資源描述：
《摩根大通JP95頁亞洲IT行業(yè)投資策略深度研究報告 英文》由會員上傳分享，免費(fèi)在線閱讀，更多相關(guān)內(nèi)容在學(xué)術(shù)論文-天天文庫。
1、JamesR.Sullivan,CFAAsiaPacificEquityResearch(65)6882-237413October2010james.r.sullivan@jpmorgan.comTableofContentsInvestmentsummary................................................................41)Whenthebullbreaksthemodel...............................
2、...............................................42)Valuationanalysis:Bullplaysvs.modelinvestments.............................................43)Growthanalysis:Whenthemodelworks................................................................44)Atwhatprice
3、growth?.............................................................................................5J.P.Morgantotalexpectedreturn................................................................................61)Thebull:WhereourchangeinEPSxP/Emodelbreak
4、sdown..........................................................................................92)Valuationanalysis:What’sacountryplay?.....................12Valuationrankings...............................................................................
5、......................12Dividendyieldranking…Forthebears......................................................................14Stock/countryvaluations............................................................................................163)Growtha
6、nalysis:Whenthemodelworks........................21Growthrankings........................................................................................................224)Atwhatpricegrowth?........................................................24Appen
7、dix1:Peakvaluations?...............................................27P/Echarts:Currentvs.historicalhigh/low................................................................27EV/EBITDAcharts:Currentvs.historicalhigh/low.....................................
8、............30P/BVcharts:Currentvs.historicalhigh/low.............................................................33DividendYieldcharts:Currentvs.historicalhigh/low..............................................36Appendix2:
