure Ahead.pdf
• China Lodging Group, Limited： Trip Takeaways：Bright Outlook for Franchise Business.pdf
• China Oil & Gas： China Gas & Chemical Trips' Takeaways.pdf
• China Petroleum & Chemical Corp：New Restructuring Has Limited Impact on Sinopec; Yizheng A-Shares Placed at Premium to H-shares.pdf
• China petroleum chemical Crop.pdf
• China Resources Gas： Better-than-expected cost pass-through in Tianjin; Buying opportunity.pdf
• China September 2014 “Revisions for Decisions” Revisited.pdf
• China Shipping： Positioning for 4Q14： B Before C.pdf
• China Telecoms Monthly KPIs： Aug-14： CM Expanded Outperformance vs. CU.pdf
• CIO Survey：Steady As She Grows.pdf
• CMBS Market Insights： The State of the CRE Credit Cycle.pdf
• Coal, Gas & Power： Cross-Industry Implications of Marcellus-Utica Gas Basis; Bearish Natgas Outlook.pdf
• Com Hem Holding AB： Buy on Recent Weakness.pdf
• Commodities Fall Symposium： Oil & Gas Market Discussion.pdf
• Consumer Digest #4：Key Takeaways from A-Share Corporate Days.pdf
• Credit Companion： Market Metrics(1).pdf
• Credit Companion： Market Metrics(2).pdf
• Credit Companion： Market Metrics.pdf
• Credit Companion：CDX IG23 and CDX HY23 Roll.pdf
• Credit Continuum： Supplementary Supply.pdf
• Credit Investor Election Guide： Studying for Midterms(1).pdf
• Credit Investor Election Guide： Studying for Midterms.pdf
• Cross Industry Analysis： Impact of Apple Pay on Payments Value Chain：Biggest Beneficiaries Likely AAPL, NXP.pdf
• Cross-Asset Strategy： Global In the Flow - October 2014.pdf
• Crude Oil：What Are OSPs Telling Us？.pdf
• Daimler： Checkpoint China： Progress Made & Future Steps to Take.pdf
• Danone： Topline and margin trend to improve from 2H14 - OW.pdf
• Daum Kakao：Asia Insight： Enters Mobile Payment.pdf
• Delhaize： Solid US momentum provides further comfort on sustainability of FCF.pdf
• Direct Line Group Plc： Taking Profits After Strong Run：Downgrading to EW.pdf
• E&P Weekly： US Unconventional Oil： Sliding Down the Cost Curve.pdf
• Eaton Corp PLC： Resetting FY15e Bar to .pdf
• Eaton Corp PLC：Resetting FY15e Bar to .pdf
• Economics & Strategy Insights.pdf
• EM Credit Strategy： Up in Quality.pdf
• EM Macro Strategy -Brazil： What’s Your Take？ Survey Results.pdf
• EMEA - Steel：No buying opportunity as profitability peaks.pdf
• Energy Transfer Partners： Improving Outlook at Attractive Value; Upgrading to OW.pdf
• ENN Energy Holdings Limited： Investment in Sinopec Marketing： Positive to ENN.pdf
• EUR6bn Net Reduction – ECB Tender Tracker.pdf
• EUR47bn Net Addition– ECB Tender Tracker.pdf
• European Banks： S&P Downgrades： Dropouts.pdf

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本附件包括：

• Hertz Global Holdings Inc：The Real Bull Case for Car Rental.pdf
• Hertz Global Holdings Inc：What the Activists May be Missing.pdf
• European Metals & Mining： Metals and Mining Tracker.pdf
• Financials Weekly： How Expensive (or Cheap) Are Financial Stocks？Valuations on Sep 18, 2014.pdf
• Ford Motor Company： An Important Day for Ford; GM's Next.pdf
• Ford Motor Company： Downgrading to UW, Cutting Price Target to .pdf
• Foxconn Technology： Increasing iPhone 6 Plus Mix a Positive Driver; OW.pdf
• FX Pulse： Debt and Dollars.pdf
• FX Pulse：2014年9月12日号.pdf
• FX Pulse：2014年9月26日号.pdf
• FX Pulse：2014年10月3日号.pdf
• FX Pulse：Debt and Dollars.pdf
• FX Strategy：Life in FloMo, Part II： What It's Telling Us(1).pdf
