【出版时间及名称】:2010年1月日本证券市场投资策略报告
【作者】:摩根大通
【文件格式】:PDF
【页数】:64
【目录或简介】:
Table of Contents
Reassessing Japanese Stocks with the Bottom in US
Interest Rate..............................................................................3
Macroeconomics ......................................................................6
Derivatives: What’s with February?......................................12
Sector: Industrial & Consumer Electronics .........................16
Sector: Electronic Components............................................18
Sector: Precision Instruments ..............................................20
Sector: Chemicals ..................................................................22
Sector: Steel, Wire & Cable, Glass........................................24
Sector: Autos, Auto Parts......................................................26
Sector: Aviation......................................................................28
Sector: Retail (Large Stores, Specialty Retailers) ...............30
Sector: Banking......................................................................32
Sector: Nonbanks...................................................................34
Sector: Brokers ......................................................................35
Sector: Insurance ...................................................................36
Sector: Real Estate, Housing, Construction ........................38
Sector: Games........................................................................40
Sector: Media..........................................................................42
Sector: Telecommunications ................................................44
Sector: Healthcare and Pharmaceuticals .............................46
Sector: Food and Beverage...................................................48
附件列表