【出版时间及名称】：2010年1月欧洲电信行业研究报告
        【作者】：摩根大通
        【文件格式】：pdf
        【页数】：96
        【目录或简介】：
Table of Contents
Summary of Q4 trading calls ............................................................3
H1 2010 Themes and expectations...................................................5
H1 2010 themes..................................................................................5
H1 2010 themes..................................................................................6
Evaluating 2010 expectations .........................................................12
4Q09 Company Previews ................................................................37
KPN (26 January) .............................................................................38
Vodafone (4 February) .....................................................................39
Portugal Telecom (11 February) .....................................................41
BT Group (11 February)...................................................................42
TeliaSonera (11 February) ...............................................................44
Mobistar (11 February) ....................................................................45
SES (12 February) ............................................................................46
Swisscom (17 February)..................................................................47
Eutelsat Group (18 February)..........................................................48
Telenet (19 February).......................................................................50
Liberty Global (23 February) ...........................................................51
Telekom Austria (24 February) .......................................................52
Deutsche Telekom (25 February)....................................................54
France Telecom (25 February) ........................................................56
OTE (25 February) ............................................................................57
Telecom Italia (25 February)............................................................58
Belgacom (26 February) ..................................................................61
Telefonica (26 February)..................................................................62
Jazztel (26 February)........................................................................64
Fastweb (26 February) .....................................................................65
Bouygues (2 March).........................................................................66
Zon (2 March)....................................................................................68
QSC (3 March) ..................................................................................69
Sonaecom (8 March)........................................................................70
Inmarsat (9 March) ...........................................................................71
Versatel (18 March) ..........................................................................72
United Internet (24 March)...............................................................73
Summary changes to forecasts......................................................75
J.P. Morgan telecom service coverage universe ..........................83
Valuation Methodology and Risks..................................................84