摩根大通：俄罗斯证券市场投资策略报告2009年7月

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Table of Contents
Investment thesis .....................................................................3
Sector profiles ........................................................................11
Oil and gas .................................................................................................................11
Banks .........................................................................................................................13
Metals and mining .....................................................................................................16
Telecoms....................................................................................................................18
Utilities ......................................................................................................................20
Developers .................................................................................................................21
Consumers .................................................................................................................22
Macro update: unmistakable signs of turnaround ..............24
Destocking cycle to lift output ...................................................................................24
Financial sector shock subsides .................................................................................26
Russian consumer down, but not out .........................................................................29
Macro recovery in 2010 .............................................................................................32
Appendix 1: Index targets......................................................33
Appendix 2: J.P. Morgan Russia Coverage Universe:
Valuation Summary................................................................34

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关键词：投资策略报告 证券市场 摩根大通 投资策略 策略报告 投资 证券 俄罗斯 摩根大通

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