【出版时间及名称】:2010中东欧、中东和非洲证券市场投资策略报告
【作者】:汇丰银行
【文件格式】:PDF
【页数】:72
【目录或简介】:
Best CEEMEA top-down and
bottom-up ideas 3
Base-case scenario 13
Aldar, AED10, OW(V) 14
Evraz, USD34, OW (V) 18
Garanti Bank, TRY7, OW(V) 20
Halyk Bank, USD11, OW(V) 23
Isbank, TRY7, OW (V) 26
Koc Holding, TRY5.1, OW(V) 29
Lukoil, USD84, OW(V) 32
MTS, USD69, OW(V) 34
OCI, EGP300, OW(V) 37
Rosneft, USD12, OW(V) 40
TelefonicaO2 CZ, CZK550, OW 42
Bearish scenario 45
Check Point, USD32, N(V) 46
Tofas, TRY5.8, OW(V) 49
TPSA, PLN17, N 52
Very bearish scenario 55
Almarai, SAR190, N (V) 56
Bezeq, ILS10, OW 58
Elbit Systems, USD81, OW(V) 61
Telecom Egypt, EGP23, OW(V) 64
Disclosure appendix 69
Disclaimer 72
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