摩根斯坦利：亚太证券市场投资策略报告2009年9月

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Table of Contents
MSCI AC Asia Pacific ex Japan Market Valuation ................................................................................................. 3 - 6
Valuation vs. 5-Year Historical Average ................................................................................................................ 7 - 8
MS vs. IBES Consensus Valuation ....................................................................................................................... 9 - 10
Weekly Earnings Revision .........................................................................................................................................11
Weekly EPS Growth Revision ................................................................................................................................... 12
Decomposition of EPS Growth for MSCI AC Asia Pacific ex Japan .......................................................................13
Decomposition of EPS Growth for MSCI AC Asia ex Japan ....................................................................................14
Decomposition of EPS Growth for MSCI AC Far East ex Japan .............................................................................15
EPS Growth vs. PE and ROE vs. PBV Scatter Charts ..............................................................................................16
MSCI AC Asia Pacific ex Japan: Performance Contribution Analysis (Last Week) ..............................................17
MSCI AC Asia Pacific ex Japan: Performance Contribution Analysis (Year to Date) ...........................................18
Consensus Bottom-Up Index Target of MSCI AC Asia Pacific ex Japan Index .....................................................19
Appendix 1: Revision Trend of Absolute Earnings Estimates by Country .................................................... 20 - 23
Appendix 1: Revision Trend of Absolute Earnings Estimates by Industry Group ........................................ 24 - 29
Appendix 2: Revision Trend of Earnings Growth Estimates by Country ....................................................... 30 - 33
Appendix 2: Revision Trend of Earnings Growth Estimates by Industry Group ........................................... 34 - 39
Appendix 3: Top 100 Stocks Weekly 2009E Earnings Revision ...................................................................... 40 - 43

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关键词：投资策略报告 摩根斯坦利 证券市场 投资策略 市场投资 摩根斯坦利 证券市场 投资策略

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