Credit Suisse Equity Research 2017年1月24日长篇(59页):
Appetite for Disruption
In this report, we expand on our original Age of Disruption analysis, with input from our analysts now allowing us to rank c2,700 stocks globally based on the disruptive risk they face from Competition, Regulation and Technological Innovation. Disruption has already impacted many companies. However, Credit Suisse HOLT®'s conditional probability framework enables us to identify where disruptive risk still appears mispriced.