• FX Strategy：Life in FloMo, Part II： What It's Telling Us.pdf
• Gaming & Lodging： US Online Gaming： Cutting Market Estimates; Downgrade BYD to Equal-weight.pdf
• General Electric Co.： Initial 2015 Bridge Highlights EPS Risks.pdf
• Generali： Raising Estimates Post HY14 - Eyes Turn to Investor Day.pdf
• Genting Singapore PLC： Catalysts Emerging; Growth Better than Macau’s.pdf
• Global EM Morning - October 3, 2014.pdf
• Global EM Morning - September 25, 2014.pdf
• Global Oil Services, Drilling & Equipment： Spotlight on Equipment M&A.pdf
• Global Oil Services, Drilling & Equipment： Subsea, Sand, and OCTG; Offshore Rigs Pressured.pdf
• Global Oil Services, Drilling & Equipment：Offshore Concerns Continue and Int’l Risks for the Big 4.pdf
• Global Oil Services, Drilling & Equipment：Themes from the Road： Frac Sand and Offshore Drilling.pdf
• Global Rates Outlook： Watch for Falling Bonds.pdf
• Global Reinsurance：Adapting to a New Paradigm.pdf
• Godyn Co-Pilot.pdf
• Godyn-Airlines+A&D： Commercial Aircraft Poster Update.pdf
• Godyn-Friday FAQs： Where Are Airline EPS Ests. Going？.pdf
• Greater China Technology Hardware： 1st Take： Apple Event – Is This Time Different.pdf
• Greater China Technology Hardware： Hong Kong-China Discovery：Emerging Smartphone Component Suppliers.pdf
• Greater China Technology Hardware：Apple Event： Is This Time Different Part II.pdf
• Greater China Technology Semiconductors： Who Takes the Juiciest Bite Out of the Big Apple.pdf
• Greene-Canadian Pacific Railway Ltd.： A Turn-Around Story Becomes A Growth Play.pdf
• Greene-Canadian Pacific Railway Ltd.： Putting Meat on the Bone.pdf
• Halliburton Co.： Defensively Positioned NAm Powerhouse： Upgrading E-W.pdf
• Hardware Technology： Monthly Databook： 4Q a Mixed Bag – Apple Supply Chain Outshining.pdf
• Health Care Facilities：Can They Build on the Momentum？.pdf
• Healthcare Services & Distribution：Drug Retailers： Which One of These is Not Like the Others？.pdf
• Healthcare Services： MS Global HC Conference： Day 3： What Mattered.pdf
• Healthcare： Inversion tax expert call recap.pdf

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本附件包括：

• US Interest Rate Strategy： Daily Data Update.pdf
• US Quant Research：Equities Enjoy Some Quality Time.pdf
• Vitamin Shoppe Inc： Is Risk Being Mispriced In Vitamin Retail？.pdf
• Vodafone Group： Enterprise leading the way, OW.pdf
• Walgreens：Stabilizing the Business in FY15 with Anticipation to Resume Growth in FY16.pdf
• Webcast：US Economics- Inequality and Consumption.pdf
• What's Moving Semi Stocks： Risks at MXIM; concerns in Autos weigh on the group.pdf
• Palo Alto Networks Inc Executing Well Across Multiple Fronts.pdf
• Palo Alto Networks Inc： Tracking the Perfect Storm — Multiple Growth Drivers Converge.pdf
• Payments and Processing：Initial Thoughts on Apple Pay.pdf
• Payments： Stock Implications of Apple's Potential Payment System.pdf
• Phibro Animal Health Corp： Bumping estimates and raising PT.pdf
• Property： Asia Property Storey： Positive on HK, more bearish on China, mixed on ASEAN.pdf
• Property：Monthly Chartbook.pdf
• Realizing the power of talented women.pdf
• Retail & Economics： Retail Sales Lead Indicator： Video & Note-Forecasting Steady Growth into Jan '15.pdf
• Retail： Videos & Note -Category Sales Outlook： Discretionary Segments Maintain Momentum.pdf
• Retailing - Food： Kantar data： Pressure further intensifies for the ‘Listed 3’.pdf
