【出版时间及名称】：2010年美国证券市场展望
        【作者】：摩根斯坦利
        【文件格式】：PDF
        【页数】：48
        【目录或简介】：
Table of Contents
2
3 Apple
iPhone Growth Accelerates with Broader Distribution
and Product Footprint
Kathryn Huberty
5 Bank of America
One Catalyst Down, Two Remain: New CEO,
Declining Consumer Credit Costs
Betsy L. Graseck
7 Best Buy
Internet Price Disintermediation and Migration to
Online Sales
Gregory Melich
9 Energizer Holdings
Expect EPS Upside, Regained Credibility, and
Multiple Expansion
Dara Mohsenian
11 General Dynamics
Market Currently Not Pricing in a Gulfstream Recovery
Heidi Wood
13 Monsanto
Market Pricing in Bear Case; F2010–12 Earnings
Growth to Surprise
Vincent Andrews
15 NVIDIA
Chipset and GPU Share Losses Likely to Surprise the
Market
Mark Lipacis
17 Oracle
Clean Execution on Sun Deal and Recovery in Core
Business to Surprise
Adam Holt
19 Philip Morris International
20-25% 2010 EPS Growth From Continued Pricing
Power and Favorable F/X
David Adelman
21 Telecom Services
High-Yielding Telecom Stocks Revert to Normal
Spreads over Bonds
Simon Flannery
23 Toronto-Dominion Bank
Expect US CRE Portfolio to Perform Better Than the
Market Anticipates
Cheryl Pate
25 US Steel
Looking for a Robust Recovery in the Struggling
Tubular Steel Market in 2010
Mark Liinamaa
27 Vertex Pharmaceuticals
We Believe Street 2012 EPS Estimates Will Increase
at Least 50% by End-2010
Steven Harr
29 Warner Chilcott
Upside EPS Surprises on Pricing and
New Formulations of Asacol, Actonel
David Risinger
31 Weatherford International
LatAm, Russia, and Middle East to Drive 25% Int’l
Growth and FCF Generation
Ole Slorer