• Rio Tinto Ltd：Upgrade to OW as RIO returns to the “old” ways.pdf
• Sanan Optoelectronics： 1st Take：50 New MOCVD Tool Additions from 4Q14 In Line with Our Estimates.pdf
• SanDisk Corporation (SNDK.O)：A closer look at iPhone 6 NAND content.pdf
• Seadrill： Russia Concerns Add to Dividend Uncertainty.pdf
• Sempra Energy： It Continues to Get Better; Raising PT and Staying OW.pdf
• Siemens： Building up Oil & Gas – for the Long-Term.pdf
• Sihuan Pharmaceutica：Raising PT and Estimates on Stronger Outlook.pdf
• Sinotrans Limited：Positive Meeting Notes from Sinoair; Maintain OW on Sinotrans.pdf
• Smiths Group：3 Reasons to Stay Positive.pdf
• SPX Corp：Welcome to the Next Margin Self-Help Story.pdf
• Structured_Trade_and_Commodity_Finance_in_Emerging_Markets.pdf
• Synchrony Financial： Private Label Card Pure-Play Backed by an Improving Consumer; Initiate at OW.pdf
• Taiwan Macro and Strategy Chartbook： Better Growth Outlook with Stronger Consumption and Improving Exports.pdf
• Taiwan Telecoms Monthly Results：Aug-14： No Sign of ARPU Uplift Two Months after 4G Launch.pdf
• Taiwan Telecoms： Sign of Industry Consolidation？.pdf
• TC_M_201438.pdf
• Te Connectivity Ltd： Deep Dive 1 of 2：Sensors to provide a meaningful growth kicker.pdf
• Tech Hardware Insights： Strong Dollar a Revenue Headwind in 2H14.pdf
• Telecom Services：Correction：What Could Be the Implications of a Potential Verizon Tower Sale？.pdf
• Telstra Corporation： We Benchmark TLS “Productivity” vs. Global Peers … Suggests Cost-out Is Mostly Over.pdf
• Terex Corp.： Crane Wreck.pdf
• Tesla Motors Inc.：Tesla：Stock Up For The Wrong Reasons？.pdf
• The Commodity Manual：The Misunderstood Narrative on Crude Oil Demand.pdf
• The glittering power of cities for luxury growth.pdf
• Times Electric：1st Take： Enters into IGBT Lease Agreement with the Parent.pdf
• Tobacco：What Could Happen When the Quota Buyout Runs Out？.pdf
• Tom_Peters_on_leading_the_21st_century_organization.pdf
• TPG Telecom Ltd： 1st Take： FY14 Result … Another Positive Surprise & EBITDA Guidance upgrades.pdf
• U.S. Pharmaceuticals：Money matters： exec comp and stock ownership in-depth.pdf
• UK Property： JLL roundtable： sustained asset demand, abundant debt.pdf
• United Technologies： Key Takes from Laguna Conf.pdf
• United Technologies： Risks More Than Priced In.pdf
• US Auto Product Guidebook, 8th Edition.pdf
• US Economics： Fed Focus： The End of Gradualism.pdf
• US Economics： Inequality and Consumption.pdf
• US Economics： Peter Pan on Policy.pdf
• US Economics：Fomc Preview：considering considerable.pdf
• US Economics：US Economic Outlook：Somewhere in Between.pdf
• US Equity Strategy： All About that Base (No Trouble).pdf
• US Equity Strategy： Industrial Strength？.pdf
• US Industrials & Autos Conference Prime： 15 - 16 September 2014.pdf
• US Industrials & Autos Conference Prime：15 - 16 September 2014.pdf
• US Interest Rate Strategy： Daily Data Update(1).pdf

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本附件包括：

• Non-US Bond Futures Report.pdf
• Occidental Petroleum：Buyback Raised; MENA sale next.pdf
• Oil & Gas： E&P：Cycling around to M&A.pdf
• Oil Services, Drilling & Equipment：NAm at a Tipping Point.pdf
• Oracle Corporation：Cloud is Loud at OOW, But What’s Next？.pdf
• Oracle Corporation：Silver Lining in the Clouds.pdf
• Hertz Global Holdings Inc：What the Activists May be Missing.pdf
• Hong Kong Property： HK Property Pulse #47： Outlook after 1H14 Results.pdf
• IDFC：A “Call Option” – Part II. OW..pdf
• India Equity Strategy： No Delusions of 2003-04, Please.pdf
• India Equity Strategy：The Coming Entrepreneurial Burst.pdf
• India Financials： Correction： The Upcoming Second Leg of Banks Rally.pdf
• India Financials： The Upcoming Second Leg of the Banks Rally(1).pdf
• India Financials： The Upcoming Second Leg of the Banks Rally.pdf
• India Materials：Coal Blocks De-allocated： Ball In Government's Court Now.pdf
• Industrials： Takeaways from SH-HK Stock Connect Corporate Day(1).pdf
• Industrials： Takeaways from SH-HK Stock Connect Corporate Day.pdf
• J.C. Penney Co.： Analyst Day Preview： Very Few Roads Lead to Rome.pdf
• Japan Strategy： Further Yen weakness poses upside risks to our base case Earnings – Yen Sensitivity at Market and Sector Level.pdf
• Large Cap Banks： 3Q14 Preview： Long AXP, BAC Going Into Earnings.pdf
• Large Cap Banks： Bank Mid-Year Internal Stress Tests… Window into 2015 CCAR Ask？.pdf
• Life Science Tools & Diagnostics： Investor Feedback More Cautious Than Expected.pdf
• Life Science Tools & Diagnostics： The Top-Down Approach to Life Science Tools; Initiating on A-PKI-TMO-WAT.pdf
• Lupin Ltd.：8th Pharma Field Trip：Lupin Highlights.pdf
• Major Pharmaceuticals： Correction： MS Conference BMY, LLY, MRK, PFE highlights.pdf
• Making trade-offs in corporate portfolio decisions.pdf
• Managed Care & Facilities： Conference Takeaways.pdf
• Manager and machine The new leadership equation.pdf
• Maruti Suzuki India Limited： Margin Surprise Next.pdf
• MBS Analytics Package： Daily Pass-Through Report(1).pdf
• McDonald's Corporation： Dividend Increased – 38 Years and Counting.pdf
• Medical Technology：The Stocks to Watch into YE.pdf
• Medtronic Inc.：The 40% Solution.pdf
• Michael Kors Holdings Ltd： Fundamentals Intact + Compelling Valuation = Buying Opportunity.pdf
• Micron Technology Inc.： Solid Results from Strength in Mobile.pdf
• Microsoft： Closing the Hood： How Fast Can This Car Go？.pdf
• Mid-Cap E&P：Marcellus-Utica：Strong Headwinds.pdf
• Mid-Cap Exploration & Production： Where's the Bottom？.pdf
• Midstream Energy ： Niobrara Pipeline Competition.pdf
• Midstream Energy ：MLP、YieldCo Structuring and Tax Trends Call Recap.pdf
• Midstream Energy MLPs.pdf
• Mobileye NV： Growing Confidence Results in Growing PT; Up to .pdf
• MRK：Why IMPROVE-IT is likely to fail and why it matters.pdf
• MS：China Oil & Gas：Big 3 Underperformed CNOOC A Bit Better, Yizheng Surged After Restructuring, but Why Did Small-Cap Peers Plunge？.pdf
• MS：Hong Kong Economics：August Retail Sales – 1st Month of Positive Growth in Seven Months.pdf
• MS_Thailand EconomicsPolicy Rate On Hold As Expected.pdf
• Multi-Industry：Laguna Conf Day One Highlights.pdf
• Multi-Industry：Laguna Conference Day Two Highlights.pdf
• Muni Monthly Dashboard：September-Munis Flatten Out.pdf
• Myer： 1st Take： FY14 Result – Miss & Soft Outlook.pdf
• Myer：Correction：Profit Growth Unlikely.pdf
• NA Metals & Mining Chartbook： We Like Aluminum; Copper、Gold Face NT Headwinds.pdf
• National Grid plc：National Grid： Reassuring on RIIO.pdf
• Natixis-An overview of the global economy by major region-140926.pdf
• Netflix Inc： Europe Gives, and Europe Takes Away.pdf
• New World Development： F2014 Operating Profit in Line, HK-China Sales Target Lowered.pdf
• Nike Inc.： Video & Note - Raising Price Target to 5; Nike Remains Our Top OW Idea.pdf